Let`s Rock `n Roll.qxd - Planned Giving Council of Eastern Wisconsin

Let’s Rock ’n Roll.qxd
3/22/2005
8:39 AM
Page 1
Let’s Rock ‘n Roll!
Fourth Annual Comprehensive Seminar
Featuring...
Gift Planning
Techniques
Marketing Your
Planned Giving
Program
Identifying
Planned Giving
Prospects
P.O. Box 702
Elm Grove, WI 53122
An affiliate of NCPG
CE Credits
Available
Let’s Rock ‘n Roll!
Let’s Rock ‘n Roll!
Keynote Presentation by:
Seminar Schedule
Johni Hays, JD
The Stelter Company
8:30 - 9:00 a.m
- Registration
9:00 - 10:00 a.m.
- Breakout Sessions (Choose One)
Luncheon Keynote
Johnny Be Good…The Hottest Trends in Planned Giving
•
•
•
Johni will highlight the latest buzz in the planned giving field including what's hot and what's not!!
•
Johni Hayes is the Senior Planned Giving Consultant for The Stelter
Company, a national publisher of planned giving newsletters and Web
products for charities. She's the author of the book, Essentials of Annuities,
and co-author of the book, The Tools and Techniques of Charitable
Planning. Johni serves as the charitable planning author of Steve
Leimberg's electronic newsletter service, LISI, found at www.leimbergservices.com. Johni has been quoted in the Wall Street Journal and the
Orlando Sentinel and has published charitable planning articles in Estate
Planning Magazine, Life Insurance Selling, and the National Underwriter.
Johni frequently lectures to groups on estate and charitable planning, probate, living wills, annuities, life insurance, retirement planning and IRAs,
as well as income, estate and gift taxation. Johni has been engaged in the
practice of law with an emphasis in charitable and estate planning since
1993.
10:15 - 11:15 a.m.
•
Johni is a member of the National Committee on Planned Giving, the MidIowa Planned Giving Council, and the Mid-Iowa Estate and Financial
Planners Council. Johni is a Charted Advisor in Philanthropy (CAP),
Chartered Life Underwriter (CLU), and has been a member of both the
Iowa Bar and the Florida Bar since 1993.
- Breakout Sessions (Choose One)
Repeat of 9:00 - 10:00 a.m. Topics
11:30 - 12:30 p.m.
- Lunch and Keynote Johni Hays
Johnny Be Good…The Hottest Trends in Planned Giving
12:45 - 1:45 p.m.
- Breakout Sessions (Choose One)
•
•
Time Is On My Side…Gift Annuities vs. Charitable Trusts
One Is The Loneliest Number…Planned Giving Program When You
Are The Only One
• I Heard It Through the Grapevine…Prospect Identification and
Research Tactics for Small Shops
• We've Only Just Begun…Marketing Your Planned Giving Program
2:00 - 3:00 p.m.
She previously served as the Executive Director of the Greater Des Moines
Community Foundation Planned Giving Institute. In addition, Johni practiced with Myers Krause and Stevens, chartered law firm in Naples,
Florida, where she specialized in estate planning. She also worked with the
insurance industry helping agents with estate and charitable plans for their
clients.
Johni graduated cum laude with a Juris Doctor degree from Drake
University in Des Moines, Iowa, in 1993. She also holds a Bachelor of
Science degree in Business Administration from Drake University and
graduated magna cum laude in 1988.
8:30 a.m. - 3:00 p.m. • Thursday, May 12, 2005
Italian Community Center
631 East Chicago Street • Milwaukee,Wisconsin
Tax Man…Estate Planning With Retirement Accounts and CRTs
Stairway to Heaven…Planned Giving 101
Another One Bites the Dust…10 Charitable Planning Mistakes
To Avoid
Stayin’ Alive…How To Fund Your Charitable Goals With Life
Insurance
•
- Breakout Sessions (Choose One)
Repeat of 12:45 - 1:45 p.m. Topics
Let’s Rock ’n Roll.qxd
3/22/2005
8:39 AM
Page 2
Let’s Rock ‘n Roll!
Let’s Rock ‘n Roll
Seminar Highlights
Tax Man…Estate Planning With Retirement Accounts
And CRTs
By: Jim Krogmeier, Quarles & Brady
This presentation will provide an introduction to the estate tax. The presentation will then cover the income and estate tax issues surrounding
retirement accounts (IRAs, 401(k)s, 403(b)s, Profit Sharing Plans, TaxDeferred Annuities, etc.) and how to postpone or reduce such taxes. The
final portion of the presentation will be an introduction to Charitable
Remainder Trusts, how CRTs can reduce or postpone income and estate
taxes, planning opportunities, and pitfalls to avoid.
Stairway to Heaven…Planned Giving 101
By: Kathy Lambert, Whyte Hirschboeck Dudek
Planned Giving ... What is it? And what are the basic "tools" and "supplies" you need in order to help your organization build a planned giving
"stairway to heaven"? Designed for fundraisers who are new to planned
giving, this program will introduce you to terminology, building blocks
and strategies that will help your organization secure some of the largest
gifts it will ever receive. We hope you will join us on the ground floor as
we start building that stairway to heaven!
Another One Bites the Dust…10 Charitable Planning
Mistakes To Avoid
By: Johni Hays, The Stelter Company
This session highlights specific areas of the charitable planning process
where mistakes seem to happen too frequently. Mistakes aren't only made
by the newcomers to the field; you'll discover that mistakes are also made
by the seasoned professional. By sharing these real-life situations, Johni
hopes to disperse knowledge, not from the painful school of hard knocks,
but from the less painful old cliché, "learn from the mistakes of others."
Stayin Alive…How To Fund Your Charitable Goals With
Life Insurance
By: Barbara Bombaci, Northwestern Mutual
Life insurance can be used as the source of charitable giving or with a
charitable giving program. Learn the ins and outs of charitable giving
with life insurance. This presentation includes not only the mechanics
and tax effects of charitable giving with life insurance but also some of
the recently (and hotly!) discussed issues concerning insurable interest.
Time Is On My Side…Gift Annuities vs. Charitable Trusts
By: Greg Schmidt, Marshall & Ilsley Trust Company
Working with any planned giving donor prospect takes time. You have to understand the donor's situation before you can recommend the planned giving opportunity that best meets the donor's needs and objectives. This session will develop
your understanding of gift annuities and charitable trusts so you can identify
which of these planned giving opportunities might be best for the donor as well
as your organization.
One Is The Loneliest Number…Planned Giving Program When You
Are The Only One
By: David Kremer, St. Camillus Foundation
Planned Giving on top of all the other things I have to do? It can be done.
David will offer his own one-person shop perspective and you'll leave with ideas
you can start using the next day!
I Heard It Through the Grapevine…Prospect Identification and
Research Tactics for Small Shops
By: Jennifer Fry, Northwestern University
Don't think your development operation has the time, staff or budget to engage in
proactive prospect identification? How can you use the resources you have to set
up simple, inexpensive data mining and tracking tools - customized to your organization's prospecting needs? This session will provide a step-by-step overview
of prospect research techniques and resources suitable for any organization,
including strategies applicable to the unique needs of planned giving programs.
We've Only Just Begun…Marketing Your Planned Giving Program
By: Nancy Tawney, Florentine Opera Company and Mary Albrecht,
Milwaukee Institute of Art & Design
Once you are committed to establishing a planned giving program, where do you
start to market it? With their combined experience, Nancy and Mary will lead
this discussion on how to spread the word about planned giving. They will offer
practical ideas on ways to make constituents aware of the value and benefits of
planned giving and how to approach the subject. Come prepared for an
interactive session.
The Planned Giving Council of Eastern Wisconsin
would like to give special thanks to our sponsors.
The Abbey Group, Ltd.
Associated Wealth Management
Blackbaud Analytics
Catholic Knights
Concordia University Wisconsin
Marshall & Ilsley Trust Company, N.A.
Quarles and Brady
The Stelter Company
U.S. Bank Charitable Service Group
Virchow Krause & Company
Waukesha State Bank
Whyte Hirschboeck Dudek, S.C.
Registration
Seminar cost is only $99 for first attendee; $49 for others
from the same organization.
To register, simply complete the form below and mail your
completed registration and check to:
Mary K. Albrecht
Planned Giving Council of Eastern Wisconsin
P.O. Box 702
Elm Grove,WI 53122
Make checks payable to: PGC-EW
__________________________________________________
Organization Name
__________________________________________________
Address
__________________________________________________
City, State, Zip
__________________________________________________
Phone
__________________________________________________
E-Mail
Names of those attending:
__________________________________________________
__________________________________________________
__________________________________________________
_____ $99.00 + _____ @ $49.00 = _______ Total
Please RSVP by May 6, 2005 - no refunds will be issued
after that date.
If you choose, you may e-mail your registration information to:
[email protected]
If you have any questions, please call Mary K. Albrecht,
Administrator, at 262-524-0398.