NCGPC / AFP-DC Joint Meeting

When:  Feb 13, 2019 from 10:15 AM to 1:30 PM (ET)
Schedule:
10:15 - 10:45 a.m. - Registration/Networking
10:45 - 11:45 a.m. - Morning Presentation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon Presentation

Morning Presentation:
Bequest Programs: 10 Key Ingredients
Speaker: Lynn Malzone Ierardi, J.D., Director of Gift Planning, Office of Gift Planning, University of Pennsylvania

Whether you are creating a gift planning program from scratch, heating up the leftovers of a predecessor, or simply hoping to spice things up a bit, this session will offer a fresh look at the key ingredients for a successful bequest program. The discussion will also include beneficiary designations, which have become just as (if not more) important. While there is no single recipe that appeals to every taste, you will leave with key ingredients that will allow you to craft a bequest program that works well for your organization .

Luncheon Presentation:
What a Great Hat!
Speaker: Lynn Malzone Ierardi, J.D., Director of Gift Planning, Office of Gift Planning, University of Pennsylvania

Is gift planning a new hat for you? Are you a fundraiser that wears several hats (annual gifts, major gifts, events, gift planning…)? Perhaps you are a seasoned professional shifting hats (strategies) to respond to changing demographics or new tax laws. This session will explore how to wear the gift planning hat when it's new to you or it's not the only one you wear, including a review of how to start a planned giving program and how to encourage collaboration and integrate a program with your existing strategies. You will leave the session with easy to implement ideas - and you will look great in that Gift Planning Hat!

Speaker Information:
Lynn_Malzone_headshot.jpg 
Lynn Malzone Ierardi, J.D., Director of Gift Planning, Office of Gift Planning, University of Pennsylvania

Lynn Malzone Ierardi, J.D. has been in the estate and gift planning field for nearly 30 years. She has served as Director of Gift Planning for the University of Pennsylvania (Penn) since 2005 and as an independent gift planning consultant (www.GiftPlanningAdvisor.com, founded in 2002). Prior to joining Penn, she held gift planning positions in health and higher education, served as Vice President with the Merrill Lynch Center for Philanthropy and practiced estate planning and real estate law. Lynn is the current Chair of the national board of the National Association of Charitable Gift Planners (CGP), and a member of the CGP Leadership Institute. She has been a member of CGP since 1993. She is a past board member and past President of the New Jersey Council of Charitable Gift Planners and a current board member of the Planned Giving Council of Greater Philadelphia (PGCGP). As a dynamic and highly rated speaker, Lynn has presented at conferences and meetings throughout the country on a variety of gift planning topics. She is a graduate of Lycoming College and Fordham University School of Law, and is a Proud Penn Parent — times two!

Fees:
NCGPC Member Cost: $30
Non-Member Cost: $60
Walk-in Member Cost: $40
Walk-in Non-Member Cost: $70

REGISTER NOW!

Location

Maggiano's
5333 Wisconsin Ave, NW
Washington, DC 20015