Morning Topic: Planned Giving 101

presented by Beverley J. McLain, M.B.A., CAP®

In this session, Beverley will cover what your organization should know about assessing readiness for a planned giving program, myths around planned giving, forming a legacy society, ways your donors can use a charitable gift annuity, writing a gift  acceptance policy, and creating an IRA campaign.  

Approved for 1 Hour

Lunch Topic: Planned Giving 201
             presented by Byron Smith, CPA

Byron will take a deeper dive into planned giving in this session. You will walk away will techniques to incorporate into your program and learn when and how to use them properly. He will cover when and how to utilize charitable remainder trusts, charitable lead trusts, and gifts of closely held stock.  

Approved for 1 Hour

Morning Session ~ 9:00 to 11:00 a.m.

Networking ~ 11:00 to 11:30 a.m.

Luncheon Session ~ 11:30 to 1:00 p.m.

Thank you to Our Sponsors!  

 Presenting Sponsor – $2,000.00
1.  Name/Logo to appear in all pre and post Symposium communications (i.e. emails, flyers).· 

2.  Ability to place promotional materials at each place setting and/or a designated table near entrance to Symposium.

3.  Name/Logo prominently displayed at luncheon entrance and mentioned verbally.

4.  Name/Logo listed in current year’s National Philanthropy Day program and slide show as an AFP partner.

5. Company/organization representative to address audience (to be scheduled where appropriate in agenda and no more than five minutes).

6. One (1) table (8 seats) at the Symposium

7.  Two (2) tickets to the current year’s National Philanthropy Day event.

8.  First right of refusal as Presenting Sponsor for the next year’s Planned Giving Symposium.

Table Sponsor – $1,000.00
1. Name to appear in all pre and post Symposium communications

2. Name to appear on “day-of” signage

3. Ability to place promotional materials at each place setting and/or a designated table near entrance to Symposium.

4. Name listed in current year’s National Philanthropy Day’s program and slide show as an AFP partner.

5. One (1) table (8 seats) at the Symposium

Supporting Sponsor – $500.00
1. Name to appear on “day-of” signage

2. Name listed in current year’s National Philanthropy Day’s program and slide show as an AFP partner.

3. Ability to place promotional materials at each place setting and/or a designated table near entrance to Symposium.

4. Two (2) tickets to the Symposium

Friend – $250.00
1. Name to appear on “day-of” signage

2. Ability to place promotional materials at each place setting and/or a designated table near entrance to Symposium.

3. One (1) ticket to the Symposium

MEMBER - Morning Session AND Lunch Session $50.00
MEMBER - Lunch Session ONLY $25.00
GUEST - Morning Session AND Lunch Session $75.00
GUEST - Lunch Session ONLY $40.00

Regular & Gluten Free Meal:

Surf & Turf | 6oz, Herb-Crusted Sirloin, Blackened Shrimp, Bleu Cheese and Red Wine Butter Sauce

Vegetarian: 

Veggie Wellington | Herb Marinated and Grilled Vegetables and a Wild Mushroom Duxelle in a Crispy Puff Pastry with a Balsamic Glaze

PLEASE NOTE: Once a meal choice has been made, it CANNOT be changed the day of at the luncheon.  Food service has been extremely delayed at the past few meetings for a number of our guests due to attendees changing their meal or sending their meal back for changes.

Beverley J. McLain, M.B.A., CAP® recently retired from her position as Senior Vice President for Philanthropic Services at the Community Foundation of Tampa Bay where she served most recently as the Foundation’s professional advisor liaison, Beverley has been a member of the Pinellas, Tampa Bay, North Suncoast and Suncoast Estate Planning Councils, and served on the Board and on the Program Committee of the Partnership for Philanthropic Planning. She previously was a member of the Planned Giving Committee for the Crisis Center and the Ad Hoc Planned Giving Committee for Lighthouse of Pinellas. Beverley currently serves as a Board member of the Nonprofit Leadership Center of Tampa Bay on its Governance Committee.

Prior to her 15-year career at the Community Foundation, Beverley’s experiences included marketing, communications, and financial advising with organizations such Raymond James & Associates, JPMorgan Chase and Fisher Price. She has spoken on a variety of charitable topics for local organizations including presentations to nonprofit boards and leadership groups.

Beverley, originally from Massachusetts, has an undergraduate degree from the University of Massachusetts, Amherst and an M.B.A. from the State University of New York, Buffalo, New York.  She has also recently completed graduate level work for her Chartered Advisor in Philanthropy (CAP®) designation through The American College.

Byron joined Gregory, Sharer & Stuart in 1999 and became a shareholder in 2001. He is the leader of our Wealth Strategies & Services Team and also oversees all tax services rendered for our nonprofit clients. His areas of concentration include planning for wealth accumulation and preservation, taxation and accounting issues regarding estates and trusts, board governance, and tax consulting for not-for profit organizations. Byron has over 30 years of experience providing IRS Form 990 preparation and consulting services to not-for-profit clients. He has extensive experience in structuring complex charitable gifts to maximize the taxable and financial benefits to donors and receiving organizations. He has also been actively involved in developing planned giving programs and relationships with impactful donors. Byron has developed extensive knowledge in business succession planning for closely-held businesses. In addition, Byron has been actively involved in comprehensive income tax planning for S corporations, individuals, controlled groups and partnerships in retail, manufacturing, agricultural, and various service industries and client representation before the Internal Revenue Service.