Guest Speaker on May 9, 2024
Greg Sharkey, Senior Philanthropy Advisor
THE NATURE CONSERVANCY
Greg Sharkey serves as Senior Philanthropy Advisor for The Nature Conservancy. In this role, he assists donors across the country and the world consider and structure charitable gifts that fulfill their charitable goals. He also counsels' donors and families on charitable giving platforms like Donors Advised Funds and Private Foundations, and on family philanthropy issues. Greg is a nationally recognized speaker/expert on charitable gift planning and served as Chair of the Board of the National Association of Charitable Gift Planners in 2015.
Questions to Start Gift Planning Conversations
In this interactive talk, Greg shares questions on life transitions, values, and non-cash assets that help us engage more deeply with donors as their partner. He will share some brief stories about how these questions led to charitable gifts and encourages audience members to share their stories as well!
Meetings in 2024
March 14, 2024: Richard E. Nottingham, CLU, ChFC, Guest Speaker
"Life Settlement Considerations for Charitable Organizations"
January 11, 2024: Tim Belber, JD, AEP, Guest Speaker
"Using Balance to Create Successful Generational Family Wealth Plan"
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Meetings in 2023:
PUSH Comedy Workshop: "Thinking on Your Feet"
Location- PUSH Comedy, Downtown Norfolk
September 14, 2023:
Guest Speaker- Keith Curtis, The Curtis Group: "Planned Giving Trends From Giving USA Data"
Location- Wolcott Rivers Gates, Virginia Beach
November 9, 2023: Panel Discussion at Old Dominion University. Additional details to be announced at a later date.
2023 Programs:
March 9, 2023: "Current Tax Developments and Other Factors Affecting Donors and Their Charitable Giving"
Speaker: Michele A. W. McKinnon
January 12, 2023: "Are You Ready to Help Boomer Business Owners Hit their Legacy
Home Run?"
Speaker: Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP
2022 Programs:
September 8, 2022: "A Baker's Dozen of Gift Planning Tips"
Speaker: Kenneth W. Wolfe
July 14, 2022: "Real Estate Gifts"
Speaker: M. Powell Peters, Esquire
May 12, 2022: "Developing a Volunteer Handbook for Legacy Giving - from Identification to Solicitation."
Speaker: James E. Connell FAHP, CSA
March 10, 2022: "An Estate Planning Lawyer's Perspective on Client Charitable Intent"
Speaker: Neil L. Rose, Esquire
January 13, 2022: Donor Stories in Planned Giving Marketing – To Use or Not to Use
Speaker: Claudine A. Donikian, JD, MBA, President & CEO
PAST PROGRAMS AND EVENTS
2021 Programs-
January 14, 2021: Incorporating DAF Into Your Gift Planning Programs
Speaker: Rise Flenner, PBMares, LLC
March 11, 2021: Seven Things Every Donor Wished We Knew
Speaker: Wayne Olson
Sponsor: Lisa Morgan, Wells Fargo-The Private Bank
May 13, 2021- Picking up the Planned Giving Conversation Post Pandemic
Speaker: Craig Wruck, former President, National Association of Charitable Gift Planners
July 8, 2021- How the NACGP can help you with your gift planning education and your career
Speaker: Richard Ritter, Director of Membership, National Association of Charitable Gift Planners
Sponsor: The Academy of Music
September 9, 2021 ( In Person Meeting)- The Top 10 Legacy Fundraising Strategies from Scientific Research
Virtual Speaker: Russell James, J.D., Ph.D., CFP®, Professor of Charitable Financial Planning at Texas Tech University
Sponsor: Old Dominion University
November 11, 2021 (In Person Meeting)- How a Pandemic Magnified the "why" in Planned Giving
Virtual Speaker: Nathan Stelter, President, The Stelter Group
Sponsors: Edmarc and Tidewater Jewish Foundation
2020 Events
Speaker: Chip Giese, PNC Institutional Asset Management
Sponsor: Kaufman & Canoles
Sponsor: Tidewater Jewish Foundation
Speaker: Rise Flenner, PBMares, LLP
Speaker: Stephan Lipskis, Attorney at Law, Poole Brook Plumlee PC
Speakers: Sharon Nelson and John Simek, Sensei Enterprises, Inc
Sponsor: Old Dominion University
Speaker: Keith Curtis, The Curtis Group
Sponsor: Hampton Roads Community Foundation
Speaker: Rebecca Watkins, North Carolina Symphony
Sponsor: The Curtis Group
2019 Events
CONTACT: PO Box 68005, Virginia Beach, VA 23471 | E: hamptonroadsgpc@gmail.com