November 10, 2022, Guest Speaker:  Professor Robert M. McNab  

Professor Robert M. McNab currently serves as the Director of the Dragas Center for Economic Analysis and Policy in the Strome College of Business at Old Dominion University. He has published over 50 articles and chapters and is an Associate Editor with Journal of Economic Surveys and a board member of Public Finance and Management and Management and Organization Review. He serves as the editor of the State of the Region: Hampton Roads, State of the Commonwealth, and Dragas Center’s national and Virginia economic forecasts. He has also worked internationally in more than 40 countries on issues related to the allocation of public resources. Governor Ralph Northam appointed Dr. McNab the Joint Advisory Board of Economists in June 2018. He has appeared in the Wall Street Journal, Washington Post, Richmond Times-Dispatch, Virginian Pilot, and Daily Press as well as television and radio in the Hampton Roads area. Dr. McNab joined the faculty of the Department of Economics in the Strome College of Business of Old Dominion University in July 2016 and previously was a member of the faculty of the Naval Postgraduate School in Monterey, California from 2000 to 2016. Professor McNab received his Bachelor of Arts from California State University, Stanislaus in 1991 and his Ph.D. in Economics in 2001 from Georgia State University in Atlanta, Georgia.

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

• January 9, 2020: Charitable Gift Annuities; Have you Considered.... 

                 Speaker: Chip Giese, PNC Institutional Asset Management  

                 Sponsor: Kaufman & Canoles

• March 12, 2020: Thoughtful Questions to Start Gift Planning Conversations   Speaker: Greg Sharkey, The Nature Conservancy 

                 Sponsor: Tidewater Jewish Foundation

• May 14, 2020- CANCELED-  Donor Advised Funds 

                Speaker:  Rise Flenner, PBMares, LLP                          

• July 9, 2020 Virtual Meeting:  Donor Advised Funds: A Client/Donor Perspective 

                 Speaker: Stephan Lipskis, Attorney at Law, Poole Brook Plumlee PC 

• September 10, 2020 Virtual Meeting: Practical and Budget-Friendly Cyber Security Tips for Businesses                                                                                                            

                 Speakers:  Sharon Nelson and John Simek, Sensei Enterprises, Inc 

                 Sponsor: Old Dominion University

• October 8, 2020 Virtual Meeting: Leaving a Lasting Legacy: A Special Report by Giving USA

                 Speaker: Keith Curtis, The Curtis Group

                 Sponsor: Hampton Roads Community Foundation      

• November 12, 2020 Virtual Meeting:  The Importance of Establishing Donor Intent           

                  Speaker: Rebecca Watkins, North Carolina Symphony

                  Sponsor: The Curtis Group                            

2019 Events

• March 14, 2019: 50 Ways to Lose Your Deduction (with Apologies to Paul Simon)
  ​Speaker: J. William Gray, Jr., McGuire Woods
  Sponsor: Hampton Roads Community Foundation
• May 9, 2019: Trends in Fundraising
  ​Speaker: Keith Curtis, The Curtis Group
  Sponsor: Tidewater Jewish Foundation
• July 11, 2019: Making the Ask for Planned and Blended Gifts
  ​Speaker:  Dr. Scott Janney, Ph.D, CFRE. Senior Consultant, PlannedGiving.com and  Executive Director of Leadership and Planned Giving, Muhlenberg College
  Sponsor: Poole Brooke Plumlee PC
• September 12, 2019: Portraits of Generosity:  US Trust Study of High Net Worth Philanthropy
  Speaker: Erin Hogan,  Managing Director of US Trust, BankAmerica Private Wealth Management  
  Sponsor: Old Dominion University
• November 14, 2019: Creating Flexible Charitable Funds: How Donors May Benefit from Donor Advised Funds
  Speaker: M. Powell Peters, Wolcott Rivers Gates
  Sponsor: The Curtis Group