A special thank you to Mr. James Connell for serving as our wonderful guest speaker at the May 12, 2022 meeting.  His presentation was titled "Developing a Volunteer Handbook for Legacy Giving - from Identification to Solicitation."  If you missed out on this excellent presentation, please contact Jeanie Pruitt at hamptonroadsgpc@gmail.com for additional information.

2022 Programs:

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