November Program

Details

Date(s) & Time(s):

11/12/2010
  • 11:00 a.m. - 2:00 p.m.

Location:

The Racquet Club, 215 South 16th Street Philadelphia, PA

www.rcop.com
Discount parking is available at the garage located at 1616 Chancellor Street. Payment must be made in the Racquet Club in the amount of $11.

Registration Information:

Deadline: 11/10/2010

Registered individuals who are unable to attend must cancel within 24 hours or else will be billed.

Description

Topic:

Luncheon & Meeting

Morning Session (11:00 a.m. – 12:00 p.m.)
“Storytelling as a Theme”

Even in the Age of Google™, certain stories become far more than information and attract our attention. Is it the nature of the stories themselves, or the way in which they have been crafted that makes them so captivating? This session will define:
• The concepts used by authors to transform a reader into someone who is mentally experiencing their story.
• How these elements translate into stories about philanthropic giving that are directed to audiences of various sizes.
• Ways in which the right visual components, design features and multi-media ingredients give the stories a final polish.
We all have important stories to tell. This session will help you understand how to effectively get these stories about your organization’s mission and its donors out into view.

Luncheon Program (12:30 – 2:00 p.m.)
“Charitable Giving in Uncertain Times”

On January 1, 2010, the federal estate tax was repealed for one year. In its place is a carryover basis regime and a lower gift tax rate of 35%. On January 1, 2011, the federal estate tax is scheduled to come back with a vengeance, with a $1 million exemption and a 55% top marginal estate tax rate. Moreover, the economy continues to struggle, asset valuations are down, and the “Bush tax cuts” are set to expire at the end of 2010. How will these factors affect charitable giving in general, and planned giving in particular? Which planned giving techniques will be more attractive to donors in this environment, and which will be less attractive? In this session, our expert speakers will address the current and anticipated transfer tax regimes, discuss their effect on popular gifting methods such as outright gifts, bequests, and CRUTs, and give a legislative update on what — if anything — Congress intends to do about it.

Brochure:

Speaker(s)

Morning Session (11:00 a.m. – 12:00 p.m.)
“Storytelling as a Theme”

David (D.L.) Wilson is the author of The Kitchen Casanova—A Gentleman’s Guide to Gourmet Entertaining for Two, which resulted in a national book tour with features on CNN, Evening Magazine, and Regis & Kathy Lee. His magazine articles have been featured in Writer’s Digest and The Writer. Wilson’s first novel, Unholy Grail, a religious thriller by Berkley of Penguin USA reached #9 & #8 on the Nielsen National Bookscan ratings and is being translated into six languages.

Sonya Aronowitz is the newly appointed Director of Gift Planning at the Springpoint Foundation in New Jersey. Prior to this appointment, she worked at The Philadelphia Foundation, and at Princeton University where she managed the marketing and communications of the gift planning program. She has over 20 years experience in writing and communications ,and has won awards for her writing, including a CASE award for a video on gift planning, which she produced at Princeton. She loves telling the stories of peoples lives and good deeds in her gift planning work. She also enjoys writing poetry and is a member of a playwrights’ group at Passage Theatre in Trenton where many of her plays have been presented.

Fred Yavorsky is a Partner and founded Twist Communications with Merrell McGuire in 1999. Twist provides marketing communications strategy and creative services to both nonprofit and for-profit organizations. Fred has over 25 years of experience as a senior art director and Web designer. Before Twist, Fred served as vice president, creative director of Design FX, the in-house design studio of Ketchum Advertising/Philadelphia.

Merrell McGuire is a Partner at Twist Communications. Her experience runs the gamut from strategy and planning to copywriting and editing. She and her creative partner, Fred Yavorsky, develop campaigns for clients that include all types of print and electronic communications. Early in her career, Merrell researched and developed the strategy for an award-winning positioning campaign for Air Products, which later was used as a case study in a Houghton Mifflin marketing textbook.

Luncheon Program (12:30 – 2:00 p.m.)
“Charitable Giving in Uncertain Tmes”

Michelle J. Hong is an attorney and Director of Wealth Planning in the Philadelphia office of Brown Brothers Harriman & Co. Prior to joining BBH, she was in private legal practice at Simpson Thacher & Bartlett LLP in New York City and at Morgan, Lewis & Bockius LLP in Philadelphia, specializing in estate planning. Ms. Hong is a frequent lecturer and author on a variety of estate planning, trust administration, and charitable giving topics. She serves on the boards of Philabundance and Pig Iron Theatre Company, and on the Planned Giving committee of The Philadelphia Orchestra. She received her JD from Harvard Law School, where she was on the Harvard Law Review, and her BA from Duke University, where she was an Angier B. Duke Scholar.

John A. Terrill, II is a shareholder with the trusts and estates boutique law firm of Heckscher, Teillon, Terrill & Sager, West Conshohocken, Pennsylvania. He concentrates his practice in the areas of charitable giving, estate administration, estate planning, asset protection planning, tax aspects of charitable organizations and estate and gift taxation. A national speaker on various aspects of asset protection planning, Mr. Terrill is also a member of the Philadelphia Estate Planning Council. He is a Fellow in the American College of Trust and Estate Council where he was Chair of the Asset Protection Committee for the past three years and is now on the Board of Regents.

Cost

PPPGP Members - No Charge (Click on "None Required" for Payment Info) : $0.00
Non-Member - No Charge for Morning Session Only (Click on "None Required" for Payment Info) : $0.00
Non-Member - Luncheon Session : $35.00

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