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Programs 2010
May 19
APRIL 21-
Annual Symposium
Sponsored by: Northern Trust
March 17
New Decade Donors
Kristen
Schultz, JD, LLM
sponsored by
Holy Cross
Hosptital
February 17
"Getting Back to Basics: The Essentials
for Effective Planned Giving"
Moderator: FELICIA G. BELL, Esq.,
Director of Planned Giving, Memorial
Foundation, Joe DiMaggio Children's Hospital
Foundation
Panel:
MARILYN
BRUMMITT, Director of Development
Miami Rescue Mission/Broward Outreach
Centers
PEGGY CALHOUN,
ACFRE, Principal Miller, Calhoun & Company
DAVID PAIKIN, Regional
Director, Diabetes Research Institute
Foundation
January 20, 2010
"A Professional Advisor's Bird's Eye
Perspective on Creating a Gift Plan for Your
Client"
Seth A. Marmor, Attorney Shapiro,
Blasi, Wasserman & Gora, P.A., Boca Raton
Sponsored by:
Raymond James Trust N.A.
Programs 2009
December 16, 2009
Sponsored by:
Miller, Calhoun &
Company
November 18, 2009
"To Roth or Not to Roth; That is the Question...IRA Roth Conversions"
Sponsored by:Broward Partnership for the Homeless, Inc.
October 21
"TOP TEN TIPS FOR
INVIGORATING PLANNED GIVING RIGHT NOW"
Gail S. Meltzer, CFRE, CoreStrategies for
Nonprofits, Inc.
September 16
"AVOIDING THE GRINCH
– DRAFTING AND ENFORCING CHARITABLE PLEDGES"
William T. Hennessy,
Gunster Attorneys at Law
May 20
April 15
Update on
Legislative Action on the Estate Tax
and A Primer on Life Insurance in
Charitable Planning
Wayne Cooper, LLM., CLU, ChFC, CFP®,
AXA Advisors
March 18
Women and
Philanthropy - The Factors
Behind Female Giving
Dr. Lisa A. Miller, Lynn
University
February 18
17th
Annual Planned Giving
Symposium - Navigating the
Choppy Waters of Planned Giving
in the New American Society
Jeff Baskies,
Katz Baskies LLC and Jerry Simon
Chasen, Chasen & Associates,
P.A.
January 21
"Is There Hope for Planned Giving?"
Tanya Howe Johnson, President and CEO Partnership for Philanthropic Planning, (formerly National Committee on Planned Giving)
Programs 2008
 In honor of National Philanthropy
Day
"How to Give Money
Away While Laughing All The Way to
the Charity"
Panel
Discussion Moderated by David Paikin, Diabetes Research
Institute Foundation and Felicia G.
Bell, Esq., Memorial/Joe DiMaggio
Children's Hospital Foundations
"Planting the
Planned Giving Seed"
Leave A Legacy: How
to Plant the Seed of Planned
Giving
Paul
Weigel, U.S. Trust Bank of
America Private Wealth
Management
Barbara Witte,
Community Foundation of Broward
The Board Walk: Roles &
Responsibilities of Nonprofit
Boards
Mark W.
Glickman, CFRE, Director of
Planned Giving & Endowments,
Simon Wiesenthal Center
Maximizing Your
Donors' Art, Antiques and Other
Valuable "Stuff" for the Benefit
of Themselves, Their Heirs and
the Charities They Support
Michael Mendelsohn, Briddge
Art Strategies
Demystifying Endowment Fund
Investments
Suzy Peterfriend Ross, CEO
FamilyLegacy, Inc.
The Nuts and Bolts of Prospect
Research
David Paikin, JD, Leonard
M. Miller School of Medicine,
University of Miami
Marci Philbin, University
of Miamis Leonard M. Miller
School of Medicine
Making Your Voice Heard in
Tallahassee and a Review of the
Past Florida Legislative Session
State Senator Steven A.
Geller
15th Annual Symposium of the Planned Giving Council of Broward County 
BACK TO SCHOOL: ETHICAL
CONSIDERATIONS IN PLANNED GIVING
William T. Marks, Esq., Senior Vice
President, Northern Trust N.A.
Ethical Accounting for
Tax Exempt Organizations
Gregory R. Tait, Berenfeld, Spritzer,
Schechter & Sheer
Ethical Considerations when
Charities Deal with Professional
Advisors
Presented by
C. Scott Rassler, JD, CLU
A
Charities Permissible Role in the
Political Process:
An Ethical
Look at What Charities Can and
Cannot do During Elections
Presented by Adam Scott Goldberg,
JD, LL.M.
PROGRAMS 2007
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The Pros and Cons of
Private Family Foundations vs. Donor
Advised Funds
Henry H. Raattama, Jr., Akerman
Senterfitt
Katherine N. Guida, Northern Trust
The Changing Face of
Philanthropy in South Florida
Linda Carter, Broward Community
Foundation
Grant Writing 101
Deanna Mcdermott
The Sentiment on Estate Tax
on Capital Hill, A Legislative
Update
The Religious Aspects of
Charitable Giving
John Fisher, Christian Community
Foundation
Keith Goldmann, Jewish Community
Federation Foundatio
The Sentiment on Estate Tax on
Capital Hill, A Legislative Update
Wayne Cooper, CLU, CHFC, CFP, JD
LLM, AXA Advisors, LLC
Annual Symposium
Facing the Next Generation
of Philanthropy Leaders: Advising
the Children and Grandchildren
David E. Ratcliffe and Thomas O.
Katz, Esq.
How Philanthropy and the Tax Law
Combine to Benefit the Community and
the
Donor
Francis B. Brogan, Jr., Esq.
Working with Family Philanthropy and
Keeping Our Seats at the Table - The
Changing Role of the Professional
Joan K. Crain, CFP, CTFA, CISP, Gary
W. Erhard and Robert B. Judd, Esq.
Top Ten Pitfalls of
Charitable Gift Planning
Greg Schupra
Comerica
PROGRAMS 2005-2006
Economic Forecast and Its
Impact on Investment of Charitable
Funds
George King
Bernstein & Co.
Developing and Managing a Bequest
Program
Tom Lawson
Bank of America
Governance Reform
Deborah Bussel
Donor Managed Investment Accounts
Mark Rakov
Winklevoss Consultants with AFP
Identifying Planned Gift Prospects
Jay Frost
Wealth I-D
SYMPOSIUM
14th Annual Symposium of the Planned
Giving Council of Broward County
James B. Davis, Gunster
Yoakley
John C. Maynard, Raymond James Trust
Company
William Snyder, Snyder & Snyder PA
Sheldon Polish, Berger Singerman
Robert Weiss, Wealth Management
Group, Bernstein Investment Research
and Management
Real Estate in Charitable Gifts
Chuck Mahaffey
Wachovia National Center for Planned
Giving
IRS Update on Charitable Giving
Martin Basson-Internal
Revenue Service
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