North Carolina
Planned Giving Council, Inc.
Issue: JULY 2009
September Meeting
National Conference
Careers in Planned Giving
Committee Members Needed
Membership
Quote of the Month
Got News?
John Brown Coming to Greensboro!
September 2, 2009
SAVE THE DATE
November 5th - UNC Charlotte
 
November 5 is confirmed for our  meeting in Charlotte at UNC-Charlotte.  Please save the date and plan to join us for a soon-to-be announced program and a short business meeting where we elect our new board members and officers for 2010.  Details are forthcoming.
OTHER UPCOMING EVENTS
 
Conference Animation 
 
2009 Board of Directors
 
Officers
 
President 
Annette Lynch
Vice-President
Philanthropic Services
The Winston-Salem Foundation
 
President-Elect 
David Taylor
Associate Vice Chancellor for Development
Appalachian State University
 
Secretary
Endowment Director
Jewish Foundation of Greensboro

Treasurer
President
Premier Advisor Group LLC
 
Past-President
Bill Overby
Director of Development
NC Baptist Foundation, Inc.
 
Other Board Members
 
Mark Land
Managing Director, Center for Planned Giving
Wachovia Bank
 
Kristen Brown Smalley
Associate Director of Gift Planning
Duke University

Lyne S. Gamble, Jr.
Director of Major & Planned Gifts
Gillings School of Global 
 Public Health, UNC Chapel Hill
 
J. Lee Knight, JD
Senior Director of Planned Giving
UNC Greensboro
 
M. Thomas Norwood, Jr., CFRE
 
 
 

Chapter Administrator
Sharon Tripp
919-280-4018
President's Letter
 
npdstdcharlotteHappy Summer to You!
 
I hope this E-newsletter finds you enjoying some well-deserved time off-or at least the promise of vacation in the coming months.
 
I am happy to report on a successful Kanuga Planned Giving Conference held on May 5 and 6 in the beautiful mountains of North Carolina.  In this instance, success can be measured in several important ways: 1) the conference made money due to the generosity of its sponsors: Community Foundation of Western North Carolina, Corporate DevelopMint, NBSC, NCPGC, Synovus, Virtual Giving, and Wachovia; 2) the attendance was better than in previous years in spite of the economy; 3) presentations were interesting and substantive, 4) the speakers were extremely professional, knowledgable, and provided detailed materials for distribution; and 5) in spite of a rainy two days, we saw clear skies during every break, while transitioning to meals, and during the social hour on Tuesday evening.  The dates for the 2010 Kanuga Planned Giving Conference are already set for May 4 and 5.  Please add this conference to your budgets for next year and make every effort to attend.  It is a wonderful partnership between the NC Planned Giving Council and the SC Planned Giving Council and a great way to network with others in our field.
 
The importance of planned giving has become more apparent in this economy and I wanted to encourage you to make your membership in NCPGC a priority for your professional development.  In the work that I do at The Winston-Salem Foundation, I am seeing the emphasis on the long view in gift planning begin to pay off, as expectancies are maturing and creating impactful charitable funds and important legacies.  Even if the creation of the planned gift originated with someone before me, I can appreciate the unselfish work it represents on behalf of the Foundation, the organizations to be supported through endowment, and the broader community.  And is it ever gratifying to know that all parties involved (donors, gift planners, and advisors) are "paying it forward" in outlining their charitable plans!
 
Please note that we are initiating a monthly E-newsletter to communicate news of our state council and to give you opportunities to post job openings and note upcoming events.  Jean Craig Long has offered to provide coordination of this effort.  With this issue we are introducing "Quote of the Month" and in the next issue we are introducing a "What's On Your Mind" to highlight those that may be veterans in planned giving and other members who would like to share an insight about current issues.  if you have other ideas about items of interest we should consider including in the future, just let us know.
 
Annette
 
Annette Lynch, President
Vice-President Philanthropic Services
The Winston-Salem Foundation 
John Brown - September Meeting
 
Wednesday, September 2, 2009
9:30 a.m - 4:30 p.m.

Location: UNCG Campus, Elliot University Center, Cone Ballroom A&B
1400 Spring Garden Street, Greensboro, NC

 
Zen and the Art of Solicitation: Enhancing Your Skills During These Difficult Times

Presenter: John Brown, President and Founder, John Brown Limited, Inc., Peterborough, NH
 
Have you ever attended a development seminar that promises to address the intersection of major and planned gifts with the highest of expectations only to lose interest when it turns out to be just a dry recitation all of planned gift vehicles and their definitions?  Yawn...  This extended session with John Brown promises to be truly different.  You will learn dynamic strategies you can take back and begin implementing immediately.
 
Key Goals of the sessions include increasing your comfort level when meeting with your planned and major gifts prospects by providing ideas for conversations with donors and redefining the pool of prospects.
 
Morning Session:  Fund Raising in a Tough Economic Climate
 
This session will focus on donor opportunities for major and planned gifts in the current economic climate and how institutions are responding to the challenge. Are your donors backing away from making large commitments? John will provide the tools and strategies to help you plan an approach that makes sense for your donors and your institution.
 
Working Lunch: Preparing for a Donor Visit - A Case Study
 
The Luncheon Session will provide a Case Study to prepare you and a key volunteer-such as a board member-for a donor visit. No more just simply handing your volunteer a profile to read!  You will learn a specific style of preparation to get the work done, complete the gift, and thoroughly engage your volunteer in the process.
 
First Afternoon Session: Know Your Prospect - Interviewing Techniques
 
In the afternoon, the focus will be on instrumentation and implementation. Learn practical techniques to interview prospective donors to probe for information you can use to help them achieve their philanthropic goals.  (It is more than admiring the office and asking about the people in the photo.)
 
Second Afternoon Session: Donor Expectations
 
What are the expectations of donors/prospects today?  What are you and your institution doing regarding stewardship? These are interesting times we are facing but there are opportunities that we haven't had before. John will give us ideas about what we can do to adapt in this new donor and non-profit environment.
 
John Brown founded John Brown Limited in 1978 on the philosophy that development professionals are most effective when their strategies include respect for donors' interests; relationship building; rehearsed, but JohnBrowncomfortable solicitation; and planned giving integrated into all major gift endeavors. The hallmark of John's counsel is to motivate organizational leaders in building ownership among their constituents, and consistently achieving a greater level of success in fundraising.
 
Under John's leadership, JBL has served thousands of clients. By fostering donor ownership and respect, his clients run capital and endowment campaigns, effective major/planned gift programs and, most importantly, long-term financial and membership growth.
Prior to opening his own firm, John served in several major gifts and planned giving positions at Syracuse University. He later created and directed the planned giving program at Harvard University, and was a founding member of the Planned Giving Group of New England. John volunteers his time lecturing at professional nonprofit conferences each year, including CASE and AFP.
 

Schedule of the Day:
 
9:15 - 9:45 AM           Coffee, Registration, Networking
9:45 - 10:00 AM         Introductions and Business
10:00 - 12:00             Session I
12:00 - 12:30 PM        Buffet Lunch
12:30 - 1:30 PM          Session II, Working Lunch
1:45 - 3:00 PM            Session III
3:15 - 4:30 PM            Session IV 

Cost:  NCPGC Members $45.00  -  Guests $90.00 
 
REGISTRATION LINK
 
Sponsored by 
  Wachovia

National Conference on Philanthropic Planning
October 14 - 17, 2009
National Harbor, Maryland (Metro Washington D.C.)
Gaylord National Resort & Convention Center

The National Conference on Philanthropic Planning is a great investment for training dollars that need to be optimally stretched in FY08 or FY09. No other conference or training venue offers opportunities to:

- learn integrated philanthropic planning strategies that can combine current major gifts and future gifts.
- learn planning strategies from nationally recognized advisors in the estate and financial planning fields.
- hear about best practices for marketing, managing and sustaining a philanthropic giving program, even in challenging economic conditions.
- participate in labs and case study programs that allow you to develop tools and analytical skills you can use immediately in your program.
- strengthen a network of colleagues you can call on later for encouragement and technical support.
- travel to a location that offers many opportunities to meet with donors, call on legislators and visit national associations or headquarters.

Registration fees are discounted by $100 through August 17. Single day registration options are available.
 

 
Career Connections Announced
 
The NCPGC Board has approved the reinstatement of job postings for Planned Giving related positions.
 
We will post your ad on our website and email links in our newsletter and communications.  Positions will be posted for 60 days.Hiring
 
The cost for this service is $50 for NCPGC members and $150 for non-members.
 
Please send your ad to ncpgcadmin@gmail.com in either a WORD or PDF format.  For more information call, 919-280-4018. 
 
Looking for a Few Good Committee Members
 
The board of NCPGC is grateful to MaryBeth Schotzinger, Senior VP of Donor Relations, Triangle United Way, for providing "non-board member" assistance with the Council meeting in February. 
 
We invite others to help us by volunteering to assist with Communitycommittees that help make our organization run more smoothly. 
 
Opportunities for involvement include the Program Committee, which assists at the registration table and with speaker and venue arrangements at Council meetings; the Communications Committee, which coordinates items of Council interest with the Chapter Administrator and determines appropriate ways to communicate information to Council members; and the Membership Recruitment/Retention Committee, which provides information to interested prospective members and guests and gathers results of meeting surveys to help guide board decisions.
 
If you are interested in volunteering, please email us. 
Membership
 
NCPGC HANDSThe purpose of the North Carolina Planned Giving Council is to encourage the education and training of the planned giving community of North Carolina, which includes development officers for charities and applied professionals--trust officers, attorneys, accountants, financial planners, life insurance agents, and others. NCPGC offers members the opportunity to share the knowledge they possess and to access the information they need. A measure of knowledge is obtained via the programs presented; however, most members agree that one of the primary benefits of membership in the NCPGC is the contacts, friendships, and networking opportunities that result from interaction with other professional gift planners. 
 
Membership programs: Programs of interest are offered to members -- at substantially discounted rates -- throughout the year. Speakers of local and national prominence present topics of current interest. Programs are designed to meet the needs of the various levels of expertise represented by the membership. Educational credits are offered whenever possible.
 
National Membership: The Partnership for Philanthropic Planning (PPP) addresses the concerns of the charitable community nationwide. NCPG promotes research, education, outreach, government relations, ethics, and diversity. To learn more PPP, Click HERE.
 
For more information about MEMBERSHIP 

Quote of the Month
 
 "If you don't think every day is a good day, try missing one." -Cavette Robert

Got News?
 
The NCPGC is proud of its members and welcomes opportunities to "toot your horn" in our E-newsletter.
 
We are willing to print whatever you want to share--whether updates on job changes, promotions, published articles or books, new members to the Council--or whatever else seems newsworthy.
 
If you have anything to share, please keep "Got News" in mind and send it in.  Then we can celebrate with you!