North Carolina
Planned Giving Council, Inc.
Issue: October 2009
Career Connections
President's Letter
November Meeting
What's On Bill's Mind?
Quote of the Month
Got News?
Membership
Career Connections
 
Career Connections is a new service of the NC Planned Giving Council and a benefit of membership. 
 
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. 
 
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. 
 

2009 Board of Directors Officers

President
Annette Lynch

Vice-President
Philanthropic Services
The Winston-Salem Foundation

President-Elect
David Taylor
Executive Director of Development
College of Arts & Sciences and University College
Appalachian State University

Secretary
Susan R. Gutterman, JD
Endowment Director
Jewish Foundation of Greensboro

Treasurer
Janet Ramsey, CFP
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
President
Davidson Consulting Group

Chapter Administrator
Sharon Tripp
919-280-4018

 

 

 


 
NCPGC Banner
 
From the President
 
Greetings  
 
The official start of the autumn season has brought with it a hint of changing colors, a few dropping leaves and considerably more orange in the retail landscape.  Accepting these changes is just something we do naturally at this time of year.  Some of us actually welcome the crispness of the air, the start of a new school year, and the return of football.
 
ALynchFrank Minton's quote in this E-newsletter (Quote of the Month) is about change; but he reminds us that even with changes in technology (and I would add other changes we experience in our fields:  organizational structure, leadership, budgets), the relationships we build provide the constant that fuels us.  We are the articulators of the vision for our organizations and help provide our prospects, donors and colleagues with the inspiration to support that vision.  Part of the challenge in doing this is creating trusting, enduring relationships that allow our "clients" to see the inevitable changes not as negative and paralyzing but as positive and energizing. 
 
At the gathering of Council members and guests on September 2 in Greensboro, we heard from John Brown about changes to the language we use and to the emphasis in our work.  Some of us with significant technical expertise in planned giving may have found his comments a little unsettling-perhaps even paralyzing.  But we can take comfort in returning to the Minton message (and who is more technically proficient than he is?) and remembering the relationships we strive to enhance each day.  Aren't they what keeps us in this business anyway?
 
At our November 5 meeting we will have another chance to learn from the experience of others.  Our morning speaker, Neill McBryde, and our afternoon panel will address the multiple relationships with professional advisors that are enjoyed by our donors and clients. Honoring those relationships and sharing a common dialog can result in stronger partnerships and more beneficial results for everyone.  Please plan to join us for this meeting.
 
Happy Fall!
 
Annette 
 
Annette Lynch
Vice-President Philanthropic Services
The Winston-Salem Foundation
 
P.S.  Congratulations to Mindy Bloom for winning the drawing for a complimentary registration for the National Partnership for Philanthropic Planning Conference!  Mindy has generously donated the registration to her colleague in Pittsburgh, Judy Palkovitz, who works in planned giving and estates with Hadassah.

NC Planned Giving Council

and
Leave A Legacy Charlotte Present:   
 
Recent Federal and North Carolina Developments in Charitable Planned Giving AND How to Have a Conversation about Charitable Giving with Clients

Thursday, November 5, 2009
9:30 a.m. - 2:00 p.m.  Charlotte, NC 
 
Sponsored by
BOA ML
 
FFTC 

For More Information
 

What's On Bill's Mind?
 
Bill Overby
is director of development for The North Carolina Baptist Foundation, Inc. and is past president of NCPGC. Bill will rotate off of the board in 2009.

Bill OverbyI have been the director of development for the NC Baptist Foundation since 1991 and joined NCPGC shortly after coming on board.  At that time, I was completely new to the business of planned giving, and NCPGC offered the opportunity to meet lots of folks who had significant experience as well as newcomers like myself.  It also offered training seminars at a very reasonable price throughout the year.  It sounded like a perfect match, and I have enjoyed the experience over the years.

About five years ago, I was asked to serve on the NCPGC board of directors and then to serve as president in 2008.  It has been a privilege to serve and I have certainly grown and learned through the experience.  Being offered the opportunity to work intimately with some of the best planned-giving minds in North Carolina has been humbling to say the least.

How has planned giving changed since 1991?  This is a hard question to answer but I would say that technology has affected me the most.  Planned giving software has evolved significantly and has become more user friendly both for the donor and for the professional.  In 1991, we did not even have a website, and look now at how much we depend on this for gathering information and communicating with donors. At that time I was one of the few with a car phone and now I have a blackberry and am able to receive emails while on vacation.  Not all changes are great, but times are changing and we can advance with it or retreat from it.  I choose to advance with it, even if my children laugh at their technologically-challenged dad.
Quote of the Month
 
The following quote was taken from Frank Minton's 2008 remarks at the 28th Conference on Gift Annuities in Chicago.

"No doubt, technology will change how we learn planned giving and work with donors, but I think the importance of relationships will remain...Although people may learn about giving opportunities in new ways, they will still make the larger gifts because someone they like and trust excites them with a vision and points the way."
 
Frank Minton
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! Email us

Membership
 
The 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. 
 
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