Luncheon – Maximizing Philanthropic Impact Through Planned Giving; sponsored by The Donor Motivation Program®
Our Speaker
Jennifer Pagnillo, Esq.
Day Pitney LLC
Jennifer is co-chair of the firm’s Tax-Exempt Organizations and Charitable Giving group, focuses her practice in the areas of tax and estate planning and estate and trust administration, with an emphasis on charitable giving and the creation and operation of nonprofit organizations, including family foundations. She advises clients on income, estate, gift, and generation-skipping transfer tax planning; estate planning, including the preparation of wills and trusts; closely held business planning and related issues with respect to preserving and transmitting wealth within families; and the administration of trusts and estates, including probate proceedings, accountings, and tax-related disputes. She received her B.A. from St. Thomas Aquinas University and her J.D. from St. John’s University School of Law. She is admitted to practice in Connecticut and New York.
About Our Session
The landscape for charitable giving is ever changing, with historically low interest rates, fluctuating investment markets and higher income tax rates. Now, more than ever, donors are looking for ways to maximize their philanthropic impact when giving to charity.
Attorney Jennifer Pagnillo of Day Pitney LLP will lead a discussion about ways to satisfy your donors’ objectives in making charitable gifts.
Our Sponsor
Who We Are
Since 1995, we have shown leading nonprofits across the United States and Canada how to remove their biggest planned giving obstacles and double the results of their planned giving efforts with limited time and money… and we GUARANTEE satisfaction. We can guarantee satisfaction because we regularly listen to nonprofits—and their donors—and take what we hear to continually perfect the planned giving bridge between nonprofits and their donors. The result is the most cost effective, time efficient planned giving presentation system on the market. Charities call it “donor motivation in a box.”
Through The Donor Motivation Program® and The Donor Motivation Professionals of North America, a network of trained professionals, we have shown North American charities how to “motivate planned giving” and double their results. Tens of thousands of donors have engaged in our Donor Presentation Experience and rated it either “one of the finest” or “absolutely the best” of its type. Why? It’s donor-centric!
Donald S. Harmelin
Executive Director
84 West Park Place, Stamford, CT 06901
CFRE Credits
Yo
u earn 2.0 CFRE certification credits for attending The Donor Motivation Program’s work shop, “The 7 Most Influential Planned Giving Trends of 2016… and How to Take Action Now!”
Reservations
The Fairfield County Chapter of the Association of Fundraising Professionals (AFP) will hold its monthly educational program on Thursday, March 17, 2016 from 12:00-1:30 pm at The Norwalk Inn & Conference Center, 99 East Avenue, Norwalk, CT. Registration/networking opens at 11:30 a.m., and the buffet opens/meeting starts promptly at 12 noon.
Special “Guest of Member” Pricing Option* !
A BENEFIT for all AFP-Fairfield County Chapter Members for a limited trial basis. We encourage you to invite a guest and prospective member at a special rate of $35. *Reservations must be made online by the member. Limit one per member at this special rate per event. Member must attend the event. Walk-in guests will not qualify for special rate.
- Contact Marianne Hickey at 203-834-1910, or by e-mail at
- Event fee:
- AFP Members – $25
- Guest accompanied by AFP Member and paid in advance by member – $35
- Non-Members – $45
- We accept checks, and online credit card payments. If you wish to register online using your credit card, click here for the link
- Make check payable to “AFP-FC” and mail to:Marianne Hickey, 29 Black Alder Lane, Wilton, CT 06897
*Payment is appreciated in advance
*Anyone who has made a reservation and cannot attend must cancel by 12 pm on the Wednesday preceding the event. If no cancellation has been received, there will be no refund or carry over of the fee. If pre-payment has not been made and no cancellation has been received by 12 pm on Wednesday, that person will be billed for the amount due for the event.
CFRE Credits
You earn 1.5 CFRE credits toward certification for this event. For more information about CFRE certification, please visit: http://www.afpnet.org/Professional/CertificationList.cfm?navItemNumber=554
We thank the following 2016 Sponsors
for making our Programs available:
January 7, 2016 Breakfast
First Vice President-Wealth Management
Senior Financial Advisor
The O’Connor Group
1499 Post Road, 2nd Floor
Fairfield, CT 06824
February 10, 2016 Evening Presentation
Danosky & Associates helps non-profit organizations build the capacity to move their strategic vision forward with a solid foundation and an army of support behind them. Our approach draws upon five key disciplines that can work together as an integrated solution or be used independently to address specific concerns. Our approach is achieved with the expertise of our consultants working together to provide nonprofit organizations with the best possible results and as a Certified BoardSource Governance Trainor, Sharon Danosky is taking Boards to new heights. The five key disciplines are; Board Empowerment, Philanthropic Advancement, Financial Capacity, Reputation and Crisis Management and Management Transformation. Through assessments and analysis, we develop comprehensive plans that; Nurture and inspire your constituencies, develop and build alliances, create a culture where philanthropy thrives, raise significant financial support, plan for contingencies, assure accountability and transparency, and position your cause for the future.
143 West Street, Ste. 123A, New Milford, CT 06776
860-799-6330
www.danosky.com
March 17, 2016 Luncheon
Who We Are
Since 1995, we have shown leading nonprofits across the United States and Canada how to remove their biggest planned giving obstacles and double the results of their planned giving efforts with limited time and money… and we GUARANTEE satisfaction. We can guarantee satisfaction because we regularly listen to nonprofits—and their donors—and take what we hear to continually perfect the planned giving bridge between nonprofits and their donors. The result is the most cost effective, time efficient planned giving presentation system on the market. Charities call it “donor motivation in a box.”
Through The Donor Motivation Program® and The Donor Motivation Professionals of North America, a network of trained professionals, we have shown North American charities how to “motivate planned giving” and double their results. Tens of thousands of donors have engaged in our Donor Presentation Experience and rated it either “one of the finest” or “absolutely the best” of its type. Why? It’s donor-centric!
Donald S. Harmelin
Executive Director
84 West Park Place, Stamford, CT 06901
CFRE Credits
You earn 2.0 CFRE certification credits for attending The Donor Motivation Program’s work shop, “The 7 Most Influential Planned Giving Trends of 2016… and How to Take Action Now!”
April 7, 2016 Luncheon
BlumShapiro is the largest regional accounting, tax and business consulting firm based in New England with offices in Connecticut, Massachusetts and Rhode Island. We have grown to over 400 accounting, consulting and administrative professionals, making us one of the top 60 largest accounting firms in the U.S.
Drawing upon our breadth and depth of experience in our primary service areas — privately held businesses, non-profit organizations and government entities–we strategically tailor and consistently deliver tested solutions for unlocking the full potential of your organization. Our highly valued team members bring their diverse backgrounds and strengths to the table resulting in you receiving a true blend of national firm experience and local firm delivery. We offer a wide range of services under one roof, including audit, tax and business consulting. Our team shares a common passion: a personal commitment to each client’s success as well as to the communities in which we live and work.
Lori M. Budnick, Partner
29 South Main Street, West Hartford, CT 06107
PH: 860-561-6828
www.blumshapiro.com
May 5, 2016 Breakfast
Dylewsky, Goldberg & Brenner, LLC was founded approximately twenty five years ago by certified public accountants committed to providing the highest quality services to not-for-profit organizations, individual taxpayers, business owners and their businesses. We believe that attentive, personal service is the basis for a successful accountant-client relationship. We view this professional bond as an ongoing commitment to our clients’ financial, management, and tax matters – not merely an examination of data. Our dedicated staff of qualified professionals is committed to providing you with diverse services and benefits.
Our experience with not-for-profit organizations is extensive and up-to-date as it is a significant practice area for our firm. We have two offices to serve our clients throughout the tri-state area in Stamford, CT and Westport, CT.
For more information, please contact Scott M. Brenner, CPA at 203-975-8830 or .
June 2, 2016 Breakfast
U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients’ wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,000 professionals and maintains 97 offices in 31 states.
As part of Bank of America, U.S. Trust can provide access to a broad range of banking solutions for individuals and businesses, and an extensive retail banking platform.
Mark A. DeCruccio
Senior Vice President-Private Client Advisor
U.S. Trust, Bank of America Private Wealth Management
1 Gorham Island, Suite 2o2, Westport, Ct 06880
December 1, 2016 Annual Meeting and Luncheon
CompuMail has provided marketing communication services for over 25 years, specializing in dataprocessing; graphic design services; digital, offset, and thermographic printing; purl, gurl and QR code development; direct mail services and more – all in our facility in central Connecticut. Whether it is printing your business cards or developing and managing your fundraising campaign, we engage industry leading technologies in order to bring our clients the best products and results.