Special thanks to:

for hosting  

Using Statistical Modeling to Increase Donations
Nonprofits are increasingly relying on statistical modeling to help them target their best prospects and strengthen their fundraising programs. Learn how custom modeling provides fundraisers with information about a prospect’s likelihood not only to give, but also to give to the organizations they represent

When is it appropriate to introduce planned giving to a prospect? Should you be “marketing” planned gifts? What is the difference between a major gift program and a planned gift program? In this session, join former hospital foundation executive and fundraising consultant, Cary Colwell to discuss how to use planned giving as a tool and how to segment your donor/prospect base in order to identify prospects. We will also explore when it is appropriate to seek a current gift vs. a planned gift. Is your development program as efficient as it could be? Are you using statistical modeling instead of flipping a coin or opening a fortune cookie? Of course not! But "out of town* expert" Cary Colwell (bio below) will take the mystery out of identifying prospective donors. How do we do it? Who cares! Just hurry up and register before our Budget & Finance Committee finds out! You will see the and make threatening gestures at Chris Wallace in disgust if you even think about missing this presentation which will address all these issues and a whole lot of others we simply don’t have room to print!

Sweet Charity: A Day of Planned Giving Education
Thursday, March 2- 9:00 AM to 6:00 PM

Victor Clarke Education Center, South Miami Hospital
6200 S.W. 73 Street
CEU credits applied for
watch this space for more information

Annual LEAVE A LEGACY® Donor Next Door Luncheon      
Leave A Legacy of Miami-Dade County is holding its ninth annual Donor Next Door Luncheon on Friday, May 5, 2006, at the JW Marriott on Brickell. This annual luncheon honors philanthropists in our community who support local nonprofits through both monetary donations and volunteer service.

To help highlight the theme of the event, Leave A Legacy will publish the fifth annual Family Album showcasing philanthropists, the organizations they support and the programs and services they provide in our community.

Big Brother Is Watching You -
Federal Legislative & Regulatory Update for Nonprofits
Hank Raattama, Esq. Akerman Senterfitt & Eidson, P.A.

Tuesday, February 14th – 8:00 to 9:30 AM
Miami Children's Museum

Directions and map: www.miamichildrensmuseum.org/generalinfo.html 
(please follow City of Miami onsite parking instructions)

Download PowerPoint Presentation>>

Special thanks to:
Miami Children's Museum for hosting and making sure no one goes hungry

What happens in Washington never stays in Washington! Both the House and Senate are moving on comprehensive legislation to substantially increase oversight of exempt organizations. When Congress decides to focus on something, it can only mean one thing! (if you're an IRS agent monitoring our programming) - the fair and equitable administration of our tax laws! (if you're connected with the operation of a nonprofit) - watch out!

Learn the answers to these burning questions!

• what does "SOx" stand for and why do exempt organizations need to be concerned about it?

• what did the American University and American Red Cross do to get U.S. Senator Charles Grassley (IA), Chair of the Senate Finance Committee, so riled up?

• will your exempt organization be required to submit to annual audits?

• will your exempt organization be required to reapply for tax exempt status?

• what is your exempt organization doing to endanger its tax exempt status?

• what is your exempt organization doing to subject your board and professionals to sanctions?

Learn what's coming down from the beltway so you can focus on your organization's vision and mission!
 

Professional Advisor CE Program
special guest speaker: Jerry Chasen
Tuesday, January 31 - 5:30 - 7:30 PM

Akerman, Senterfitt & Eidson, P.A.
One S.E. Third Avenue

Gift Planning? But this is an Emergency!
Sam Tidwell, Chief Executive Officer American Red Cross of Greater Miami & The Keys

This program will address how an agency, like the American Red Cross, undertakes building its planned giving program, while at the same time facing the continuous need of fundraising in times of emergency. Sam Tidwell will discuss the balancing that is done between the "assets now" demands on the agency and deferred giving. The program will also discuss how the American Red Cross' emergency mission supports a case for planned giving and how this works in the "real" world.
These same issues are now confronting the broad spectrum of nonprofits in the wake of various emergencies. How does this paradigm shift change the way our nonprofits do business? How must nonprofits plan differently to reach their annual fundraising goals and their planned giving goals?

Tuesday, January 10th – 8:00 AM
Miami Children's Museum
Directions and map: www.miamichildrensmuseum.org/generalinfo.html
(please follow City of Miami onsite parking instructions)

Miami-Dade Planned Giving Council 2005-2006 Calendar
You don't have to wait for our meeting notices! Following is a calendar of our fall, "winter" (such as it is), and spring programming so you can copy & paste them right into your calendar!

Becoming Well Endowed: Putting Your Endowment on Steroids
Encouraging Legacy Gifts at Year End and Year Round
Jennifer Lee Tisthammer
Friends of WLRN / J. Lee and Associates, Inc.
Tuesday, September 13th – 8:00 AM
Miami Children's Museum
Directions and map: www.miamichildrensmuseum.org/generalinfo.html
 

The IRS is Here to Help You: New Forms Mean Better Compliance - Or Else
Jerry Simon Chasen, Esq. Chasen & Associates, P.A. and
Hank Raattama, Esq. Akerman Senterfitt & Eidson, P.A.
Tuesday, October 11th – 8:00 AM
Miami Children's Museum
Directions and map: www.miamichildrensmuseum.org/generalinfo.html
 

Good Governance is No Longer Optional - Can Nonprofits Profit from the Enron Experience?
This is the first program of The Non Profit Governance Project, an initiative of Planned Giving Council, Dade Community Foundation, and Center on Nonprofit Effectiveness that fosters responsible governance to ensure the integrity and transparency of all non profit organizations. A panel of three board members representing Camillus House, Barry University, and Tigertail Productions, will present case studies of how their organizations have reviewed and made changes as necessary to board practices
Coordinated by Deborah Bussel - Bussell Philanthropy Associates
Thursday, December 8th – 8:00 AM
Miami Children's Museum
Directions and map: www.miamichildrensmuseum.org/generalinfo.html
 

November suspend programs for Philanthropy Month
The Planned Giving Council is proud to co-sponsor:

21st Annual National Philanthropy Day Awards Luncheon
Tuesday, November 15 - 11:30 AM
Hyatt Regency Miami, Miami Convention Center
In partnership with Association of Fundraising Professionals , Dade Community Foundation and Greater Miami Chamber of Commerce, we reflect on the meaning of giving by recognizing the extraordinary individuals who volunteer their time, talent and resources to support the Miami-Dade community.
2005 honorees:
Mr. and Mrs. Norman Braman Outstanding Philanthropists
Audrey Finkelstein James W. McLamore Outstanding Volunteer
Blue Cross and Blue Shield of Florida Julia Tuttle Award for Community Involvement and Corporate Citizenship sponsorship opportunities until October 3!
 

Charitable Gift Annuities - The Gift That Keeps on Giving
This presentation will showcase the charitable gift annuity program at the University of Miami and the working relationship the University has with Mellon in administering and investing the assets of the program. The speakers will not only address the marketing and development aspects of the program; but, will also examine the statutory elements, the tax reporting issues, and the sub-accounting needs of gift annuity programs. This is a great chance to learn from the experts!
Lucy Morillo-Diaz, Executive Director of the Office of Estate and Gift Planning, University of Miami
Linda Fitzpatrick, Senior Vice President and National Business Manager, Mellon's Charitable Gift Services division in Boston, Massachusetts
Tuesday, December 13th – 8:00 AM
Mellon Bank 1111 Brickell Avenue, 30th Floor - directions

June, 2005:
Tuesday, June 14th – 5:00PM
R. Kirk Landon Student Union at Barry University
Annual Meeting and 20-Year Anniversary Gala Event

Special Guest Speaker
Ruth Shack
Dade Community Foundation

January, 2004:
Tuesday 1/20/2004 4:30PM - 6:30PM
"Anatomy of a Gift"
at Miami Children's Museum www.miamichildrensmuseum.org

February, 2004:
Tuesday 2/10/2004 8:00AM - 10:00AM
“Women and Philanthropy”
Debby Bussel Bussel Philanthropy Associates

March, 2004:
Monday 3/15/2004 1:00 PM – 7:00PM
“Planned Giving 101 / Nuts & Bolts” 
(the Leave A Legacy Nonprofit Outreach program – a multi-track workshop)

Michael Dribin, Esq. Broad & Cassel
Richard Alan Lehrman Law Offices of Richard Alan Lehrman
Jennifer Tisthammer Merrill Lynch
at Ransom-Everglades School www.RansomEverglades.org

April, 2004:
Tuesday 4/13/2004 8:00AM - 10:00AM
A Panel Discussion on Hispanic Philanthropy

Juan A. Galan, Jr. -- President, Board of Directors, University of Florida Foundation
Sergio Gonzalez – Vice President of Development, University of Miami
Patricia Boero – Director of Transnational Programs, Hispanics in Philanthropy
moderated by
Lucy Morillo - Executive Director, Estate and Gift Planning, University of Miami
Gene Sulzberger - VP, Endowment & Foundation Trust Services, SunTrust Bank

May, 2004:
Thursday, 5/20/2004 5:00 - 7:00 P.M.
"Fifty Ways to Blow a Gift"
Interactive presentation & discussion led by
Donna Blaustein, Esq.
Jerry Simon Chasen, Esq.
and
Reception & Election of Officers
Greater Miami Jewish Federation
4200 Biscayne Boulevard
www.GMJF.org

October 12th, 2004 – United Way – 8:00AM
Inspired Philanthropy – A Woman’s View
Presentation and Panel, Moderated by Jennifer Tisthammer
Did you know that women may now be designating a greater percentage of their incomes and assets to philanthropy than many men? More so than their male counterparts*, they take an active role in their own philanthropy, and are using their financial power to effect change. This difference is important for nonprofits to understand. Jennifer Tisthammer, former VP and Senior Philanthropic Consultant for Merrill Lynch’s Center for Philanthropy and Nonprofit Management, will moderate the panel. Panel guests include Jane W. McMillan, Stokes McMillan & Maracini P.A.; Laurie Sallarusso, Director of Development for Habitat for Humanity, Broward; and Evelyn Cohan, a local philanthropist. Don’t miss this great opportunity to learn ways to bring women donors closer to your organization

November 15th, 2004 – Northern Trust Bank – 5:30PM
Leave A Legacy Kickoff
Leave A Legacy (a project of the Miami-Dade Planned Giving Council) cordially invites you to join us as we kickoff our 2004-2005 campaign. This year's keynote speaker is Alberto Ibargüen, Publisher of The Miami Herald. Complete invitation at: http://www.leavealegacymiami.org/news.asp
For more information about this event or the Leave A Legacy program, please call Tina Christy Moyerman at (305) 663-1222 or email leavealegacy@chasemiami.com.

Tuesday, December 14th, 2004 - 8:00AM
United Way
501(c)(3)s – How To and What Not To Do
Mr. Henry “Hank” Raattama Esq. - New Issues affecting Exempt Organizations. Compliance and Controls or Convictions

Tuesday, January 18th (Third Tuesday) – 8:00AM
Mellon Bank 1111 Brickell Avenue, 30th Floor
NetWeaving and Philanthropy
Presented by Bob Littell
“NetWeaving" is a “Golden Rule” form of networking built around connecting other people and providing them with gratuitous information and resources with the conviction and belief that, “what goes around... comes back around.” 


Tuesday, February 8th – 8:00AM
Mellon Bank 1111 Brickell Avenue, 30th Floor
Insurance Gifts – The Good Gifts vs. the New Scams Being Sold to Charities
Panel Discussion moderated by Donald Marx


Tuesday, March 8th – 8:00 AM
Mellon Bank 1111 Brickell Avenue, 30th Floor
Philanthropy and Planned Giving in the Gay and Lesbian Community:
Join us for a panel discussion to discuss charitable giving and organized philanthropy by gay and lesbian donors in South Florida. The panelists will present stories from the field, offer thoughts on the future of philanthropy by gay and lesbian donors, and address myths and questions on engaging gay and lesbian donors. This program will engage giving to the broad spectrum of charitable organizations in South Florida.