January 15, 2014 Meeting

The Widow, Her CPA, and The C-Corporation: A Gift Study

Gift planning can be a complex, sometimes challenging, yet frequently rewarding experience.  In this interactive session, participants will do a progressive analysis of one scenario involving multiple elements.  Participants will consider the donor’s circumstances and gift goals, and the challenge of matching those goals to those of the organization, the dynamic of working with the donor’s professional advisor with strong (if not entirely well informed and philanthropically motivated) opinions, the inclusion of your organization’s own advisors, and collaboration with its development and financial officers, the various gift vehicles considered and the special circumstances inherent with a gift of a C-Corporation.

 Learning Objectives at a Glance:

  • Have a greater appreciation for the distinct roles each party-donor, advisors and development officer-play in the gift process.
  • Be able to identify the various elements/issues involved in closing a complex gift.
  • Be able to identify, and order, the steps necessary in closing a complex gift.

Praise from the 2012 National Conference on Philanthropic Planning: “Loved the blow-by-blow, real-life donor/charity dialogue, and how the speaker described what he did and asked audience what they would have done.”

 CE Available: 1.5 hours CFRE credit and 1.5 hours CFP credit

 About the speaker:

Pete Sommerfeld is in his sixteenth year at the Oregon Health and Science University Foundation.  In 2010 he was named Senior Philanthropic Advisor, having previously served as the Foundation’s Senior Director of Gift Planning.  Prior to joining the OHSU Foundation staff, he spent five years as Director of Gift Planning for the Cerebral Palsy Foundation of Oregon & SW Washington.  He is a past president of the Northwest Planned Giving Roundtable, and was a member of the 2004 NCPG Conference Committee.  He earned the Certified Specialist in Planned Giving designation from the Institute of Philanthropic Studies at California State University, Long Beach in 2000.  A 1972 graduate of the University of North Carolina in Chapel Hill with a BA in Economics, he also holds an MA in New Testament Greek from Western Seminary in Portland.  Although still a Southern boy at heart, having grown up in North Carolina, Pete is now in his 32nd year in Portland.

We look forward to see you there!  Please RSVP Below.

Where: MAC
When: 11:00am Program, 12:00pm Lunch and Discussion
Cost: Free for INWPGC members; Guests are $20