Planned Giving Council of Indian River: 2018-2019 Program Schedule


Wednesday, November 7, 2018 – 12:00pm – 1:30pm - QVRC Waterfront Dining Room
Speaker: Paul Caspersen, Assistant Vice President & Sr. Philanthropic Advisor, Office of Estate & Gift Planning, University of Florida Advancement.
Topic: The ABC's of CGAs
Description: CGA's are a surrogate for fixed income during retirement. Most of today's pre-retirees are learning that replacing their
employment income isn't as simple as it was for the generation before them, who benefited from a funded defined-benefit (DB) plan. DB
pension plans peaked in 1985, and within 10 years, the total number of DB plans dropped by 50 percent. Learn how CGAs can help
clients/donors with retirement income that also benefits a charity in the future.

Wednesday, December 5, 2018 - 8:00am – 9:30am – C.J. Cannon's (Airport) Restaurant
Speaker: Rob Rains, United Way of Brevard
Topic: TBD Description: TBD
Annual/Election Meeting

Thursday, January 17, 2019 – 5:30-7:00 p.m. – Sean Ryan Pub
Joint Membership Recruitment and Social w/ Indian River Estate Planning Council and Association of
Fundraising Professionals of Indian River.

Wednesday, February 20, 2019 - 8:00am – 9:30am – C.J. Cannon's (Airport) Restaurant
Speaker: Heidi Jark, J.D., Senior Vice President and Managing Director, Foundation Office
at 5/3 Bank, Cincinnati, OH.
Topic: Conversations that Impact Decision Making for Today and Tomorrow's Philanthropists.
Description: Program will review current trends in giving and discuss what the future holds while exploring modern day family dynamics and conversations. Using real world examples of successful engagement by charities and families, she will illustrate how to help manage change in
the giving world. Underwritten by: 5/3 Bank

Thursday, March 21, 2019 – 3:00pm to 4:30pm – Northern Trust Community Room.
Speakers: Panel of Local Estate Planning Professionals
Panelists: (TBA)
Topic: "Charity Challenges"
Description: Fictional scenarios based on real-life fundraising experiences will be demonstrated while engaging audience
participation for solutions. (Names will be changed to protect everyone)

Tuesday, April 23, 2019 – 8:00am – 9:00am – QVRC Waterfront Dining Room
"12th Annual Pinnacle Award Breakfast" – Recognizing the 2019 recipient (TBD) – for Excellence in Charitable Planning.
Presented by: the Indian River Estate Planning Council (IREPC) and the Planned Giving Council of Indian River (PGCIR).

Tuesday, May 7, 2019 – 5:15pm – 7:15pm – Joint Meeting with the Indian River Estate Planning Council & PGCIR - QVRC Boathouse
Topic: "Giving and Receiving Unusual Assets"
Presenters: Jane Dunlap Callahan, Shareholder, Dean Mead/Attorneys at Law
Jeffrey R. Pickering, President and CEO, Indian River Community Foundation
Adam Logemann, VP, Stewart Management Group/Vice President, Motor City Classic Cars
Description: Jane Callahan will provide a legal perspective on giving and receiving unusual assets. Jeff Pickering will provide a
case exampleof a gift or real property and a gift of wine. Adam Logemann will provide a case example of a gift of a classic automobile.
Wine will be served and classic car(s) onsite for viewing. Sponsored by: Indian River Community Foundation

Revised:  September 11, 2018