5901 Dutchmans Ln Louisville
KY 40205
2018 CGPK Mini-Conference
Friday, November 2, 2018
Big Spring Country Club
8:00 am – 12:00 pm ET
Member Registration $40 Non-Member Registration $60
Schedule
8:00 am – 8:30 am
Registration & Breakfast
8:30 am – 8:45 am
Welcome & Introductions
8:45 am – 9:45 am
“Tapping Into Charitable Gifts of IRAs”
Gregory W. Baker, J.D., ChFC, CFP, CAP
Executive Vice President, RenPSG
9:45 am – 10:00 am
Break
10:00 am – 11:00 am
“The Planned Giving Study: New Insights from Data on Planned Gifts”
Claudine A. Donikian, J.D., MBA
President & CEO, Pentera, Inc.
11:00 am – 12:00 pm
“Non-Cash Assets: Deal or Dilemma?”
Ed Sandifer, J.D.
Planned & Major Gifts Officer, Indianapolis Zoo
12:00 pm
Closing Remarks
*Mini-Conference attendees qualify for 3 hours of CFRE credits*
Speakers
Gregory W. Baker, J.D., ChFC, CFP, CAP, is Executive Vice President of RenPSG, the nation’s largest independent charitable gift solutions provider. Mr. Baker is a Board Member of the National Association of Charitable Gift. For the past 28 years, he has provided trust, tax and philanthropic financial planning advice to over 4,000 attorneys and 8,000 development officers and financial planners in all 50 states regarding more than 19,000 charitable remainder trusts, more than 800 charitable lead trusts, numerous foundations, charitable gift annuities and donor-advised funds. Mr. Baker has helped donors contribute over $6 billion to charitable gift plans.
Claudine A. Donikian, J.D., MBA, is the president/CEO and chief marketing officer of Pentera, Inc., and is regarded as one of the foremost experts in planned giving marketing. She is a sought-after speaker on the national planned giving and AFP circuits and writes and conducts training modules for Pentera training seminars. As Pentera’s chief marketing officer, she is the editor-in-chief for client marketing content and personally consults with a select group of Pentera’s clients on their marketing strategy and execution. One of Claudine’s professional areas of expertise is women in philanthropy, and she serves as a member of the advisory board for the prestigious Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy and as a member of the board of directors of the National Association of Charitable Gift Planners (CGP).
Claudine graduated Phi Beta Kappa and with highest distinction from Indiana University, received an MA in French from New York University, and holds a JD and an MBA from Boston College. She serves on the board of directors of the Philanthropic Planning Group of Greater New York in Manhattan (PPGGNY), the Massachusetts Children’s Trust Fund (a child abuse prevention agency), and the Brookview House (which provides housing for homeless women and children). She is an active member of CGP, PGGNE, and PPGGNY. Fluent in French, Claudine has also taught French for colleges, corporations, and adult education centers, where she was regarded as one of the top motivating teachers.
Ed Sandifer, J.D., is the Planned and Major Gifts Officer for the Indianapolis Zoo, joining the Zoo in 2002. Ed began his service in philanthropy in 1999, serving as the first Director of Planned Giving at Marian College (now Marian University) in Indianapolis, while concurrently serving as Assistant Counsel to the Indiana State Senate. Before entering the not-for-profit arena, Ed worked in the private practice of law focusing on estate planning, probate, real estate, and family law matters.
Ed currently serves on the board of directors as secretary of the National Association of Charitable Gift Planners. He is a member and former president of the Charitable Gift Planners of Indiana, and he is also a member of the Association of Fundraising Professionals, Indiana Chapter. Ed received his B.A. from Indiana University and his J.D. from Indiana University McKinney School of Law.
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