4201 Grant Line Rd
CGPK 2023 Gift Planning Conference
Friday, October 13, 2023
8:30 am – 2:30 pm
Indiana University Southeast, New Albany, IN
$95 CGPK Member Rate
$125 Non-member Rate
(To apply for a scholarship, please submit application form)
“Navigating Trends in Family Philanthropy: The Intersection of Meaningful Giving and Community Results”
Tony Macklin, CAP® – Senior Program Consultant, National Center for Family Philanthropy
Family funds and foundations serve two purposes – to fulfill a philanthropic mission and to keep family members connected to each other and family legacy. Current trends in philanthropy and society challenge both of those purposes. In this interactive session, you’ll learn how advisors of all types and their client families can navigate those trends, gain advice for that navigation from a variety of experts, and clarify your shared roles in guiding families’ philanthropic journeys.
Tony is a Chartered Advisor in Philanthropy®, consults with donor families, grantmakers, and their advisors about purpose, use of resources, action planning, and learning. As executive director of the Roy A. Hunt Foundation, he facilitated changes in visioning, impact investing, grantmaking, trustee education, and back-office management. In twelve years at the Central Indiana Community Foundation, he led grantmaking initiatives, advised wealthy donors, attracted $39 million, and launched a social enterprise. Tony currently serves as program manager for the NCFP’s Community Foundations Family Philanthropy Network. He also serves as a senior advisor to the Impact Finance Center and peer reviewer for The Foundation Review.
“Complex Gifts: Know Enough to be Dangerous”
Mark Vergenes – President, MIRUS Financial Partners
James Connell, FAHP, CSA – President, Connell and Associates
Fundraisers, financial planners, and attorneys are often intimidated about discussing gifts beyond cash, donor-advised funds, beneficiary designations, and gifts of securities. Yet the opportunities for giving in creative ways, including with non-cash assets, are varied, interesting, and tax-efficient. To help overcome the common misperception that we each need to be experts when it comes to discussing “complex gifts” with our donors/clients, CGP National Board Member Mark Vergenes and Jim Connell will discuss how to talk about these gift opportunities in an understandable way. They will also discuss the importance of building a team working on behalf of the donor.
Having entered the financial services industry in 1995, Mark has built a clientele that consists of individuals, families, non-profits and small business owners. His practice focuses on the advantages of asset management and “wrap fee” programs through Cetera Advisor Networks LLC. Knowledge and experience play key roles in helping Mark’s clients more effectively work toward their financial goals.
And, you can find him in Fine Living Lancaster Magazine and the Institutional Parking Institute’s Magazine as he is their financial columnist.
A longtime resident of Lancaster, PA, Mark is active in the community.
- Director: Lancaster City Parking Authority: Chairman of the Board
- Director: National Association of Charitable Gift Planners
- Director: Susquehanna Valley Council of Charitable Gift Planners
- Director: HACC Foundation Planned Giving Committee
- Director: Lancaster General Hospital (LGH) Penn Medicine Foundation, Planned Giving Committee
- Director: Pennsylvania Parking Association; Vice President (Immediate Past President; 6 years)
Professional Experience includes 27 years of experience in the Investment Advisory, Financial Planning, Estate, Charitable Estate & Business Succession Planning, Guest speaker for the Lancaster County Bar Association, and Member of the Financial Planning Association of Central Pennsylvania and the Lancaster County Estate Planning Council.
Jim has been involved in fund raising and charitable estate planning for almost 40 years. He currently assists charities throughout the U.S. and Canada grow their future endowment funds while helping donors increase their income and decrease taxes.
Jim has a BS and MEd. degrees from LaSalle University and the University of Maryland. He left the academic environment as an Instructor of Child Psychology at Colby-Sawyer College, New Hampshire, to begin a fund raising career as the Associate Director of Deferred Giving for the Society of Propagation of the Faith in New York City. In this capacity, he expanded the Society’s extensive multi-million dollar national charitable estate planning program.
He began his hospital fund raising career as Director of Planned Giving for Presbyterian-University of Pennsylvania Medical Center, Philadelphia, leaving this position in 1976 to assume leadership of the fund raising program of the Robert Packer Hospital/Guthrie Clinic and Donald Guthrie Foundation for Medical Research. Moving to Philadelphia in 1983 as Vice President-Development and Public Affairs, Medical College of Pennsylvania, he revitalized its fund raising program and led its first comprehensive capital campaign in 15 years. Jim left the position of Director of Planning and Development, Duke Children’s Hospital, Durham, North Carolina in 1993 to develop his consulting service on a full time basis.
Jim is involved in several professional and civic activities including the Association for Healthcare Philanthropy(AHP), having been involved as a Regional Director, National Vice President for Education, and Treasurer. Jim has published over 55 articles, several book chapters, and is an experienced speaker as evidenced by his 30 year continuous involvement as an instructor, Dean and Director for AHP’s Institute in Healthcare Philanthropy in Madison, Wisconsin.
He has twice received the AHP Professional Papers Award first in 1992 for his work on “Demographics and the Changing Landscape of Planned Giving,” and again in 1997 with Richard Green JD, FAHP for their work on American Healthcare Endowments. In 1997 he was the 27th recipient of the prestigious AHP Harold J. (Si) Seymour International Honors Award, the profession’s highest honor. In 2002, he became a Certified Senior Advisor(CSA); one of the first five fund raisers to achieve the CSA professional designation.
Jim founded James E. Connell and Associates a fund raising and consulting firm in 1989. The firm provides charitable estate and gift planning services to non-profit organizations in the US and Canada and performs development audits to improve the strategy to obtain long range endowment growth. James E. Connell and Associates draws on the resources of its National Advisory Board of experienced professionals in the area of fund raising, estate planning and gift planning to support client program development and to complete major donor gifts. Specialty development services are provided in the area of charitable estate planning and planned gift development.
“The Future of Fundraising: Demographics, Donors, and Diverse Philanthropy”
Trina Olidge, JD, FCEP – Executive Director of Gift Planning, Emory University
Evidence suggests our fundraising playbook is stuck in the past and due for an overhaul. Outmoded strategies that ignore population trends and demographic shifts can stifle success over time. What lessons can gift planners learn from industry? Some organizations are agile during times of disruption, while others are slow to effectively respond to change. Join Emory University’s Executive Director of Gift Planning / CGP National Board Member, Trina Olidge, as she explores the rise and fall of an industry giant that failed to innovate and draws possible parallels. She will challenge you to assess your own strategy and begin to think differently about the future of fundraising.
Trina brings nearly 20 years of experience in both public and private institutions. As Executive Director, she provides strategic and managerial leadership to advance a robust and growing planned giving program. In consultation with leaders and peers, Trina educates donors on taxwise strategies that align with their values and maximize charitable gifts. She came to Emory in April 2023 from Georgia Tech, but her career in higher education began in 2001 at Tulane Law School where she served as Assistant Dean of External Affairs. Working previously in finance and law, her stints in industry include stops at G.E. Capital and Goldman Sachs before returning to Atlanta to join a boutique international consulting firm following law school. Homegrown, she grew up in middle Georgia and now lives in Atlanta with her husband and two teenage children. Trina is an inactive member of the Louisiana State Bar, and currently serves on the Board of the National Association of Charitable Gift Planners. She is a graduate of Howard University, and the University of Georgia School of Law.
CFRE, CLE, and CFP® credits available.