R&R Newkirk

Five-Day Comprehensive Planned Giving Seminar

SHARPE newkirk 5-Day Comprehensive Planned Giving Seminar

January 21-25, 2019
Holiday Inn Orlando – Disney Springs Area
Located in the Walt Disney World Resort

Early Bird Registration available until December 10, 2018
First  registration  -  $1295.00
Each  additional  registration  -  $1195.00

Register Now

The nation’s finest, week-long comprehensive planned giving seminar is perfectly planned for Orlando in the middle of winter. This immersive educational event is designed for those new to gift planning as well as experienced fundraisers who would like a refresher and features some of the most experienced experts in the country. The seminar will cover the basics of gift and estate planning, the tax considerations of giving, the advantages of giving cash and noncash gifts, how to market planned giving and more.


Kathy Sperlak, SHARPE newkirk Executive Vice President

Kathy Sperlak, J.D., L.L.M., has been with R&R Newkirk in Chicago since 1987. She earned her B.S. in journalism from Northern Illinois University and her J.D. and L.L.M. (taxation) from The John Marshall Law School. Kathy is a member of the National Association of Charitable Gift Planners (CGP), the CGP Leadership Institute and the Suburban Chicago Planned Giving Council. She is a member of the DuPage County Estate Planning Council and serves on the planned giving advisory council of the Chicago Zoological Society (Brookfield Zoo).

Barlow T. Mann, SHARPE newkirk Executive Vice President and Chief Operating Officer

Barlow T. Mann, J.D., was formerly director of development for the University of Tennessee Health Science Center. He has authored articles on planned giving for Fund Raising Management, Planned Giving Today and Trusts & Estates magazine, and his commentaries have been featured in The Chronicle of Philanthropy and The NonProfit Times. He has also been a speaker for local and national fundraising groups for more than 30 years, including the AHP, AFP, CGP, ACGA, NCDC, AHA and others.

Aviva Shiff Boedecker, SHARPE newkirk Senior Consultant

Aviva Shiff Boedecker, J.D., is based in San Francisco, California and has more than 30 years of gift planning experience. She frequently authors planned giving articles and has served for more than a decade each as a director of planned giving at the University of California, Berkeley and the Marin Community Foundation. She has also served on the boards of the CGP and is a past president of both the Northern California Planned Giving Council and the Marin County Estate Planning Council.

Laura Knitt, SHARPE newkirk Senior Consultant

Laura Knitt, J.D., is a new SHARPE newkirk Senior Consultant. Previously, Laura worked with a large national nonprofit, the Evangelical Lutheran Church in America, where she served in progressive roles as Associate Director for Planned Giving, Director for Legal and Regulatory Compliance and Assistant General Counsel. She brings valuable experience in donor stewardship, planned giving and major gifts, endowments and donor advised funds, real estate and securities, regulatory compliance and nonprofit governance. Laura is a graduate of the University of Wisconsin—Madison and the University of Wisconsin Law School and currently serves on the board, and as corporate secretary, of the Chicago Council on Planned Giving.

John W. Jensen, SHARPE newkirk Senior Vice President & Senior Consultant

John W. Jensen, CFP®, is based in Washington, DC and has worked with many nonprofits to improve their planned giving performance. He regularly conducts Planned Giving Program Audit and Assessments, in addition to a wide range of gift planning consulting services. He is a frequent speaker at local and national fundraising conferences and has served on the board of CGP as well as the National Capital Gift Planning Council. Prior to joining Sharpe Group, John served as vice president of development for The Nature Conservancy and the National Wildlife Federation.


Day One

Opening Remarks
Overview of Estate Planning
Essentials of Federal Income Tax
Special Luncheon for Attendees Commemorating the Legacy of Dr. Martin Luther King, Jr.
Essentials of Federal Income Tax Charitable Deduction
Essentials of Federal/State Gift and Estate Taxes
Introduction to Planned Giving Opportunities

Day Two

Outright Gifts: Noncash Assets and Bargain Sales
Outright Gifts: Practical Aspects of Property Gifts
Building and Maintaining the Testamentary Gifts Pipeline
Deferred Gifts: Gifts by Wills
Deferred Gifts: Gifts of Retirement Plans and Remainder Interest in a Personal Residence or Farm

Day Three

Life Income Plans: Charitable Remainder Trusts
Life Income Plans: Charitable Gift Annuities
Blended Gifts
Plans that Pay Charity Income or Make Grants to Charity: Charitable Lead Trusts, Charitable Endowments, Private Foundations and Donor Advised Funds

Day Four

Charitable Estate Planning Techniques
Marketing Planned Giving
Proposing and Negotiating Planned and Blended Gifts
Ethical Standards in Charitable Gift Planning

Day Five

Planned Giving Program and Administration
Case Studies and Q&A
2019 Overview and Outlook for the Future

*** A more detailed agenda will be available soon and sent to all registrants

Hotel Information

Holiday Inn Orlando – Disney Springs Area
Located in the Walt Disney World Resort
1805 Hotel Plaza Blvd
Lake Buena Vista, FL 32830

If you need hotel accommodations, please click here or call Holiday Inn Orlando reservations office at (407) 828-8888.
We have negotiated a group rate of $139 per night, which will be in effect through December 20, 2018, subject to availability. Please be aware that if the reserved block of rooms sells out before this date, your rate may be higher. Also, parking charges may apply on the hotel premises.

Click here for park tickets.

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