Final Chance to Register for Partners Lunch

Talking to Annual Giving Donors about Planned Gifts

Lunch and conversation with Josette Myers, APR, CFRE

Thursday, May 26, 2011
12:00 – 1:30 p.m.
Memorial Hospital, Staff Room, 325 South Belmont Street, York, PA 17403

In this session, we will discuss how to start and continue conversations with your annual giving donors about planned giving.  The presentation will include real-life examples of donors at various stages of the giving continuum and how they were converted from annual givers to donors who made the “ultimate gift” to an organization through planned giving.

FREE lunch program for current LEAVE A LEGACY York County Partners. Non-partners are welcome to attend for $15.00/person.

YOU CAN NOW REGISTER ONLINE, TOO! Click this!

>>>CLICK HERE TO REGISTER>>> May 26 2011 Partners Lunch Flyer Page 1

>>>CLICK HERE FOR DIRECTIONS TO PROGRAM>>> Meml Hosp Campus Map

Last Chance to Join LEAVE A LEGACY York County and be Included in Partner Booklet!

Partner Booklet Cover

LEAVE A LEGACY York County will be once again be printing an informational booklet about our organization, and highlighting our current promotional partners in York County. These booklets will be distributed to our partners and to the general public at programs and events. Now is the time to join LEAVE A LEGACY York County if you want to be included in this printed booklet, as well as receive the other benefits of partnering with us.

Deadline for confirmation of partnership and receipt of information for booklet is May 31, 2011. For more information, please visit our Join LEAVE A LEGACY Page or email LALYork@yahoo.com .

Unique Opportunity for Professional Advisors

The York College Planned Giving Council is sponsoring a presentation by John “Buck” Chapoton on May 26, 2011 from 1:00p.m. to 2:00p.m. in the Humanities Center on the main campus of York College. Mr. Chapoton is a partner of Brown Advisory and heads its Washington, D.C. office.  He is a nationally recognized tax expert and served as Assistant Secretary of the Treasury for Tax Policy under President Reagan.  His experience in tax issues has prepared him well for providing valuable strategic advice to high net-worth clients who face complex decisions with regard to structuring and managing their assets.

Mr. Chapoton’s remarks will focus on estate planning techniques and how professional advisors and clients should be working through the uncertainty that the near future holds.  This discussion will most likely include a “forecast” of what the tax-landscape will look like two years from now, and the College is excited to recruit a person who is well-connected in the nation’s capitol to provide an inside view on where legislation could be headed.

York College and its Planned Giving Council are sponsoring this event as a free service to the professional community.  Please email Mark Rank, Senior Director of Principal and Planned Giving (mrank@ycp.edu), if you would like to attend.  RSVP by May 7, 2011.

Register Now for Partners in Planned Giving Networking Lunch

Talking to Annual Giving Donors about Planned Gifts

Lunch and conversation with Josette Myers, APR, CFRE

Thursday, May 26, 2011
12:00 – 1:30 p.m.
Memorial Hospital, Staff Room, 325 South Belmont Street, York, PA 17403

In this session, we will discuss how to start and continue conversations with your annual giving donors about planned giving.  The presentation will include real-life examples of donors at various stages of the giving continuum and how they were converted from annual givers to donors who made the “ultimate gift” to an organization through planned giving.

Josette Myers, APR, CFRE is the vice president of Marketing, Development and Community Relations at Memorial Hospital.  She has a bachelors degree in communications from Penn State and a masters degree in journalism, public relations and advertising from Temple University.  She is a Certified Fundraising Executive (CFRE) and has her Accreditation in Public Relations (APR).  Josette is the past president of the Central Pennsylvania Chapter of the Association of Fundraising Professionals (AFP) and was recently named the 2010 Fundraising Professional of the Year by the chapter.

FREE lunch program for current LEAVE A LEGACY York County Partners. Non-partners are welcome to attend for $15.00/person.

YOU CAN NOW REGISTER ONLINE, TOO! Click this!

>>>CLICK HERE TO REGISTER>>> May 26 2011 Partners Lunch Flyer Page 1

>>>CLICK HERE FOR DIRECTIONS TO PROGRAM>>> Meml Hosp Campus Map

More Info on May Partners Lunch Program

Just a few more details to share regarding our upcoming Partners in Planned Giving Networking Lunch, scheduled for Thursday, May 26th at 12:00 p.m. at Memorial Hospital.

The topic is “Talking to Annual Giving Donors about Planned Gifts”, and our presenter is Josette Myers, APR, CFRE, Vice President of Marketing, Development and Community Relations at Memorial Hospital. 

Registration will be open soon!

Save the Date: Partners in Planned Giving Networking Lunch

Mark your calendar now for our spring Partners in Planned Giving Networking Lunch:

Thursday, May 26

Our program runs from 12:00 to 1:30 p.m., and will take place at Memorial Hospital. More details to follow – check back here often!

Happy New Year!

From all of us at LEAVE A LEGACY York County, we wish you a very Happy New Year!

Be sure to check back regularly to learn about the programs we’ll be offering in 2011 to nonprofit staff and volunteers, and professional advisors.

Are You Our Nonprofit Partner?



LEAVE A LEGACY York County, a program of the Susquehanna Valley Planned Giving Council, encourages our community to make planned philanthropy a priority.  We believe that, by raising awareness of the impact of planned giving, and its potential benefits to donors, our community will respond with a greater understanding of the legacy a planned gift can create.   Recently, we updated our mission statement to better reflect our goals:   LEAVE A LEGACY York County, a partnership of civic-minded volunteers, professional advisors and nonprofit organizations, strengthens the York County community by promoting charitable giving.   We accomplish this by:   assisting York County nonprofit organizations to develop the capacity to promote bequests and other planned gifts; encouraging York County professional advisors to include charitable giving in the estate planning process; and promoting planned giving directly to the public. Won’t you join more than 30 of York County’s non-profits, and recognize that together we can promote the value of planned and testamentary giving in ways that none of us can do alone? Your annual partnership dues help to support all of LEAVE A LEGACY’s efforts, and help to benefit all of our community’s non-profit organizations.    Please partner with us in 2011. Together, we can help donors see the power of planned giving in our community.   Thanks for your support!   2011 Nonprofit Partnership Application

SVPGC Annual Meeting This Friday

The 2010 Annual Meeting of the Susquehanna Valley Planned Giving Council will be held on Friday, December 3, 2010 at the Holiday Inn Harrisburg East. Come to enjoy breakfast, valuable networking,  and an informative presentation by attorney & planned giving expert Jonathan Gudema.

Jonathan Gudema, Esq. will present “The Field of Planned Giving: What’s new, what’s changed, and where’s it going?” Gudema has been a Managing Director at Changing Our World since 2006, and has worked as an attorney and fundraising professional since 1992.  His client work includes advising and managing a system-wide planned giving program for the State University of New York’s 64 campuses and he has also provided planned giving counsel to a number of major hospitals and educational institutions including the New Jersey Institute of Technology, the North Shore-Long Island Jewish Health System, the New York Academy of Medicine, the Waldorf School of the Peninsula and Shining Mountain Waldorf School. A frequent speaker on planned giving vehicles, charitable estate planning and elder law topics, Jonathan is considered an expert in designing and administering planned giving vehicles. Whether you are a development professional, attorney, accountant or financial advisor, you will enjoy this program!

The agenda is as follows:

7:45                        Registration opens

8:00                        Breakfast & networking

8:30                        Business meeting

9:00-10:30           Jonathan Gudema presentation/Q&A

10:30                     Adjourn

For more information, and to register, please visit the SVPGC website.

SVPGC Announces Annual Meeting

December 3, 2010 is the date for Susquehanna Valley Planned Giving Council’s Annual Meeting. The guest speaker is Jonathan Gudema, a New York City based attorney and former development officer who writes The Planned Giving Blog. His edgy and engaging style focuses on WHY people make planned gifts and HOW development/legal/financial professionals sometimes get in the way. While he tends to focus on the legal and tax issues that surround planned giving, he also knows what works and what doesn’t when it comes to planned giving marketing.

For more information and to register for this program, visit http://www.svpgc.org/register-for-an-eventseminar.