AFP San Diego Chapter
Richard L. Heinrich, CFRE Planned
Giving
Lecture and Workshop
Friday, July 8, 2005
Richard L. Heinrich Planned Giving Workshop 8:30AM
– 11:00AM
“Throw Away the Textbooks: Real Life Case Studies in
Gift Planning"
(Lessons Everyone Can Use)
Speakers: Michael Wagschal & Raymond J. Seiler
Lunch Program 11:30AM – 1:30PM
Richard L. Heinrich Lecture on Planned Giving
"Motivations of High Net Worth Donors: Some New 'Whys'
of Giving"
Speaker: Michael Wagschal
Speaker Bios
Michael Wagschal
Vice President, Senior Philanthropic Consultant
The Center for Philanthropy and Nonprofit Management
Merrill Lynch Trust Company
Michael Wagschal has spent his entire pre-Merrill Lynch
career in the nonprofit sector. After graduating from
the University of Maryland, Michael started a career
spanning such charities as The American Cancer Society,
Scripps Foundation for Medicine and Science, the YMCA
and, most recently, The University System of Maryland.
With over 12 years of planned giving experience, Michael
brings to the Nonprofit Financial Services Team an
insider’s view of the nonprofit world as well as a
grounded background in planned giving techniques.
Michael has served as president of the Planned Giving
Roundtable of San Diego, and as a board member of the
NSFRE, The Estate Planning Council and the International
Association of Financial Planners. Michael focuses on
the Western United States and is based in Newport Beach
California. Michael worked closely with Rich Heinrich
during his tenure at Scripps Foundation.
Raymond J. Seiler, CTFA, CFM
Vice President
Senior Trust and Estate Specialist
Raymond J. Seiler is a Vice President, Senior Trust
and Estate Specialist within the Merrill Lynch Private
Banking & Investments Group in Orange County, with
expertise in providing financial and estate-planning
advice for high-net-worth clients. Mr. Seiler’s 15 years
of experience focus on Trust and Estate Planning and
Fiduciary Management with an emphasis on Philanthropic
Planning Strategies. Mr. Seiler currently oversees the
development and maintenance of fiduciary relationships
for the Southern California district, working with High
Net Worth clients in the area of wealth transfer
strategies. Previous to joining Merrill Lynch, Mr.
Seiler spent two years as a Vice President with First
Interstate Bank where he developed and serviced a wide
variety of trust and investment management
relationships. Mr. Seiler also serves as Board President
of the Tustin Public Schools Foundation.
In Memory of Richard L. Heinrich,
CFRE
This tenth annual luncheon program
and workshop honors the memory of Richard L. Heinrich,
CFP, CFRE, who passed away in 1996. He began his career
in San Diego at Scripps Memorial Hospital Foundation
working with Bob Weber to create the pre-imminent
planned giving program in San Diego and a nationally
recognized planned giving program in the health care
field.
One of his primary contributions to
the San Diego Chapter of NSFRE, now the Association for
Fundraising Professionals, came from his focus on using
a variety of planned giving vehicles to raise major
gifts. He was known throughout the profession for his
commitment to education and high standards for
fundraising professionals in our community. Rich
believed that through professional memberships in AFP,
PGRT, NCPG, AHP, every fundraiser could find great
benefit from the collective wisdom, experience and
resources shared by all members.
| Date:
|
July 8, 2005 |
| Schedule:
|
|
| 8:30AM - 11:00AM: |
Planned Giving Workshop |
| 11:00AM - 11:30AM:
|
Chapter Orientation |
| 11:30AM - Noon:
|
Registration & Networking |
| Noon - 1:30PM:
|
Chapter Meeting & Keynote Address |
| Location:
|
Handlery Hotel |
| |
950 Hotel Circle North |
| |
|
| Registration:
|
|
| Early Bird Deadline:
|
Tuesday, July 5, 2005 |
| Workshop - Member Cost:
|
$45.00 |
| Workshop - Non-member Cost:
|
$55.00 |
| Chapter Meeting - Member Cost:
|
$25.00 |
| Chapter Meeting - Non-member Cost:
|
$35.00 |
| After Early Bird:
|
All fees increase $10 |
| |
|
| Member Registration:
|
Pay By Credit Card -
Member Login |
| Non-Member Registration: |
Pay By Credit Card -
Non-Member |
| Register and Pay By Check:
|
Pay By Check Form |
| Register and Pay By Credit Card:
|
FAX Registration Form |
Chapter Orientation Meeting
Join us at our monthly Chapter Orientation to see what our
chapter is all about! After a brief presentation,
AFPSD Board Members will answer your questions.
The orientation is open to anyone wanting to learn more about our local chapter.
This meeting is held just prior to every Chapter
Meeting. Please RSVP to the
AFPSD office.
|
