AFP San Diego And The San Diego Planned Giving Round Table
Presents
Richard L. Heinrich Planned Giving Workshop and Luncheon
In Memory of Richard L. Heinrich, CFRE
Friday, September 21,  2007
Handlery Hotel - 950 Hotel Circle North - San Diego

Sponsored by Union Bank of California

This 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 and AHP, every fundraiser could find great benefit from the collective wisdom, experience and resources shared by all members.

Schedule
9:00 a.m. - 11:30 a.m.	Workshop Practical Lessons in Planned Giving for Development and Planned Giving Officers Johni Hays, JD, CAP, CLU Senior Planned Giving Consultant The Stelter Company ( Speaker Bio ) ( More Information )
11:00 a.m. - 11:30 a.m.	New Member Orientation ( Please RSVP Here )
11:30 a.m. - Noon	Registration & Networking
Noon - 1:30 p.m.	Chapter Meeting & Keynote Speaker The 15 Hideous Reasons You’re Not Getting Gifts Debra Ashton Speaker, Consultant, Author ( Speaker Bio )
Location	Handlery Hotel 950 Hotel Circle North San Diego, CA  92108 Phone: 619.298.0511 Map via maps.yahoo.com
Registration Deadlines
Early Bird Deadline	Monday, September 17, 2007
Registration Closes	Wednesday, September 19, 2007
Fees
Early Bird
Workshop - Member	$45.00
Workshop - Non-member	$70.00
Lunch Program - Member	$25.00
Lunch Program - Non-member	$45.00
After Early Bird Deadline
Workshop - Member	$55.00
Workshop - Non-member	$80.00
Lunch Program - Member	$35.00
Lunch Program - Non-member	$55.00
Event Registration Cancellation And Refund Policy Cancellations must be received in writing prior to Early Bird Deadline Monday, September 17, 2007. Refunds will be processed within 30 days after the meeting. Refunds will not be granted after Early Bird Deadline Monday, September 17, 2007. Refunds will not be given for no-shows.

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Workshop & Luncheon Description:

Practical Lessons in Planned Giving
 for Development and Planned Giving Officers

Our workshop is designed with those new to planned giving and seasoned professionals in mind. You’ll have the opportunity to learn about planned giving and to ask specific questions of our planned giving expert, Johni Hays, JD, CAP, CLU.

Our first session of the morning workshop will explore Planning Strategies with Tax Heavy Gifts helping you and your donors understand the tax issues of various planned gifts. The second session will deal directly with the choices that affects everyone involved in Planned and Major Giving from the donor to the charity’s staff to the charity’s board to all the professional advisors such as the donor’s lawyer, financial advisor and tax professionals. This session includes an interactive group discussion of the ethical issues involved with charitable planning including how to avoid problematic conflicts of interest with your donors. Hypothetical case studies exposing ethical dilemmas will be analyzed and discussed.

Our luncheon will feature our keynote address with “The 15 Hideous Reasons You’re Not Getting Gifts” by Debra Ashton author of The Complete Guide to Planned Giving.

Workshop Speaker:

Johni Hays, JD, CAP, CLU
Johni Hays is the Senior Planned Giving Consultant for The Stelter Company, a national publisher of planned giving newsletters and Web products for charities. She’s the author of the book, Essentials of Annuities and co-author of the book, The Tools and Techniques of Charitable Planning. Johni serves as the charitable planning author of Steve Leimberg’s electronic newsletter service, LISI, found at www.leimbergservices.com. Johni has been quoted in the Wall Street Journal and has published charitable planning articles in Estate Planning Magazine, Life Insurance Selling, Fundraising Success and the National Underwriter.

Johni frequently lectures to groups on estate and charitable planning, probate, living wills, annuities, life insurance, retirement planning and IRAs, as well as income, estate and gift taxation. Johni has been engaged in the practice of law with an emphasis in charitable and estate planning since 1993.

She previously served as the Executive Director of the Greater Des Moines Community Foundation Planned Giving Institute. In addition, Johni practiced estate planning with Myers Krause and Stevens, Chartered law firm in Naples Florida, where she specialized in estate planning. She also worked with the insurance industry helping agents with estate and charitable plans for their clients.

Johni graduated cum laude with a Juris Doctor degree from Drake University in Des Moines, Iowa, in 1993. She also holds a Bachelor of Science degree in Business Administration from Drake University and graduated magna cum laude in 1988.

Johni is a member of the National Committee on Planned Giving, the Mid-Iowa Planned Giving Council, and the Mid-Iowa Estate and Financial Planners Council. Johni is a Charted Advisor in Philanthropy (CAP), Chartered Life Underwriter (CLU), and has been a member of both the Iowa Bar and the Florida Bar since 1993.

Keynote Speaker:

Debra Ashton
Debra Ashton has had a stellar career in planned giving since 1975. If you know the words “planned giving,” you know her name and her book, “The Blue Bible” of planned giving, first published in 1988. Generations of new and experienced planned giving officers have relied on her wise advice and keen insight on creating and running a planned giving program that really works!

Debra runs one of the top three, exclusively planned giving consulting firms in the nation. She has consulted to every type of nonprofit—educational, health, environmental, social service, religious, you name it. They all come to her to learn not only WHAT To Do, but HOW TO DO IT.

She knows how to take a planned giving office from the doldrums at the very bottom to the heights of success with millions of dollars in closed and matured gifts. She accomplished that for Boston College, Boston University, Wheaton College and WGBH in Boston.

She has painstakingly put that wealth of expertise into her book, not once, not twice, but three times with this revised third edition. As she has gained insight through the years from her own professional positions and in her consulting role with clients, she has shared the depths of her secrets to success, no holds barred. She doesn’t just tantalize the reader with highlights. She gives you all the goods… every single thing you need to know to start, operate and succeed in planned giving.

The most valuable thing about Debra’s wealth of information is that it is EASY TO READ, and, if you will do the simple things she suggests, it will GUARANTEE YOUR SUCCESS. Don’t pass up her knowledge and wisdom –in a format that is AFFORDABLE to every nonprofit and development officer. YOU DON’T HAVE TO BE EXPERIENCED TO LEARN FROM HER BOOK. She gives you her experience from her heart so that the very beginner can benefit from her, and the experienced planned giving officer will glean new knowledge. It’s the A to Z of planned giving.

Debra is a sought-after speaker and consultant. Her writing style is crystal clear, her speeches are engaging and her commitment to professionalism is beyond compare.