www.AFPSD.org

AFP San Diego
The Richard L. Heinrich Planned Giving
Luncheon & Workshop
In Memory of Richard L. Heinrich, CFRE

Chapter Luncheon & Workshop
Friday, September 4, 2009
Doubletree Hotel Mission Valley

Chapter Meeting & Luncheon Program
11:30 a.m. - 1:30 p.m.

The Ethical Standards of a Gift Planning Officer:
Why following the rules is always the best action

Speakers:

David E. Williams, Esq.
Senior Director of Gift Planning, Scripps Health Foundation
Kenneth G. Coveney, Esq.
Partner, Dostart Clapp Gordon & Coveney LLP
Jamie Nelson
Director of Planned Giving, California State University San Marcos

As featured in the July/August issue of Advancing Philanthropy (AFP's magazine), David Williams, Ken Coveney and Jamie Nelson will discuss the importance of following the Model Standards of Practice in gift planning. Through hypothetical scenarios based on real cases, they will illustrate how mistakes in gift planning can be traced back to a failure to abide by one or more of the standards of practice. They will cover everything from the primacy of donor philanthropic intent and full disclosure of all parties' relationships, to the encouragement of donors to consult independent advisers and recipient charities prior to making a gift. And in the end, how adhering to the standards of practice can result in a larger eventual gift.

Workshop
9:00 a.m. - 11:00 a.m.

Empowering Nonprofit Organizations with Planned Giving Tools

Speakers: Colleen R. Lukoff, CFRE and Cary Blanchette, CFRE

Colleen R. Lukoff, CFRE, is a consultant to nonprofit organizations, advising and assisting them with their fund development needs. Most of her work involves planning and/or managing major gifts and capital campaigns for small to mid-size health and human service organizations, and educational support groups.

Mr. Cary Blanchette, CFRE, is President of Third Millennium Philanthropy (3MP). Cary founded 3MP in 2001 to offer important small non-profit organizations an opportunity to begin their own planned giving programs.

This workshop is for individuals new to fundraising who hope to learn more about the basics of planned giving, or for the fundraising professional in a small shop who is looking for the steps to take to be successful in planned giving. Bring your questions and be ready for some specific ideas to take back to the office and implement!

A Special Thank You to Our Meeting Sponsor Sempra Energy Foundation

Schedule:
8:30 a.m. - 9:00 a.m.	Registration
9:00 a.m. - 11:00 a.m.	Workshop
11:00 a.m. - 11:30 a.m.	New Member Orientation
11:30 a.m. - Noon	Pre-meeting Reception, Networking & Registration
Noon	Plated Lunch Served**
12:25 p.m. - 12:40 p.m.	Chapter Business Meeting
12:40 p.m. - 1:30 p.m.	Panel Presentation
Location:	DoubleTree Hotel Mission Valley 7450 Hazard Center Dr San Diego, CA 92108 Click here for hotel information Click here for map via maps.yahoo.com
A Plated Lunch will be served. If you have any special dietary needs please contact Roxanne Shannon at the AFPSD Office via email at office@afpsd.org by Monday, August 31.**
Registration Deadlines:
Early Bird Deadline:	Monday, August 31, 2009
Registration Closes:	Wednesday, September 2, 2009
Registration Fees:
Early Bird Fees
Member Chapter Meeting & Luncheon	$30
Non-member Chapter Meeting & Luncheon	$45
Member Workshop Only	$45
Non-member Workshop Only	$70
Member Luncheon & Workshop	$75
Non-member Luncheon & Workshop	$115
After Early Bird Deadline All Fees Increase $10
Registration Options:
Members:	Log in to Pay by Credit Card
Non-members with Accounts:	Log in to Pay by Credit Card
How To Register Online & Pay by Credit Card	Click on the "Login" button on this page. Log in using your email address & password. Click on "Event Registration". Follow the screen prompts.
Forgot Your Password?	Click on the "Login" button on this page. Click on the "Forgot Your Password?" button. Enter your email address. Click on "Submit". Your password will be sent to you via email.
Register by Mail & Pay by Check	Pay by Check Form (PDF)
Register by FAX & Pay by Credit Card	FAX Registration Form (PDF)
A Plated Lunch will be served. If you have any special dietary needs please indicate your requirements on the registration form or you may contact Roxanne Shannon at the AFPSD Office via email at office@afpsd.org by Monday, August 31.
Non-members Without Accounts	Click Here To Create An Account
Event Registration Cancellation And Refund Policy Cancellations must be received in writing prior to Early Bird Deadline. Refunds will be processed within 30 days after the meeting. Refunds will not be granted after Early Bird Deadline. Refunds will not be given for no-shows. Those who RSVP, state they will pay onsite and then no show, will be billed at the rate when the individual first contacted the AFPSD office.

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