ACGA Webinar - Details Matter: Considerations When Funding CGAs with QCDs
Wednesday, December 18, 2024, 12:00 PM - 1:00 PM EST
Category: Webinar
Melissa Copher, CFA®, Gift Planning Director, American Red Cross Pamela D. Leonard, ACGA Director, National Executive Lead, Program Advancement, American Heart Association Rebecca Locke, ACGA Governance & Secretary VP and Executive Director, Gift Planning, American Red Cross Phil Purcell, CFRE®, MPA/JD, ACGA President, Central Territory Director of Planned Giving, The Salvation Army
Details Matter: Considerations When Funding CGAs with QCDs
Join us on Wednesday, December 18, at 12:00 p.m. for a webinar about considerations when funding CGAs with QCDs.
Whether you recently started a charitable gift annuity program or are a seasoned professional with hundreds of contracts under your belt, funding charitable gift annuities with qualified charitable distributions from an IRA is new to everyone. In this session we will review nuances of the Legacy IRA Act that will include who can and cannot benefit from a QCD-funded CGA, tweaks you should consider making to program materials, marketing suggestions and guardrails you need to be aware of to protect your organization and your donors alike.
Space is limited so register early!
ACGA Members: $FREE / ACGA Non-members: $75 (includes access to the webinar recording)
About the Speakers
Melissa Copher Gift Planning Director, American Red Cross
Melissa M. Copher has been with the American Red Cross Gift Planning Department since 1999. She is a Director, overseeing the life income gift program at the Red Cross. She previously worked at the Indiana University Foundation as an Assistant Director of Gift Planning. She graduated from Miami University, Oxford, OH in 1991 and Indiana University School of Law, Indianapolis, in 1994. She lives in Indianapolis, IN with her husband and three sons.
Pamela D. Leonard National Executive Lead, Program Advancement Charitable Estate Planning, American Heart Association
Pamela D. Leonard is a seasoned professional with a passion for philanthropy and nonprofit management. With a Bachelor of Arts in Management of Nonprofit Organizations and another in Communications/Speech from Salem University, Pamela's educational foundation is as strong as her commitment to the field. As a Certified Fund Raising Executive and Certified Gift Planning Professional, she has continuously demonstrated her expertise in fundraising and estate planning. Pamela's remarkable 16-year career at the American Heart Association, where she has served as the National Executive Lead for Charitable Estate Planning since July 2013, showcases her ability to expand and educate on deferred giving opportunities, manage complex assets, and supervise dedicated teams. Pamela's commitment to her craft has been recognized with numerous awards, including the Guiding Values Award and the Star Award of Excellence from the American Heart Association. Her notable publications in CASE Currents Magazine and Fundraising Success Magazine reflect her thought leadership in the field. Pamela's unwavering dedication to philanthropy, paired with her extensive experience and achievements, make her a true luminary in the world of charitable estate planning and nonprofit management.
Rebecca Locke ACGA Governance & Secretary VP and Vice President, Gift Planning, American Red Cross
Rebecca L. Locke is the Vice President of Gift Planning for the American Red Cross. With more than 40 Gift Planning team members, the Gift Planning unit leads all planned gift work for the American Red Cross working with donors interested in bequests, charitable gift annuities, charitable trusts, gifts of property, and other complex assets. Previously Rebecca had served as the Executive Director of Gift Planning, and before that as Regional Development Manager, Southeast Region as one of the first two R.D.M.s in the new Chapter Advancement Unit formed at Red Cross National Headquarters in 1996. In that role, she established the first American Red Cross field-based Gift Planning program in Florida, and directed the organization’s first three Gift Planning Officers in that state.
Phil Purcell, CFRE®, MPA/JD ACGA President and Director of Planned Giving, Central Territory of The Salvation Army
Phil Purcell has enjoyed a thirty-year career in planned giving and currently serves as the Director of Planned Giving for the Central Territory of the Salvation Army. In this role, he is the directional leader of over 30 planned giving officers in 11 states who close approximately $70 million in planned gifts each year. Phil is an attorney and member of the American and Indiana State Bar Associations. He is Senior Consultant and the lead gift planning attorney for the Heaton Smith Group, a national charitable and estate planning consulting firm. Phil also serves as Editor for Planned Giving Today, a monthly national publication. He is lead legal advisor for the Community Foundation Legal Help Desk, a national online subscription service.
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