The Basics and Beyond:
What MGOs and PGOs Need to Know about Planned Giving

Featuring

Pamela Purcell
Vice President and General Counsel
USM Foundation

B.J. Davisson
Vice President for University Advancement
Frostburg State University

John McKee
Director of Planned Giving
University of Maryland, College Park

Thomas Hofstetter
Interim Associate Vice Presdient
University of Maryland, Baltimore

DATE:     November 3, 2009
TIME:     9am. - 1pm.
PLACE:   USM Office Atrium
                3300 Metzerott Road Adelphi, MD 20783 (directions)
COST:   $40 per person, lunch included

For major gift officers and others in contact with donors, this interactive seminar will provide:

  • A review of the basic giving vehicles of planned giving,
  • An overview of how to identify opportunities to begin a planned giving discussion.
  • An update of current issues affecting planned and major gifts (such as UPMIFA, changes in tax laws, and investment performance).

Pre-registration is required; enrollment is limited to 30.
Register Here, Your successful submission will receive a confirmation and directions by email. Questions? Call Linda Bowman at 301.445.2715 or Marianne Horrigan at 301.445.2708.

Details on payment procedures will appear in your confirmation message.
Deadline for registration: : October 27, 2009. Sorry, no refunds after this date.