I would like to begin by extending my sincere gratitude to the CGP Staff and 2017 Board of Directors especially Cathy Sheffield, previous Board Chair, and Elizabeth Ayers, previous Conference Chair, for their leadership. Because of their efforts we continue to move forward with momentum and a clear vision to serve our members and the broader charitable gift planning community.
Russell Norman Howes, age 66, of Wisconsin, died on August 31, 2016. Russ was preceded in death by his parents and brother Robert. He is survived by his wife, Sue Howes, his brother, Randy (Colleen) Howes, sisters-in-law Janet Howes and Marilyn Kelley, nephews Dustin, Brandon (Erin), Jason (Shannon), Cory (Anna), grand-niece Madeline and grand-nephew Henry.
Improve Your IQ (Interprofessional Quotient)—Be A Team Planner
In a series of posts, we’re considering “Core Competencies for Collaborative Interprofessional Practice” for philanthropic planning. The interprofessional competencies we suggest originated in the healthcare field, as an attempt to transform education and prepare students in all the healthcare specialties for “deliberatively working together with the common goal of building a safer and better patient-centered and community/population oriented U.S. health care system.”
It’s true, PPP is undergoing a complete renovation, centered on member-focused, service-driven improvements that will bring new life to the organization… and it all started with our members
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Gift planners at the National Conference on Philanthropic Planning loved Justin Miller’s session, “Philanthropic Planning Paralysis: Getting Donors to Act.” Justin is wealth strategist at BNY Mellon and an adjunct faculty member at Golden Gate College of Law. He is a frequent speaker on tax, estate planning and family governance topics at professional education conferences throughout the country, and he spoke at NCPP for the first time this year.
If you do one thing right...
Go easy on the technical terms, particularly early on. They have the potential to confuse philanthropic discussions. Rather than focusing on the names and granular detail of the instruments and gift types that may be most applicable to the situation, look first to the donor’s overarching motivations, desires and goals.