Capacity Building Event

Ethics in Charitable Gift Planning: Challenges, Dilemmas, and Resolutions

Presented by: NH & VT Council of Charitable Gift Planners

Can ethical dilemmas arise in planned giving? Yes, they surely can! We’ve assembled a panel of experienced gift planners who will draw from their careers to highlight how gifts are not always so simple. This will be an interactive session, so if you’ve had a donor situation or two that presented an ethical dilemma, feel free to share it! There will be lots of conversation and time to connect with your peers.

Panel

Theresa Curry, J.D., Assistant Vice President of Gift Planning & Administration at UNH Foundation, transformed the gift planning program at UNH and played a vital role in the success of its recent Campaign. She is an experienced attorney, having practiced law in the areas of business, probate, estate planning and non-profit law in Massachusetts, Oregon, California, and Minnesota. Theresa began consulting and working in gift planning in 1998. After moving to New England, she established the gift planning program at Merrimack College. She also worked for The ALS Association as their Regional Director of Philanthropy for their East Coast operation. Theresa speaks and presents locally and is the program chair for the New Hampshire and Vermont Council of Charitable Gift Planners. She is also actively involved in the New Hampshire Estate Planning Council and the Planned Giving Group of New England. Theresa lives with her husband and daughter in Newburyport, Massachusetts, and is an avid and accomplished athlete having completed several cycling events and races, marathons, ultra-marathons and triathlons.

David Ely, CFP, ChFC, entered the world of philanthropy in 2002 after a 10-year career with American Express Financial Advisors, where he built a financial planning practice and led a team of advisors focused on the needs of high net worth clients.

His first fundraising role was representing and then leading the gift planning program for the Geisel School of Medicine and Dartmouth-Hitchcock Medical Center during the $250 million Transforming Medicine campaign.

In 2010, he was recruited by Norwich University to renew their development program and launch Forging the Future, a $100 million bicentennial campaign. David was responsible for overseeing a diverse slate of fundraising programs including major gifts, planned giving, class giving, corporations and foundations, and athletics. He also advanced data capture capabilities, accuracy, and usability by migrating a 30-year old legacy system to Raiser’s Edge. He said that, “fundraising allows me to apply my leadership, business development, engineering, and financial planning skills to help institutions like Norwich achieve their missions.”

A graduate of the University of Hartford, David holds a Bachelor of Science degree in Electrical Engineering. He also maintains the Certified Financial Planner® and Chartered Financial Consultant professional designations. He is currently consulting through Sugar Hill Advisors, a business he started to appease his interest in developing utility-scale, solar energy projects.

Cyndi Scott is Assistant Director of Gift Planning at Dartmouth-Hitchcock and the Geisel School of Medicine at Dartmouth. Cyndi began her development career at Dartmouth in 2011. In addition to planned giving for the medical enterprise, her experience includes donor and advisory board relations at the Tuck School of Business. Previously, she worked for nonprofit organizations devoted to families, the empowerment of women, and racial justice in Burlington, VT and Madison, WI. Cyndi graduated cum laude from Middlebury College with a BA in Biology and is a native of the Upper Valley.

Tom Smith is a private consultant in planned giving. He has over 40 years of planned giving experience, including fourteen years at The Vermont Community Foundation in Middlebury, VT, eight years at the California Institute of Technology in Pasadena, CA, and eleven years at the University of Vermont, in Burlington, VT. Tom has been active in local and national levels of the National Committee on Planned Giving (now CGP) and served on the Editorial Review Panel of The Journal of Gift Planning, published by the Partnership for Planned Giving. He has been a presenter for various groups, including AFP, NACUBO, NCPG, and the Council for Advancement and Support of Education. Some of Tom’s presentations have appeared in print in CASE Currents, The Journal of Gift Planning, and Planned Giving Today. Prior to his career in development, Tom was a language professor on the college level. He also has experience in the real estate industry. Tom has an A.B. degree from Heidelberg College (now Heidelberg University) in Tiffin, Ohio, and an M.A. degree from the University of Illinois in Champaign/Urbana. In 1986, he received his Certified Financial Planner designation from the College for Financial Planning in Denver, Colorado.

Date/Time: Thursday, December 7, 2017 - 1:45pm to 4:00pm
Location: Montshire Museum of Science

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