Morning Topic:  The Changing View of Planned Giving

Presenter:  Jeff Lydenberg, Chair-Elect, Partnership for Philanthropic Planning and Vice President, PG Calc

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Agenda of the Day
  9:00 -   9:30   Registration, Coffee and Networking
  9:30 - 11:30   Morning Session:  The Changing View of Planned Giving  MORE DETAILS SOON
11:30 - 11:45   Break
11:45 - 12:45   Roundtable Discussions/Lunch
12:45 -   1:00   Break
   1:00 -  3:00   Panel Discussion – Q&A - MORE DETAILS SOON!

Join Us - Networking Reception – More Info Soon!

COST: NCPGC/AFP Members $55.00; Guests: $75.00

Stay for the NC Philanthropy Conference next day! 
NCPGC Members can attend at the early bird Member rate of $119 until July 9th!
Staying Overnight?  $131 special rate until August 8th - Mention AFP Conference

Sheraton Greensboro at Four Seasons

3121 High Point Road, Greensboro, NC 27407 (800) 242-6556

About Jeff Lydenberg: Jeff is a planned giving consultant to non-profits large and small in a variety of industries. In that role he has advised planned giving programs on staffing and development of policies and procedures, trained boards and planned giving staff on planned gift design, created planned giving marketing plans, and designed marketing materials for planned giving programs.

Jeff has also played a critical role in supporting the PG Calc's clients in their use of Planned Giving Manager and GiftWrap. He is the lead trainer on use of Planned Giving Manager gift proposal software.

Prior to entering the field of planned giving, Jeff practiced law for 6 years with the Cleveland-based law firm of Thompson, Hine and Flory in its Cincinnati office.

Jeff's planned giving career began at The Cleveland Clinic Foundation in 1995 where he was the Assistant Director of Planned Giving for five years. He also worked in a similar capacity at the Cleveland Foundation. Jeff has a BA in American Studies from Kent State University and a JD from Case Western Reserve School of Law.

Jeff is a frequent speaker at local, regional and national planned giving groups. He has presented to national organizations like the Partnership for Philanthropic Planning and planned giving councils around the country on gift annuities, bequests programs, estate planning for gift planners, creative uses of planned gifts and a wide variety of other estate planning and gift planning topics. He is the former programming chair for the Planned Giving Group of New England. He is currently a member of the Greater Cincinnati Planned Giving Council and a member of the Board of the Partnership for Philanthropic Planning. He is Chair-Elect of the Partnership for Philanthropic Planning. He is a featured speaker on PG Calc's nationally broadcasted Webinar gift planning seminars.

Afternoon Speaker: Jackie W. Franey, Sales Director, Charitable Gifts Services, BNY Mellon Wealth Management

Jackie W. Franey is the Sales Director, Charitable Gifts Services for BNY Mellon Wealth Management, which is one of the largest groups in the US providing expertise in management and administration for endowments, foundations and planned giving programs. She will be responsible for cultivating new charitable clients and deepening relationships with existing clients on a range of planned giving, philanthropic and wealth planning issues.Prior to joining BNY Mellon, Ms. Franey was Donor Relations Director at Communities Foundation of Texas. She was directly responsible for all facets of working with high-net worth donors, their families and professional advisors and raised more than $45 million in major and planned gifts for the foundation.Previously, she managed the planned giving program at Children's Medical Center in Dallas during its successful $150 million wePromise campaign. She also served as the national director of planned giving for the American Heart Association – National Center for ten years and was responsible for implementing a centralized marketing program that generated more than $100 million in annual income.In addition, she consulted with affiliates regarding pro-active estate administration.

Ms. Franey is a graduate of LeTourneau University and has over 19 years experience in planned giving. She is a Certified Planned Giving Specialist, on the editorial advisory board of Planned Giving Today, and past president of the North Texas Chapter of PPP. She previously served on faculty at the National Planned Giving Institute at the College of William and Mary. She serves on the board of the North Texas Chapter of PPP, recently completed her service on the national board for the Partnership for Philanthropic Planning, serves on the Steering Committee for the Leadership Institute of PPP and is a frequent speaker at national conferences and planned giving councils. She is a Chartered Advisor in Philanthropy (CAP) and completed the Certificate Program in Financial Planning at Southern Methodist University.