2016 GIFT PLANNING ISSUES

2/09 6:00 PM ONLINE REGISTRATION CLOSED – WALK IN SEATING AVAILABLE

2016 GIFT PLANNING ISSUES

• 9:30 10:00                        Registration/networking/coffee
• 10:00 11:00                      View from Washington: Steven Woolf
• 11:00 Noon                      NC Legislative Issues: David Heinen
• Noon   1:00                       Lunch and networking
• 1:00 2:00                         Cyber Security and ID Theft: Caroline Farmer
• 2:00 3:00                         Life Insurance/Planned Giving: Michael Thomas

COST:

• NC Planned Giving Council Members: $45
• Other PPP Council Members: $45
• AFP Members: $55
• Guests: $65

View from Washington: 2016 Legislative and Regulatory Developments Impacting Charitable Giving
Steven Woolf, Senior Tax Policy Counsel, Jewish Federations of North America, Washington Office

Steven Woolf joined the Washington office of the Jewish Federations of North America as Senior Tax Policy Counsel in February, 2007, and is a tax professional with extensive experience in individual, corporate, and nonprofit taxation. In his position, Steven fulfills the role of chief advocate and lobbyist on legislative proposals, administrative regulations, and public policy issues before Congress and the Executive Branch regarding non-profit tax issues.  He works closely with planning giving colleagues at JFNA and throughout the Federation movement. In addition, Steven coordinates the activities of the JFNA Emergency Committee which was formed over 25 years ago as a mechanism for the Federation movement to provide assistance to those impacted by natural and man-made disasters.

Steven spent most of his career working in the National Tax Office of the Big Four accounting firm, PricewaterhouseCoopers and its predecessor Coopers & Lybrand.   He represented clients on tax legislative and regulatory issues before the Congress, the Treasury Department, and obtained numerous tax rulings from the Internal Revenue Service.  He received his B.S.F.S. from Georgetown University, his M.A. from Brown University, and his J.D. from the American University. A frequent lecturer at professional education programs, Steven is also the author and editor of numerous articles and books including the Coopers & Lybrand Guide to Business Tax Strategies published by Simon & Schuster and International Tax Summaries published by John Wiley & Sons.

North Carolina Legislative Issues Impacting Charitable Giving
David Heinen, Vice President for Public Policy and Advocacy, NC Center forNonprofits  

David Heinen is Vice President for Public Policy and Advocacy for the N.C. Center for Nonprofits. In this role, he advocates on issues affecting North Carolina’s nonprofit sector, monitors and analyzes state and federal public policy issues affecting 501(c)(3) nonprofits, keeps nonprofits and media across North Carolina informed about important legal and policy developments, engages in research about North Carolina’s nonprofit sector, provides training on nonprofit advocacy and legal compliance, and convenes coalitions of nonprofits from diverse fields.  He has been with the N.C. Center since 2007. He has served on boards of local and national nonprofits, currently serves on the board of directors of Nonprofit VOTE and the public policy committee of the National Council of Nonprofits, and was the 2013 recipient of the National Council of Nonprofits’ Flo Green Network Champion Award. Previously David spent seven years as an attorney with Dorn & Klamp, P.C., a Washington, D.C. law firm serving the nonprofit community, where he advised many small- to mid-sized nonprofits on a wide range of legal issues.  David is a graduate of Duke University and the William and Mary School of Law.

Cyber Security and ID Theft
Caroline Farmer, Deputy Director, Victims and Citizens Section, NC Department of Justice

While identity theft has been a top crime in America for a few years, scam artists have been hyper-focused on older adults, creating elaborate email, credit card, internet and phone strategies to take their hard earned cash. Learn the latest trends as well as techniques to prevent becoming a victim.

Caroline Farmer is a native of Raleigh, North Carolina.  She received her undergraduate and law degree from UNC.  She worked for several years in Governor Hunt’s administration as an Agency Liaison and Director of Highway Beautification. Prior to joining Attorney General Roy Cooper’s staff in 2003, she was in private practice.
Ms. Farmer was on the International Association of Chiefs of Police task force on identity theft. She currently oversees the Attorney General’s public education efforts statewide on topics such as identity theft, financial exploitation of older adults, Internet safety for children, etc.

Ms. Farmer has two children, Cate and Brendan.  Her father is retired Superior Court Judge Bob Farmer, former chair of the N.C. Ethics Commission. She currently serves on the state board of NC Wheels for Hope.

Benefits, Opportunities and Challenges Life Insurance Gifts
Michael L. Thomas, III   CRPC®, Founder, Universitas Financial Services

Life Insurance can be a valuable part of a planned giving office because it can reach a special niche of donors.
This presentation will help you understand the valuable use of insurance gifts as a planned giving strategy, while discussing the plusses and minuses of insurance gifts.  Participants will also see a real-world example of insurance benchmarking for a college planned giving office.

Michael “Mickey” Thomas: While working with institutional and individual clients during a 25 year financial services career, Mickey Thomas has provided insurance and investment consulting services for institutions of higher education and not-for-profit organizations, as well as the the senior leadership of those entities. He has also provided value added services to businesses and companies, including their executives, their group benefits plans, and their retirement plans.

Mickey Thomas holds an M. S. degree from the University of Tennessee, is a graduate of the Certified Investment Management Analyst program and the Pension Funds and Money Management program from the Wharton School, as well as the Chartered Retirement Planning Counselor designation from the College of Financial Planning.

He lives near Davidson, NC, with his wife Jennifer.