Please Register no later than May 11, 2021. You will receive a Zoom link after registration is closed (either the day of, or the day before the event).
Charlottesville Area Planned Giving Council
Business Meeting Agenda and Proposed Slate
May 13, 2021 Virtual Meeting Noon-1:15
12:00-12:15pm Welcome, Business meeting (President’s report, Treasurer/Membership report, Old/New Business, Elect officers)
12:15-1:05pm Remarks followed by small and large group discussion:
Putting Donor and Client Concerns in Perspective:
Tried and true charitable gift vehicles that still make sense
regardless of potential tax law changes
remarks by Larry Martin, CPA, Hantzmon Wiebel
Discussion and best practice sharing in ‘breakout rooms’: what are members are doing to promote gifts of appreciated assets, QCDs, DAF distributions, beneficiary designations, other? (12:35-12:55)
Small Groups report out (12:55-1:05)
Group Q&A, upcoming events and announcements, wrap up (1:05- 1:15)
Proposed Board Slate for Board of Directors, July 1, 2021-June 30, 2022
President: Kimberlee Barrett-Johnson, CFP, Private Wealth Advisor and President, ArkWise Wealth
Immediate Past President: Deb Donnelly, Senior Development Officer, Southern Environmental Law Center
Vice President: Jeff Hammer, CFP, Wealth Management Advisor, Northwestern Mutual Wealth Management Company and CEO, Hammer Forte Consulting LLC
Secretary: Jorgen Vik, Certified Financial Planner and Partner, SKV Group LLC
Treasurer: Caroline Emerson, Vice President of Community Engagement and Campaign, United Way of Greater Charlottesville
Program Chair: Kimberly Skelly, Executive Director, Martha Jefferson Hospital Foundation
Program Co-Chair: Les Helmuth, Executive Director, VMRC
Communications Chair: Tara Hackenberg, Senior Associate Director of Development, UVA Health System
Membership Chair: Simone Alley, Director, Major Gifts & Planned Giving, PVCC Educational Foundation
At Large (Historian): Richard Howard-Smith, Attorney at Law, Flora Pettit
At Large: Larry Martin, CPA and Consultant, Hantzmon Wiebel LLP
At Large: Karen Ratzlaff, Chief Philanthropy Officer, Blue Ridge Area Food Bank
Business Meeting Agenda and Proposed Slate
May 13, 2021 Virtual Meeting Noon-1:15
12:00-12:15pm Welcome, Business meeting (President’s report, Treasurer/Membership report, Old/New Business, Elect officers)
12:15-1:05pm Remarks followed by small and large group discussion:
Putting Donor and Client Concerns in Perspective:
Tried and true charitable gift vehicles that still make sense
regardless of potential tax law changes
remarks by Larry Martin, CPA, Hantzmon Wiebel
Discussion and best practice sharing in ‘breakout rooms’: what are members are doing to promote gifts of appreciated assets, QCDs, DAF distributions, beneficiary designations, other? (12:35-12:55)
Small Groups report out (12:55-1:05)
Group Q&A, upcoming events and announcements, wrap up (1:05- 1:15)
Proposed Board Slate for Board of Directors, July 1, 2021-June 30, 2022
President: Kimberlee Barrett-Johnson, CFP, Private Wealth Advisor and President, ArkWise Wealth
Immediate Past President: Deb Donnelly, Senior Development Officer, Southern Environmental Law Center
Vice President: Jeff Hammer, CFP, Wealth Management Advisor, Northwestern Mutual Wealth Management Company and CEO, Hammer Forte Consulting LLC
Secretary: Jorgen Vik, Certified Financial Planner and Partner, SKV Group LLC
Treasurer: Caroline Emerson, Vice President of Community Engagement and Campaign, United Way of Greater Charlottesville
Program Chair: Kimberly Skelly, Executive Director, Martha Jefferson Hospital Foundation
Program Co-Chair: Les Helmuth, Executive Director, VMRC
Communications Chair: Tara Hackenberg, Senior Associate Director of Development, UVA Health System
Membership Chair: Simone Alley, Director, Major Gifts & Planned Giving, PVCC Educational Foundation
At Large (Historian): Richard Howard-Smith, Attorney at Law, Flora Pettit
At Large: Larry Martin, CPA and Consultant, Hantzmon Wiebel LLP
At Large: Karen Ratzlaff, Chief Philanthropy Officer, Blue Ridge Area Food Bank