Philanthropy Forum Webinars for 2023

Earn continuing education credits and stay informed on the latest developments in charitable giving and tax law as you learn from nationally-recognized experts. Philanthropy Forums are free events, presented via webinar that provide topics of interests to attorneys, CPAs and wealth managers.

Power Sharing in Philanthropy with Janell Johnson 

Thursday, March 2, 2023 12:00 PM-1:30 p.m. | FREE

Philanthropy has become incredibly dynamic as what it means to be generous adjusts to our changing world. Join Janell in this 90-minute session to explore how advisors can be at the forefront of this shift and deepen trust with their clients by incorporating new, innovative philanthropic strategies into their practices. We’ll discuss a few client case studies involving giving strategies that address the inherent power imbalances between funders and nonprofits, namely participatory grantmaking and trust-based philanthropy, and outline practical steps advisors can take to help their clients find new meaning in their giving.

Janell Johnson is a Certified Specialist in Planned Giving (CSPG), a Chartered Advisor in Philanthropy (CAP®), and Certified 21/64 Advisor in multi-generational family philanthropy. As an advisor with Phīla Engaged Giving, she stewards this knowledge to help donors define their philanthropic values, set clear intentions for engaging with loved ones and beneficiaries, and design legacy plans that align with their broader philanthropic goals. 

Register for Power Sharing in Philanthropy

Continuing Education Credits may be available pending application through the Oregon State Bar and the CFP Board.

Flexible Beneficiary Trusts with Jonathan G. Blattmachr 

Thursday, May 11, 2023 12:00 PM-1:30 PM | FREE

Learn in detail how to structure and administer a trust that does not require current payments (as a marital deduction trust must) so that income taxation can be reduced overall, asset protection enhanced and the wealth of the family increased. He will show why allowing distributions to other family members, including a descendants' spouse, a special kind of charitable remainder trust, a special kind of charitable lead trust and a qualified subchapter S trust can help accomplish those goals. It will also demonstrate why distributions to charity typically should be made from a trust rather than from an individual. 

Jonathan G. Blattmachr is a Principal in Pioneer’s estate planning advisory group. He brings over 50 years of experience in trusts and estates law. He writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored nine books and over 500 articles on estate planning topics. Jonathan graduated from Columbia University School of Law and has been recognized as one of the country’s most creative trusts and estates lawyers.  

Register for Flexible Beneficiary Trusts

Continuing Education Credits may be available pending application through the Oregon State Bar and the CFP Board.

Problem Solving with Deferred Charitable Gift Annuities with David Wheeler Newman 

Tuesday, September 5, 2023 12:00 PM-1:30 PM | FREE

Charitable gift annuities appeal to donors because of their simplicity and security, and to charities because of the relatively low cost compared to other gift vehicles. Some of the more creative gift-planning opportunities involve deferred charitable gift annuities. After quickly reviewing the tax aspects of DCGAs, we will look at planning ideas, illustrated with case studies, for use of DCGAs to address various situations, including retirement income planning, flexible deferred annuities, and DCGAs funded with net sales proceeds. 

David Wheeler Newman represents individuals and families on estate planning and tax planning in connection with investment activities. He advises charitable organizations concerning governance, tax exemption and charitable gift planning programs. He earned a J.D. from University of California Los Angeles School of Law and an LL.M. in Taxation from New York University School of Law. 

Register for Deferred Charitable Gift Annuities

Continuing Education Credits may be available pending application through the Oregon State Bar and the CFP Board.

Family Matters: How Business-Owning Families Can work Together for a Unified Future with Claudia Sangster 

Thursday, November 9, 2023 12:00 PM-1:30 PM | FREE

Much of the wealth in America today has come from family-owned businesses. But the likelihood of successful transitions of family businesses to the third generation and beyond can be low without proper planning. This presentation will explore how the family can mitigate failure and some best practices to strengthen the business and the family over multiple generations. 

Claudia B. Sangster has over 30 years of experience in advising individuals and families in financial education, family governance and philanthropy. She is the Co-Director of Family Education and Governance in Wealth Management at the Northern Trust Company. Claudia collaborates with clients, their advisors and wealth planning partners to identify and establish educational programs and governance structures for multi-generational families. Claudia earned a J.D. from the University of Houston College of Law and is a frequent speaker and author on topics including values, finance and family legacy, as well as trends in family education, governance and philanthropy.  

Register for Business-Owning Families

Continuing Education Credits may be available pending application through the Oregon State Bar and the CFP Board.

Thank you to our event sponsor for all 2023 Philanthropy Forums: