would like to personally invite you to join us at our next meeting of the Smoky
Mountain Planned Giving Council. SMPGC
was created in 2002 to unite the planned giving community to better serve the
charitable planning needs of donors and clients in East Tennessee. As one of
more than 130 local councils that make up the Partnership for Philanthropic
Planning (“PPP”), our goal is to facilitate, coordinate and encourage education
and training of professionals who devote their professional attention to
charitable planning. Further, we work to promote a collaborative effort among
members of the legal, financial and development communities in serving the
charitable, financial and estate planning needs of donors and clients.
The Smoky Mountain Planned Giving
Council is open to planned giving, fundraising, financial and legal
professionals in the East Tennessee area who devote at least a portion of their
time to assisting donors in making charitable gifts by bequest, through
retirement assets, and other estate planning vehicles, including life income
plans. In addition to networking opportunities, SMPGC offers education and
training to our members. Quarterly meetings include educational presentations
by leaders in gift planning from across the country who provide updates on the
laws relating to charitable giving and who share best practices in planned
Membership rates are $95 for an
individual membership and $195 for a Leave
a Legacy membership. Annual membership also covers the cost of meals at
We hope to see you soon!
Nystrom, 2014 Council President
of Tennessee Foundation
The Smoky Mountain Planned Giving
Council provides educational and networking opportunities for planned giving,
fundraising, financial and legal professionals in the Knoxville area through
informative quarterly meetings.
We meet at Calhoun's on the River
from 9:30 -1:00 PM. Program consists of networking time, a presentation
related to planned giving from superb experts in the fields of non-profit
fundraising, charitable giving and legal/tax professionals.
February 27, April 24,
August 28, October 23
2014 First Quarter Program:
February 27, 9:30-1:00 PM, Calhoun's on the River
Program: “Legal Handbook for Tennessee Seniors: An Opportunity to Provide
Additional Service to Your Donors”
In this program, we will review the Legal Handbook for Tennessee Seniors. This
presentation will include a copy of the Legal Handbook, which you will
be able to download and provide to your donors. It includes information related
to senior adult issues in the areas of Financial Assistance, Healthcare,
Long-Term Care and Housing, Estate Planning, Protection of Legal Rights, and
Elder Abuse. Specific areas covered will include topics such as Social
Security, Veteran’s benefits, the Food Stamp program, tax relief, Medicare,
Medicaid and TennCare, long-term care insurance, housing options, divorce,
estate planning, funeral planning, consumer protection, age discrimination,
personal safety, and elder abuse. Learn how to use this handbook to assist your
donors and also how to share this handbook to benefit other Tennessee seniors.
Presenters: Angelia Nystrom, Director of Planned Giving for the UT Foundation and
Co-Chair of the Tennessee Bar Association’s Public Education Committee Cindy Wyrick, President of the Tennessee Bar Association
REGISTER FOR SMPGC'S FIRST QUARTER MEETING BY RSVPing to Elise Eustace firstname.lastname@example.org.
Philanthropic Planning (PPP):
Click HERE to
access PPP, the Planned Giving Council's umbrella
organization. Find out information on Leave a Legacy, PPP's training
opportunities as well as other valuable resources. Consider becoming a
PPP member--only $100 more to your SMPGC membership.
For more information on membership contact our Membership Chair
Click here to download a membership form.
2014 Officers & Board of Directors