Greetings from the Council President
I 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 giving.
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 meetings.
We hope to see you soon!
Kim Lauth, 2015 Council President
Kim Lauth Consulting
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 in downtown Knoxville (400 Neyland Drive) 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.
2015 Program Dates
February 26, April 23, August 27, October 22
February 26, 2015 Program Description:
Back to the Basics of Planned Giving - This program will focus on a discussion of what we mean by the term "planned giving" and it will explore different planned giving vehicles with an overview of how each one works, their challenges or pitfalls and some examples of scenarios where they might be useful tools for a prospective donor. Questions are highly encouraged throughout this program.
Speaker - SHERRI DeCOSTA ALLEY is Vice President for Advancement at East Tennessee Foundation, a community foundation located in Knoxville, Tennessee that focuses on thoughtful giving for stronger communities and better lives in East Tennessee. She earned her B.S. degree in Business Administration (financial management major), magna cum laude and with honors in business, from the University of North Carolina at Charlotte; and her J.D. degree, magna cum laude, from the University of Tennessee. Sherri joined East Tennessee Foundation in July 2012 after practicing at Kizer & Black, Attorneys, PLLC for several years in the areas of estate planning, estate administration, trusts, and taxation. During her years in private practice, Sherri’s interest in charitable giving grew as she advised the boards of multiple charities and assisted several nonprofit organizations with formation and tax exemption applications to the IRS. In her current role on the development team at East Tennessee Foundation, Sherri’s primary responsibility is to assist donors and their professional advisors in the process of planning for philanthropic legacies.
To RSVP for a SMPGC Meeting: Please contact Elise Eustace at email@example.com
Partnership for 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
or download this form:
SMPG. 2015 Membership Form.pdf
Size : 31.178 Kb
Type : pdf
2015 Officers & Board of Directors