Newspapers / Philanthropy Journal of North … / Sept. 1, 1998, edition 1 / Page 17
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September 1998 Philanthropy Journal of North Carolina 17 Media notebook Compiled by Todd Cohen Jewish charities hope merger will heal split The United Jewish Appeal and the Council of Jewish Federations hope their planned merger will help ease tension within the Jewish community and help raise more charitable dollars, The New York Times reported Aug. 9. The two group each raise more than SI billion a year, but they “now struggle to per suade Jews — younger ones, especially — that the organizations are as relevant today as they were during the Holocaust or Israel’s pioneer days,” the Times said. In July the U.J.A. and the federations that make up the council agreed to merge. The deal would “shift power over spending abroad to the grass roots,” with local donors having “more say over where the dollars sent to Israel should be spent and whether a big ger share of funds should go to Jewish com munity-building at home and abroad.” AMA paying Sunbeam $9.9 million The American Medical Association has agreed to pay Sunbeam Corp. $9.9 million after pulling out of a deal to endorse the company’s humidifiers, blood-pressure mon itors and other products, the Associated Press reported Aug. 2. The AMA backed out of the endorsement deal after being criticized because it had no plans to test the products. Cuban exile lied about financial support A Cuban exile who conducted violent operations against the Cuban government says he misinformed The New York Times in telling the newspaper that leaders of a foundation that is the most influential exile organization in the U.S. had provided him with financial support, the Tlrrws reported Aug 4. Based on a series of interviews with Luis Posada Carriles, the Times prewously had reported that the exile had received money from the chairman of the Cuban- American National Foundation. More active oversight in works Proposed new Internal Revenue Service regulations should prompt some trustees and other officials of public charities to take more active roles, tax advisers told The Wall Street Journal in a story reported Aug. 5. The IRS Issued the new rules because of a 1996 law designed to help the agency “pun ish charities that award excessive pay and perks to insiders,” ilae Journal said. “The proposed rules authorize the IRS to fine offi cials who receive excessive benefits, as well as those who authorize the payments. Previously, the IRS’s only weapon was to revoke a group’s exempt status.” Final rules are not expected to be issued until next year. Carnegie Hall board the place to be If you’re a power broker at the high end of the U.S. food chain, the board of Carnegie Hall in New York is the place to be. The Wall Street Journal report^ July 30. “The chance to rub elbows with fellow titans, and launch a few deals between arpeggios, is just one of the features that makes a seat on the Carnegie board one of the hottest in the country,” the Journal reported. “Other factors: unmatchable perks for the musically inchned and unparalleled snob appeal for just about anyone. A Carnegie board membership is so presti gious that even corporate executives eager ly audition on lesser committees just to win the chance at one of the 65 coveted slots.” Legacy CONTINUED FROM PAGE 14 This program encourages prospective donors to work with development officers of charities they aiready suppoi't, or the estate plaiming advisers with whom they are already involved to make a charitable bequest or other planned gift. The Leave A Legacy programs in the state are scattered and in different stages of plan ning There are at least three programs, includ ing those in Asherille, Charlotte and the Triad area. “It’s a snowballing effort,” says Gallo. “I would imagine as time goes on there will be more, not fewer programs in the state. Currently there are about 90 in the nation.” The Triad chapter has been in the planning stages since early 1997, and should be launched next spring It will combine the efforts of 300 to 500 charities in an educational campaign. Asheville and Charlotte will announce their programs this month, which also should be up and running next year. A program in Greenville has been discussed, but is not organized. Most charities individually don’t have room in their budgets to sponsor such work, but when hundreds of nonprofits get together, the task is manageable and universally beneficial, organiz ers say. “We have more than 100 nonprofits and a number of professional estate planning people involved in our local Leave A Legacy project,” says Jan Harrow, director of planned gifts for UNC-Asheville. “We’ll be doing a bhtz to edu cate people about planned giving.” The program, to be officially announced Sept. 11, will involve nonprofits in Buncombe and Henderson counties. “The idea is that it trickles down — it we educate everyone in a nonpartisan way, it wUl get people thinking about philanthropy and about which charity to give to,” Harrow says. Charlotte will be launching Its program next year and will begin this month garnering sup port from local nonprofits and financial plan ning advisors. Leave A Legacy was begun in Columbus, Ohio in 1996. Its success spurred the National Committee on Planned Giving to adopt the model to apply to communities around the nation. While tracking and tabulating the gifts from the Columbus campaign may take more than a decade, some evidence suggests gifts by bequest are already on the rise. In 1996, the Columbus Foundation received 13 bequests totaling $10 million. But after instituting Leave A Legacy, the number of bequests to the Columbus Foundation doubled to 26 in 1997, with gifts valued at $47 milhon. Tracking the success of any Leave A Legacy program may be difficult, says Barbara Yeager, staff liaison to the Leave A Legacy program for the National Committee on Planned Giving. “Because of the deferred nature of planned gifts, it’s hard to quantify the effect of the Leave A Legacy program,” she says. “In the short term, most Leave A Legacy organizers report that a sense of cooperation among charitable organizations and an increased knowledge base in the adviser com munity are the biggest benefits of Leave A Legacy,” says Yeager. LINKS The National Gommitee on; Planned Giving distributes a Leave A Legaty kit at q cost of $35, including a videbidescribing the pro gram, and a workbook that walks through the steps for implementatibii. For Information and order forms, e-mail r)cpg(a>iupui.edu. For more informatibri, corjtact Barbara Yeager, the staff iiaisob at the Nationof: Committee on Planned Giving, . at (317) 269-6276, ore-mail her at byeager@iupui.edu;>vVtsit their Web site at http://www.ncpg.org/legacy.html>. To contact local orgartizers of Leave A Legacy in North Carolina: Asheville: Jan Horrow, ;(828) 232-2285. Charlotte: Robert Morris, (704) 376-9541. Greenville: Herb Boiie|;Jr;> (919) 328-6685. Triad (VAnston-Saiem/Greensboro, High Point): Vincent Gallo* |9T 0) 765-0122. conference schedule 7:00 - 9:00 Registration 7:30 - 8:30 Breakfast Building a Better World Dr. Billy Wireman President, Queens College Charlotte, NC 8:45 - 9:00 Opening Remarks 9:00 -10:30 Keynote: What Does 6,000 Years of Philanthropy Have To Do With Getting Today's Big Gift? Dr. Ernie Wood, CFRE President, Ernest W. WOOD & COMPANY Rough & Ready, CA 10:30 -11:00 Break - Visiting with Exhibitors 11:00-12:30 The Skill and Art of Major Gift Fund Raising Dr. Ernie Wood, CFRE Or Prospect Research & Technology Susan Heileman Marketing Manager - Specialized Services Alexander Haas Martin & Partners, Inc. Atlanta, GA Or How to Focus a Marketing Effort James W. Mountjoy Creative Director and Partner Loeffler Ketchum Mountjoy Charlotte, NC 12:30-1:30 Lunch and Networking NSFRE 1:30-2:45 Or Or The Skill and Art of Major Gift Fund Raising (cont.) Dr. Ernie Wood, CFRE So, You Think You Want to be a Consultant? Alan Lee President, First Counsel - South Atlantic Charlotte, NC Reinventing The Wheel - A New Way to Properly Use Volunteers Bill Joyner Founder, Owner & President, G. William Joyner, Jr. Consulting, Inc. Winston-Salem, NC 2:45-3:15 3:15-4:30 Or Or Break - Visiting with Exhibitors The Skill and Art of Major Gift Fund Raising (cont.) Dr. Ernie Wood, CFRE Prospect Research & Technology (repeat) Susan Heileman Panel Discussion: When Do You Need a Consultant? Carole Clark Bill Joyner Alan Lee Mary Ellen Shuntich, CFRE, moderator 7:30 - 8:30 Breakfast Speaker . ^ Dr. Billy O. Wireman became O President of Queens College in Charlotte in 1978. Since then, 03 total enrollment has increased 0 300% from 500 to 1,600 and Q. the endowment has grown to (/) $26 million. Queens has suc- ^ . cessfully completed a number ^ of capital campaigns including ^ the McColt Challenge and Aim *+— High, Alumni! campaigns that raised $30 million. Breakfast sponsor: First Counsel, Inc. event sponsor Philanthropy News Network we cover the nonprofit world registration For additional applications, please photocopy form and return with payment. No refunds after September 1. Confirmations with parking instructions will be mailed September 1. For more information, caii the NSFRE HOTLINE at 704-331-8518. Make checks payable to NSFRE/Charlotte Chapter and mail to: Carole Para 10088 Flows Store Road Midland, NC 28107 . Early Bird Regular At the Door Aug. 21 Sept. 8 Sept. 14 Breakfast with Dr. Billy Wireman $10 $10 Not Available Senior Forum $80 $95 $110 Regular Conference Fees NSFRE Members $80 $95 $110 Non-Members $120 $145 $160 Amount Due: please note fees are per person Breakfast with Dr. Billy Wireman $ Senior Forum $ or Regular Conference $ Total Due: $_ Name_ Nonprofit Agency/Organization_ Title _ Are you a Board Member?,^ Address_ City_ State/Zip_ Phone( ). FAX( ) _ E-Mail Address_ NSFRE Member? CFRE Designation?_ if yes. Membership #_ NSFRE Chapter CONFERENCE SPECIAL - Join us for Fund Raising Day and stay for a free Planned Giving Seminar sponsored by Foundation For The Carolines, Tuesday morning, September 15. Ca!’ 704-376-9541 for more information.
Philanthropy Journal of North Carolina (Raleigh, N.C.)
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Sept. 1, 1998, edition 1
17
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