Calendar

If you wish to request a refund for an event registration, please contact membership@charitablegiftplanners.org.

Nov
22
Fri
2020 WMPGG Board of Directors Applications DUE
Nov 22 all-day

Thank you for your interest in board service with the West Michigan Planned Giving Group!

Below you will find the 2020 Board of Directors application in both PDF and Word format. Please complete the application, save the completed form (Word doc or PDF), and send as an attachment to tara.werkhoven@spectrumhealth.org.

Questions? Please contact Tara Werkhoven at 616-391-2069.

 

Western Michigan Planned Giving Group – Board of Directors Application 2020

Western Michigan Planned Giving Group – Board of Directors Application 2020

Dec
9
Mon
December 9, 2019 – Questions to Start Gift Planning Conversations @ Watermark Country Club
Dec 9 @ 3:30 pm – 5:00 pm

Questions to Start Gift Planning Conversations

December 9, 2019

Greg Sharkey, JD, Senior Philanthropy Advisor

In this interactive talk, Greg will share several key questions to help you engage donors in conversations about their values, life transitions, non-cash assets, and what they want to accomplish with their philanthropy. Greg will share short stories on how these questions have led to great gifts, and will invite audience members to share their experiences/stories as well.

Greg Sharkey serves as Senior Philanthropy Advisor with The Nature Conservancy. He assists major and principal gift donors with a wide range of issues related to their philanthropy with The Nature Conservancy and their other charitable priorities. Specifically, Greg helps donors with goals for their charitable giving, and counsels them on the most effective and tax-efficient use of assets and vehicles to accomplish those goals. He often works closely with donors’ professional advisors. Greg also advises donors on the effective use of Donor Advised Funds and Private Foundations, and the engagement of family members in those platforms. Greg is a nationally recognized and highly acclaimed speaker/expert on charitable gift planning. He is former Chair of the Board of The National Association of Charitable Gift Planners, a 6,000-member organization of nonprofit planners and for-profit advisors who assist donors with their philanthropy. Greg is a former Chair of the Central Ohio Planned Giving Council, and a former Board member of the Granville Community Foundation. He is also a long-time leader in the land trust community, having served nine years as a Board Member of the Licking Land Trust (Ohio). Greg is a former partner in the Philadelphia law firm of Sweeney, Sheehan and Spencer. He earned his J.D. degree at Villanova University School of Law. He is a Phi Beta Kappa graduate of Denison University, and served his alma mater as Director of Gift Planning/Senior Development Officer for 12 years before joining The Nature Conservancy in 2008.