Speaking EngagementsJonathan has made over 100 presentations in the past twenty years. The topics include basic concepts of planned giving, advanced concepts of planned giving, charitable remainder trusts - basic and advanced, charitable lead trusts - basic and advanced, trends in charitable gift annuities, public charity v. private foundation status, and making planned giving work for family businesses, and issues relating to the qualification, funding, governance and compliance of nonprofit organizations.
To learn more, please contact Jonathan.
Over the years, Jonathan has received many positive remarks regarding his speaking style and content, and here’s just one as an example:
I was not able to participate in the PPP Conference last year, but I did order a number of CDs. I just listened to your presentation on regulation for the second time, and while I liked it the first time, I was struck even more this time by the depth of your insights into how vital the legislative and regulatory framework is for gift planners. And you covered an enormous number of topics in a very brief time. Well done!!
— Ronald Brown, Author, A History of Charitable Gift Planning: How Gift Annuities Shaped American Philanthropy
Gift Acceptance Policies – Why, What & How?, National Capital Gift Planning Council, May 11, 2022
What’s a Donor to Do? - Panel Presentation at the American Bar Association’s 34th Annual RPTE National CLE Conference, April 27, 2022
Advising Clients on Charitable Planned Giving - Where Do We Go From Here?, Virtual PAC Seminar, The Community Foundation of Frederick County, October 27, 2021
Ethics in Gift Planning, Chesapeake Planned Giving Council, Baltimore, Maryland, January 15, 2020
Effective Handling of Donor Restricted Gifts, Chesapeake Planned Giving Council, Hunt Valley, Maryland, March 23, 2016
Charitable Split-Interest Trusts, MSBA Estate & Trust Study Group, Baltimore, MD, February 18, 2016
Private Foundations v Donor Advised Funds, Anne Arundel County Estate Planning Council, Annapolis, MD, November 5, 2015
Charitable Planning for the Entrepreneur, 2014 Advanced Tax institute Conference – Day 2, co-sponsored by the Maryland State Bar Association and the Maryland Association of CPAs, Baltimore, MD, November 4, 2014
Planned Giving Fundamentals, Major Gift Roundtable, Association of Fund Raising Professionals, Baltimore, MD, June 13, 2014
Making Charitable Estate Planning Work for Business Owners – Use of Charitable Vehicles & Case Studies, Central New York Community Foundation, Inc., Syracuse NY, October 22, 2013
Charitable Lead Trusts – The Good, the Bad & the Ugly, National Conference on Philanthropic Planning, Partnership for Philanthropic Planning, Minneapolis, MN, October 17, 2013
Tax Exempt Organizations From Start to Finish, Co-Presenter, National Business Institute, Baltimore, MD, May 22, 2013
Estate Planning Open House, American Physical Society, March Meeting, March 19, 2013
Securing the Levee – Where Philanthropic Planning & Good Nonprofit Governance Intersect, National Conference on Philanthropic Planning, Partnership for Philanthropic Planning,October 5, 2012
2012 or 2013 – The Perfect Storm for Philanthropic Planning, The Community Foundation of Frederick County, Professional Advisors Council, September 11, 2012
Tax Exempt Organizations From Start to Finish, Co-Presenter, National Business Institute, Baltimore, MD, June 13, 2012
2012 Trends & Implications in Estate & Charitable Planning, Communities Foundation of Texas / SMU Dedman School of Law, Professional Seminar Series, May 8, 2012
CLTs in 2011, Partnership for Philanthropic Planning, San Antonio, TX, October 5, 2011
Planning and Giving with Unusual Assets, Chesapeake Planned Giving Council, Baltimore, MD, September 27, 2011
Tax Exempt Organizations from Start to Finish, National Business Institute, Baltimore, MD, June 13, 2011
2011 & 2012 - Unique Opportunities for Charitable Gift Planning, Hebrew Home of Greater Washington, Rockville, MD, June 7, 2011
Big Mistakes Professionals Can Make in Structuring a Sophisticated Charitable Gift, Seattle Children's Hospital Foundation, Seattle, WA, June 3, 2011
Making Charitable Estate Planning Work for Entrepreneurs and Investors, Children's Memorial Foundation, Chicago, IL, May 19, 2011
Three Perspectives on an Entrepreneur's Planned Gift, National Capitol Planned Giving Council, Arlington, VA, April 12, 2011
In Philanthropy Planning, are Congress and the IRS Friends or Foes?, International Association of Advisors in Philanthropy, Keynote Address, Chicago, IL, April 28, 2011
Biggest Mistakes Made by Advisors in Structuring a Charitable Gift, Delmarva Planned Giving Council, Salisbury, Maryland, November 18, 2010
Uncommon Options in Uncertain Times, Planning Giving Council of Indian River, Vero Beach, Florida, November 9, 2010
Philanthropic Planning - What's in it for Me? VNA Foundation's Donor Seminar, Vero Beach, Florida, November 9, 2010
Donors/Clients in Control - Private Foundations v Supporting Organizations v Donor Advised Funds; Big Mistakes Professionals Can Make in Structuring a Sophisticated Charitable Gift;/ and CLT Fundamentals, VNA Foundation's CE Seminar for Advisors, Vero Beach, Florida, November 9, 2010
Regulating Charitable Gifts: Congress, IRS & States - Friends or Foes?, Partnership for Philanthropic Planning, National Conference on Philanthropic Planning, Orlando, Florida, October 14, 2010
Government Relations Update, Partnership for Philanthropic Planning, Assembly of Delegates, Indianapolis, Indiana, June, 2010
Master's Study Group Panel: The Consumer Financial Protection Agency: What it may or may not mean for nonprofit organizations, National Capital Gift Planning Council, Washington, DC, April 14, 2010
The Intersection of Charitable Tax Planning and Wealth Management, THE ASSOCIATED - Jewish Community Federation of Baltimore, Planned Giving Roundtable, Baltimore, Maryland, February 17, 2010
HR5 - A Gift Planning Stimulus Package, Partnership for Philanthropic Planning, National Harbor, MD, October 15, 2009.
A Gift Planning Stimulus Package: The Past, Present & Future of Gift Planning, The Professional Advisor Council, Community Foundation of Frederick, Frederick, MD, September 29, 2009
Exploring the Relationship Between Advisors and the Non-Profit Representatives, Chesapeake Planned Giving Council, Roundtables, Baltimore, MD, September 16, 2009
Gift Planning During Uncertain Times, CPGC, Baltimore, MD, June 10, 2009
A Multi-Disciplinary Approach to Planned Giving, Community Foundation of Frederick, The Professional Advisor Council, Frederick, MD, April 30, 2009
2009 Trends and Implications in Estate & Charitable Planning, NAIFA, Baltimore, Maryland, February 17, 2009
Harnessing the Power of Charitable Lead Trusts, National Capital Gift Planning Council, Washington, DC, December 12, 2007
Charitable Gift Planning: Concepts of Planned Giving, First Financial Group, Towson, Maryland, November 16, 2007
Planned Giving: Making it Work for Business Owners, Mid-Iowa Planned Giving Council, Des Moines, Iowa, October 31, 2007
Harnessing the Power of Charitable Lead Trusts, Mid-Iowa Planned Giving Council, Des Moines, Iowa, October 31, 2007
Planned Giving Concepts and Beyond, Children's Hospital Foundation, Seattle, WA, May 17, 2007
Beyond Fund Raising: Attracting Lasting Investments in Your Land Trust, Maryland Environmental Trust, Stevensville, MD, May 10, 2007
Harnessing the Power of Charitable Lead Trusts, Association of Lutheran Development Executives, Baltimore, MD, February 12, 2007
Harnessing the Power of Charitable Lead Trusts, Chesapeake Planned Giving Council, Baltimore, MD, January 24, 2007
Harnessing the Power of Charitable Lead Trusts, National Committee on Planned Giving, Nashville, TN, October 12, 2006
Concepts of Planned Giving and Making Planned Giving Work for Business Succession Planning, Southern Regional Health System, Atlanta, GA September 27, 2006
Charitable Planning with Business Interests, The University of Cincinnati Foundation, Cincinnati, OH, September 8, 2006
Making Planned Giving Work for Business Owners, Colorado Planned Giving Roundtable, Englewood, CO, August 24, 2006
Making Planned Giving Work for Business Owners, Children's Hospital Foundation, Seattle, Washington, May 5, 2006
Making Planned Giving Work for Business Owners, National Capital Gift Planning Council, Washington, DC, March 8, 2006
Making Planned Giving Work for Business Owners, National Committee on Planned Giving - Virtual Seminar, January 18, 2006
Making Planned Giving Work for Business Owners, Professional Advisors Seminar, Indianapolis, IN, December 2, 2005
Making Planned Giving Work for Business Owners, National Conference on Planned Giving, Kissimmee, FL, September 29, 2005
Charitable Roundup-2005, MSBA Estate & Gift Tax Study Group, Baltimore, MD, June 22, 2005
Harnessing the Power of Charitable Lead Trusts, Childrenâs Hospital Foundation, Advanced Tax-Exempt Planning for Professional Advisors, Seattle, WA, May 13, 2005
Motivating Family Business Owners in Philanthropy, South Carolina Planned Giving Council, Asheville, NC, May 4, 2005
Basic Concepts of Planned Giving, 12th Annual Conference, Maryland Association of Nonprofit Organizations, Baltimore, Maryland, November 30, 2004
Moderator, Ethics Panel, 2004 National Conference on Planned Giving, Plenary Luncheon, National Committee on Planned Giving, Dallas, Texas, October 15, 2004
Making Planned Giving Work for Business Owners, The Associated: Jewish Community Federation of Baltimore, Planned Giving Round Table, Baltimore, Maryland, September 9, 2004
Making Planned Giving Work for Business Owners, New Hampshire Charitable Foundation, Manchester, New Hampshire, May 20, 2004
Charitable Lead Trusts, The Sleeping Giants of Gift Planning, American Council on Gift Annuities, 26th Conference on Gift Annuities, Orlando, Florida, May 7, 2004
Making Planned Giving Work for Business Owners, Chesapeake Planned Giving Council, Baltimore, Maryland, November 13, 2003.
Making Planned Giving Work for Business Owners, Philadelphia Planned Giving Council, Philadelphia, Pennsylvania, October 29, 2003.
Working with Advisors, Council on Foundations, Baltimore, Maryland, October 28, 2003.
Making Planned Giving Work for Business Owners, Community Foundation for Palm Beach & Martin Counties, Palm Beach, Florida, May 14 & 15, 2003.
Planned Giving Opportunities for Business Owners, National Capital Gift Planning Council, Washington, DC, May 9, 2003.
Collaboration - Putting the Wind Back in the Sails, Canadian Gift Planning Council, CAGP*ACPDP 10th Annual National Conference, Vancouver, BC, Canada, May 1, 2003.
Charitable Lead Trusts: Sleeping Giant of Gift Planning, Planned Giving Group of New England, Boston, Massachusetts, December 11, 2002.
Supporting Organizations & Donor Advised Funds - Alternatives to the Private Foundation, Children's Medical Center, Dallas, Texas, November 21, 2002.
Basic Concepts & Advanced Applications of the Rodney Dangerfield of Planned Giving Vehicles, Orange County Planned Giving Roundtable, Irvine, California, November 7, 2002.
Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Minnesota Planned Giving Council, Minneapolis, Minnesota, October 24, 2002.
Nonprofit Board ABCs & Planned Giving Hot Topics, Chattanooga Planned Giving Council - Estate Planning Day, Chattanooga, Tennessee, October 23, 2002.
President's Address, National Committee on Planned Giving, National Conference, Nashville, Tennessee, October 3, 2002.
Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Mid-America Planned Giving Council, Kansas City, Missouri, September 20, 2002.
Basic Concepts & Advanced Applications of the Rodney Dangerfield of Planned Giving Vehicles, Tampa Bay Planned Giving Council, Tampa Bay, Florida, September 12, 2002.
Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Colorado Planned Giving Roundtable, Denver, Colorado, August 22, 2002.
Vehicles of Planned Giving, Evansville Indiana Council of NCPG, Evansville, Indiana, May 8, 2002.
Peacock or Ostrich? Ethics, Accountability and Compliance Rules, North Ohio Planned Giving Council, Ashland, Ohio, May 3, 2002.
Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Alabama Planned Giving Council, Birmingham, Alabama, March 21, 2002.
Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Inland Empire Planned Giving Roundtable, California, March 20, 2002.
Basic Concepts & Advanced Applications of the Rodney Dangerfield of Planned Giving Vehicles, Planned Giving Roundtable of Southern California, Los Angeles, California, March 19, 2002.
Knowledge is Key - Hodgepodge of Planned Giving Issues, Chesapeake Planned Giving Council, Baltimore, Maryland, March 12, 2002.
Knowledge is Key - Hodgepodge of Planned Giving Issues, Planned Giving Group of New York, New York, New York, February 20, 2002.
NCPG Masters Forum, Homework Author & Facilitator, La Jolla, California, June 23 & 24, 2001.
Hot Topics in Planned Giving, New Jersey Gift Planning Council, Princeton, New Jersey, November 20, 2001.
Public or Private Charity - Differences, Uses & Trends, National Capital Gift Planning Council, Washington, DC, November 14, 2001.
Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Northwest Planned Giving Roundtable, Portland, Oregon, November 9, 2001.
Charitable Lead Trust Concepts & Hot Topics, North Texas Chapter of NCPG, Dallas, Texas, May 22, 2001.
Hot Topics in Planned Giving, Pittsburgh Planned Giving Council, Pittsburgh, Pennsylvania, May 8, 2001.
Wealth & Estate Planning, Johns Hopkins University, Baltimore, Maryland, April 20, 2001.
Charitable Lead Trust Concepts, Planned Giving Council of Broward County, Fort Lauderdale, Florida, March 21, 2001.
Concepts of Planned Giving and Hot Topics, Planned Giving Group of Arkansas, Little Rock, Arkansas, November 3, 2000.
Lead Trusts & Family Public Foundations, Planned Giving Group of North Central Ohio, Ashland, Ohio, September 14, 2000.
Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Northern California Planned Giving Conference, San Francisco, California, June 7, 2000.
Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Washington DC Planned Giving Round Table, Washington DC, May 12, 2000.
Wealth and Estate Planning Issues, Johns Hopkins University, Baltimore, Maryland, April 28, 2000.
Trends in Gift Annuities: Impact on Advisors, Social Capital Conference, Renaissance, Inc., Indianapolis, Indiana, April 26, 2000.
Peacock or Ostrich? Ethics, Accountability and Compliance Rules, Planned Giving Group of Indiana, Indianapolis, Indiana, March 9, 2000.
Recent Developments - CRTs and CLTs, Columbus Bar Foundation, Columbus, Ohio, October 27, 1999.
Wealth Planning Strategies, Columbus Bar Foundation, Columbus, Ohio, October 26, 1999.
Peacock or Ostrich? Accountability and Legal Compliance - State and Federal Fundraising Rules, National Committee on Planned Giving Annual Conference, Anaheim, California, October 16, 1999.
FlipCRUTS the Economics, Chesapeake Planned Giving Round Table Council, Baltimore, Maryland, September 15, 1999.
Peacock or Ostrich? Accountability and Legal Compliance - State and Federal Fundraising Rules, Planned Giving Round Table of Orange County, Irvine, California, August 5, 1999.
Private Foundations, Donor Advised Funds and Supporting Organizations and Legal & Economic Analysis of NIMCRUTs, National Association of Philanthropic Planners, Kansas City, Kansas, July 31, 1999.
Wealth Planning Strategies, Johns Hopkins University, Baltimore, Maryland, April 23, 1999.
Problem Solving for the Donor: The Final CRT Regulations Reviewed, National Committee on Planned Giving, videotape, Indianapolis, Indiana, March 2, 1999.
Retirement Plan Vehicles, Community Foundation of the Eastern Shore, Salisbury, Maryland, September 29, 1998.
Deferred Annuity Contract in a CRT, American Bar Association, Fiduciary Income Tax Committee, Section of Taxation, Washington, DC, May 16, 1998.
How Physicians Can Control Assets, Reduce Taxes and Increase Net Spendable Income, Carroll County General Hospital, May 7, 1998.
Wealth Planning Strategies, Johns Hopkins University, Baltimore, Maryland, April 25, 1998.
Charitable Giving: The Basic Concepts and Vehicles, Chesapeake Planned Giving Council, Towson, Maryland, January 14, 1998.
Charitable Lead Trusts Planning and Legislative and Regulatory Update, Planned Giving Group of Indiana, Indianapolis, Indiana, November 13, 1997.
Charitable Lead Trusts - The Basics, Chesapeake Planned Giving Council, Towson, Maryland, September 17, 1997.
The Art of Planned Giving, Maryland Land Trust Alliance, Baltimore, Maryland, May, 13, 1997.
Charitable Gift Planning, NSFRE-MD, Baltimore, Maryland, March 20, 1997.
Entrepreneurial Supporting Organizations and Legislative and Regulatory Update, Social Capital Conference, Renaissance, Inc., Orlando, Florida, January 31, 1997.
Planned Giving: The Basics and Beyond, Maryland Land Trust Alliance, Baltimore, Maryland, November 16, 1996.
Planned Giving: Beyond the Basics, Association of Independent Maryland Schools, Maryland, October 10, 1996.
Charitable Remainder Trusts: The New Millennium, Baltimore Life Underwriter Association, Baltimore, Maryland, April 15, 1996.
Basic Tools for Planned Giving, Chesapeake Planned Giving Council, Baltimore, Maryland, September 19, 1995.
Public Charity vs. Private Foundation, Democratic Russia - USA Foundation, Inc., Baltimore, Maryland, August 21, 1995.