Calendar

General Session

Tuesday, April 2, 2019

8:30 AM — 10:45 AM

The Rules of Engagement: Ethical Charitable Gift Encounters with the Elderly

Join us for an engaging session about the intricacies, and ethical considerations, of working with older donors. Our two seasoned presenters will share their real-life experiences and guide attendees on the best course of action when working with the elderly.

Topics include:

  • Profiles of these older donors
  • Codes, standards and rules
  • The role of lawyers, accountants, financial advisors and gift planners
  • Best practices of engagement

Presenters:

Megan E. Thomas, Esq.Megan E. Thomas portrait

Of Counsel, Stevens & Lee, Lawrenceville
Pastor, St. Luke’s Episcopal Church, Ewing

Megan Thomas is of counsel to the law firm of Stevens & Lee in its Lawrenceville office where she concentrates her practice in trusts and estates, including the use of charitable trusts and private foundations, planning for artists and collectors, and for parents of children with special needs. She is also an ordained Episcopal priest and the pastor of St. Luke’s Episcopal Church in Ewing, New Jersey. She was previously a partner with the law firm of Smith, Stratton, Wise, Heher & Brennan in Princeton. Megan received her M. Div. from General Theological Seminary, her J.D. from the University of Pennsylvania Law School and her A.B. from Dartmouth College. Between college and law school, Megan was a medical and nursing textbook editor, and between 2000 and 2002 she was a trust officer with The Glenmede Trust Company. Megan has served as a trustee and officer of numerous nonprofit organizations, including the former New Jersey Council of Charitable Gift Planners. She has lectured on estate planning and charitable gift planning for the New Jersey Institute for Continuing Legal Education, the National Business Institute, the Gift Planning Council, The Diocese of New Jersey, and other organizations.

Cynthia W. O’Donnell, JDCynthia ODonnell portrait

Director of Gift Planning, Foundation for Morristown Medical Center, Morristown

Cynthia O’Donnell has been a gift planner for over 20 years and is currently the Director of Gift Planning for the Foundation for Morristown Medical Center where she utilizes her knowledge of planned gifts to independently provide donors with specific information on gifting instruments including annuities, trusts, and bequests as well as methods of funding including cash, securities, and real estate. Cynthia recruits, coordinates, supports and manages the volunteer advisory committee for Planned Gifts and facilitates and organizes the mail program to educate prospective planned gift donors. Cynthia received her J.D. from Widener University Law School and is a former Board Member of New Jersey Council of Charitable Gift Planners.

Rutgers Club

85 Avenue E
Piscataway Township, NJ 08854
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General Session Fees

NJCCGP Member: $ 35.00
Non-Member:    $ 45.00

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Tuesday, April 2, 2019

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