Council Resources

2009 Leadership Assembly Materials

POWERPOINT PRESENTATIONS | MEETING DOCUMENTS | BREAKOUT SESSION HANDOUTS

PowerPoint Presentations

• Introduction to the 2009 Leadership Assembly
• Government Relations
• Charitable Life Insurance Guidelines
• National Conference on Philanthropic Planning
• Council Membership and Services
• Financial Oversight
• Financial Management
• Nominating Committee

Meeting Documents

• 2008 Leadership Assembly Minutes
• Attendee Roster
• 2010 Board of Directors Slate
• Board Speaking to Councils Policy
• Councils and Their Assigned Board Liaisons
• Council Governance
• Consent Agenda
• Council Governance (PowerPoint Presentation)
• Format for Proposal Submission
• Goal Worksheet
• Quick Strategic Planning Exercise
• Council Leadership Resources Web Diagram
• Council Pledge Form
• Council Roster
• Individual Pledge Form
• Investment Review Committee
• Ends Policies
• PPP Board Biographies
• PPP Staff Biographies
• PPP Staff Organizational Chart
• PSA Order Form - LEAVE A LEGACY
• Statement of Financial Position - December 2008
• Statement of Income and Expenses Summary - December 2007
• Welcome to the 2009 Leadership Assembly
• Your Gift is Important

Breakout Session Materials

• Lab: Creating a New Leader Orientation Program
• Engaging Broader Constituencies: Council Awards Programs
  • Planned Giving Group of Indian River
• Lab: Creating a Plan for Community Partnerships
  • Colorado Planned Giving Council, Fellowship Program
• Georgia Planned Giving Council, PG-13 Study Group
• Lab: Creating a Brown Bag Discussion Series
  • Instructions
  • Worksheet #1; Worksheet #2
• Lab: Co-Creation Conversations
• Research: 2009 Council Survey and Local Council Member Surveys
  • Central Ohio Planned Giving Council Member Survey
  • Planned Giving Council of Houston Member Survey (Excel file)