Hirschler Professional Advisors Seminar

The late Edward S. Hirschler was a prominent Richmond lawyer and community leader. He served as one of the first presidents of Richmond Jewish Foundation. Shortly after Ed’s death, the Richmond-based law firm he co-founded, Hirschler Fleischer, established the Hirschler Advisor Seminar through the Richmond Jewish Foundation.

The Hirschler Professional Advisors Seminar provides an annual seminar to enhance educational opportunities relating to charitable giving and estate planning for legal and financial professionals.

 

 

2021
Completing the Puzzle – Planned Giving Solutions that Fulfill Comprehensive Financial, Charitable, and Life Plans

To be held Tuesday, October 5th, 8 – 10 am

Click here to register today!

Speakers: Melanie J. Norton, Eric Motycka

About the speakers:

Melanie J. Norton is passionate about philanthropy and the success of individuals and organizations that enhance the world in which we live. As an accomplished professional and leader, Melanie fueled her drive to make a meaningful impact with nonprofits and individuals throughout the nation by founding Norton Philanthropic Counsel (NPC) in 2017. Her unique and broad-based background blends for-profit and not-for-profit experience in both business and fundraising. This specialized lens provides for a deep and comprehensive understanding of traditional business practice and allows her a creative, intentional and outcomes-focused perspective.

Prior to the launch of NPC, Melanie was the vice president for development and alumni engagement at DePauw University where she led the University to more than $320 million of a successful $383 million comprehensive campaign, surpassing the original goal some 2 ½ years in advance of the campaign’s end. In this role, Melanie oversaw the strategy and fundraising efforts for the University and restructured and managed a staff of 40 full-time development and alumni professionals.

Melanie was previously a fundraising consultant with JGA where she consulted on all phases of philanthropic work including feasibility studies, capital campaigns, quantitative and qualitative analyses, and major gift and development plan creation. Previous roles include eleven years in leadership roles in gift planning and major gifts for DePauw and Franklin College. Melanie’s first career was in banking where she served as an AVP in the Retail and Trust & Investment Advisors divisions of Fifth Third Bank for seven years.

Melanie is a Certified Fundraising Executive (CFRE), holding an M.B.A. from the Kelley School of Business at Indiana University and a B.A. in business from Franklin College. She is a current member and past national chairman of the board for the National Association of Charitable Gift Planners – the premier organization serving the thousands of individuals across the nation whose work involves charitable gift planning – where she led the organization through a hallmark name change and rebranding effort during her year of chairmanship (2016).

NPC is a proud member of the Association of Philanthropic Counsel. Melanie is currently on the board of The Cabaret Theater in Indianapolis. She is past president and former board member of the Planned Giving Group of Indiana, past president and former board member of the Rotary Club of Indianapolis–Sunrise, and previously served on the board of the Independent College Advancement Associates as well as several other volunteer and social service organizations. Melanie has presented for a number of organizations and conferences across the nation on a variety of topics involving philanthropic work and planning

Eric Motycka:

Eric’s overarching goal and passion are to help people self-actualize through philanthropy and maximize their positive impact on their most beloved charities. Early in his career, Eric understood he desired to have the greatest positive impact on the most significant number of people possible. Answering how best to accomplish that goal brought him to the world of philanthropy and ultimately to the intersection of proactive financial and charitable planning. Eric enjoys leveraging his eclectic background, including leadership positions in private industry, financial services, non-profit operations, and major and planned gift fundraising. Broad and profound exposure to multiple disciplines allows Eric to view donor/client planning opportunities through numerous lenses, ultimately leading to solutions that can help satisfy financial, charitable, and life planning goals.

Eric has served in various leadership roles in multiple industries and functions. After earning his Finance MBA from Indiana State University, Eric decided to follow the calling to Higher Education Advancement work. Before joining Indiana State University (ISU) as the Director of Development for the College of Technology, Eric served in production and lab management roles in the industrial coatings industry. Eric served the College of Technology through the completion of ISU’s $85 million March On campaign. He continued to serve as ISU Foundation’s Director of Development Operations until volunteering to serve as the Director of Planned Giving. He then served the financial services industry through an advising role at Merrill Lynch and an advising and leadership role at Wells Fargo FiNet. Eric currently serves as the Director of Legacy and Estate Planning at DePauw University. He oversees a program that has been responsible for collectively raising more than $52 million in planned gifts since January of 2016.

Eric currently holds the CFP, received his BA in Literature and Writing from Burlington College, and received his Finance MBA and Ph.D. from Indiana State University. In addition, he serves as the Vice President of the Board of Directors of Arts Illiana, a regional non-profit which serves the arts in west-central Indiana. He is also a member of the National Association of Charitable Gift Planners and the Planned Giving Group of Indiana. Eric has presented regionally and nationally on various topics, including academic entrepreneurship and technology transfer, financial advising/planning, and charitable planning.

2020

Charitable Planning to Recommend to Clients Now

Speaker: Marty Shenkman

2019

How to Optimize the Tax Benefits of Charitable Gifts

Speaker: Jere Doyle

2018

Navigating a New Tax World: Estate, Income Tax and Charitable Planning Under the “Tax Cuts & Jobs Act”

Speaker: Marty Finn

2017

Charitable Planning in These Uncertain Times

Speaker: Kirk Hoopingarner

2016

One Size Doesn’t Fit All – Finding the Right Charitable Giving Option for Your Client

Speaker: Ellen H. Halfon

2015

Designing Charitable Giving Strategies for New Age Estate Planning

Speaker: Turney Berry

2014

Federal Tax Update: The Estate Planner’s Guide to Important Cases, Rulings, Regulations, and Legislation from the Past 12 Months

Speaker: Samuel A. Donaldson

2013

Estate Planning in 2013 – Dealing with the Aftermath of 2012

Speaker: David Pratt

2012

Using the Expiring Tax Law Provisions and Philanthropic Planning to Help Your Clients Meet Their Personal Planning and Charitable Goals

Speaker: Brian Sagrestano

2011

How the 2010 Tax Act and Current Economic Conditions Have Changed the Ground Rules for Estate Planning

Speakers: Glenmede’s Adam Conish, Nina Cohen and Chuck Aulino

2010

How and Why to Counsel Your Client on Intergenerational Philanthropy

Speaker: Ellen Remmer
Panelists: David Long, Sam Davis, Bobby Thalhimer

2009

Donor Advised Funds: A Primer for Professional Advisors and their Clients

Speaker: Doreen Fundiller-Zweig
Panelists: Nancy Eberhardt and Bill Gray

2008

Donor Centered Philanthropic Strategies

Speaker: Ed Beckwith

2007

Family and Charitable Planning With Retirement Accounts

Speaker: Chris Hoyt

2006

The Top Ten Charitable Planning Ideas for Our Time

Speaker: Kathryn Miree