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array_files[0]=new Array(0,1,"./search.html","2009-02-02","15K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Search Our Site Enter your keywords and click search. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[1]=new Array(0,1,"./searchresult.html","2009-02-02","13K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Search Our Site Results Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[2]=new Array(0,1,"./symposium_sponsors.html","2009-02-02","19K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Online RegistrationRegister for the Symposium Online Download Registration FormDownload, print, and Mail Registration Symposium SponsorsConnect to Our Featured Sponsors Registrant LoginConfirmed Registrants Login Here Click here for sponsorship package information. Friends of the Council Silver Sponsors Advocate Health Care BNY Mellon Chicago Community Trust Northwestern Memorial Foundation Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[3]=new Array(0,1,"./symposium_registration_thankyou.html","2009-02-02","17K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Online RegistrationRegister for the Symposium Online Download Registration FormDownload, print, and Mail Registration Symposium SponsorsConnect to Our Featured Sponsors Registrant LoginConfirmed Registrants Login Here On behalf of the Chicago Council on Planned Giving, we would like to thank you for registering for this years CCPG Annual Symposium. You will receive an email receipt of your payment. Any questions regarding the Symposium or your registration can be directed to the CCPG office at 847-251-1400. For additional information, please visit the CCPG website: www.ccpgonline.org. The symposium will once again be held in the state-of-art conference center at Northwestern Memorial Hospital, adjacent to Chicagos Magnificent Mile. Detailed maps, directions and information are available at: www.nmh.org/nmh/hospitalguide/gettinghere.htm. As a reminder, the details are as follows: Chicago Council on Planned Giving Annual Symposium Thursday, May 29, 2008 8:00 a.m. to 6:00 p.m. Northwestern Memorial Hospital 251 East Huron Street Feinberg Pavilion, Conference Center, 3rd Floor Chicago, Illinois We look forward to seeing you on May 29th. Michael C. Looby & Holly Gibout 2008 Symposium Co-Chairs Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[4]=new Array(0,1,"./symposium_registration_payment.html","2009-02-02","18K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Online RegistrationRegister for the Symposium Online Download Registration FormDownload, print, and Mail Registration Symposium SponsorsConnect to Our Featured Sponsors Registrant LoginConfirmed Registrants Login Here Annual Symposium Registration Payment Please take a moment to complete your registration by using our online payment system. Registration fees are as follows: Members: 225 NonMembers: 250 Additional Registrants from the same organization: 195 If you choose to mail in your registration, checks may be mailed to the address below: CCPG P.O. Box 350 Kenilworth, IL 60043 Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[5]=new Array(0,1,"./symposium_registration.html","2009-02-02","17K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Online RegistrationRegister for the Symposium Online Download Registration FormDownload, print, and Mail Registration Symposium SponsorsConnect to Our Featured Sponsors Registrant LoginConfirmed Registrants Login Here Annual Symposium Registration To register for the annual Symposium on May 29, 2008, fill out the form below and submit. You will be taken to our online payment page for convenient online payment. OOPS! You forgot to upload swfobject.js ! You must upload this file for your form to work. Dont see the form above?Do you see the words Form Object displayed instead? Click Here to fix your Flash player. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[6]=new Array(0,1,"./symposium.html","2009-02-02","26K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Online RegistrationRegister for the Symposium Online Download Registration FormDownload, print, and Mail Registration Symposium SponsorsConnect to Our Featured Sponsors Registrant LoginConfirmed Registrants Login Here Click here to register for the symposium. Plenary Session Special Update “Fit the Planned Giving Pieces Together” Our team of experienced, motivating speakers will provide all the clues you need to decipher, decode and piece together the latest in planned giving techniques and trends. Location The Symposium will take place in the Conference Center on the third floor of Northwestern Memorial Hospital’s Feinberg Pavilion at 251 East Huron Street in Chicago. More detailed maps, directions and information are available at www.nmh.org/nmh/hospitalguide/gettinghere.htm. Exhibits Throughout the day there will be opportunities to visit vendors’ exhibits. These professionals and their companies’ partner with non-profit organizations to support planned giving programs. Early Evening Reception Before heading home, discover new connections for your planned giving network of friends and colleagues at a wine and cheese reception located just steps from the afternoon’s final lecture. Symposium Program The Symposium Program is broken up into four sessions with experience tracks identified by beginner, intermediate and advanced levels that address topics concerning Stewardship, Marketing, Back Office and Technical. Pick the right pieces to complete your custom puzzle. SESSION 1 - 9:00 a.m. – 10:15 a.m. Marketing - Beginner: Starting a Charitable Gift and Estate Planning Program Sandy Macnab, Alexander Macnab & Co. Stewardship - Intermediate: Reading the Tea Leaves: What the Numbers are Telling Us About the Planned Giving Environment André R. Donikian, President, Pentera, Inc Technical - Advanced: Accepting and Maximizing the Value of Non-Financial Assets Jim Farrell, President, CEO, and Dave Knutson, CFO, Farmers National Company SESSION 2 - 10:30 a.m. – 11:45 a.m. Stewardship - Beginner: Helping Donors Meet Personal Needs Through Charitable Gift Planning Douglas Hutchings, Senior Vice President, Ter Molen Watkins & Brandt Pat McKinlay, Director of Gift Planning Services, Resurrection Development Foundation Technical - Intermediate: What You Don’t Know Can Hurt You Vaughn Henry, Henry & Associates Back Office - Advanced: Investment Strategies For the Protection and Advancement of Endowments Ron Schwartz, Senior Vice President, Morgan Stanley Laird Johnson, Assistant Vice President, AXA Distributors LUNCH and PANEL DISCUSSION - 11:45 a.m. 1:50 p.m. Panel discussion with presidential campaign representatives monitored by Marc Carmichael, R & R Newkirk How does charitable giving fit into the presidential campaign puzzle? Plenary Session Special Update SESSION 3 - 2:00 p.m. – 3:15 p.m. Back Office - Beginner: Tools and Methods of Prospect Research Bill Becker, Director of Research, Lake Forest College Marketing - Intermediate: Targeted Approach to Communicating the Benefits of Gift Planning Barlow Mann, Chief Operating Officer, The Sharpe Group Stewardship - Advanced: Dealing with Advisors of the Wealthy Donor to Achieve Superior Results Troy Stremler Founder, CEO, and Joe Kelsch, Wealth Aggregator Partnerships, Newdea SESSION 4 - 3:30 p.m. – 4:45 p.m. Technical - Beginner: Planned Giving without the Long Wait: Jump-Starting Charitys Benefit Marc Carmichael, President, R&R Newkirk Company Back Office - Intermediate: When Did They Give it and How Do I Thank Them? Lynne Becker, Senior Counsel, Advancement Solutions Consulting Group Marketing - Advanced: What Drives the Gift Plan? Mary Lee Turk, Partner, McDermott Will & Emery Breakfast, Lunch and Evening Reception options are included with the registration fee. Click here to register for the symposium.-- If you would like to be notified when registration opens for the 2009 Symposium, please fill out the form below and click submit. Form Object Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[7]=new Array(0,1,"./resources.html","2009-02-02","18K","Chicago Council on Planned Giving     ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Planned Giving Resources Members of CCPG have suggested the following links to planned giving related sites. These links will likely change periodically, and there is no guarantee regarding the number of days the link may be available. We hope you find them helpful and welcome other suggested websites for this list. The Chicago Council on Planned Giving is pleased to be affiliated with the Partnership for Philanthropic Planning, formerly known as the National Committee on Planned Giving. The Partnership has launched a web site at www.pppnet.org to provide more information about its mission and strategic objectives, and to allow current and prospective partners to participate in prioritizing new programs and services. Under Illinois law, fundraisers and charitable organizations are required to register each year with the Attorney Generals office. Potential donors may then access important information such as income, expenditures, programs and administration before giving to the charity. In the links on this page, consumers will find valuable information and tips on donating wisely. Charitable organizations and professional fund-raisers will find specific information on reporting requirements, rules and statutes, and the forms necessary for registering and reporting as required by law. The IRS requires charities to provide certain information on their exempt status and also provides publications and information helpful to donors. The American Council on Gift Annuities (ACGA) is a qualified nonprofit organization formed in 1927 as the Committee on Gift Annuities for the purpose of providing educational and other services to American charities regarding gift annuities and other forms of planned gifts. Founded in 1915, the Chicago Community Trust (CCT) is Chicagos community foundation. The Trust is a union of numerous gifts, bequests and other contributions that form individual and collective charitable funds. These funds, many endowed in perpetuity, generate income to make grants to qualified agencies serving greater Chicago. CCT is one of the largest of the more than 550 community foundations in the country. Income from assets totaling approximately 1 billion enables grants to be awarded annually in excess of 35 million. In addition to grant making and working with many donors, the Trust regularly disseminates information and convenes numerous forums that address the regions most pressing needs and promising opportunities. The Donors Forum of Chicago is an association of Chicago-area grantmakers. Its mission is to promote effective and responsive philanthropy. Through education programs, workshops, publications, research projects, and a comprehensive library, the Donors Forum provides resources for grantmakers, nonprofit organizations, the media, researchers - anyone seeking information on the nonprofit and philanthropic sector. With more than 160 grantmaking Members and 900 nonprofit Forum Partners, the Donors Forum of Chicago is committed to promoting and encouraging active relationships between grantmakers, nonprofits, and the community at large. Guidestar is a searchable database of more than 640,000 nonprofit organizations in the U.S. The Planned Giving Design Center (PGDC) helps charitable organizations create strategic alliances with legal, tax, and financial services professionals in their communities who have the capacity to influence philanthropy. The PGDC does this by offering the largest body of technical content and planning resources on the topic of charitable gift planning and taxation found anywhere on the Internet to professional advisors and charitable gift planners. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
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array_files[10]=new Array(0,1,"./registration_notification_request.asp","2009-02-02","52K"," & pageTitle & Symposium Registration Notification Request    ","",""," @version 4.0 @package CC_FB The version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_Version = 7.1 The release date of the version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_LastUpdated = 08/31/2007 The version of this script. Private Const CC_FB_ScriptVersion = 4.0 The release date of this script. Private Const CC_FB_ScriptLastUpdated = 07/29/2008 The required VBScript version for this script. Private Const CC_FB_VBScriptVersion = 5 Will the owner of this form be emailed the form data Private Const CC_FB_DoEmail = true To default To address. Private Const CC_FB_ToEmail = symposium@ccpgonline.org The default CC address. Private Const CC_FB_CCEmail = The default BCC address. Private Const CC_FB_BCCEmail = If we should send a message back to the user. Private Const CC_FB_AutoReply = true The subject of the message to be sent to the user. Private Const CC_FB_AutoReplySubject = Symposium Registration Request If we should include the form results in the message we send to the user. Private Const CC_FB_AutoReplyFormResults = false The position of the auto-reply message in the email. Private Const CC_FB_AutoReplyPosition = bottom The page to redirect to after the form is submitted. Private Const CC_FB_ResultsRedirect = http://www.ccpgonline.org/symposium.html The address of the database where the form results will be saved. Private Const CC_FB_DBAddress = [ADDRESS] The port number of the database where the form results will be saved. Private Const CC_FB_DBPort = [DBPORT] The username for the database where the form results will be saved. Private Const CC_FB_DBUsername = [DBUSER] The password for the database where the form results will be saved. Private Const CC_FB_DBPassword = [DBPASS] The name of the database where the form results will be saved. Private Const CC_FB_DBName = [DBNAME] The address of the SMTP Server used for sending emails. Private Const CC_FB_SMTPAddress = [SMTPADDRESS] The port for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPort = [SMTPPORT] The user for the SMTP Server used for sending emails. Private Const CC_FB_SMTPUsername = [SMTPUSER] The password for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPassword = [SMTPPASS] The file to log the form results to if necessary. Private Const CC_FB_SaveFile = [FILENAME] The filetypes that are acceptable for file uploads. Private Const CC_FB_AcceptableFileTypes = txt|gif|jpg|jpeg|zip|doc|png|pdf|rtf The directory where files are uploaded Private Const CC_FB_UploadsFolder = files The extension that gets added to file uploads Private Const CC_FB_UploadsExtension = _fbu Will we save the file uploads to the server Private Const CC_FB_AttachmentSaveToServer = false Will we save the file uploads to the db Private Const CC_FB_AttachmentSaveToDB = false Will we send the file upload as an attachment Private Const CC_FB_AttachmentAddToEmail = false Makes sure that the user is using the required version of VBScript as specified by {@link CC_FB_VBScriptVersion}. If ScriptEngineMajorVersion CC_FB_VBscriptVersion Then printMessage Invalid VBScript Version,_ Were sorry but CoffeeCup Flash Form Builder requires VBScript & _ version & CC_FB_VBscriptVersion & or greater. Please & _ contact your server administrator. End If If the content type is mutipart, process the file upload Dim contentType contentType = Request.ServerVariables(HTTP_Content_Type) If len(contentType) = 0 Then contentType = Request.ServerVariables(CONTENT_TYPE) End If If LCase(Left(contentType, 19)) = multipart/form-data Then processFileUpload If the Request.Form collection is populated, process the form results. ElseIf Request.Form.Count 0 Then we need this since asp wont let us override request.form(Uploaded_File) dim uploadedFile processMailForm If all else fails, print out a blank page with version numbers and release dates. End If printMessage , Process the mail form results. This method is in charge of processing the mail form which is posted from the CoffeeCup Flash Form Builder SWF. This process includes: - Retrieving the preferences from the included CoffeeCup Flash Form Builder XML preferences file. - Formats output for file output as well as for an email to the form user and the form owner as necesarry. - Writes output to a file and sends it to the form user and the form owner as necessary. - Writes form results to a database if necesarry. Private Sub processMailForm() On Error Resume Next Dim emailResponse, formResponse, txtFile, item, preferences, FSO fixUploadedFileName Set preferences = getPreferences() For Each item In preferences(formFields) If Trim(Request.Form(item)) Then emailResponse = emailResponse & item & : & _ Request.Form(item) & VbCrLf & VbCrLf formResponse = formResponse & item & : & _ Request.Form(item) & & VbCrLf txtFile = txtFile & item & : & Request.Form(item) & | End If Next If a file was uploaded, add the appropriate data to the response fields If uploadedFile Then emailResponse = emailResponse & Uploaded File: & _ uploadedFile & VbCrLf & VbCrLf formResponse = formResponse & Uploaded File: & _ uploadedFile & & VbCrLf txtFile = txtFile & Uploaded File: & _ uploadedFile & | End If sendResponseEmails emailResponse, preferences writeResponseToFile txtFile writeResponseToDatabase preferences Make sure we delete the file from the server if the user doesnt want it If Not CC_FB_AttachmentSaveToServer And _ uploadedFile Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) FSO.DeleteFile Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile, true End If printResponsePage formResponse, preferences Set preferences = Nothing Set FSO = nothing End Sub Send response emails to the appropriate recipients. Sends an email to the scripts owner as well as the end-user if appropriate. If the sending of mail fails, an error message will be printed out to the screen. @param string emailResponse the default contents to mail to the user. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub sendResponseEmails(ByRef emailResponse, ByRef preferences) On Error Resume Next Dim mail, unreg Set mail = Server.CreateObject(CDO.Message) If we could not create a CDO.Message object, they are lacking CDOSYS which is required for e-mail functionality. If Err.Number 0 Then Err.Clear printMessage Unable to Send E-Mail., _ Were sorry but we were unable to send an email. & _ Sending email requires CDOSYS, which we were unable to & _ locate on your server. Please contact your server & _ administrator End If If the program is unregistered, add the unregistered message. If Request.Form(unreg) Then unreg = ------------------------ & VbCrLf & VbCrLf & _ This Form was sent to you using CoffeeCup & _ Flash Form Builder. & VbCrLf & Please tell a friend about & _ us: http://www.coffeecup.com/form-builder/ & VbCrLf End If Make sure the mail is unicode for internationality. mail.Bodypart.ContentMediaType = text/plain mail.Bodypart.ContentTransferEncoding = 7bit mail.Bodypart.Charset = utf-8 Configure SMTP options if provided If CC_FB_SMTPAddress [SMTPADDRESS] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/sendusing) = 2 mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/smtpserver) = CC_FB_SMTPAddress If CC_FB_SMTPPort [SMTPPORT] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpserverport) = CC_FB_SMTPPort End If If CC_FB_SMTPUsername [SMTPUSER] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpauthenticate) = 1 mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendusername) = CC_FB_SMTPUsername mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendpassword) = CC_FB_SMTPPassword End If mail.Configuration.Fields.Update End If Add an attachment is required If CC_FB_AttachmentAddToEmail And _ uploadedFile Then mail.AddAttachment Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile End If Use the alternative email if one is provided. If Request.Form(_ALT_EMAIL) Then mail.To = Request.Form(_ALT_EMAIL) Else mail.To = CC_FB_ToEmail End If Set a default subject if one is not provided provided. If Request.Form(subject) Then mail.Subject = Request.Form(subject) Else mail.Subject = Form Submission End If mail.TextBody = Here is the information submitted to & _ Request.ServerVariables(SERVER_NAME) & _ Request.ServerVariables(SCRIPT_NAME) & from & _ Request.ServerVariables(REMOTE_ADDR) & on & _ FormatDateTime(Date, 1) & at & Time & _ VbCrLf & ------------------------ & VbCrLf & emailResponse & _ unreg If we collected the end-users email If Request.Form(eM) Then Send a message to the forms owner with the end-users email as the reply-to address. If CC_FB_DoEmail Then mail.From = Request.Form(eM) mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send End If If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send E-Mail, _ Were sorry but we were unable to send your e-mail. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If If necesarry, send a message to the end-user as well. If CC_FB_AutoReply Then Dim formUserResponse, autoReplyMsg autoReplyMsg = We have received your request to be notified when the registration opens for the 2009 Symposium. We will send you the information just as soon as it opens. & VbCrLf & Thank you! If CC_FB_AutoReplyFormResults Then formUserResponse = emailResponse If CC_FB_AutoReplyPosition = top Then formUserResponse = autoReplyMsg & _ VbCrLf & VbCrLf & formUserResponse Else formUserResponse = formUserResponse & _ autoReplyMsg & VbCrLf & VbCrLf End If Else formUserResponse = autoReplyMsg End If mail.Attachments.DeleteAll mail.Subject = CC_FB_AutoReplySubject mail.TextBody = formUserResponse & unreg mail.From = mail.To mail.To = Request.Form(eM) mail.Cc = mail.Bcc = mail.Send End If Send a message to the forms owner. ElseIf CC_FB_DoEmail Then mail.From = Symposium Registration Notification Request mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send E-Mail, _ Were sorry but we were unable to send your e-mail. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If End If Set mail = Nothing End Sub Gets the real name of the file that was uploaded. Since the file upload occurs in a different request, this method helps us resolve what the name of the uploaded file was in case it was renamed. Private Sub fixUploadedFileName() On Error Resume Next Dim newUploadName, FSO, extension, basename, folder, i If Request.Form(Uploaded File) Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) folder = Server.MapPath(CC_FB_UploadsFolder) basename = FSO.GetBaseName(Request.Form(Uploaded File)) extension = . & FSO.GetExtensionName(Request.Form(Uploaded File)) While FSO.FileExists(folder & & basename & _ CC_FB_UploadsExtension & i & extension) newUploadName = basename & CC_FB_UploadsExtension & i & extension i = i + 1 Wend End If uploadedFile = newUploadName Set FSO = Nothing End Sub Write form response to a database. Writes the form response to the database specified at CC_FB_DBAddress if appropriate. If the database doesnt it exist, the form_results table doesnt exist or if the form_results table doesnt comply with the structure of the current form then the database will be restructured accordingly. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub writeResponseToDatabase(ByRef preferences) On Error Resume Next Dim connection, command, results Dim result, columns, column, query, field, i, parameters, bound If the CC_FB_DbAddress constant has been populated, then the user wants to write their data to a database. If CC_FB_DBAddress [ADDRESS] Then Firstly, lets make sure we can access ADODB. Set connection = Server.CreateObject(ADODB.Connection) If Err.Number 0 Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires ADODB, & _ which we were unable to locate on your server. & _ Please contact your server administrator. End If connection.Open Driver={MySQL ODBC 3.51 Driver}; & _ Server= & CC_FB_DBAddress & ; & _ Port= & CC_FB_DBPort & ; & _ Uid= & CC_FB_DBUsername & ; & _ Pwd= & CC_FB_DBPassword & ; If Err.Number 0 Then If the error description mentions a driver, let the user know they are missing the mysql driver If InStr(Err.Description, driver) Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires & _ the MySQL ODBC 3.51 Driver which we were unable & _ to locate on your server. Please contact your & _ administrator. Otherwise Let the user know they have entered incorrect credentials Else Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Please be sure you have entered &_ your database settings correctly. End If End If Attempt to make a connection to the specified DB Set command = Server.CreateObject(ADODB.Command) command.ActiveConnection = connection command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we cant select their DB, lets try to create our own. If Err.Number 0 Then Err.Clear command.CommandText = CREATE DATABASE ` & CC_FB_DBName & ` command.Execute If we cant create or own, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Create Database., _ Were sorry but we were unable to create your database. & _ If you believe the database already exists, please & _ be sure that you have the proper permissions to & _ select it. Otherwise, please be sure that you & _ have permissions to create databases. If you & _ are still experiencing troubles, please contact & _ your server administrator. If we could create our own, try selecting it now Else command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we still cant select the DB, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to select Database., _ Were sorry but we were unable to select your & _ database. Please be sure that you have the proper & _ permissions to select it. If you are still & _ experiencing trouble, please contact your & _ server administrator. End If End If End If command.CommandText = SHOW TABLES LIKE form_results Set results = command.Execute If a form_results table exists, make sure it is in the proper format. If Not (results.EOF Or results.BOF) Then results.Close command.CommandText = SHOW COLUMNS FROM `form_results` Set results = command.Execute If for some reason we cant querty the DB, let the user know If results.EOF And results.BOF Then results.Close connection.Close printMessage Unable to Query Database., _ Were sorry but we were unable to query your database & _ table. Please be sure that you have the proper & _ permissions to select from the form_results & _ table. If you are still experiencing trouble, & _ please contact your server administrator. End If Set columns = Server.CreateObject(Scripting.Dictionary) Populate the columns collection with the columns of the form_results table Do Until results.EOF If results.Fields.Item(Field) id And _ results.Fields.Item(Field) created_at Then Set column = Server.CreateObject(Scripting.Dictionary) column.Add Field, CStr(results.Fields.Item(Field)) column.Add Type, CStr(results.Fields.Item(Type)) columns.Add CStr(results.Fields.Item(Field)), column End If results.MoveNext Loop results.Close If the fields from our form dont match the fields from the form_results table, archive the old table and create a new one corresponding to the current form If Not formFieldsEqualsTableFields(preferences(formFields), _ columns) Then archiveOldTable command createTableFromFormFields preferences(formFields), command End If Otherwise create the form_results table in the proper format. Else createTableFromFormFields preferences(formFields), command End If parameters = Array() If all went well, lets attempt to write the form results to the database. For Each field In preferences(formFields) query = query & ` & field & ` = ?, bound = UBound(parameters) + 1 Redim Preserve parameters(bound) If request.form(field) = Then parameters(bound) = Else parameters(bound) = Request.Form(field) End If Next Add the uploaded file to the query if necessary If CC_FB_AttachmentSaveToDB Then If uploadedFile Then Dim textStream, filepath, contents filepath = Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile Set textStream = Server.CreateObject(ADODB.Stream) textStream.Open textStream.Type = 1 textStream.LoadFromFile filepath If Err.Number 0 Then printMessage Unable To Open Attachment File, _ Were sorry but we were unable to open your uploaded & _ file to attatch it for email. Please be sure that & _ you have the proper permissions. End If query = query & `uploaded_file_name` = ?,`uploaded_file` = ?, bound = UBound(parameters) + 2 Redim Preserve parameters(bound) parameters(bound - 1) = uploadedFile parameters(bound) = textStream.read textStream.Close Set textStream = Nothing Else query = query & `uploaded_file_name` = ,`uploaded_file` = , End If End If command.CommandText = INSERT INTO `form_results` SET & query & _ `created_at` = NOW() command.Execute ,parameters If we couldnt write to the database, notify the user. If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Insert Into Database Table., _ Were sorry but we were unable to insert the form results & _ into your database table. Please be sure that you have & _ the proper permissions to insert data into the & _ form_results table. If you are still experiencing & _ trouble, please contact your server administrator. End If connection.Close End If Set connection = Nothing Set command = Nothing Set results = Nothing Set columns = Nothing End Sub Archives an old `form_results` table. Renames a form results table to form_results_old or form_results_old with a numerical value on the end of it if appropriate. @param ADO Command Object command a database abstraction Private Sub archiveOldTable(ByRef command) On Error Resume Next Dim i, results command.CommandText = SHOW TABLES LIKE form_results_old set results = command.Execute Do Until results.EOF And results.BOF i = i + 1 command.CommandText = SHOW TABLES LIKE form_results_old & i & set results = command.Execute Loop command.CommandText = RENAME TABLE `form_results` TO ` & _ form_results_old & i & ` command.Execute() If Err.Number 0 Then Err.Clear printMessage Unable to Rename Database Table., _ Were sorry but we were unable to rename your database & _ table. Please be sure that you have the proper & _ permissions to rename the form_results table. If you & _ are still experiencing trouble, please contact your & _ server administrator. End If Set results = Nothing End Sub Checks if the columns from a table match the the structure of the fields from a form. @param array form_fields the structure from the form @param array table_fields the structure from the table @return boolean value, true if the structures are the same, false if the structures are not. Private Function formFieldsEqualsTableFields(ByRef formFields, _ ByRef tableFields) On Error Resume Next Dim Field, f Make sure we have the proper fields for saving uploaded files to the database if the user has requested we do so If CC_FB_AttachmentSaveToDB Then If tableFields.Exists(uploaded_file) And _ tableFields.Exists(uploaded_file_name) Then tableFields.Remove(uploaded_file) tableFields.Remove(uploaded_file_name) Else formFieldsEqualsTableFields = False Exit Function End If End If If formFields.Count tableFields.Count Then formFieldsEqualsTableFields = False Exit Function End If For Each field In formFields If Not tableFields.Exists(field) OR _ Not ((formFields(field)(type) = textarea AND _ tableFields(field)(Type) = text) OR _ tableFields(field)(Type) = varchar(255)) Then formFieldsEqualsTableFields = False Exit Function End If Next formFieldsEqualsTableFields =      ");
array_files[11]=new Array(0,1,"./Members/viewmembership.aspx","2009-02-02","9K","Current Members    ","",""," Current Members << Back to My Account Click on column headings to Sort by Alphabetical order (click again for ascending or descending order). CCPGOnline Membership Directory Columns / / Does your member information need updating? Click Here Chicago Council on Planned Giving © 20088 Privacy PolicyTerms of Use Home|About|Contact|Resources | Join|Calendar     ");
array_files[12]=new Array(0,1,"./Members/prosupportnetwork.aspx","2009-02-02","6K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving << Back to My Account Professional Support Network This area will have information about the Professional Support Network and a downloadable application for those who want to volunteer. Chicago Council on Planned Giving © 2008 Privacy PolicyTerms of Use Home|About|Contact|Resources | Join|Calendar     ");
array_files[13]=new Array(0,1,"./Members/membersurvey.aspx","2009-02-02","6K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving << Back to My Account New Member/Renewal Member 5 Question Survey To help make your CCPG membership—and this website—an even more valuable adjunct to your career, we ask that you complete the following five-question survey. Thank you for your participation. Click here to complete new member survey. Click here to complete renewal member survey. Chicago Council on Planned Giving © 2008 Privacy PolicyTerms of Use Home|About|Contact|Resources | Join|Calendar     ");
array_files[14]=new Array(0,1,"./Members/jobpostings.aspx","2009-02-02","13K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving << Back to My Account New Job Listings as of May 11, 2008 Director of Major & Planned Gifts AMERICAS SECOND HARVEST Beth Gibbs bgibbs@arthurdiamond.com (301) 654-9892 Fax: (301) 657-8876 Senior Vice President, Development AMERICAN LUNG ASSOCIATION Vicky Fowler Human Resources Manager, ALA of the Upper Midwest, 3000 Kelly Lane, Springfield, IL 62711 vfowler@lungum.org Development Officer/Western Region CHRISTIAN CHILDRENS FUND Kathrene Wales http://ag-es.kintera.org/applicant Director of Development ELMHURST HISTORICAL MUSEUM Elmhurst, Human Resources, 209 N. York, Elmhurst, IL 60126 Fax: (630) 530-3311 Visit www.elmhurst.org for applications Director of Development EMORY UNIVERSITY- DEPARTMENT OF NEUROLOGY Jennifer Jeffries-Gallagher Search Consultant- Emory Search Group. Phone: (404) 727-7252 jennifer.jeffries@emory.edu 1) Network Support Engineer 2) Associate Director to be in charge of Administration, Engagement and Programming. THE JEWISH UNITED FUND/FEDERATION OF METROPOLITAN CHICAGO Raleigh Golden, PHR (312) 357-4972 raleighgolden@juf.org Executive Director FIEDLER HILLEL AT NORTHWESTERN UNIVERSITY Raleigh Golden, PHR (312) 357-4972 raleighgolden@juf.org Associate Programmer, Fort Collins, CO office JACOBSON CONSULTING APPLICATIONS Jacobson Consulting Applications, Inc 575 8th Ave., 21st Floor, New York, NY 10018 Fax: (212) 465-2349 jobs@jcainc.com with a cover letter Systems Consultant to Museums, locations TBA JACOBSON CONSULTING APPLICATIONS Jacobson Consulting Applications, Inc 575 8th Ave., 21st Floor, New York, NY 10018 Fax: (212) 465-2349 jobs@jcainc.com with a cover letter Senior Director of Major Gifts position includes planned giving Loyola University Medical Center Robert W. Barto Executive Director Office of Development T- (708) 216-3203 F- (708) 216-5980 E-mail: rbarto@lumc.edu Web Site: www.luhs.org Director of Planned & Major Gifts Rotary Foundation of Rotary International http://careers.rotary.org/ Planned and Major Gifts Assistant Rotary Foundation Please review the jobs online first Major Gifts Database Specialist (Raisers Edge) Rotary Foundation Karena J. Bierman, J.D. Rotary Foundation Senior Planned Giving Officer Rotary Foundation of Rotary Intn. Rotary Foundation Karena.Bierman@Rotary.org Associate Director of Planned Gifts, Estates and Trust Administration Alzheimers Association Stuart H. Gold Director, Planned Giving Trust Administration (312) 335-5808 Stuart.Gold@alz.org Director, Gift Planning Advocate Health Marilyn Schaffer Director, Gift Planning (847) 384-3424 marilyn.schaffer@advocatehealth.com -- Chicago Council on Planned Giving © 2008 Privacy PolicyTerms of Use Home|About|Contact|Resources | Join|Calendar     ");
array_files[15]=new Array(0,1,"./Members/directoryupdates.aspx","2009-02-02","7K","Member Directory Update Request    ","",""," Member Directory Update Request << Back to My Account Complete the form fields below and submit to request updates to your Membership Directory. OOPS! You forgot to upload swfobject.js ! You must upload this file for your form to work. Dont see the form above?Do you see the words Form Object displayed instead? Click Here to fix your Flash player. Chicago Council on Planned Giving © 20088 Privacy PolicyTerms of Use Home|About|Contact|Resources | Join|Calendar     ");
array_files[16]=new Array(0,1,"./Members/Default.aspx","2009-02-02","11K","CCPGOnline    ","",""," CCPGOnline Welcome RoleGroups ContentTemplate Admin Menu Options: Create New User Login Manage User Roles Manage Users Email and Lock Status Delete User Add New Member Profile Info Manage Membership Directory Change User Password Manage Job Postings Archived Meeting Materials Career Resources View Membership Directory Professional Support Network Symposium Presenter Materials ContentTemplate Members Options: Membership Directory Directory Update Request Career Resources Archived Meeting Materials Professional Support Network Symposium Presenter Materials Member Survey Change Your Password-- ContentTemplate Symposium Member Options: Symposium Presenter Materials Todays Date: TodayDayStyle BackColor=#CCCCCC / OtherMonthDayStyle ForeColor=#999999 / NextPrevStyle ForeColor=#333333 Font-Size=8pt Font-Bold=True VerticalAlign=Bottom / DayHeaderStyle Font-Size=8pt Font-Bold=True / Members Only Area: Use the menu options at the left to navigate through the members only area. Chicago Council on Planned Giving © 2008 Privacy PolicyTerms of Use Home|About|Contact|Resources | Join|Calendar     ");
array_files[17]=new Array(0,1,"./Members/changepassword.aspx","2009-02-02","7K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving << Back to My Account CancelButtonStyle BackColor=#FFFBFF BorderColor=#CCCCCC BorderStyle=Solid BorderWidth=1px CssClass=main_text Font-Names=Verdana Font-Size=1em ForeColor=#284775 / ContinueButtonStyle BackColor=#FFFBFF BorderColor=#CCCCCC BorderStyle=Solid BorderWidth=1px Font-Names=Verdana Font-Size=0.8em ForeColor=#284775 / ChangePasswordButtonStyle BackColor=#FFFBFF BorderColor=#CCCCCC BorderStyle=Solid BorderWidth=1px CssClass=main_text Font-Names=Verdana Font-Size=1em Font-Strikeout=False ForeColor=#284775 / TextBoxStyle CssClass=main_text Font-Size=1em / Chicago Council on Planned Giving © 2008 Privacy PolicyTerms of Use Home|About|Contact|Resources | Join|Calendar     ");
array_files[18]=new Array(0,1,"./Members/archivedmeetingmaterials.aspx","2009-02-02","7K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving << Back to My Account Archived Meeting Materials Monthly Programs Masters Seminar Beginner Class Chicago Council on Planned Giving © 2008 Privacy PolicyTerms of Use Home|About|Contact|Resources | Join|Calendar     ");
array_files[19]=new Array(0,1,"./memberinfo.html","2009-02-02","28K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Your membership in CCPG (and PPP, if you choose to join PPP) is an individual membership so it travels with you regardless of your place of employment. You may choose from the following three options: (1) join CCPG only for 95 per year (2) join PPP only for 160 per year (3) join both organizations for the discounted rate of 215 per year Because many of our members are also members of PPP, we are pleased to be able to offer this discounted dual membership at a savings of 40. For further membership information or a membership application, please contact: Winnie Lu or call (847) 251-1400. Benefits of Membership CCPG is the Chicago area affiliate of the Partnership for Philanthropic Planning. Membership in CCPG brings you: first-rate educational programs tailored to the needs of planned-giving officers and allied professionals; a forum for discussion of planned giving issues with fellow professionals from the Chicago metropolitan area; and Model Standards of Practice that provide an ethical framework for planned giving. Get Involved There are currently over 300 members of CCPG, drawn from a diverse range of educational, artistic, religious, health care and social service institutions—and from allied fields such as law and finance. Members are encouraged to participate in the work of the Council through its many committees and to contribute directly to the development of its programs. This type of active involvement fosters collegiality and meaningful dialog among members. All members are required to subscribe to the Model Standards of Practice for the Charitable Gift Planner, as adopted by the Partnership for Philanthropic Planning and the American Council on Gift Annuities(ACGA) . Prospective members are also asked to complete a brief membership application. Meeting/Events At the core of CCPG’s mission are live educational programs, with opportunities to meet and interact with outstanding experts in the planned giving field. The Annual Symposium, Masters Seminar, Beginner Class and bi-monthly luncheon meetings are first-class opportunities to network with fellow professionals while enhancing your planned giving expertise. Annual Symposium The Annual Symposium is a full day educational event intended to sharpen the skills of all members, whether newcomers to the field or seasoned professionals. Drawing nationally recognized speakers, the Symposium covers a wide range of topics, including the psychology of giving, the financial aspects of giving, and the tax framework. Attendees design their own class schedules by choosing which sessions they would like to attend. Click here for more information on the Annual Symposium. Bi-Monthly Luncheon Meetings CCPG hosts five half-day programs for its members in January, March, May, September and November, running from 10:00 a.m. to 1:30 p.m. and held at The University Club, 76 East Monroe in Chicago. Each meeting, which includes lunch, has four segments, and, depending on time constraints, members may choose to attend all—or only one or two. (Speakers are asked to provide outlines for each informational session.) Nuts & Bolts session (10:00-10:30), a basic introduction to the planned giving topics that are the focus of the program; Morning speaker (10:45-11:45), Planned Giving Topic A. Lunch (11:45-12:30) Luncheon speaker (12:30 – 1:30), Planned Giving Topic B. Click here to see our calendar. Masters Seminar The Masters Seminar is a half-day program designed for the most experienced and technically proficient members—those planned giving officers and allied professionals who can benefit from exposure to sophisticated planned giving techniques and developments. Held in July, the Masters Seminar features speakers who are familiar with the needs of this audience and who can deliver informative, fast-paced sessions. Speakers are asked to provide comprehensive outlines. Click here to see our calendar. Beginner Classes The Beginner Class is a half-day program designed for those members who are new to full-time planned giving—or for whom planned giving is only part of their job description. Presented by one or more experts drawn from our membership, this very practical overview covers the hows, whys and whats of planned giving and typically includes real-life examples and case studies. Speakers are asked to provide an introductory outline. Click here to see our calendar. Career Resources Members are eligible to use the Career Resources feature of our website, which provides a regularly updated listing of available planned giving positions in the metropolitan Chicago area. This career forum provides an opportunity for members to post new job openings at their organizations, thereby gaining immediate access to a pool of qualified candidates. Whether you are new to the field or an experienced old-timer, there is no better way to become familiar with career possibilities as they become available. An opt-in email feature is also available, bringing you a monthly email of job postings. Also available at Career Resources is a direct link to the Resource Center of the National Center for Planned Giving website, including an on-line research library with an extensive database. Virtual seminars and CD seminars are also available at the PPP site. Expert Center/Professional Support CCPG Membership offers its members access to the Council’s Professional Support Network. The objective of the network is to further the Council’s mission of serving as a professional resource for the gift planning community of the greater Chicago land area. Network members are council members who are experts in planned giving who have volunteered to provide professional support to other council members. Login Affiliated Professionals/Advisory Council If you are interested in establishing or are currently working with a Planned Giving Advisory Board at your charity, the Affiliated Professionals/Advisory Council Volunteer Listing is a valuable resource available to CCPG members. This CCPG membership benefit provides all Council members with access to a list of experienced and creative planned giving professionals in the for-profit sector who are interested in sharing their knowledge and expertise to support and enhance your charitys planned giving efforts. Login Membership Criteria CCPG welcomes those who are active in the planned giving community, whether as planned giving officers at a local non-profit or as allied professionals in fields such as law, accounting, finance, or insurance. To become a CCPG member, you must complete the Membership Application and agree to comply with the Model Standards of Practice for the Charitable Gift Planner, as promulgated by the National Committee on Planned Giving and the American Council on Gift Annuities (ACGA). Your initial membership fee will be due at the time you submit your application. Separate fees are charged to cover the cost of each event, including the CCPG Bi-Monthly luncheon programs, the Annual Symposium, the Masters Seminar and the Beginner Class. Summary of All Benefits CCPG is a powerful tool that enables you to participate more fully in the planned giving community, while at the same time giving you the resources you need to reach your full potential as a planned giving professional. The Annual CCPG Symposium brings you the best minds in planned giving –for a full day of educational programs and professional networking. The Bi-monthly CCPG Luncheon Programs, the CCPG Masters Seminar and the CCPG Beginner Class are an opportunity to enhance your skills in substantive sessions with subject-matter experts from Chicago and across the nation. CCPG Career Resources is your local career resource, whether for job postings or for cutting-edge career materials. The Expert Center is a local network of planned giving experts who have volunteered to provide professional support to CCPG members. The Affiliated Professionals/Advisory Council Volunteer Listing is a list of local for profit planned giving experts who are interested in assisting your charity by serving on a non profit Planned Giving Advisory Board. Membership Directory. CCPG membership provides you with access to a current listing of CCPG members and allows you to edit your membership record. Staff/Administration For more than a decade, Association Services, Inc. (an unrelated for-profit entity) has provided administrative services to CCPG, including reservations, accounting and program coordination. Association Services employees currently assigned to CCPG are Winnie Lu, Joni Brown, Carrie Polales, Lori Stone and Walter Keats. Please feel free to contact Association Services if you have questions about CCPG and its upcoming programs. New Member/Membership Renewal Consider this website your gateway to CCPG membership. If you are new to CCPG, you can get the new member acceptance process underway by submitting a New Member Application. If you are renewing your CCPG membership, please submit the Membership Renewal Application. To join CCPG or renew your membership click here. New Member/Renewal Member 5 Question Survey To help make your CCPG membership—and this website—an even more valuable adjunct to your career, we ask that you complete the following five-question survey. Thank you for your participation. Click here to complete new member survey. Click here to complete renewal member survey. New Member/Renewal Member Email Communication Opt Ins Coming Soon Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[20]=new Array(0,1,"./login.aspx","2009-02-02","5K","CCPGOnline.org    ","",""," CCPGOnline.org Members and Confirmed registrants login here for access to Benefits and Program Materials. Enter Your User Name and Password to Login. Note: Login User Name and Passwords are case sensitive Forgot Your Password? Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Services | Join | Calendar     ");
array_files[21]=new Array(0,1,"./join.html","2009-02-02","16K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact You are invited to join the Chicago Council on Planned Giving. CCPG is the Chicago area affiliate of the Partnership for Philanthropic Planning. Membership in CCPG brings you: first-rate educational programs tailored to the needs of planned-giving officers and allied professionals; a forum for discussion of planned giving issues with fellow professionals from the Chicago metropolitan area; and Model Standards of Practice that provide an ethical framework for planned giving. Click here to read the Model Standards of Practice before registering online. We are introducing a change to our membership registration and dues payment process. Many of you are aware of the Chicago Council on Planned Giving’s long-time affiliation with the Partnership for Philanthropic Planning (PPP), previously known as the National Committee on Planned Giving. As a member council, CCPG is able to take advantage of a number of complimentary services provided by PPP. One of those services is to handle the membership registration and dues payment process for local councils such as ours. With this new system, you will have three options: (1) join CCPG only for 95 per year (2) join PPP only for 160 per year (3) join both organizations for the discounted rate of 215 per year Because many of our members are also members of PPP, we are pleased to be able to offer this discounted dual membership at a savings of 40. Moving forward, your membership will be renewable based on anniversary date of your last dues payment, not on a calendar year basis. You will receive a reminder notice and form leading up to your renewal date each year and you will have ample opportunity to renew your membership prior to its expiration. Please note that your membership in CCPG (and PPP, if you choose to join PPP) is an individual membership so it travels with you regardless of your place of employment. Click here to renew your membership online or to join as a new member. For further membership information or a membership application, please contact: Winnie Lu or call (847) 251-1400. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[22]=new Array(0,1,"./index.aspx","2009-02-02","24K","Chicago Council on Planned Giving    ","Chicago Council on Planned Giving, Chicago Council on Gift Planning, professional association, planning development, allied professionals, Chicago, IL, Illinois, philanthropic, charitable planned giving, estate planning, ccpgonline, chicagopgc, planned giving, gift planning     ","Chicago Council on Planned Giving. A professional association for development officers and allied professionals. Our purpose-to educate members and the community about the philanthropic process with a focus on charitable planned giving and estate planning.     "," Chicago Council on Planned Giving January Bi-Monthly Program Tuesday, January 20, 2008 Special timing: 9:30 a.m. - 10:30 a.m. First session 10:30 a.m. - 12:30 p.m. Inauguration broadcast 12:45 p.m. - 1:45 p.m. Second Session University Club 76 East Monroe St. Chicago Save the Date: March 10, 2009 Click here to see all of our 2009 events. Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact January Bi-Monthly Program Tuesday, January 20, 2009 Special timing for January 20th: 9:30 a.m. - 10:30 a.m. First session 10:30 a.m. - 12:30 p.m. Inauguration broadcast 12:45 p.m. - 1:45 p.m. Second Session University Club 76 East Monroe St., Chicago, IL Major Gifts and Planned Gifts: How To Succeed at Both By Really Trying!Jonathan R. Heinztelman, Vice President for Advancement, Loyola University Chicago Panel Discussion: Pledges and Restricted Gifts James R. Hellige, Foley & Lardner LLP John T. Brooks, Foley & Lardner LLP Floyd D. Perkins, Ungaretti & Harris 45 for CCPG members/65 for non-members To register, click here... CCPG Corporate Sponsors In The News Are you interested in the latest news from Capitol Hill that impacts charitable giving? View the latest PPP legislative updates on expanding the IRA Rollover, estate tax reform, and more. view more info Announcements Nominate a candidate for the Chicago Council on Planned Giving Board of Directors. If you know someone who would provide vision and energy for the CCPG, nominate him or her now (self-nominations are welcome). CCPG Board positions have 3-year terms beginning July 1, 2009. The board is a dynamic, productive and fun group where new ideas are encouraged. click here for nomination form view more info -- Search Our Site If you cannot find what you are looking for, why not search the site by clicking the link at the left. Member Login If you are a member of the Chicago Council on Planned Giving, we invite you to visit our members only area. Lorem ipsum dolor sit amet -- Not a member yet? Click here to join. Make a donation to the Chicago Council on Planned Giving. Green Commitment Chicago Council on Planned Giving � 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[23]=new Array(0,1,"./gov_relations.html","2009-02-02","14K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Government Relations The Partnership for Philanthropic Planning website is a rich and dynamic resource which contains up to date information on many government related topics. To be directed to the Government Relations page of the PPP website, Click Here Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[24]=new Array(0,1,"./friends_sponsors.html","2009-02-02","18K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Online RegistrationRegister for the Symposium Online Download Registration FormDownload, print, and Mail Registration Symposium SponsorsConnect to Our Featured Sponsors Registrant LoginConfirmed Registrants Login Here Click here for sponsorship package information. Friends of the Council Friends of the Council Bank of America Crescendo Interactive, Inc. Farmer’s National Sidley & Austin The Stelter Company TIAA-CREF Trust Company, FSB Wild Associates, Inc. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[25]=new Array(0,1,"./contact.html","2009-02-02","18K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Contact CCPG If you need to get in touch with the Chicago Council on Planned Giving (CCPG), please select one of the options below. Email the CCPG Email is the preferred method of communication. Email messages received during regular business hours normally are processed within 24 hours, so you can expect a response before the end of the following business day. Because email is such an important channel to the association, we have customized our own online system to help us manage communications in a more professional manner. Email CCPG now. Green Commitment Call the CCPG If you must place a call, the Chicago Council of Planned Giving Administrator can be reached at 847-251-1400. Voice mail messages received during regular business hours are normally processed within 24 hours, so you can expect a response before the end of the following business day. Urgent calls will be addressed as soon as possible. Unless the matter needs to be addressed immediately, please make the CCPG Email System your preferred means of association correspondence. This helps the association handle your inquiries in a more coordinated and timely manner. Contact CCPG Officers and Board Members Officers and board members of the CCPG are listed under About the CCPG if you would like to get in touch with any of them using email. Board members of the CCPG are unpaid volunteers, so please be respectful of their time as most have other paid professional obligations. Register a CCPG Compliment or Report a CCPG Complaint Having a convenient way to register applause is no less important than having an effective back channel to report a complaint. If would like to do either, please click on one of the following: Register a CCPG Compliment Report a CCPG Complaint Take a Five Minute CCPG Online Survey If you have five minutes to tell us how we’re doing, we’ll enter your name into our regular drawing for a free pass to an upcoming luncheon meeting. Entries must be made by current members in good standing, who may enter as many times as they like. When the association receives at least 10 unique member surveys, one winner will be drawn prior to every CCPG luncheon meeting throughout the year. To begin taking the CCPG Online Survey click here. Problems with this website? Click here to send an email to the webmaster. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[26]=new Array(0,1,"./bronze_sponsors.html","2009-02-02","18K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Online RegistrationRegister for the Symposium Online Download Registration FormDownload, print, and Mail Registration Symposium SponsorsConnect to Our Featured Sponsors Registrant LoginConfirmed Registrants Login Here Click here for sponsorship package information. Friends of the Council Bronze Sponsors Kaspick & Company Northern Trust Company R & R Newkirk Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[27]=new Array(0,1,"./board.html","2009-02-02","23K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact CCPG Board Members OFFICERS AND BOARD OF DIRECTORS: JULY 1, 2008 – JUNE 30, 2009 Officers President MICHELLE MILLER BURNS The Newberry Library 60 W. Walton St. Chicago, IL 60610 Tel.: (312) 255-3560 Fax: (312) 255-3543 burnsm@newberry.org Vice-President JOSEPH LIKE Center on Halsted 3656 North Halsted Chicago, IL 60613 Tel.: (773) 472-6469 x 181 Fax: (773) 472-6643 JLike@centeronhalsted.org Secretary PATRICK PRICE Milwaukee LGBT Community Center 315 W. Court St. Milwaukee, WI 53212 Tel.: (414) 292-3065 Fax: (414) 271-2161 www.mkelgbt.org Treasurer DAN WINTER CARE 70 E. Lake St. Suite 1430 Chicago, IL 60601 Tel.: (312) 641-1430 Fax: (312) 469-5384 dwinter@care.org Directors GRACE ALLISON The Northern Trust Company 50 S. LaSalle St. Chicago, IL 60603 Tel.: (312) 444-5309 Fax: (312) 557-3642 ga3@ntrs.com MIKE LOOBY Carmel Catholic High School One Carmel Parkway Mundelein, IL 60060 Tel.: (847) 388-3338 Fax: (847) 388-3497 mlooby@carmelhs.org BETH A. ENGEL US Trust Bank of America Private Wealth Management IL1-231-02-40 231 S. LaSalle St. Chicago, IL 60604 Tel.: (312) 828-8372 Fax: (312) 923-1696 beth.a.engel@ustrust.com JAMIE ORSINI Loyola University Chicago 820 N. Michigan Ave. Lewis Towers, 15th Floor Chicago, IL 60611 Tel: (312) 915-6424 Fax: (312) 915-6450 jorsini@luc.edu JULIE CAPTAIN FREDRICKSON Northwestern Memorial Foundation 676 North St. Clair St., Suite 2050 Chicago, IL 60611 Tel.: (312) 926-2490 Fax: (312) 926-0332 jcaptain@nmh.org FLOYD PERKINS Ungaretti & Harris 70 W. Madison Street Suite 3500 Chicago, IL 60602 Tel: (312) 977-4411 Fax: (312) 977-9206 fperkins@uhlaw.com ANDY FULRATH Harris NA 111 W. Monroe St. Chicago, IL 60603 Tel.: (312) 461-2045 fulrath@gmail.com MARILYN B. SCHAFFER Director of Planned Giving Lincoln Park Zoo 2001 N. Clark Street Chicago, IL 60614 Tel.: (312) 742-2167 Fax: (312) 742-2317 mschaffer@lpzoo.org DEBRA L. GRAND Bank of America, N.A. 231 S. LaSalle St., Suite 0340 Chicago, IL 60697 Tel.: (312) 828-2055 Fax: (312) 828-1210 debra.l.grand@bankofamerica.com KENT C. WEIMER Senior Director of Gift Planning Development and Alumni Relations Lake Forest College 555 North Sheridan Road Lake Forest, IL 60045-2399 Tel.: (847) 735-6068 Fax: (847) 735-6272 weimer@lakeforest.edu MARGUERITE GRIFFIN The Northern Trust Company 50 S. LaSalle St. Chicago, IL 60603 Tel.: (312) 630-0677 Fax: (312) 444-4122 mg38@ntrs.com PAYSON S. WILD Wild Associates, Inc. 2703 Asbury Ave. Evanston, IL 60201 Tel.: (847) 492-8165 Fax: (847) 492-9508 paysonwild@comcast.net JONATHAN HAND Director of Development Elmhurst Heritage Foundation Tel.: (630) 530-3325JHH Enterprises, LLC Tel.: (312) 927-7637 jhh1439@netscape.com Committee Chairs Awards Committee Chair PAYSON S. WILD Government Relations Committee Chair ROBERT M. SHAFIS Museum of Science and Industry 55th & Lake Shore Dr. Chicago, IL 60637-2093 Tel.: (773) 947-3738 Fax: (773) 947-3734 bob-shafis@msichicago.org Symposium MIKE LOOBY co-chair HOLLY GIBOUT co-chair Northwestern Memorial Foundation 676 North St. Clair St., Suite 2050 Chicago, IL 60611 Tel.: (312) 926-2490 Fax: (312) 926-0332 hgibout@nmh.org Sponsorship Committee JULIE CAPTAIN FREDRICKSON Strategic Planning Committee JOE LIKE Website Committee ANDY FULRATH co-chair JAMIE ORSINI co-chair Administrators CCPG Office WINNIE LU P. O. Box 350 Kenilworth, IL 60043-0350 Tel.: (847) 251-1400 Fax: (847) 256-5601 ccpg@ccpgonline.org PPP BARBARA OWENS 1745 233 McCrea St., Suite 400 Indianapolis, IN 46225 Tel.: (317) 269-6274, ext. 13 Fax: (317) 269-6268 bowens@ncpg.org Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[28]=new Array(0,8,"./downloads/2009NominationForm.doc","2009-02-02","20K","2009NominationForm.doc    ","",""," Chicago Council on Planned Giving Board of Directors Nomination - 2009 Return this form by February 20 to Rich Goode via fax at (312)534-7354 or e- mail rgoode@archchicago.org Nominator Name ________________________________________________ Title ________________________________________________ Organization ________________________________________________ Phone ________________________________________________ Relationship to nominee ________________________________________________ Nominee Check here if self-nominated ___ Name ________________________________________________ Title ________________________________________________ Organization ________________________________________________ Phone ________________________________________________ Reason(s) this person would make a good CCPG Board member: ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ Complete the following if known: Years of experience in planned giving, estate planning, or charitable financial planning ____ Credentials (not necessary for Board membership) ________________________________ Current/past CCPG volunteer contributions ____________________________________ ________________________________________________________________________ Area(s) of expertise or interest ________________________________________________________________________     ");
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array_files[30]=new Array(0,1,"./calendar.html","2009-01-12","23K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Meetings and Events for 2009 All Bi-Monthlyprograms are held at The University Club, 76 East Monroe, Chicago, in the Michigan Room. Meetings are normally from 10:30am to 1:30pm including lunch. The cost with advance registration is: 45 per person for members, 45 for a non-member guest sponsored by a member, 65 per person for non-members. Walk-ins: 50 per person for members, 55 for a non-member guest sponsored by a member and 75 per person for non-members. Save the Dates Our 2009 Bi-Monthly program dates are: January 20, 2009 March 10, 2009 May 12, 2009 September 15, 2009 November 17, 2009 Beginner Program will be held April 2009Annual Symposium will be held May 28, 2009 Masters Seminar will be held July 2009 To register for the Bi-Monthly programs or the Beginner Class or Masters Seminar, click here. To register for the Annual Symposium, click here.-- Meetings and Speakers Bi-monthly Programs Symposium Beginner Class & Masters Seminar January 20, 2009 Register Online January Bi-Monthly ProgramSpeaker: Jonathan R. Heinztelman, Vice President for Advancement, Loyola University Chicago Topic: Major Gifts and Planned Gifts: How To Succeed at Both By Really Trying! Panel Discussion: Pledges and Restricted Gifts James R. Hellige, Foley & Lardner LLP John T. Brooks, Foley & Lardner LLP Floyd D. Perkins, Ungaretti & Harris Special timing for January 20th:9:30 a.m. - 10:30 a.m. First session10:30 a.m. - 12:30 p.m. Inauguration broadcast12:45 p.m. - 1:45 p.m. Second Session University Club Chicago March 10, 2009 Register Online March Bi-Monthly ProgramSpeaker: Timothy S. Midura, Huck, Bouma, Martin, Jones & Bradshaw, P.C. Topic: IRD in Planning – Retirement plans and other IRD assets Speaker: Kirk A. Hoopingarner, Wildman Harrold Allen & Dixon Topic: Aging donors: Capacity vs Incapacity – best practices for professional advisors and gift officers 10:30 a.m. University Club Chicago April 2009 (Date TBD) Register Online-- Beginner Class Joel Schaffer, Assistant Vice President for Planned Giving, DePaul University Marilyn Schaffer, Director of Gift Planning, Advocate Health Care Andrea Wynne, Director of Planned Giving, DePaul University May 12, 2009 Register Online-- May Bi-Monthly ProgramSpeaker: Elizabeth B. Roghair, Director of Gift Planning, Northwestern UniversityTopic: Charitable Gifts: Counting, Accounting and Tax IssuesSpeaker: Barbara E. Pitts, Director of Gift Planning, University of ChicagoTopic: Gift Agreements: Protecting and Balancing the Needs of the Donor and Charity 10:30 a.m. University Club Chicago May 28, 2009 Register Online -- Annual Symposium8:30am-5:30pm Northwestern Memorial Hospital, Chicago, IL Speakers/Topics TBD July, 2009 Date TBD Register Online-- Download Brochure Here-- Masters Seminar Speakers/Topics TBD September 15, 2009 Register Online-- September Bi-Monthly ProgramSpeaker: Marguerite Griffin, National Director of Philanthropy and Senior Vice President, The Northern Trust Company Topic: Private Foundation Primer for the Planned Giving Officer: Creation, Operation, Dissolution. Speaker/Topic TBA November 17, 2009 Register Online-- November Bi-Monthly ProgramSpeaker: Lawrence P. Katzenstein, Thompson Coburn LLP Topic: Gift Planning Techniques – tax update Speaker: Marc Carmichael, President, R&R Newkirk Company Topic: Economic Trends and Charitable Giving 10:30 a.m. University Club Chicago Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[31]=new Array(0,1,"./volunteer.html","2008-11-12","17K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Get Involved Chicago Council on Planned Giving 2007-08 Committees Awards Strategic Planning Payson S. Wild, Chair Sally Benson Elizabeth B. Roghair Robert M. Shafis Joseph A. Like, Chair Marguerite Griffin Patrick Price Stasia Zwisler Government Affairs Robert M. Shafis, Chair Kent Weimer Symposium Holly Gibout, Co-Chair Mike Looby, Co-Chair Hospitality Beth A. Engel, Chair Patrick Price Program Committee Nicholas Kachiroubas, Chair D. Charles Van Hecke,Jr. Kent C. Weimer Membership Jonathan Hand, Chair Joseph A. Like Marketing Committee Nathanael Carmichael, JD, Chair Sarah Lee Powell Nominating Rich Goode, Chair Elizabeth B. Roghair Robert M. Shafis Patty Shanahan Lorna Shawver Andy Tiebert Program Grace Allison, Co-Chair Marilyn Schaffer, Co-Chair Development/ Sponsorship Committee Julie Captain Fredrickson, Chair Dennis Conroy Facility Logistics and Vendor Coordination Jorie Parwani Volunteer Coordinator Joyce Rosenblatt Juron Resource Job Bank Jonathan Hand, Chair Sponsorship Julie Captain Frederickson, Chair Payson S. Wild Website Andy Fulrath, Co-Chair Jamie Orsini, Co-Chair CCPG President Michelle Miller Burns Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[32]=new Array(0,1,"./termsofuse.html","2008-11-12","6K","CCPGOnline.org Terms of Use    ","",""," CCPGOnline.org Terms of Use Terms of Use This website is the property of CCPGOnline.org © 2008. All rights reserved. All third-party trademarks are property of their respective owners. The entire content of this website is copyrighted by CCPGOnline.org. Use of these trademarks and of the images and content on this website is prohibited unless otherwise authorized in writing by CCPGOnline.org. Rights and Permissions If you have any questions concerning the usage or licensing of CCPGOnline.org copyrighted materials, for example, graphics, audio, tools, or materials, please submit your detailed request in writing. Please be sure to include any surrounding copy or text to the CCPGOnline.org material. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[33]=new Array(0,1,"./symposium_cancelpayment.html","2008-11-12","17K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Online RegistrationRegister for the Symposium Online Download Registration FormDownload, print, and Mail Registration Symposium SponsorsConnect to Our Featured Sponsors Registrant LoginConfirmed Registrants Login Here Canceled Registration Payment You have chosen to cancel your online payment. Please mail your payment for Symposium registration to the address below: CCPG P.O. Box 350 Kenilworth, IL 60043 On behalf of the Chicago Council on Planned Giving, we would like to thank you for registering for this years CCPG Annual Symposium. You will receive an email receipt of your payment. Any questions regarding the Symposium or your registration can be directed to the CCPG office at 847-251-1400. For additional information, please visit the CCPG website: www.ccpgonline.org. The symposium will once again be held in the state-of-art conference center at Northwestern Memorial Hospital, adjacent to Chicagos Magnificent Mile. Detailed maps, directions and information are available at: www.nmh.org/nmh/hospitalguide/gettinghere.htm. As a reminder, the details are as follows: Chicago Council on Planned Giving Annual Symposium Thursday, May 29, 2008 8:00 a.m. to 6:00 p.m. Northwestern Memorial Hospital 251 East Huron Street Feinberg Pavilion, Conference Center, 3rd Floor Chicago, Illinois We look forward to seeing you on May 29th. Michael C. Looby & Holly Gibout 2008 Symposium Co-Chairs Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
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Donikian, President, Pentera, Inc. fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 11 x=24 y=903 w=358 h=16 text=Accepting and Maximizing the Value of Non-Financial Assets fontname=Arial fontcolor=0x000000 fontsize=13 checkbox name=Session 4 x=8 y=1547 w=132 h=19 label=Technical - Beginner labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x000000 checkbox name=Evening Reception x=12 y=1837 w=227 h=19 label=Evening reception - 4:45 pm - 6:00 pm labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0xAF161B label name=My Text 12 x=24 y=919 w=315 h=16 text=Jim Farrell, President, CEO, and Dave Knutson, CFO, fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 13 x=24 y=935 w=162 h=16 text=Farmers National Company fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 14 x=92 y=963 w=228 h=16 text=SESSION 2 - 10:30 a.m. – 11:45 a.m. fontbold=bold fontname=Arial fontcolor=0xAF161B fontsize=13 label name=My Text 15 x=21 y=1003 w=333 h=16 text=Helping Donors Meet Personal Needs Through Charitable fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 16 x=20 y=1020 w=78 h=16 text=Gift Planning fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 17 x=20 y=1036 w=251 h=16 text=Douglas Hutchings, Senior Vice President, fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 18 x=20 y=1052 w=168 h=16 text=Ter Molen Watkins & Brandt fontname=Arial fontcolor=0x000000 fontsize=13 checkbox name=Session 2 x=8 y=1116 w=153 h=19 label=Technical - Intermediate labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x000000 label name=My Text 19 x=21 y=1130 w=214 h=16 text=What You Don’t Know Can Hurt You fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 20 x=22 y=1145 w=210 h=16 text=Vaughn Henry, Henry & Associates fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 21 x=21 y=1198 w=339 h=16 text=Investment Strategies for the Protection and Advancement fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 22 x=22 y=1229 w=318 h=16 text=Ron Schwartz, Senior Vice President, Morgan Stanley fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 23 x=92 y=1284 w=214 h=16 text=SESSION 3 - 2:00 p.m. – 3:15 p.m. fontbold=bold fontname=Arial fontcolor=0xAF161B fontsize=13 label name=My Text 24 x=24 y=1316 w=243 h=16 text=Tools and Methods of Prospect Research fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 25 x=24 y=1332 w=317 h=16 text=Bill Becker, Director of Research, Lake Forest College fontname=Arial fontcolor=0x000000 fontsize=13 checkbox name=Session 3 x=8 y=1362 w=155 h=19 label=Marketing - Intermediate labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x000000 label name=My Text 26 x=24 y=1376 w=295 h=16 text=Targeted Approach to Communicating the Benefits fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 27 x=24 y=1395 w=330 h=16 text=Barlow Mann, Chief Operating Officer, The Sharpe Group fontname=Arial fontcolor=0x000000 fontsize=13 checkbox name=Session 3 x=8 y=1422 w=154 h=19 label=Stewardship - Advanced labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x000000 label name=My Text 28 x=22 y=1438 w=268 h=16 text=Dealing with Advisors of the Wealthy Donor to fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 29 x=22 y=1454 w=149 h=16 text=Achieve Superior Results fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 30 x=22 y=1470 w=274 h=16 text=Troy Stremler, Founder, CEO, and Joe Kelsch, fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 31 x=23 y=1486 w=243 h=16 text=Wealth Aggregator Partnerships, Newdea fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 32 x=92 y=1523 w=215 h=15 text=SESSION 4 - 3:30 p.m. – 4:45 p.m. fontbold=bold fontname=Helvetica fontcolor=0xAF161B fontsize=13 label name=My Text 33 x=25 y=1562 w=228 h=16 text=Planned Giving without the Long Wait: fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 34 x=24 y=1594 w=309 h=16 text=Marc Carmichael, President, R&R Newkirk Company fontname=Arial fontcolor=0x000000 fontsize=13 checkbox name=Session 4 x=8 y=1615 w=164 h=19 label=Back Office - Intermediate labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x000000 label name=My Text 35 x=23 y=1631 w=296 h=16 text=When Did They Give it and How Do I Thank Them? fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 36 x=24 y=1646 w=324 h=16 text=Lynne Becker, Senior Counsel, Advancement Solutions fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 37 x=24 y=1663 w=104 h=16 text=Consulting Group fontname=Arial fontcolor=0x000000 fontsize=13 checkbox name=Session 4 x=8 y=1695 w=139 h=19 label=Marketing - Advanced labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x000000 label name=My Text 38 x=23 y=1711 w=157 h=16 text=What Drives the Gift Plan? fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 39 x=24 y=1727 w=290 h=16 text=Mary Lee Turk, Partner, McDermott Will & Emery fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 40 x=28 y=1853 w=168 h=16 text=Included with registration fee fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 41 x=8 y=96 w=72 h=16 text=First Name fontbold=bold fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 42 x=8 y=120 w=71 h=16 text=Last Name fontbold=bold fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 43 x=8 y=149 w=32 h=16 text=Title fontbold=bold fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 44 x=8 y=180 w=86 h=16 text=Organization fontbold=bold fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 45 x=8 y=208 w=54 h=16 text=Address fontbold=bold fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 46 x=8 y=236 w=28 h=16 text=City fontbold=bold fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 47 x=8 y=264 w=37 h=16 text=State fontbold=bold fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 48 x=8 y=299 w=23 h=16 text=Zip fontbold=bold fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 49 x=8 y=328 w=45 h=16 text=Phone fontbold=bold fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 50 x=8 y=382 w=40 h=16 text=Email fontbold=bold fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 51 x=8 y=353 w=28 h=16 text=Fax fontbold=bold fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 52 x=8 y=416 w=117 h=16 text=I am a member of fontbold=bold fontname=Arial fontcolor=0x000000 fontsize=13 checkbox name=Member of x=172 y=437 w=38 h=19 label=AFP labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0xAF161B checkbox name=Member of x=105 y=438 w=38 h=19 label=FPA labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0xAF161B label name=My Text 53 x=8 y=492 w=256 h=16 text=I learned about the Symposium through fontbold=bold fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 54 x=264 y=495 w=130 h=14 text=(Check as many as apply) fontname=Arial fontcolor=0x000000 fontsize=11 label name=My Text 55 x=124 y=416 w=130 h=14 text=(Check as many as apply) fontname=Arial fontcolor=0x000000 fontsize=11 checkbox name=I learned about the symposium through x=24 y=532 w=139 h=19 label=Symposium Brochure labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0xAF161B checkbox name=I learned about the symposium through x=196 y=512 w=107 h=19 label=CCPG Luncheon labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0xAF161B checkbox name=I learned about the symposium through x=196 y=530 w=117 h=19 label=Symposium Email labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0xAF161B checkbox name=I learned about the symposium through x=24 y=556 w=48 h=19 label=Other labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0xAF161B label name=My Text 56 x=8 y=1884 w=127 h=16 text=Cancellation Policy fontbold=bold fontname=Arial fontcolor=0xAF161B fontsize=13 label name=My Text 57 x=8 y=1904 w=350 h=16 text=All cancellation requests must be submitted to Winnie Lu at fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 58 x=8 y=1920 w=372 h=16 text=chicagocpg@aol.com or fax 847-256-5601. Phone cancellations fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 59 x=8 y=1936 w=358 h=16 text=will not be accepted. Refunds will be granted according to the fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 60 x=8 y=1952 w=113 h=16 text=following schedule: fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 61 x=8 y=1976 w=375 h=16 text=Full refunds less a 75 processing fee on or before May 5, 2008. fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 62 x=8 y=1994 w=330 h=16 text=No refund will be granted after May 5, 2008, although the fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 63 x=8 y=2011 w=269 h=16 text=registration may be transferred to a colleague. fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 64 x=8 y=589 w=106 h=16 text=Payment Option fontbold=bold fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 65 x=24 y=636 w=215 h=16 text=Members 225 Nonmembers 250 fontname=Arial fontcolor=0x000000 fontsize=13 checkbox name=Lunch x=12 y=1817 w=51 h=19 label=Lunch labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0xAF161B checkbox name=Breakfast x=12 y=1797 w=72 h=19 label=Breakfast labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0xAF161B label name=My Text 66 x=4 y=1774 w=392 h=16 text=Please indicate by checking the box if you plan to join us for: fontbold=bold fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 67 x=22 y=1213 w=93 h=16 text=of Endowments fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 68 x=20 y=1245 w=339 h=16 text=Laird Johnson, Assistant Vice President, AXA Distributors fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 69 x=22 y=1068 w=284 h=16 text=Pat McKinlay, Director of Gift Planning Services, fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 70 x=21 y=1084 w=223 h=16 text=Resurrection Development Foundation fontname=Arial fontcolor=0x000000 fontsize=13 label name=My Text 71 x=24 y=1578 w=182 h=16 text=Jump-Starting Charity's Benefit fontname=Arial fontcolor=0x000000 fontsize=13     ");
array_files[35]=new Array(0,1,"./symposiumregistration.html","2008-11-12","0K","./symposiumregistration.html    ","",""," OOPS! You forgot to upload swfobject.js ! You must upload this file for your form to work.     ");
array_files[36]=new Array(0,1,"./symposiumregistration.asp","2008-11-12","52K"," & pageTitle & CoffeeCup Form Builder    ","",""," @version 4.0 @package CC_FB The version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_Version = 6.0 The release date of the version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_LastUpdated = 06/13/2007 The version of this script. Private Const CC_FB_ScriptVersion = 4.0 The release date of this script. Private Const CC_FB_ScriptLastUpdated = 12/20/2007 The required VBScript version for this script. Private Const CC_FB_VBScriptVersion = 5 Will the owner of this form be emailed the form data Private Const CC_FB_DoEmail = true To default To address. Private Const CC_FB_ToEmail = symposium@ccpgonline.org The default CC address. Private Const CC_FB_CCEmail = payments@ccpgonline.org The default BCC address. Private Const CC_FB_BCCEmail = If we should send a message back to the user. Private Const CC_FB_AutoReply = true The subject of the message to be sent to the user. Private Const CC_FB_AutoReplySubject = CCPG Online Registration If we should include the form results in the message we send to the user. Private Const CC_FB_AutoReplyFormResults = true The position of the auto-reply message in the email. Private Const CC_FB_AutoReplyPosition = top The page to redirect to after the form is submitted. Private Const CC_FB_ResultsRedirect = http://www.ccpgonline.org/symposium_registration_payment.html The address of the database where the form results will be saved. Private Const CC_FB_DBAddress = [ADDRESS] The port number of the database where the form results will be saved. Private Const CC_FB_DBPort = [DBPORT] The username for the database where the form results will be saved. Private Const CC_FB_DBUsername = [DBUSER] The password for the database where the form results will be saved. Private Const CC_FB_DBPassword = [DBPASS] The name of the database where the form results will be saved. Private Const CC_FB_DBName = [DBNAME] The address of the SMTP Server used for sending emails. Private Const CC_FB_SMTPAddress = [SMTPADDRESS] The port for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPort = [SMTPPORT] The user for the SMTP Server used for sending emails. Private Const CC_FB_SMTPUsername = [SMTPUSER] The password for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPassword = [SMTPPASS] The file to log the form results to if necessary. Private Const CC_FB_SaveFile = [FILENAME] The filetypes that are acceptable for file uploads. Private Const CC_FB_AcceptableFileTypes = txt|gif|jpg|jpeg|zip|doc|png|pdf|rtf The directory where files are uploaded Private Const CC_FB_UploadsFolder = files The extension that gets added to file uploads Private Const CC_FB_UploadsExtension = _fbu Will we save the file uploads to the server Private Const CC_FB_AttachmentSaveToServer = false Will we save the file uploads to the db Private Const CC_FB_AttachmentSaveToDB = false Will we send the file upload as an attachment Private Const CC_FB_AttachmentAddToEmail = false Makes sure that the user is using the required version of VBScript as specified by {@link CC_FB_VBScriptVersion}. If ScriptEngineMajorVersion CC_FB_VBscriptVersion Then printMessage Invalid VBScript Version,_ Were sorry but CoffeeCup Flash Form Builder requires VBScript & _ version & CC_FB_VBscriptVersion & or greater. Please & _ contact your server administrator. End If If the content type is mutipart, process the file upload Dim contentType contentType = Request.ServerVariables(HTTP_Content_Type) If len(contentType) = 0 Then contentType = Request.ServerVariables(CONTENT_TYPE) End If If LCase(Left(contentType, 19)) = multipart/form-data Then processFileUpload If the Request.Form collection is populated, process the form results. ElseIf Request.Form.Count 0 Then we need this since asp wont let us override request.form(Uploaded_File) dim uploadedFile processMailForm If all else fails, print out a blank page with version numbers and release dates. End If printMessage , Process the mail form results. This method is in charge of processing the mail form which is posted from the CoffeeCup Flash Form Builder SWF. This process includes: - Retrieving the preferences from the included CoffeeCup Flash Form Builder XML preferences file. - Formats output for file output as well as for an email to the form user and the form owner as necesarry. - Writes output to a file and sends it to the form user and the form owner as necessary. - Writes form results to a database if necesarry. Private Sub processMailForm() On Error Resume Next Dim emailResponse, formResponse, txtFile, item, preferences, FSO fixUploadedFileName Set preferences = getPreferences() For Each item In preferences(formFields) If Trim(Request.Form(item)) Then emailResponse = emailResponse & item & : & _ Request.Form(item) & VbCrLf & VbCrLf formResponse = formResponse & item & : & _ Request.Form(item) & & VbCrLf txtFile = txtFile & item & : & Request.Form(item) & | End If Next If a file was uploaded, add the appropriate data to the response fields If uploadedFile Then emailResponse = emailResponse & Uploaded File: & _ uploadedFile & VbCrLf & VbCrLf formResponse = formResponse & Uploaded File: & _ uploadedFile & & VbCrLf txtFile = txtFile & Uploaded File: & _ uploadedFile & | End If sendResponseEmails emailResponse, preferences writeResponseToFile txtFile writeResponseToDatabase preferences Make sure we delete the file from the server if the user doesnt want it If Not CC_FB_AttachmentSaveToServer And _ uploadedFile Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) FSO.DeleteFile Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile, true End If printResponsePage formResponse, preferences Set preferences = Nothing Set FSO = nothing End Sub Send response emails to the appropriate recipients. Sends an email to the scripts owner as well as the end-user if appropriate. If the sending of mail fails, an error message will be printed out to the screen. @param string emailResponse the default contents to mail to the user. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub sendResponseEmails(ByRef emailResponse, ByRef preferences) On Error Resume Next Dim mail, unreg Set mail = Server.CreateObject(CDO.Message) If we could not create a CDO.Message object, they are lacking CDOSYS which is required for email functionality. If Err.Number 0 Then Err.Clear printMessage Unable to Send Email., _ Were sorry but we were unable to send an email. & _ Sending email requires CDOSYS, which we were unable to & _ locate on your server. Please contact your server & _ administrator End If If the program is unregistered, add the unregistered message. If Request.Form(unreg) Then unreg = ------------------------ & VbCrLf & VbCrLf & _ This Form was sent to you using CoffeeCup & _ Flash Form Builder. & VbCrLf & Please tell a friend about & _ us: http://www.coffeecup.com/form-builder/ & VbCrLf End If Make sure the mail is unicode for internationality. mail.Bodypart.ContentMediaType = text/plain mail.Bodypart.ContentTransferEncoding = 7bit mail.Bodypart.Charset = utf-8 Configure SMTP options if provided If CC_FB_SMTPAddress [SMTPADDRESS] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/sendusing) = 2 mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/smtpserver) = CC_FB_SMTPAddress If CC_FB_SMTPPort [SMTPPORT] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpserverport) = CC_FB_SMTPPort End If If CC_FB_SMTPUsername [SMTPUSER] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpauthenticate) = 1 mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendusername) = CC_FB_SMTPUsername mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendpassword) = CC_FB_SMTPPassword End If mail.Configuration.Fields.Update End If Add an attachment is required If CC_FB_AttachmentAddToEmail And _ uploadedFile Then mail.AddAttachment Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile End If Use the alternative email if one is provided. If Request.Form(_ALT_EMAIL) Then mail.To = Request.Form(_ALT_EMAIL) Else mail.To = CC_FB_ToEmail End If Set a default subject if one is not provided provided. If Request.Form(subject) Then mail.Subject = Request.Form(subject) Else mail.Subject = Form Submission End If mail.TextBody = Here is the information submitted to & _ Request.ServerVariables(SERVER_NAME) & _ Request.ServerVariables(SCRIPT_NAME) & from & _ Request.ServerVariables(REMOTE_ADDR) & on & _ FormatDateTime(Date, 1) & at & Time & _ VbCrLf & ------------------------ & VbCrLf & emailResponse & _ unreg If we collected the end-users email If Request.Form(eM) Then Send a message to the forms owner with the end-users email as the reply-to address. If CC_FB_DoEmail Then mail.From = Request.Form(eM) mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send End If If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send Email, _ Were sorry but we were unable to send your email. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If If necesarry, send a message to the end-user as well. If CC_FB_AutoReply Then Dim formUserResponse, autoReplyMsg autoReplyMsg = On behalf of the Chicago Council on Planned Giving, we would like to thank you for registering for this years CCPG Annual Symposium. You will receive an email receipt of your payment. Any questions regarding the Symposium or your registration can be directed to the CCPG office at & VbCrLf & 847-251-1400, ext. 0. For additional information, please visit the CCPG website: www.ccpgonline.org . & VbCrLf & & VbCrLf & The symposium will once again be held in the state-of-art conference center at Northwestern Memorial Hospital, adjacent to Chicagos Magnificent Mile. Detailed maps, directions and information are available at: www.nmh.org/nmh/hospitalguide/gettinghere.htm. & VbCrLf & & VbCrLf & As a reminder, the details are as follows: & VbCrLf & & VbCrLf & Chicago Council on Planned Giving Annual Symposium & VbCrLf & Thursday, May 29, 2008 & VbCrLf & 8:00 a.m. to 6:00 p.m. & VbCrLf & & VbCrLf & Northwestern Memorial Hospital & VbCrLf & 251 East Huron Street & VbCrLf & Feinberg Pavilion, Conference Center, 3rd Floor & VbCrLf & Chicago, Illinois & VbCrLf & & VbCrLf & We look forward to seeing you on May 29th. & VbCrLf & & VbCrLf & Michael C. Looby & Holly Gibout & VbCrLf & 2008 Symposium Co-Chairs If CC_FB_AutoReplyFormResults Then formUserResponse = emailResponse If CC_FB_AutoReplyPosition = top Then formUserResponse = autoReplyMsg & _ VbCrLf & VbCrLf & formUserResponse Else formUserResponse = formUserResponse & _ autoReplyMsg & VbCrLf & VbCrLf End If Else formUserResponse = autoReplyMsg End If mail.Attachments.DeleteAll mail.Subject = CC_FB_AutoReplySubject mail.TextBody = formUserResponse & unreg mail.From = mail.To mail.To = Request.Form(eM) mail.Send End If Send a message to the forms owner. ElseIf CC_FB_DoEmail Then mail.From = CCPGOnline Symposium Registrationsymposium@ & _ Request.ServerVariables(SERVER_NAME) & mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send Email, _ Were sorry but we were unable to send your email. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If End If Set mail = Nothing End Sub Gets the real name of the file that was uploaded. Since the file upload occurs in a different request, this method helps us resolve what the name of the uploaded file was in case it was renamed. Private Sub fixUploadedFileName() On Error Resume Next Dim newUploadName, FSO, extension, basename, folder, i If Request.Form(Uploaded File) Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) folder = Server.MapPath(CC_FB_UploadsFolder) basename = FSO.GetBaseName(Request.Form(Uploaded File)) extension = . & FSO.GetExtensionName(Request.Form(Uploaded File)) While FSO.FileExists(folder & & basename & _ CC_FB_UploadsExtension & i & extension) newUploadName = basename & CC_FB_UploadsExtension & i & extension i = i + 1 Wend End If uploadedFile = newUploadName Set FSO = Nothing End Sub Write form response to a database. Writes the form response to the database specified at CC_FB_DBAddress if appropriate. If the database doesnt it exist, the form_results table doesnt exist or if the form_results table doesnt comply with the structure of the current form then the database will be restructured accordingly. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub writeResponseToDatabase(ByRef preferences) On Error Resume Next Dim connection, command, results Dim result, columns, column, query, field, i, parameters, bound If the CC_FB_DbAddress constant has been populated, then the user wants to write their data to a database. If CC_FB_DBAddress [ADDRESS] Then Firstly, lets make sure we can access ADODB. Set connection = Server.CreateObject(ADODB.Connection) If Err.Number 0 Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires ADODB, & _ which we were unable to locate on your server. & _ Please contact your server administrator. End If connection.Open Driver={MySQL ODBC 3.51 Driver}; & _ Server= & CC_FB_DBAddress & ; & _ Port= & CC_FB_DBPort & ; & _ Uid= & CC_FB_DBUsername & ; & _ Pwd= & CC_FB_DBPassword & ; If Err.Number 0 Then If the error description mentions a driver, let the user know they are missing the mysql driver If InStr(Err.Description, driver) Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires & _ the MySQL ODBC 3.51 Driver which we were unable & _ to locate on your server. Please contact your & _ administrator. Otherwise Let the user know they have entered incorrect credentials Else Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Please be sure you have entered &_ your database settings correctly. End If End If Attempt to make a connection to the specified DB Set command = Server.CreateObject(ADODB.Command) command.ActiveConnection = connection command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we cant select their DB, lets try to create our own. If Err.Number 0 Then Err.Clear command.CommandText = CREATE DATABASE ` & CC_FB_DBName & ` command.Execute If we cant create or own, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Create Database., _ Were sorry but we were unable to create your database. & _ If you believe the database already exists, please & _ be sure that you have the proper permissions to & _ select it. Otherwise, please be sure that you & _ have permissions to create databases. If you & _ are still experiencing troubles, please contact & _ your server administrator. If we could create our own, try selecting it now Else command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we still cant select the DB, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to select Database., _ Were sorry but we were unable to select your & _ database. Please be sure that you have the proper & _ permissions to select it. If you are still & _ experiencing trouble, please contact your & _ server administrator. End If End If End If command.CommandText = SHOW TABLES LIKE form_results Set results = command.Execute If a form_results table exists, make sure it is in the proper format. If Not (results.EOF Or results.BOF) Then results.Close command.CommandText = SHOW COLUMNS FROM `form_results` Set results = command.Execute If for some reason we cant querty the DB, let the user know If results.EOF And results.BOF Then results.Close connection.Close printMessage Unable to Query Database., _ Were sorry but we were unable to query your database & _ table. Please be sure that you have the proper & _ permissions to select from the form_results & _ table. If you are still experiencing trouble, & _ please contact your server administrator. End If Set columns = Server.CreateObject(Scripting.Dictionary) Populate the columns collection with the columns of the form_results table Do Until results.EOF If results.Fields.Item(Field) id And _ results.Fields.Item(Field) created_at Then Set column = Server.CreateObject(Scripting.Dictionary) column.Add Field, CStr(results.Fields.Item(Field)) column.Add Type, CStr(results.Fields.Item(Type)) columns.Add CStr(results.Fields.Item(Field)), column End If results.MoveNext Loop results.Close If the fields from our form dont match the fields from the form_results table, archive the old table and create a new one corresponding to the current form If Not formFieldsEqualsTableFields(preferences(formFields), _ columns) Then archiveOldTable command createTableFromFormFields preferences(formFields), command End If Otherwise create the form_results table in the proper format. Else createTableFromFormFields preferences(formFields), command End If parameters = Array() If all went well, lets attempt to write the form results to the database. For Each field In preferences(formFields) query = query & ` & field & ` = ?, bound = UBound(parameters) + 1 Redim Preserve parameters(bound) If request.form(field) = Then parameters(bound) = Else parameters(bound) = Request.Form(field) End If Next Add the uploaded file to the query if necessary If CC_FB_AttachmentSaveToDB Then If uploadedFile Then Dim textStream, filepath, contents filepath = Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile Set textStream = Server.CreateObject(ADODB.Stream) textStream.Open textStream.Type = 1 textStream.LoadFromFile filepath If Err.Number 0 Then printMessage Unable To Open Attachment File, _ Were sorry but we were unable to open your uploaded & _ file to attatch it for email. Please be sure that & _ you have the proper permissions. End If query = query & `uploaded_file_name` = ?,`uploaded_file` = ?, bound = UBound(parameters) + 2 Redim Preserve parameters(bound) parameters(bound - 1) = uploadedFile parameters(bound) = textStream.read textStream.Close Set textStream = Nothing Else query = query & `uploaded_file_name` = ,`uploaded_file` = , End If End If command.CommandText = INSERT INTO `form_results` SET & query & _ `created_at` = NOW() command.Execute ,parameters If we couldnt write to the database, notify the user. If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Insert Into Database Table., _ Were sorry but we were unable to insert the form results & _ into your database table. Please be sure that you have & _ the proper permissions to insert data into the & _ form_results table. If you are still experiencing & _ trouble, please contact your server administrator. End If connection.Close End If Set connection = Nothing Set command = Nothing Set results = Nothing Set columns = Nothing End Sub Archives an old `form_results` table. Renames a form results table to form_results_old or form_results_old with a numerical value on the end of it if appropriate. @param ADO Command Object command a database abstraction Private Sub archiveOldTable(ByRef command) On Error Resume Next Dim i, results command.CommandText = SHOW TABLES LIKE form_results_old set results = command.Execute Do Until results.EOF And results.BOF i = i + 1 command.CommandText = SHOW TABLES LIKE form_results_old & i & set results = command.Execute Loop command.CommandText = RENAME TABLE `form_results` TO ` & _ form_results_old & i & ` command.Execute() If Err.Number 0 Then Err.Clear printMessage Unable to Rename Database Table., _ Were sorry but we were unable to rename your database & _ table. Please be sure that you have the proper & _ permissions to rename the form_results table. If you & _ are still experiencing trouble, please contact your & _ server administrator. End If Set results = Nothing End Sub Checks if the columns from a table match the the structure of the fields from a form.      ");
array_files[37]=new Array(0,1,"./Symposium/presentermaterials.aspx","2008-11-12","15K","Symposium Presenter Materials    ","",""," Symposium Presenter Materials <<Back to My Account Symposium Presenter Materials Presenter Title (Click on the link to download) Bill Becker, Director of Research, Lake Forest College Tools and Methods of Prospect Research (Back Office-Beginner, Session 3) Lynne Becker, Senior Consultant, Advancement Solutions When Did They Give It and How Do I Thank Them? (Back Office-Intermediate, Session 4) Marc Carmichael, President, R&R Newkirk Planned Giving without the Long Wait: Jump-Starting Charity’s Benefit (Technical-Beginner, Session 4) Andre Donikian, President, Pentera, Inc. Reading the Tea Leaves: What the Numbers Are Telling Us About the Planned Giving Environment (Stewardship-Intermediate, Session 1) Jim Farrell, President & CEO, Farmers National Company Accepting and Maximizing the Value of Non-Financial Assets (Technical-Advanced, Session 1) Vaughn Henry, Henry & Associates What You Dont Know Can Hurt You (Technical-Intermediate, Session 2) Douglas Hutchings, Senior Vice-President, Ter Molen Watkins & Brandt, LLC Helping Donors Meet Personal Needs Through Charitable Gift Planning (Stewardship-Beginner, Session 2) Laird Johnson, Assistant Vice-President, AXA Distributors, LLC Investment Strategies for the Protection and Advancement of Endowments (Back Office-Advanced, Session 2) Joe Kelsch, Director, Wealth Aggregator Partnerships, Newdea Dealing With Advisors of the Wealthy Donor to Achieve Superior Results (Stewardship-Advanced, Session 3) Dave Knutson, CFO, Farmers National Company Accepting and Maximizing the Value of Non-Financial Assets (Technical-Advanced, Session 1) Sandy MacNab, Alexander MacNab & Co Starting a Charitable Gift and Estate Planning Program (Marketing-Beginner, Session 1) Barlow Mann, Chief Operating Officer, The Sharpe Group Targeted Approach to Communicating the Benefits of Gift Planning (Marketing-Intermediate, Session 3) Patricia McKinlay, Director, Gift Planning Services, Resurrection Development Foundation Helping Donors Meet Personal Needs Through Charitable Gift Planning (Stewardship-Beginner, Session 2) Ron Schwartz, Senior Vice-President, Morgan Stanley Investment Strategies for the Protection and Advancement of Endowments (Back Office-Advanced, Session 2) Troy Stremler, Founder & CEO, Newdea Dealing With Advisors of the Wealthy Donor to Achieve Superior Results (Stewardship-Advanced, Session 3) Mary Lee Turk, Partner, McDermott, Will & Emory, LLP What Drives the Gift Plan? (Marketing-Advanced, Session 4) Chicago Council on Planned Giving © 2008 Privacy PolicyTerms of Use Home|About|Contact|Resources | Join|Calendar     ");
array_files[38]=new Array(0,4,"./Symposium/Bios/Vaughn%20W.pdf","2008-11-12","43K"," Microsoft Word - Document1    ","","","Vaughn W. Henry Henry & Associates Mr. Henrys business succession planning helps clients structure family business organizations � minimize transfer tax, maintain control and continuity and create exit strategies ina team-planning environment. Mr. Henrys charitable planning and consulting creates and presents workshops and continuing education programs on planned giving to bar association, estate planning councils, national and regional conferences on charitable planning and introduces charitable estate planning concepts to accountants, attorneys, financial planners, trust officers and nonprofit organizations development officers. Mr. Henry creates and presents workshops and continuing education and provides non-profit board training on endowment building, fundraising and investment policies. Mr. Henry created an oil companys non-profit foundation for scholarships of deserving students in New Mexico and chaired the trans-making board for 4 years while administering this trust. He cultivated many 6, 7, and a few 8 figure dollar gifts by integrating social capital conservation programs for clients. Mr. Henry developed several Internet web-sites (http://gift-estate.com is a frequently updated wealth planning resource) with access to authored articles and links of interest in the estate planning planned giving and agriculture areas. He is an internet discussion forum list manager for financial and estate planning professionals and author of e-mail subscription client newsletters. Mr. Vaughn W. Henry, 22 Hyde Park Place, Springfield, IL 62703-5314 (Phone) 217-529-1958, (Fax) 217-529-1959     ");
array_files[39]=new Array(0,4,"./Symposium/Bios/Troy%20Stremler.pdf","2008-11-12","65K"," Microsoft Word - Document1    ","","","Troy Stremler Founder and CEO Newdea Inc. Upon the inception of his career more than 20 years ago, Troy Stremler realized the importance of philanthropy and giving. Over the years, Troy has become a recognized leader in the nonprofit sector, through intensive research and experience working with donors, nonprofit organizations, foundations, and government granting agencies on operational and governance issues. During his time in the nonprofit sector, Troy found that when donors and nonprofits work together on achieving high impact, the potential exists to revolutionize philanthropy. Today, donors view their contributions as any other investment. They are bringing a business-oriented perspective to their philanthropy, with expectations of financial responsibility, a return on their investment, and regular updates on the performance of their contributions. It is this felt need for industry-wide monitoring and evaluation that led Troy to found Newdea, a company that gives nonprofits the tools for reporting impact. Email: tstremler@newdea.com About Newdea: Newdea, a software-as-a-service company, helps donors make charitable investments with confidence by empowering nonprofits with a Web-based solution to reporting. With its unique technology platform and suite of products, Newdea teams up with major donors, financial institutions and nonprofit organizations to measure, communicate and achieve real impact. For more information about Newdea, visit www.Newdea.com, or call 720-249-3030.     ");
array_files[40]=new Array(0,4,"./Symposium/Bios/SDouglasH.pdf","2008-11-12","51K"," Microsoft Word - Document1    ","","","S. Douglas Hutchings Senior Vice President Ter Molen Watkins & Brandt Since beginning in the profession in 1981, Doug Hutchings has a record of achievement in fund raising with responsible positions in hospital foundations and higher educational institutions, with extensive exposure to board and volunteer leadership, prospect cultivation and solicitation, staff supervision, proposal preparation, and in-depth knowledge of charitable gift planning. An active lecturer, he has spoken at national, regional and local conferences. Additionally, he has conducted workshops for board members, staff and volunteers of various non-profits, contributing to the knowledge base around philanthropy and advancement. Prior to joining TW&B nearly nine years ago, Doug was the Foundation vice president at St. Louis Childrens Hospital where he led a dynamic team of thirteen individuals responsible for achieving record levels in major and planned gifts for capital and endowment initiatives. Before that he directed the planned and major gifts program at Childrens Hospital of Wisconsin in Milwaukee tripling known expectancies and achieving 175% of goal. While there he initiated a comprehensive charitable gift planning program of direct mail marketing, coordinated a professional advisory committee and conducted numerous estate and financial planning seminars for donors, prospects and professionals. In the 1980s, he held development and capital campaign leadership positions with private universities in Iowa and Wisconsin. His clients have included colleges, universities, independent and Catholic schools, health care institutions, religious orders, and cultural organizations. Doug has been active in the Association of Fundraising Professionals, the Association of Healthcare Philanthropy, and the National Committee on Planned Giving. He recently concluded service on the board of directors for the Chicago Council on Planned Giving. Doug received a B.S. degree in the College of Arts and Sciences from the University of Wisconsin in Oshkosh, Wisconsin, also attended Marquette University and the University of Dubuque. He is a graduate of the CASE Summer Institute in Educational Fund Raising (Dartmouth College), the Summer Institute in Alumni Administration (Colgate University) and the Institute of Charitable Giving: Major Gifts Roundtable (Boston, MA). Ter Molen Watkins & Brandt, 500 North Dearborn Street, Suite 726, Chicago, IL USA 60610 T 312 222 0560 x231 / F 312 222 0565 www.twbfundraising.com, dhutchings@twbfundraising.com     ");
array_files[41]=new Array(0,4,"./Symposium/Bios/Sandy%20Macnab.pdf","2008-11-12","53K"," Microsoft Word - Document1    ","","","Sandy Macnab, FAHP, CFRE President Alexander Macnab & Co. Alexander Sandy Macnab, FAHP, CFRE, began the consulting company bearing his name in 1994 after 25 years as a development professional. The developer of nationally recognized annual giving and planned giving programs, Mr. Macnab has presented seminars, provided general fund raising counsel, conducted feasibility studies, counseled capital campaigns, and provided planned and major gift support to clients throughout North America. Mr. Macnab frequently is invited to present seminars and conduct workshops that have helped professional fundraisers and charity board members increase financial and volunteer support for their organizations. He last spoke to a CCPG audience at the 2005 Symposium, presented this years program via an AFP Audio conference last years heard at more than 200 sites across North America and addressed the topic two months ago at the AFP International Conference in San Diego. Before starting his own firm, Mr. Macnab served St. Francis Hospital in Evanston, IL, for 12 years as Director of Development and Assistant Vice President. A Certified Fund Raising Executive and also a Fellow of the Association for Healthcare Philanthropy, he is a long-time member of the Chicago Council on Planned Giving and was an early member of its steering committee. Mr. Macnab also led Evanston United Way as its president and is the former ethics chair of the Chicago AFP Chapter. A former member of the Chicago AFP Chapters Board of Directors, he is one of 22 Master Teachers selected from highlyrated instructors throughout North America to inaugurate the AFP International Faculty Academy and is a member of the Associations Curriculum Development Committee. Mr. Macnab is a former member of the American Newspaper Guild and the American Federation of Television and Radio Artists. He holds a bachelors degree and a masters degree in educational administration from Antioch College in Ohio and has done postgraduate work in psychology and education at Northwestern University in Evanston, Illinois where he lives. Sandy Macnab, FAHP, CFRE, President, Alexander Macnab & Co. 900 N. Franklin Street, Suite 404, Chicago, IL 60610 800-708-2060 www.alexandermacnab.com growfunds@aol.com     ");
array_files[42]=new Array(0,4,"./Symposium/Bios/Ron%20Schwartz.pdf","2008-11-12","38K"," Microsoft Word - Document1    ","","","Ron Schwartz Senior Vice President Morgan Stanley Mr. Schwartz is a Senior Vice President, Financial Advisor, and Certified Financial Planner TM (CFP) with Morgan Stanley. Mr. Schwartz received his BS in Finance from University of Alabama, Tuscaloosa AL and his MBA in Finance from DePaul University, Chicago IL. Mr. Schwartz is a Certified Financial PlannerTM (CFP�).     ");
array_files[43]=new Array(0,4,"./Symposium/Bios/Patricia%20McKinlay.pdf","2008-11-12","44K"," Microsoft Word - Document1    ","","","Patricia McKinlay Senior Director, Gift Planning Services Resurrection Development Foundation Pat has held development positions in Chicago since the early 1970s, primarily with the citys major health care organizations, including Rush University Medical Center; Northwestern Memorial Hospital/Northwestern University; Childrens Memorial Medical Center and Resurrection Health Care, and with a brief tenure at Lake Forest College. For the last 17 years, McKinlay has served Resurrection Development Foundation. Pat was the Foundations CEO for 15 years, during which time the Resurrection system grew from a 2-hospital system to become Chicagos largest Catholic health system, comprising 8 hospitals, 10 nursing and rehabilitation centers, and four retirement communities. For the past two years, Pat has worked as the Foundations Senior Director for Gift Planning Services and has focused her efforts on programming within Resurrections retirement communities, which house more than 1,100 residents. Pat hails from Chattanooga, Tennessee and is a graduate of the University of South Carolina.     ");
array_files[44]=new Array(0,4,"./Symposium/Bios/Mary%20Lee%20Turk.pdf","2008-11-12","79K"," Microsoft Word - Document1    ","","","Mary Lee Turk Partner McDermott Will & Emery LLP Mary Lee Turk is a partner in the law firm of McDermott Will & Emery LLP, resident in its Chicago office. Mary Lees legal practice is exclusively in the trusts and estates field, but within that field, is very broad-based. She represents clients in the preparation of estate planning documents, probate, trust and guardianship administration, transfer and income tax planning, incapacity planning, probate and trust litigation, and charitable and donative planning. She also regularly advises on the formation and operation of tax exempt organizations. Mary Lees practice is primarily focused on the needs of high net worth individuals with an emphasis on charitable planned giving. She represents second and third generations of wealthy families, owners of closely-held businesses, entrepreneurs, philanthropists, collectors and tax exempt organizations. She is also retained by other attorneys to provide counsel on complex tax, drafting and technical issues. Mary Lee represents clients in contested estates, trust construction actions and actions for trust reformation. She served as the chair of the estate planning department at another Chicago law firm before joining McDermott Will & Emery LLP. Mary Lee is an active member of the American Bar Association and currently serves as the vice-chair of the Charitable Giving and Organizations Group of the Real Property, Trusts & Estates Section of the American Bar Association. She is past chairperson of the Exempt Organizations Committee of the same Group. Among other endeavors, the Group provides continuing legal education to ABA members and works together with other ABA sections on providing comments to the Internal Revenue Service, the Treasury Department and the U.S. House of Representatives Committee on Ways and Means on legal issues affecting the non-profit sector. She is a Fellow in the American College of Trust and Estate Counsel, and has been named an Illinois Super Lawyer in 2005, 2006 and 2007. Mary Lee serves on the Professional Advisory Committees of the Chicago Community Trust, the Shedd Aquarium and the Chicago Symphony Orchestra. Education: University of Chicago Law School, J.D., 1980, Indiana University, B.A, with High Distinction, 1977     ");
array_files[45]=new Array(0,4,"./Symposium/Bios/Marc%20Carmichael.pdf","2008-11-12","58K"," Microsoft Word - Document1    ","","","Marc Carmichael President R & R Newkirk Co. Marc Carmichael is president of the R&R Newkirk Company, which he joined in 1976. R&R Newkirk provides planned gift marketing literature and training for hundreds of organizations. R&R Newkirk also publishes the Charitable Giving Tax Service, a fourvolume reference library on planned giving and charitable estate planning. Marc was the 1998 president of the National Committee on Planned Giving and has served on the board of directors of the Chicago Planned Giving Council. He was chair of the 1996 National Conference on Planned Giving in Chicago and chaired the NCPG Editorial Advisory Committee, which oversees publication of The Journal of Gift Planning, for five years. Marc is a graduate of the Indiana University School of Law and is a member of the Indiana State Bar Association. In 2005 he received the Russell V. Kohr Award for Excellence in Gift Planning from the Chicago Council on Planned Giving.     ");
array_files[46]=new Array(0,4,"./Symposium/Bios/Lynne%20Becker.pdf","2008-11-12","53K"," Microsoft Word - Document1    ","","","Lynne Becker Senior Counsel Advancement Solutions Consulting Group Lynne Becker assumes her position with Advancement Solutions as Senior Counsel and will be providing consulting to non-profits concerning organizational challenges, change management, and fundraising best practices. Her clients have included colleges and universities across North America, foundations affiliated with medical enterprises, and non-profits such as the American Red Cross, Big Brothers and Big Sisters, Arthritis Foundation, YWCA and Girl Scouts of America. Most recently, Ms. Becker served as Kinteras Vice President and General Manager of the health and social services sector leading a vertical group of services for a variety of clients including foundations, social agencies, and international organizations. Kintera is a leader in software development for integrated fundraising specializing in online giving. Prior to Kintera Ms. Becker worked with the American Red Cross as its Director of Development Systems for the organizations fundraising division. While at the American Red Cross, Ms. Becker played an instrumental role in a 2.5 million record conversion, a system integration for 990 chapters, and process improvement opportunities. Ms. Becker was also a member of the consulting firm of Bentz Whaley Flessner where she assisted higher education institutions and healthcare facilities prepare for major fundraising campaigns or reorganize for optimal efficiencies. She was also the Assistant Vice President for Advancement Services at the University of Washington and managed a staff that supported development and alumni relations. Ms. Becker has a Bachelor of Arts degree in Political Science from Hood College in Frederick, Maryland; a Master of Education in student personnel work in higher education from Loyola University in Chicago; and a Master of Business Administration in higher education administration from the University of Hawaii. She is finishing her doctorate from Vanderbilt University in organizational behavior. Ms. Becker is also the recipient of the Council for Advancement and Support of Education (CASE) Crystal Apple Award.     ");
array_files[47]=new Array(0,4,"./Symposium/Bios/Laird%20Johnson.pdf","2008-11-12","37K"," Microsoft Word - Document1    ","","","Laird Johnson Assistant Vice President AXA Distributors Mr. Johnson received his Bachelors Degree from the State University of New York, Albany NY and his MBA from Pennsylvania State University. Mr. Johnson is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).     ");
array_files[48]=new Array(0,4,"./Symposium/Bios/Joe%20Kelsch.pdf","2008-11-12","53K"," Microsoft Word - Document1    ","","","Joe Kelsch Director, Wealth Aggregator Partnerships Newdea, Inc. Joe has spent 22 years on Wall Street working in both Investment Banking and Private Banking for such institutions as Lehman Brothers, Bear Stearns, Credit Suisse and Royal Bank of Canada, advising both institutions and ultra high net-worth clients. It was a natural progression for Joe to help clients in what perhaps is their most important concern: making an impact and a discernible difference in the world. By working directly with top financial institutions, Joe shows them how Newdea can bring their clients confidence that their giving is making the difference or having the impact that we all seek. Email: jkelsch@newdea.com About Newdea: Newdea, a software-as-a-service company, helps donors make charitable investments with confidence by empowering nonprofits with a Web-based solution to reporting. With its unique technology platform and suite of products, Newdea teams up with major donors, financial institutions and nonprofit organizations to measure, communicate and achieve real impact. For more information about Newdea, visit www.Newdea.com, or call 720-249-3030.     ");
array_files[49]=new Array(0,4,"./Symposium/Bios/Jim%20Farrell.pdf","2008-11-12","50K"," Microsoft Word - Document1    ","","","Jim Farrell, AFM President and CEO Farmers National Company Jim Farrell is President and CEO of Farmers National Company, a Nebraska Real Estate Broker, and an Accredited Farm Manager (AFM). Territory Served: Manage farms in northwestern Iowa and consult with landowners who live in Nebraska, Iowa, Minnesota, South Dakota, North Dakota, Wyoming, Utah, Montana, Idaho, Northern California, Oregon, and Washington Educational Background: Grew up on a grain and livestock farm in northwest Iowa, near Storm Lake, and graduated from high school in Fonda, Iowa. BA Degree from Iowa State University. University Of Pennsylvania ESOP Program for CEOs Professional Experience: Operated the family grain and livestock farm in northwest Iowa for several years. Worked as a marketer for Producers Livestock Marketing Association. In 1986, opened the Rochester, Minnesota, office for Farmers National Company (FNC), managing and selling client farms in southeast Minnesota. In 1989 moved to Omaha with FNC and assumed responsibility for the Business Development/Marketing Department of FNC. Responsibilities at FNC: President and CEO of Farmers National Company. Serve on the FNC Board of Directors as Chairman. Continue to supervise the Marketing/Sales Department for Farmers National Company. Main responsibility is to maintain the current high level of service provided to Farmers National Company (FNC) customers in all lines of business. Also develop a growth strategy for all lines of business at FNC and supervise the implementation of that strategy to meet the companys long range business plan. Additional responsibilities include consulting with FNC clients and with landowners around the country who are interested in FNC services. Professional Accomplishments: Accredited Farm Manager (AFM) through the American Society of Farm Managers and Rural Appraisers. Serve on the Editorial Board for AgriMarketing Magazine. Member of the American Society of Farm Managers and Rural Appraisers ASFMRA): Past President of the Nebraska Chapter, Member and past Chairman of the National Public Relations Committee and the National Meeeting Committee. Member and Past President of The Omaha Downtown Kiwanis Club and Chaired the Omaha Kiwanis Park Renovation Project. Distinguished Kiwanian of the Year - Downtown Omaha Kiwanis. Member of the Greater Omaha Chamber of Commerce Agricultural Committee. Member of the National Agri-Marketing Association (NAMA). Member of the Nebraska Agricultural Relations Council. Leadership Omaha Alumni Association(Graduate of Class 20). Member of the Realtors Land Institute (RLI). Member of Gamma Sigma Delta Honor Society of Agriculture, Iowa State University Chapter. Office Address: 1516 Nicholas, Suite 100, Omaha, Nebraska 68154 Office Phone: (402) 496-3276 x335, Fax: (402) 827-3281, Toll Free: 1-800-346-2650 jfarrell@farmersnational.com, www.FarmersNational.com     ");
array_files[50]=new Array(0,4,"./Symposium/Bios/JBPtitzker.pdf","2008-11-12","61K"," Microsoft Word - Document1    ","","","J.B. Pritzker Managing Partner The Pritzker Group Mr. Pritzker is Managing Partner of The Pritzker Group, a private investment firm, and founded New World Ventures, one of Chicagos prominent early-stage information technology investors. A founding board member of the Illinois Venture Capital Association, a founding director of the Chicagoland Entrepreneurial Center, and an officer of the Young Presidents Organization, Mr. Pritzker has been an active proponent of a stronger technology sector focus in the Midwest. He also continues to serve on a variety of other corporate boards. Crains Chicago Business honored Mr. Pritzker with the designation as a business leader in its 40 under 40, and Whos Who of Chicago Business. The Chicago Sun-Times named him to its Hot 100 most prominent members of Chicagos technology economy, and The City Club of Chicago awarded him Citizen of the Year. He received the Humanitarian Award from the Holocaust Memorial Foundation of Illinois for his philanthropic activities, and he was awarded the Spirit of Erikson Institute Award for his work on behalf of early childhood development programs. As President of the Pritzker Family Foundation, he founded the Childrens Initiative, which funds innovative programs serving children in poverty, and the Pritzker Consortium on Early Childhood Development at the University of Chicago. Mr. Pritzker is a trustee and serves on the investment committee of Northwestern University and is a member of the Board of Governors of the Northwestern University School of Law. He is a Trustee of the Field Museum of Natural History and a member of the Economic Club and the Commercial Club of Chicago. Appointed in 2003 by the Governor of Illinois as Chairman of the Illinois Human Rights Commission, he recently was recognized for his outstanding achievement in reforming the Commission. He was Co-Chairman of the Governors Transition Committee for Civil Rights, and as Chairman of the Illinois Holocaust Museum campaign he has led the effort to build the largest Holocaust museum in the Midwest. The new museum is scheduled to open in 2008. In 1991, Mr. Pritzker founded Democratic Leadership for the 21st Century, a successful national organization dedicated to attracting voters under 40 to the Democratic Party. After serving on the legislative staffs for two United States Senators, for whom he handled issues such as handgun control, he was appointed by the Attorney General of Illinois to serve on the Violent Crime Victims Assistance Advisory Commission, and he currently is Chairman of the Advisory Board of the Illinois Council Against Handgun Violence. In 1995, Mr. Pritzker led a successful petition drive to stop Republicans in Congress from gutting President Clintons COPS program, an initiative that put 100,000 new police officers on American streets. Campaigns and Elections magazine named Mr. Pritzker one of the Rising Stars of the Democratic Party. In 1998, he ran unsuccessfully for U.S. Congress, principally focusing on the issues of education and gun control. Mr. Pritzker was named Business Executive of the Year by the Illinois State Crime Commission for his activities on behalf of crime victims and police officers. Mr. Pritzker is an attorney and a member of the Illinois and Chicago Bar Associations. He graduated with an A.B. in political science from Duke University and earned his J.D. from Northwestern University School of Law. He lives in Chicago, Illinois with his wife and children     ");
array_files[51]=new Array(0,4,"./Symposium/Bios/Donikian.pdf","2008-11-12","45K"," Microsoft Word - Document1    ","","","Andr� R. Donikian President Pentera, Inc. Andr� R. Donikian, attorney and a member of the New York Bar, is a noted planned and major gifts expert with over 35 years of service in the field. As founder, president, and editor in chief of Pentera Inc., a full-service planned-giving firm based in Indianapolis, he has advised thousands of nonprofit organizations--including many of the nations top nonprofits--on all aspects of connecting organizations and donors. Mr.Donikian has published and lectured extensively on philanthropic tax planning and has developed continuing education programs for state bar associations and accountancy boards. He has gained a reputation as a sought-after speaker who helps nonprofits further their missions and provides individual donors with vital information that might affect their ability to achieve their philanthropic goals. Mr.Donikian has served on the board of NCPG and the Board of Advisors of Union College and is a founder and former board member of the Planned Giving Group of Indiana. He is the recipient of numerous awards, including the David M. Donaldson Distinguished Service Award from the Planned Giving Group of New England in 1991 and The Spirit of Philanthropy Award from The Center on Philanthropy at Indiana University in 2006. Among his noted achievements: from 1989 to 1997 the organization now known as the Independent Colleges of Indiana Foundation retained Mr.Donikian under Lilly Endowment and Ball Brothers Foundation grants to act as gift-planning counsel to all of the independent colleges of Indiana, to train and educate their development staff, board members, and key volunteers and to conduct numerous seminars for prospects and donors. 317-875-0910, ext.222, ardonikian@aol.com     ");
array_files[52]=new Array(0,4,"./Symposium/Bios/David%20Knutson.pdf","2008-11-12","51K"," Microsoft Word - Document1    ","","","David Knutson Chief Financial Officer & Treasurer / Senior Executive Vice President Farmers National Company Real Estate Sales Person: Nebraska. Certified Public Accountant, non-active: Nebraska. Educational Background: Bachelor of Science in Business Administration from the University of Nebraska, Lincoln Professional Experience: 2000-Present - Sr. Executive Vice President with Farmers National Company, 1989-Present - Chief Financial Officer and Treasurer with Farmers National Company, and 1976-1989 Certified Public Accountant with Deloitte & Touche, LLP. Responsibilities at FNC: Chief Financial Officer & Treasurer responsible for the corporate and customer financial reporting department. Directs and supervises the Oil and Gas Management Division. Trustee for the Employee Stock Ownership Plan of Farmers National Company. Professional Accomplishments: Member of the National ESOP Association, Member of the National Employee Company Ownership Association, Member of the American Society of CPAs Member of the Nebraska Society of CPAs, Member of the National Association of Royalty Owners, Member of the Omaha Downtown Rotary Club, Member of the Omaha Executives Association, Board of Trustee for Omaha School Employees Retirement System, and Board of Trustee for the Nebraska Masonic Home. Office Address: Farmers National Company, 11516 Nicholas, Suite 100, Omaha, Nebraska 68154. Office Phone: (402) 496-3276, Fax: (402) 496-7956, Toll Free: 1-800346-2650 dknutson@farmersnational.com, www.FarmersNational.com     ");
array_files[53]=new Array(0,4,"./Symposium/Bios/Bill%20Becker.pdf","2008-11-12","36K"," Microsoft Word - Document1    ","","","Bill Becker Director of Research Lake Forest College Bill Becker has been Director of Research and Prospect Management at Lake Forest College since 2001. He previously served the College as Assistant Director of Research. Mr. Becker attended the University of Wisconsin and has an M.A. from Loyola University.     ");
array_files[54]=new Array(0,4,"./Symposium/Bios/Barlow%20T.pdf","2008-11-12","41K"," Microsoft Word - Document1    ","","","Barlow T. Mann Chief Operating Officer The Sharpe Group Barlow T. Mann, J.D., is chief operating officer for The Sharpe Group. He was formerly director of development for the University of Tennessee Center for Health Sciences, where he was responsible for current, deferred, and capital giving for the colleges of medicine, pharmacy, dentistry, nursing and allied health. In this capacity he also coordinated resource development projects with the Crippled Childrens Hospital Foundation and the University of Tennessee Bowld Hospital. Previously, he served as director of planned giving at the University of Memphis. Mr. Mann is a member of the American and Tennessee Bar Associations. He has authored many articles on planned giving for publications such as Fund Raising Management and Trust and Estates Magazine and is a frequent speaker on the subject. Mr. Manns undergraduate degree is from Tulane University, and he earned his J.D. degree from the University of Memphis School of Law.     ");
array_files[55]=new Array(0,1,"./survey_renew.html","2008-11-12","15K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact CCPG Online Survey Thank you for choosing to participate in our online survey. Please fill out the form below. When you complete the survey, we’ll enter your name into our regular drawing for a free pass to an upcoming luncheon meeting. When the association receives at least 10 unique member surveys, one winner will be drawn prior to every CCPG luncheon meeting throughout the year. OOPS! You forgot to upload swfobject.js ! You must upload this file for your form to work. Dont see the form above?Do you see the words Form Object displayed instead? Click Here to fix your Flash player. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[56]=new Array(0,1,"./survey.html","2008-11-12","15K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact CCPG Online Survey Thank you for choosing to participate in our online survey. Please fill out the form below. When you complete the survey, we’ll enter your name into our regular drawing for a free pass to an upcoming luncheon meeting. When the association receives at least 10 unique member surveys, one winner will be drawn prior to every CCPG luncheon meeting throughout the year. OOPS! You forgot to upload swfobject.js ! You must upload this file for your form to work. Dont see the form above?Do you see the words Form Object displayed instead? Click Here to fix your Flash player. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[57]=new Array(0,1,"./regmember_pay_cancel.html","2008-11-12","14K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Membership Registration Payment You have chosen to cancel your online payment. Please send your check for membership registration to the following address: Chicago Council on Planned Giving P.O. Box 350 Kenilworth, IL 60043-0350 The cost for membership is: 95 for a Primary Member (The Primary Member is the first member of an organization to join CCPG) 85 for an Additional Member (Additional Members are additional members joining CCPG from the same organization) 75 for a 1st Time Member (1st Time Member are individuals never previously members of CCPG) Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[58]=new Array(0,1,"./regmembership_thankyou.html","2008-11-12","15K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Thank you for joining the Chicago Planned Giving Council. You will be receiving an email from PayPal to serve as your registration receipt. You will also be receiving an email from CCPG confirming your application submission. If you are a renewing member, welcome back. If you are a new member, you will be receiving a username and password to access the members only area of the site. Until then, please browse through the site to learn about the CCPG. Benefits of Membership CCPG is the Chicago area affiliate of the National Committee on Planned Giving. Membership in CCPG brings you first-rate educational programs tailored to the needs of planned-giving officers and allied professionals; a forum for discussion of planned giving issues with fellow professionals from the Chicago metropolitan area; and Model Standards of Practice that provide an ethical framework for planned giving. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[59]=new Array(0,1,"./regmembership_payment.html","2008-11-12","16K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Membership Registration Payment To complete your registration by using the online payment system, click on the button below. The cost for membership is: 95 for a Primary Member (The Primary Member is the first member of an organization to join CCPG) 85 for an Additional Member (Additional Members are additional members joining CCPG from the same organization) 75 for a 1st Time Member (1st Time Member are individuals never previously members of CCPG) If you prefer to mail in your check, please send to the following address: Chicago Council on Planned Giving P.O. Box 350 Kenilworth, IL 60043-0350 Thank you for your membership registration. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
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array_files[61]=new Array(0,1,"./privacy.html","2008-11-12","11K","CCPGOnline.org Privacy    ","",""," CCPGOnline.org Privacy Privacy Statement This privacy statement provides notice of the standards and terms under which CCPGOnline.org protects the privacy of information supplied by visitors to sites on the World Wide Web that are operated by CCPGOnline.org. This privacy statement provides notice of our information collection practices and of the ways in which your information may be used. This policy may change from time to time, so please check back periodically to review this information. What information does CCPGOnline.org collect and how is it used? A. Personally-Identifiable Information: CCPGOnline.org typically receives specific data about its website visitors only when such information is provided voluntarily, such as when our visitors request information, purchase or enroll for services, provide resume information for employment opportunities, or send us email. 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array_files[62]=new Array(0,1,"./passwordrecovery.aspx","2008-11-12","5K","CCPGOnline.org    ","",""," CCPGOnline.org Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Services | Join | Calendar     ");
array_files[63]=new Array(0,1,"./Page_Template.html","2008-11-12","6K","Page Template    ","",""," Page Template Sed dolor. Aliquam congue fermentum nisauris accumsan nulla vel diam. Sed in Vestibulum iaculis lacinia est. Proin dictum elementum velit. Fusce euismod consequat ante. Lorem ipsum dolor sit amet, consectetuerdipi- scing elit. Pellentesque sed dolor. Aliquam congue fermentum nisl. Mauris accumsan nulla vel diam. Sed in lacus ut enim adipiscing aliquet. Nulla venenatis. In pede mi, aliquet sit amet, euismod in, auctor ut, ligula. Aliquam dapibus tincidunt metus. Praesent justo dolor, lobortis quis, lobortis dignissim, pulvinar ac, lorem. Vestibulum sed ante. Donec sagittis euismod purus. Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam,eaque ipsa quae ab illo inventore veritatis et quasi architecto. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Services | Join | Calendar     ");
array_files[64]=new Array(0,1,"./newmembersurvey.xml","2008-11-12","7K","./newmembersurvey.xml    ","",""," hidden name=thankyoupage value=http://www.ccpgonline.org hidden name=subject value=CCPG New Member Survey combobox name=How did you find this website x=40 y=131 bkcolor=0xFFFFFF fontcolor=0x808000 isemail=false w=299 h=20 combobox name=Which membership benefit is most important to you x=40 y=195 bkcolor=0xFFFFFF fontcolor=0x808000 isemail=false w=299 h=20 label name=My Text 1 x=32 y=8 w=298 h=19 text=CCPGOnline.com New Member Survey fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=16 radiobutton name=Is the online membership process easy to use x=96 y=245 w=37 h=19 label=Yes fontbold=bold labelPos=right groupname=Group 1 value=radiobutton1 fontsize=12 fontname=Arial fontcolor=0x808000 label name=My Text 2 x=4 y=107 w=198 h=16 text=How did you find this website? fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 3 x=4 y=171 w=339 h=16 text=Which membership benefit is most important to you? fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 4 x=4 y=225 w=300 h=16 text=Is the online membership process easy to use? fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 radiobutton name=Is the online membership process easy to use x=216 y=245 w=31 h=19 label=No fontbold=bold labelPos=right groupname=Group 1 value=radiobutton1 fontsize=12 fontname=Arial fontcolor=0x808000 label name=My Text 5 x=4 y=267 w=318 h=16 text=Which of the following website areas do you plan fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 6 x=4 y=285 w=50 h=16 text=to use? fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 checkbox name=Which of the following website areas to you plan to use x=16 y=310 w=155 h=19 label=Membership Information labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=16 y=358 w=142 h=19 label=Membership Directory labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=16 y=334 w=140 h=19 label=Membership Services labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=16 y=382 w=125 h=19 label=Annual Symposium labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=16 y=406 w=121 h=19 label=Education/Training labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=184 y=310 w=113 h=19 label=Ethics/Standards labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=184 y=334 w=141 h=19 label=Government Relations labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=184 y=358 w=84 h=19 label=Governance labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=184 y=382 w=120 h=19 label=Career Resources labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 label name=My Text 7 x=4 y=426 w=339 h=16 text=Is there information about CCPG that you cannot find fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 8 x=4 y=446 w=107 h=16 text=on this website? fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 9 x=12 y=48 w=41 h=16 text=Name fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 textinput name=Name x=60 y=44 w=280 h=22 initvalue= maxchars=60 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x000000 editable=true label name=My Text 10 x=12 y=80 w=40 h=16 text=Email fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 textinput name=Email x=60 y=76 w=279 h=22 initvalue= maxchars=60 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x000000 editable=true     ");
array_files[65]=new Array(0,1,"./newmembersurvey.html","2008-11-12","0K","./newmembersurvey.html    ","",""," OOPS! You forgot to upload swfobject.js ! You must upload this file for your form to work.     ");
array_files[66]=new Array(0,1,"./newmembersurvey.asp","2008-11-12","51K"," & pageTitle & CCPG New Member Survey    ","",""," @version 4.0 @package CC_FB The version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_Version = 6.0 The release date of the version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_LastUpdated = 06/13/2007 The version of this script. Private Const CC_FB_ScriptVersion = 4.0 The release date of this script. Private Const CC_FB_ScriptLastUpdated = 12/20/2007 The required VBScript version for this script. Private Const CC_FB_VBScriptVersion = 5 Will the owner of this form be emailed the form data Private Const CC_FB_DoEmail = true To default To address. Private Const CC_FB_ToEmail = surveys@ccpgonline.org The default CC address. Private Const CC_FB_CCEmail = The default BCC address. Private Const CC_FB_BCCEmail = If we should send a message back to the user. Private Const CC_FB_AutoReply = false The subject of the message to be sent to the user. Private Const CC_FB_AutoReplySubject = If we should include the form results in the message we send to the user. Private Const CC_FB_AutoReplyFormResults = false The position of the auto-reply message in the email. Private Const CC_FB_AutoReplyPosition = bottom The page to redirect to after the form is submitted. Private Const CC_FB_ResultsRedirect = http://www.ccpgonline.org The address of the database where the form results will be saved. Private Const CC_FB_DBAddress = [ADDRESS] The port number of the database where the form results will be saved. Private Const CC_FB_DBPort = [DBPORT] The username for the database where the form results will be saved. Private Const CC_FB_DBUsername = [DBUSER] The password for the database where the form results will be saved. Private Const CC_FB_DBPassword = [DBPASS] The name of the database where the form results will be saved. Private Const CC_FB_DBName = [DBNAME] The address of the SMTP Server used for sending emails. Private Const CC_FB_SMTPAddress = [SMTPADDRESS] The port for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPort = [SMTPPORT] The user for the SMTP Server used for sending emails. Private Const CC_FB_SMTPUsername = [SMTPUSER] The password for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPassword = [SMTPPASS] The file to log the form results to if necessary. Private Const CC_FB_SaveFile = [FILENAME] The filetypes that are acceptable for file uploads. Private Const CC_FB_AcceptableFileTypes = txt|gif|jpg|jpeg|zip|doc|png|pdf|rtf The directory where files are uploaded Private Const CC_FB_UploadsFolder = files The extension that gets added to file uploads Private Const CC_FB_UploadsExtension = _fbu Will we save the file uploads to the server Private Const CC_FB_AttachmentSaveToServer = false Will we save the file uploads to the db Private Const CC_FB_AttachmentSaveToDB = false Will we send the file upload as an attachment Private Const CC_FB_AttachmentAddToEmail = false Makes sure that the user is using the required version of VBScript as specified by {@link CC_FB_VBScriptVersion}. If ScriptEngineMajorVersion CC_FB_VBscriptVersion Then printMessage Invalid VBScript Version,_ Were sorry but CoffeeCup Flash Form Builder requires VBScript & _ version & CC_FB_VBscriptVersion & or greater. Please & _ contact your server administrator. End If If the content type is mutipart, process the file upload Dim contentType contentType = Request.ServerVariables(HTTP_Content_Type) If len(contentType) = 0 Then contentType = Request.ServerVariables(CONTENT_TYPE) End If If LCase(Left(contentType, 19)) = multipart/form-data Then processFileUpload If the Request.Form collection is populated, process the form results. ElseIf Request.Form.Count 0 Then we need this since asp wont let us override request.form(Uploaded_File) dim uploadedFile processMailForm If all else fails, print out a blank page with version numbers and release dates. End If printMessage , Process the mail form results. This method is in charge of processing the mail form which is posted from the CoffeeCup Flash Form Builder SWF. This process includes: - Retrieving the preferences from the included CoffeeCup Flash Form Builder XML preferences file. - Formats output for file output as well as for an email to the form user and the form owner as necesarry. - Writes output to a file and sends it to the form user and the form owner as necessary. - Writes form results to a database if necesarry. Private Sub processMailForm() On Error Resume Next Dim emailResponse, formResponse, txtFile, item, preferences, FSO fixUploadedFileName Set preferences = getPreferences() For Each item In preferences(formFields) If Trim(Request.Form(item)) Then emailResponse = emailResponse & item & : & _ Request.Form(item) & VbCrLf & VbCrLf formResponse = formResponse & item & : & _ Request.Form(item) & & VbCrLf txtFile = txtFile & item & : & Request.Form(item) & | End If Next If a file was uploaded, add the appropriate data to the response fields If uploadedFile Then emailResponse = emailResponse & Uploaded File: & _ uploadedFile & VbCrLf & VbCrLf formResponse = formResponse & Uploaded File: & _ uploadedFile & & VbCrLf txtFile = txtFile & Uploaded File: & _ uploadedFile & | End If sendResponseEmails emailResponse, preferences writeResponseToFile txtFile writeResponseToDatabase preferences Make sure we delete the file from the server if the user doesnt want it If Not CC_FB_AttachmentSaveToServer And _ uploadedFile Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) FSO.DeleteFile Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile, true End If printResponsePage formResponse, preferences Set preferences = Nothing Set FSO = nothing End Sub Send response emails to the appropriate recipients. Sends an email to the scripts owner as well as the end-user if appropriate. If the sending of mail fails, an error message will be printed out to the screen. @param string emailResponse the default contents to mail to the user. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub sendResponseEmails(ByRef emailResponse, ByRef preferences) On Error Resume Next Dim mail, unreg Set mail = Server.CreateObject(CDO.Message) If we could not create a CDO.Message object, they are lacking CDOSYS which is required for email functionality. If Err.Number 0 Then Err.Clear printMessage Unable to Send Email., _ Were sorry but we were unable to send an email. & _ Sending email requires CDOSYS, which we were unable to & _ locate on your server. Please contact your server & _ administrator End If If the program is unregistered, add the unregistered message. If Request.Form(unreg) Then unreg = ------------------------ & VbCrLf & VbCrLf & _ This Form was sent to you using CoffeeCup & _ Flash Form Builder. & VbCrLf & Please tell a friend about & _ us: http://www.coffeecup.com/form-builder/ & VbCrLf End If Make sure the mail is unicode for internationality. mail.Bodypart.ContentMediaType = text/plain mail.Bodypart.ContentTransferEncoding = 7bit mail.Bodypart.Charset = utf-8 Configure SMTP options if provided If CC_FB_SMTPAddress [SMTPADDRESS] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/sendusing) = 2 mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/smtpserver) = CC_FB_SMTPAddress If CC_FB_SMTPPort [SMTPPORT] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpserverport) = CC_FB_SMTPPort End If If CC_FB_SMTPUsername [SMTPUSER] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpauthenticate) = 1 mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendusername) = CC_FB_SMTPUsername mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendpassword) = CC_FB_SMTPPassword End If mail.Configuration.Fields.Update End If Add an attachment is required If CC_FB_AttachmentAddToEmail And _ uploadedFile Then mail.AddAttachment Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile End If Use the alternative email if one is provided. If Request.Form(_ALT_EMAIL) Then mail.To = Request.Form(_ALT_EMAIL) Else mail.To = CC_FB_ToEmail End If Set a default subject if one is not provided provided. If Request.Form(subject) Then mail.Subject = Request.Form(subject) Else mail.Subject = Form Submission End If mail.TextBody = Here is the information submitted to & _ Request.ServerVariables(SERVER_NAME) & _ Request.ServerVariables(SCRIPT_NAME) & from & _ Request.ServerVariables(REMOTE_ADDR) & on & _ FormatDateTime(Date, 1) & at & Time & _ VbCrLf & ------------------------ & VbCrLf & emailResponse & _ unreg If we collected the end-users email If Request.Form(eM) Then Send a message to the forms owner with the end-users email as the reply-to address. If CC_FB_DoEmail Then mail.From = Request.Form(eM) mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send End If If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send Email, _ Were sorry but we were unable to send your email. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If If necesarry, send a message to the end-user as well. If CC_FB_AutoReply Then Dim formUserResponse, autoReplyMsg autoReplyMsg = If CC_FB_AutoReplyFormResults Then formUserResponse = emailResponse If CC_FB_AutoReplyPosition = top Then formUserResponse = autoReplyMsg & _ VbCrLf & VbCrLf & formUserResponse Else formUserResponse = formUserResponse & _ autoReplyMsg & VbCrLf & VbCrLf End If Else formUserResponse = autoReplyMsg End If mail.Attachments.DeleteAll mail.Subject = CC_FB_AutoReplySubject mail.TextBody = formUserResponse & unreg mail.From = mail.To mail.To = Request.Form(eM) mail.Send End If Send a message to the forms owner. ElseIf CC_FB_DoEmail Then mail.From = CCPG New Member Surveysurveys@ & _ Request.ServerVariables(SERVER_NAME) & mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send Email, _ Were sorry but we were unable to send your email. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If End If Set mail = Nothing End Sub Gets the real name of the file that was uploaded. Since the file upload occurs in a different request, this method helps us resolve what the name of the uploaded file was in case it was renamed. Private Sub fixUploadedFileName() On Error Resume Next Dim newUploadName, FSO, extension, basename, folder, i If Request.Form(Uploaded File) Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) folder = Server.MapPath(CC_FB_UploadsFolder) basename = FSO.GetBaseName(Request.Form(Uploaded File)) extension = . & FSO.GetExtensionName(Request.Form(Uploaded File)) While FSO.FileExists(folder & & basename & _ CC_FB_UploadsExtension & i & extension) newUploadName = basename & CC_FB_UploadsExtension & i & extension i = i + 1 Wend End If uploadedFile = newUploadName Set FSO = Nothing End Sub Write form response to a database. Writes the form response to the database specified at CC_FB_DBAddress if appropriate. If the database doesnt it exist, the form_results table doesnt exist or if the form_results table doesnt comply with the structure of the current form then the database will be restructured accordingly. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub writeResponseToDatabase(ByRef preferences) On Error Resume Next Dim connection, command, results Dim result, columns, column, query, field, i, parameters, bound If the CC_FB_DbAddress constant has been populated, then the user wants to write their data to a database. If CC_FB_DBAddress [ADDRESS] Then Firstly, lets make sure we can access ADODB. Set connection = Server.CreateObject(ADODB.Connection) If Err.Number 0 Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires ADODB, & _ which we were unable to locate on your server. & _ Please contact your server administrator. End If connection.Open Driver={MySQL ODBC 3.51 Driver}; & _ Server= & CC_FB_DBAddress & ; & _ Port= & CC_FB_DBPort & ; & _ Uid= & CC_FB_DBUsername & ; & _ Pwd= & CC_FB_DBPassword & ; If Err.Number 0 Then If the error description mentions a driver, let the user know they are missing the mysql driver If InStr(Err.Description, driver) Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires & _ the MySQL ODBC 3.51 Driver which we were unable & _ to locate on your server. Please contact your & _ administrator. Otherwise Let the user know they have entered incorrect credentials Else Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Please be sure you have entered &_ your database settings correctly. End If End If Attempt to make a connection to the specified DB Set command = Server.CreateObject(ADODB.Command) command.ActiveConnection = connection command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we cant select their DB, lets try to create our own. If Err.Number 0 Then Err.Clear command.CommandText = CREATE DATABASE ` & CC_FB_DBName & ` command.Execute If we cant create or own, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Create Database., _ Were sorry but we were unable to create your database. & _ If you believe the database already exists, please & _ be sure that you have the proper permissions to & _ select it. Otherwise, please be sure that you & _ have permissions to create databases. If you & _ are still experiencing troubles, please contact & _ your server administrator. If we could create our own, try selecting it now Else command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we still cant select the DB, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to select Database., _ Were sorry but we were unable to select your & _ database. Please be sure that you have the proper & _ permissions to select it. If you are still & _ experiencing trouble, please contact your & _ server administrator. End If End If End If command.CommandText = SHOW TABLES LIKE form_results Set results = command.Execute If a form_results table exists, make sure it is in the proper format. If Not (results.EOF Or results.BOF) Then results.Close command.CommandText = SHOW COLUMNS FROM `form_results` Set results = command.Execute If for some reason we cant querty the DB, let the user know If results.EOF And results.BOF Then results.Close connection.Close printMessage Unable to Query Database., _ Were sorry but we were unable to query your database & _ table. Please be sure that you have the proper & _ permissions to select from the form_results & _ table. If you are still experiencing trouble, & _ please contact your server administrator. End If Set columns = Server.CreateObject(Scripting.Dictionary) Populate the columns collection with the columns of the form_results table Do Until results.EOF If results.Fields.Item(Field) id And _ results.Fields.Item(Field) created_at Then Set column = Server.CreateObject(Scripting.Dictionary) column.Add Field, CStr(results.Fields.Item(Field)) column.Add Type, CStr(results.Fields.Item(Type)) columns.Add CStr(results.Fields.Item(Field)), column End If results.MoveNext Loop results.Close If the fields from our form dont match the fields from the form_results table, archive the old table and create a new one corresponding to the current form If Not formFieldsEqualsTableFields(preferences(formFields), _ columns) Then archiveOldTable command createTableFromFormFields preferences(formFields), command End If Otherwise create the form_results table in the proper format. Else createTableFromFormFields preferences(formFields), command End If parameters = Array() If all went well, lets attempt to write the form results to the database. For Each field In preferences(formFields) query = query & ` & field & ` = ?, bound = UBound(parameters) + 1 Redim Preserve parameters(bound) If request.form(field) = Then parameters(bound) = Else parameters(bound) = Request.Form(field) End If Next Add the uploaded file to the query if necessary If CC_FB_AttachmentSaveToDB Then If uploadedFile Then Dim textStream, filepath, contents filepath = Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile Set textStream = Server.CreateObject(ADODB.Stream) textStream.Open textStream.Type = 1 textStream.LoadFromFile filepath If Err.Number 0 Then printMessage Unable To Open Attachment File, _ Were sorry but we were unable to open your uploaded & _ file to attatch it for email. Please be sure that & _ you have the proper permissions. End If query = query & `uploaded_file_name` = ?,`uploaded_file` = ?, bound = UBound(parameters) + 2 Redim Preserve parameters(bound) parameters(bound - 1) = uploadedFile parameters(bound) = textStream.read textStream.Close Set textStream = Nothing Else query = query & `uploaded_file_name` = ,`uploaded_file` = , End If End If command.CommandText = INSERT INTO `form_results` SET & query & _ `created_at` = NOW() command.Execute ,parameters If we couldnt write to the database, notify the user. If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Insert Into Database Table., _ Were sorry but we were unable to insert the form results & _ into your database table. Please be sure that you have & _ the proper permissions to insert data into the & _ form_results table. If you are still experiencing & _ trouble, please contact your server administrator. End If connection.Close End If Set connection = Nothing Set command = Nothing Set results = Nothing Set columns = Nothing End Sub Archives an old `form_results` table. Renames a form results table to form_results_old or form_results_old with a numerical value on the end of it if appropriate. @param ADO Command Object command a database abstraction Private Sub archiveOldTable(ByRef command) On Error Resume Next Dim i, results command.CommandText = SHOW TABLES LIKE form_results_old set results = command.Execute Do Until results.EOF And results.BOF i = i + 1 command.CommandText = SHOW TABLES LIKE form_results_old & i & set results = command.Execute Loop command.CommandText = RENAME TABLE `form_results` TO ` & _ form_results_old & i & ` command.Execute() If Err.Number 0 Then Err.Clear printMessage Unable to Rename Database Table., _ Were sorry but we were unable to rename your database & _ table. Please be sure that you have the proper & _ permissions to rename the form_results table. If you & _ are still experiencing trouble, please contact your & _ server administrator. End If Set results = Nothing End Sub Checks if the columns from a table match the the structure of the fields from a form. @param array form_fields the structure from the form @param array table_fields the structure from the table @return boolean value, true if the structures are the same, false if the structures are not. Private Function formFieldsEqualsTableFields(ByRef formFields, _ ByRef tableFields) On Error Resume Next Dim Field, f Make sure we have the proper fields for saving uploaded files to the database if the user has requested we do so If CC_FB_AttachmentSaveToDB Then If tableFields.Exists(uploaded_file) And _ tableFields.Exists(uploaded_file_name) Then tableFields.Remove(uploaded_file) tableFields.Remove(uploaded_file_name) Else formFieldsEqualsTableFields = False Exit Function End If End If If formFields.Count tableFields.Count Then formFieldsEqualsTableFields = False Exit Function End If For Each field In formFields If Not tableFields.Exists(field) OR _ Not ((formFields(field)(type) = textarea AND _ tableFields(field)(Type) = text) OR _ tableFields(field)(Type) = varchar(255)) Then formFieldsEqualsTableFields = False Exit Function End If Next formFieldsEqualsTableFields = True End Function Create a MySQL table from the form structure. Uses the structure of the form, pulled from the XML preferences file to create a database table to store the form results. @param dictionary formFields th      ");
array_files[67]=new Array(0,1,"./member_services.html","2008-11-12","11K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Membership Information Sponsorship Membership Directory Annual Symposium Calendar Education/Training Ethics/Standards Government Relations Governance Career Resources Member Services More information coming soon. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[68]=new Array(0,1,"./membersurvey.xml","2008-11-12","7K","./membersurvey.xml    ","",""," hidden name=thankyoupage value=http://www.ccpgonline.org hidden name=subject value=CCPG New Member Survey combobox name=Which membership benefit is most important to you x=40 y=176 bkcolor=0xFFFFFF fontcolor=0x808000 isemail=false w=299 h=20 label name=My Text 1 x=56 y=8 w=264 h=19 text=CCPGOnline.com Member Survey fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=16 radiobutton name=Is the online renewal process easy to use x=96 y=220 w=37 h=19 label=Yes fontbold=bold labelPos=right groupname=Group 1 value=radiobutton1 fontsize=12 fontname=Arial fontcolor=0x808000 label name=My Text 2 x=4 y=100 w=209 h=16 text=Is this website easy to navigate? fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 3 x=4 y=152 w=339 h=16 text=Which membership benefit is most important to you? fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 4 x=4 y=201 w=273 h=16 text=Is the online renewal process easy to use? fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 radiobutton name=Is the online renewal process easy to use x=216 y=220 w=31 h=19 label=No fontbold=bold labelPos=right groupname=Group 1 value=radiobutton1 fontsize=12 fontname=Arial fontcolor=0x808000 label name=My Text 5 x=4 y=249 w=318 h=16 text=Which of the following website areas do you plan fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 6 x=4 y=267 w=50 h=16 text=to use? fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 checkbox name=Which of the following website areas to you plan to use x=16 y=292 w=155 h=19 label=Membership Information labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=16 y=340 w=142 h=19 label=Membership Directory labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=16 y=316 w=140 h=19 label=Membership Services labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=16 y=364 w=125 h=19 label=Annual Symposium labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=16 y=388 w=121 h=19 label=Education/Training labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=184 y=292 w=113 h=19 label=Ethics/Standards labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=184 y=316 w=141 h=19 label=Government Relations labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=184 y=340 w=84 h=19 label=Governance labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 checkbox name=Which of the following website areas to you plan to use x=184 y=364 w=120 h=19 label=Career Resources labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x808000 label name=My Text 7 x=4 y=424 w=339 h=16 text=Is there information about CCPG that you cannot find fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 8 x=4 y=444 w=107 h=16 text=on this website? fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 radiobutton name=Is this website easy to navigate x=96 y=128 w=37 h=19 label=Yes fontbold=bold labelPos=right groupname=Group 2 value=radiobutton1 fontsize=12 fontname=Arial fontcolor=0x808000 radiobutton name=Is this website easy to navigate x=213 y=128 w=31 h=19 label=No fontbold=bold labelPos=right groupname=Group 2 value=radiobutton1 fontsize=12 fontname=Arial fontcolor=0x808000 label name=My Text 9 x=8 y=40 w=41 h=16 text=Name fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 textinput name=Name x=56 y=40 w=281 h=22 initvalue= maxchars=50 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true label name=My Text 10 x=8 y=72 w=40 h=16 text=Email fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 textinput name=email x=56 y=72 w=281 h=22 initvalue= maxchars=60 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true     ");
array_files[69]=new Array(0,1,"./membersurvey.html","2008-11-12","0K","./membersurvey.html    ","",""," OOPS! You forgot to upload swfobject.js ! You must upload this file for your form to work.     ");
array_files[70]=new Array(0,1,"./membersurvey.asp","2008-11-12","51K"," & pageTitle & CoffeeCup Form Builder    ","",""," @version 4.0 @package CC_FB The version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_Version = 6.0 The release date of the version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_LastUpdated = 06/13/2007 The version of this script. Private Const CC_FB_ScriptVersion = 4.0 The release date of this script. Private Const CC_FB_ScriptLastUpdated = 12/20/2007 The required VBScript version for this script. Private Const CC_FB_VBScriptVersion = 5 Will the owner of this form be emailed the form data Private Const CC_FB_DoEmail = true To default To address. Private Const CC_FB_ToEmail = surveys@ccpgonline.org The default CC address. Private Const CC_FB_CCEmail = The default BCC address. Private Const CC_FB_BCCEmail = If we should send a message back to the user. Private Const CC_FB_AutoReply = false The subject of the message to be sent to the user. Private Const CC_FB_AutoReplySubject = If we should include the form results in the message we send to the user. Private Const CC_FB_AutoReplyFormResults = false The position of the auto-reply message in the email. Private Const CC_FB_AutoReplyPosition = bottom The page to redirect to after the form is submitted. Private Const CC_FB_ResultsRedirect = http://www.ccpgonline.org The address of the database where the form results will be saved. Private Const CC_FB_DBAddress = [ADDRESS] The port number of the database where the form results will be saved. Private Const CC_FB_DBPort = [DBPORT] The username for the database where the form results will be saved. Private Const CC_FB_DBUsername = [DBUSER] The password for the database where the form results will be saved. Private Const CC_FB_DBPassword = [DBPASS] The name of the database where the form results will be saved. Private Const CC_FB_DBName = [DBNAME] The address of the SMTP Server used for sending emails. Private Const CC_FB_SMTPAddress = [SMTPADDRESS] The port for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPort = [SMTPPORT] The user for the SMTP Server used for sending emails. Private Const CC_FB_SMTPUsername = [SMTPUSER] The password for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPassword = [SMTPPASS] The file to log the form results to if necessary. Private Const CC_FB_SaveFile = [FILENAME] The filetypes that are acceptable for file uploads. Private Const CC_FB_AcceptableFileTypes = txt|gif|jpg|jpeg|zip|doc|png|pdf|rtf The directory where files are uploaded Private Const CC_FB_UploadsFolder = files The extension that gets added to file uploads Private Const CC_FB_UploadsExtension = _fbu Will we save the file uploads to the server Private Const CC_FB_AttachmentSaveToServer = false Will we save the file uploads to the db Private Const CC_FB_AttachmentSaveToDB = false Will we send the file upload as an attachment Private Const CC_FB_AttachmentAddToEmail = false Makes sure that the user is using the required version of VBScript as specified by {@link CC_FB_VBScriptVersion}. If ScriptEngineMajorVersion CC_FB_VBscriptVersion Then printMessage Invalid VBScript Version,_ Were sorry but CoffeeCup Flash Form Builder requires VBScript & _ version & CC_FB_VBscriptVersion & or greater. Please & _ contact your server administrator. End If If the content type is mutipart, process the file upload Dim contentType contentType = Request.ServerVariables(HTTP_Content_Type) If len(contentType) = 0 Then contentType = Request.ServerVariables(CONTENT_TYPE) End If If LCase(Left(contentType, 19)) = multipart/form-data Then processFileUpload If the Request.Form collection is populated, process the form results. ElseIf Request.Form.Count 0 Then we need this since asp wont let us override request.form(Uploaded_File) dim uploadedFile processMailForm If all else fails, print out a blank page with version numbers and release dates. End If printMessage , Process the mail form results. This method is in charge of processing the mail form which is posted from the CoffeeCup Flash Form Builder SWF. This process includes: - Retrieving the preferences from the included CoffeeCup Flash Form Builder XML preferences file. - Formats output for file output as well as for an email to the form user and the form owner as necesarry. - Writes output to a file and sends it to the form user and the form owner as necessary. - Writes form results to a database if necesarry. Private Sub processMailForm() On Error Resume Next Dim emailResponse, formResponse, txtFile, item, preferences, FSO fixUploadedFileName Set preferences = getPreferences() For Each item In preferences(formFields) If Trim(Request.Form(item)) Then emailResponse = emailResponse & item & : & _ Request.Form(item) & VbCrLf & VbCrLf formResponse = formResponse & item & : & _ Request.Form(item) & & VbCrLf txtFile = txtFile & item & : & Request.Form(item) & | End If Next If a file was uploaded, add the appropriate data to the response fields If uploadedFile Then emailResponse = emailResponse & Uploaded File: & _ uploadedFile & VbCrLf & VbCrLf formResponse = formResponse & Uploaded File: & _ uploadedFile & & VbCrLf txtFile = txtFile & Uploaded File: & _ uploadedFile & | End If sendResponseEmails emailResponse, preferences writeResponseToFile txtFile writeResponseToDatabase preferences Make sure we delete the file from the server if the user doesnt want it If Not CC_FB_AttachmentSaveToServer And _ uploadedFile Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) FSO.DeleteFile Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile, true End If printResponsePage formResponse, preferences Set preferences = Nothing Set FSO = nothing End Sub Send response emails to the appropriate recipients. Sends an email to the scripts owner as well as the end-user if appropriate. If the sending of mail fails, an error message will be printed out to the screen. @param string emailResponse the default contents to mail to the user. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub sendResponseEmails(ByRef emailResponse, ByRef preferences) On Error Resume Next Dim mail, unreg Set mail = Server.CreateObject(CDO.Message) If we could not create a CDO.Message object, they are lacking CDOSYS which is required for email functionality. If Err.Number 0 Then Err.Clear printMessage Unable to Send Email., _ Were sorry but we were unable to send an email. & _ Sending email requires CDOSYS, which we were unable to & _ locate on your server. Please contact your server & _ administrator End If If the program is unregistered, add the unregistered message. If Request.Form(unreg) Then unreg = ------------------------ & VbCrLf & VbCrLf & _ This Form was sent to you using CoffeeCup & _ Flash Form Builder. & VbCrLf & Please tell a friend about & _ us: http://www.coffeecup.com/form-builder/ & VbCrLf End If Make sure the mail is unicode for internationality. mail.Bodypart.ContentMediaType = text/plain mail.Bodypart.ContentTransferEncoding = 7bit mail.Bodypart.Charset = utf-8 Configure SMTP options if provided If CC_FB_SMTPAddress [SMTPADDRESS] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/sendusing) = 2 mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/smtpserver) = CC_FB_SMTPAddress If CC_FB_SMTPPort [SMTPPORT] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpserverport) = CC_FB_SMTPPort End If If CC_FB_SMTPUsername [SMTPUSER] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpauthenticate) = 1 mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendusername) = CC_FB_SMTPUsername mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendpassword) = CC_FB_SMTPPassword End If mail.Configuration.Fields.Update End If Add an attachment is required If CC_FB_AttachmentAddToEmail And _ uploadedFile Then mail.AddAttachment Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile End If Use the alternative email if one is provided. If Request.Form(_ALT_EMAIL) Then mail.To = Request.Form(_ALT_EMAIL) Else mail.To = CC_FB_ToEmail End If Set a default subject if one is not provided provided. If Request.Form(subject) Then mail.Subject = Request.Form(subject) Else mail.Subject = Form Submission End If mail.TextBody = Here is the information submitted to & _ Request.ServerVariables(SERVER_NAME) & _ Request.ServerVariables(SCRIPT_NAME) & from & _ Request.ServerVariables(REMOTE_ADDR) & on & _ FormatDateTime(Date, 1) & at & Time & _ VbCrLf & ------------------------ & VbCrLf & emailResponse & _ unreg If we collected the end-users email If Request.Form(eM) Then Send a message to the forms owner with the end-users email as the reply-to address. If CC_FB_DoEmail Then mail.From = Request.Form(eM) mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send End If If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send Email, _ Were sorry but we were unable to send your email. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If If necesarry, send a message to the end-user as well. If CC_FB_AutoReply Then Dim formUserResponse, autoReplyMsg autoReplyMsg = If CC_FB_AutoReplyFormResults Then formUserResponse = emailResponse If CC_FB_AutoReplyPosition = top Then formUserResponse = autoReplyMsg & _ VbCrLf & VbCrLf & formUserResponse Else formUserResponse = formUserResponse & _ autoReplyMsg & VbCrLf & VbCrLf End If Else formUserResponse = autoReplyMsg End If mail.Attachments.DeleteAll mail.Subject = CC_FB_AutoReplySubject mail.TextBody = formUserResponse & unreg mail.From = mail.To mail.To = Request.Form(eM) mail.Send End If Send a message to the forms owner. ElseIf CC_FB_DoEmail Then mail.From = CCPG Member Surveysurveys@ & _ Request.ServerVariables(SERVER_NAME) & mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send Email, _ Were sorry but we were unable to send your email. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If End If Set mail = Nothing End Sub Gets the real name of the file that was uploaded. Since the file upload occurs in a different request, this method helps us resolve what the name of the uploaded file was in case it was renamed. Private Sub fixUploadedFileName() On Error Resume Next Dim newUploadName, FSO, extension, basename, folder, i If Request.Form(Uploaded File) Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) folder = Server.MapPath(CC_FB_UploadsFolder) basename = FSO.GetBaseName(Request.Form(Uploaded File)) extension = . & FSO.GetExtensionName(Request.Form(Uploaded File)) While FSO.FileExists(folder & & basename & _ CC_FB_UploadsExtension & i & extension) newUploadName = basename & CC_FB_UploadsExtension & i & extension i = i + 1 Wend End If uploadedFile = newUploadName Set FSO = Nothing End Sub Write form response to a database. Writes the form response to the database specified at CC_FB_DBAddress if appropriate. If the database doesnt it exist, the form_results table doesnt exist or if the form_results table doesnt comply with the structure of the current form then the database will be restructured accordingly. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub writeResponseToDatabase(ByRef preferences) On Error Resume Next Dim connection, command, results Dim result, columns, column, query, field, i, parameters, bound If the CC_FB_DbAddress constant has been populated, then the user wants to write their data to a database. If CC_FB_DBAddress [ADDRESS] Then Firstly, lets make sure we can access ADODB. Set connection = Server.CreateObject(ADODB.Connection) If Err.Number 0 Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires ADODB, & _ which we were unable to locate on your server. & _ Please contact your server administrator. End If connection.Open Driver={MySQL ODBC 3.51 Driver}; & _ Server= & CC_FB_DBAddress & ; & _ Port= & CC_FB_DBPort & ; & _ Uid= & CC_FB_DBUsername & ; & _ Pwd= & CC_FB_DBPassword & ; If Err.Number 0 Then If the error description mentions a driver, let the user know they are missing the mysql driver If InStr(Err.Description, driver) Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires & _ the MySQL ODBC 3.51 Driver which we were unable & _ to locate on your server. Please contact your & _ administrator. Otherwise Let the user know they have entered incorrect credentials Else Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Please be sure you have entered &_ your database settings correctly. End If End If Attempt to make a connection to the specified DB Set command = Server.CreateObject(ADODB.Command) command.ActiveConnection = connection command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we cant select their DB, lets try to create our own. If Err.Number 0 Then Err.Clear command.CommandText = CREATE DATABASE ` & CC_FB_DBName & ` command.Execute If we cant create or own, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Create Database., _ Were sorry but we were unable to create your database. & _ If you believe the database already exists, please & _ be sure that you have the proper permissions to & _ select it. Otherwise, please be sure that you & _ have permissions to create databases. If you & _ are still experiencing troubles, please contact & _ your server administrator. If we could create our own, try selecting it now Else command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we still cant select the DB, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to select Database., _ Were sorry but we were unable to select your & _ database. Please be sure that you have the proper & _ permissions to select it. If you are still & _ experiencing trouble, please contact your & _ server administrator. End If End If End If command.CommandText = SHOW TABLES LIKE form_results Set results = command.Execute If a form_results table exists, make sure it is in the proper format. If Not (results.EOF Or results.BOF) Then results.Close command.CommandText = SHOW COLUMNS FROM `form_results` Set results = command.Execute If for some reason we cant querty the DB, let the user know If results.EOF And results.BOF Then results.Close connection.Close printMessage Unable to Query Database., _ Were sorry but we were unable to query your database & _ table. Please be sure that you have the proper & _ permissions to select from the form_results & _ table. If you are still experiencing trouble, & _ please contact your server administrator. End If Set columns = Server.CreateObject(Scripting.Dictionary) Populate the columns collection with the columns of the form_results table Do Until results.EOF If results.Fields.Item(Field) id And _ results.Fields.Item(Field) created_at Then Set column = Server.CreateObject(Scripting.Dictionary) column.Add Field, CStr(results.Fields.Item(Field)) column.Add Type, CStr(results.Fields.Item(Type)) columns.Add CStr(results.Fields.Item(Field)), column End If results.MoveNext Loop results.Close If the fields from our form dont match the fields from the form_results table, archive the old table and create a new one corresponding to the current form If Not formFieldsEqualsTableFields(preferences(formFields), _ columns) Then archiveOldTable command createTableFromFormFields preferences(formFields), command End If Otherwise create the form_results table in the proper format. Else createTableFromFormFields preferences(formFields), command End If parameters = Array() If all went well, lets attempt to write the form results to the database. For Each field In preferences(formFields) query = query & ` & field & ` = ?, bound = UBound(parameters) + 1 Redim Preserve parameters(bound) If request.form(field) = Then parameters(bound) = Else parameters(bound) = Request.Form(field) End If Next Add the uploaded file to the query if necessary If CC_FB_AttachmentSaveToDB Then If uploadedFile Then Dim textStream, filepath, contents filepath = Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile Set textStream = Server.CreateObject(ADODB.Stream) textStream.Open textStream.Type = 1 textStream.LoadFromFile filepath If Err.Number 0 Then printMessage Unable To Open Attachment File, _ Were sorry but we were unable to open your uploaded & _ file to attatch it for email. Please be sure that & _ you have the proper permissions. End If query = query & `uploaded_file_name` = ?,`uploaded_file` = ?, bound = UBound(parameters) + 2 Redim Preserve parameters(bound) parameters(bound - 1) = uploadedFile parameters(bound) = textStream.read textStream.Close Set textStream = Nothing Else query = query & `uploaded_file_name` = ,`uploaded_file` = , End If End If command.CommandText = INSERT INTO `form_results` SET & query & _ `created_at` = NOW() command.Execute ,parameters If we couldnt write to the database, notify the user. If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Insert Into Database Table., _ Were sorry but we were unable to insert the form results & _ into your database table. Please be sure that you have & _ the proper permissions to insert data into the & _ form_results table. If you are still experiencing & _ trouble, please contact your server administrator. End If connection.Close End If Set connection = Nothing Set command = Nothing Set results = Nothing Set columns = Nothing End Sub Archives an old `form_results` table. Renames a form results table to form_results_old or form_results_old with a numerical value on the end of it if appropriate. @param ADO Command Object command a database abstraction Private Sub archiveOldTable(ByRef command) On Error Resume Next Dim i, results command.CommandText = SHOW TABLES LIKE form_results_old set results = command.Execute Do Until results.EOF And results.BOF i = i + 1 command.CommandText = SHOW TABLES LIKE form_results_old & i & set results = command.Execute Loop command.CommandText = RENAME TABLE `form_results` TO ` & _ form_results_old & i & ` command.Execute() If Err.Number 0 Then Err.Clear printMessage Unable to Rename Database Table., _ Were sorry but we were unable to rename your database & _ table. Please be sure that you have the proper & _ permissions to rename the form_results table. If you & _ are still experiencing trouble, please contact your & _ server administrator. End If Set results = Nothing End Sub Checks if the columns from a table match the the structure of the fields from a form. @param array form_fields the structure from the form @param array table_fields the structure from the table @return boolean value, true if the structures are the same, false if the structures are not. Private Function formFieldsEqualsTableFields(ByRef formFields, _ ByRef tableFields) On Error Resume Next Dim Field, f Make sure we have the proper fields for saving uploaded files to the database if the user has requested we do so If CC_FB_AttachmentSaveToDB Then If tableFields.Exists(uploaded_file) And _ tableFields.Exists(uploaded_file_name) Then tableFields.Remove(uploaded_file) tableFields.Remove(uploaded_file_name) Else formFieldsEqualsTableFields = False Exit Function End If End If If formFields.Count tableFields.Count Then formFieldsEqualsTableFields = False Exit Function End If For Each field In formFields If Not tableFields.Exists(field) OR _ Not ((formFields(field)(type) = textarea AND _ tableFields(field)(Type) = text) OR _ tableFields(field)(Type) = varchar(255)) Then formFieldsEqualsTableFields = False Exit Function End If Next formFieldsEqualsTableFields = True End Function Create a MySQL table from the form structure. Uses the structure of the form, pulled from the XML preferences file to create a database table to store the form results. @param dictionary formFields the st      ");
array_files[71]=new Array(0,1,"./membershipregistration.xml","2008-11-12","21K","./membershipregistration.xml    ","",""," hidden name=thankyoupage value=http://www.ccpgonline.org/regmembership_payment.html hidden name=subject value=CCPG Membership Application checkbox name=Membership Renewal x=113 y=97 w=139 h=19 label=Membership Renewal labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=New Member Application x=272 y=97 w=157 h=19 label=New Member Application labelPos=right value=checked fontbold=bold fontsize=12 fontname=Arial fontcolor=0x0080C0 textinput name=Name x=92 y=142 w=393 h=22 initvalue= maxchars=75 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 required=true editable=true textinput name=Preferred Badge Name x=170 y=198 w=315 h=22 initvalue= maxchars=75 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 required=true editable=true textinput name=Title x=95 y=242 w=390 h=22 initvalue= maxchars=75 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=Organization Name x=196 y=346 w=289 h=22 initvalue= maxchars=75 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=Division x=137 y=378 w=348 h=22 initvalue= maxchars=75 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=Mail Dept Code x=148 y=410 w=175 h=22 initvalue= maxchars=25 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=Address Line 1 x=145 y=442 w=340 h=22 initvalue= maxchars=75 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=Address Line 2 x=147 y=474 w=338 h=22 initvalue= maxchars=75 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=City x=76 y=506 w=411 h=22 initvalue= maxchars=75 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=State x=84 y=538 w=124 h=22 initvalue= maxchars=25 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=Zip x=268 y=538 w=220 h=22 initvalue= maxchars=25 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=Work Phone x=132 y=582 w=238 h=22 initvalue= maxchars=25 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=Fax x=56 y=618 w=314 h=22 initvalue= maxchars=25 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=Email x=64 y=654 w=422 h=22 initvalue= maxchars=75 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 required=true emailbox=true editable=true restrict=email textinput name=Organizational Website x=176 y=694 w=310 h=22 initvalue= maxchars=60 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true label name=My Text 1 x=116 y=12 w=275 h=19 text=Chicago Council on Planned Giving fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=16 checkbox name=Is this a home address x=300 y=314 w=37 h=19 label=Yes labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 label name=My Text 2 x=124 y=36 w=266 h=16 text=Annual Membership Dues Form & Invoice fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 3 x=136 y=56 w=236 h=16 text=January 1, 2008 – December 31, 2008 fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 4 x=16 y=146 w=69 h=16 text=Full Name fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 5 x=36 y=170 w=96 h=14 text=(including suffix) fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=11 label name=My Text 6 x=16 y=202 w=150 h=16 text=Preferred Badge Name fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 7 x=16 y=246 w=32 h=16 text=Title fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 8 x=16 y=290 w=209 h=16 text=Organization Name and Address fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 9 x=264 y=290 w=153 h=16 text=Is this a home address? fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 checkbox name=Is this a home address x=360 y=314 w=32 h=19 label=No labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 label name=My Text 10 x=36 y=350 w=155 h=16 text=Full Organization Name fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 11 x=36 y=382 w=83 h=16 text=Division/Unit fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 checkbox name=Categories-Non-Profits x=28 y=792 w=109 h=19 label=Art Organizations labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 textinput name=Year began in gift planning x=204 y=1304 w=175 h=22 initvalue= maxchars=25 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true label name=My Text 12 x=36 y=414 w=105 h=16 text=Mail Dept. Code fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 combobox name=Payment Option x=212 y=1372 bkcolor=0xFFFFFF fontcolor=0x808000 isemail=false w=232 h=20 label name=My Text 13 x=36 y=446 w=97 h=16 text=Address Line 1 fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 checkbox name=I have Read the Model Standards of Practice for the Charitable Gift Planner and agree to abide by them x=268 y=1436 w=37 h=19 label=Yes labelPos=right value=checked checked=true fontsize=12 fontname=Arial fontcolor=0x0080C0 label name=My Text 14 x=36 y=478 w=97 h=16 text=Address Line 2 fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 15 x=36 y=510 w=28 h=16 text=City fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 16 x=36 y=542 w=37 h=16 text=State fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 17 x=236 y=542 w=23 h=16 text=Zip fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 18 x=16 y=586 w=110 h=16 text=Work Phone/ext. fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 19 x=16 y=618 w=28 h=16 text=Fax fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 20 x=16 y=658 w=40 h=16 text=Email fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 21 x=16 y=698 w=153 h=16 text=Organizational Website fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 22 x=20 y=738 w=424 h=16 text=Please check all categories below that apply to your organization. fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 23 x=20 y=766 w=73 h=16 text=Non-Profits fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 checkbox name=Categories-Non-Profits x=28 y=816 w=87 h=19 label=Associations labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-Non-Profits x=28 y=840 w=118 h=19 label=Environmental Org labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-Non-Profits x=28 y=864 w=92 h=19 label=Religious Org labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-Non-Profits x=28 y=888 w=116 h=19 label=Social Service Org labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=28 y=948 w=119 h=19 label=Donor Recognition labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-Non-Profits x=180 y=792 w=158 h=19 label=Education Org / Museums labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-Non-Profits x=180 y=816 w=152 h=19 label=Publications / Publishing labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-Non-Profits x=180 y=840 w=179 h=19 label=Education College / University labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-Non-Profits x=180 y=864 w=154 h=19 label=Healthcare Org / Hospital labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-Non-Profits x=180 y=888 w=104 h=19 label=Other Non-Profit labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-Non-Profits x=344 y=792 w=144 h=19 label=Foundation Community labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-Non-Profits x=344 y=816 w=118 h=19 label=Foundation Private labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 label name=My Text 24 x=20 y=924 w=69 h=16 text=For Profits fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 checkbox name=Categories-For Profits x=28 y=976 w=107 h=19 label=Donor Research labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=28 y=1000 w=108 h=19 label=Employment Org labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=I would like to volunteer for the following subcommittee x=60 y=1140 w=57 h=19 label=Awards labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=28 y=1024 w=128 h=19 label=Finance Bank / Trust labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=I request vegetarian meals x=214 y=1339 w=37 h=19 label=Yes labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=28 y=1048 w=99 h=19 label=Finance Broker labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=28 y=1072 w=145 h=19 label=Finance Investment Mgt labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=180 y=948 w=118 h=19 label=Financial Planning labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=180 y=972 w=116 h=19 label=Gift Administration labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=180 y=1000 w=154 h=19 label=Healthcare Org / Hospital labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=180 y=1024 w=71 h=19 label=Insurance labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=180 y=1048 w=98 h=19 label=Other For Profit labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=180 y=1072 w=76 h=19 label=Accounting labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=344 y=944 w=76 h=19 label=Consulting labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=344 y=972 w=39 h=19 label=Law labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=344 y=996 w=61 h=19 label=Training labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=344 y=1024 w=152 h=19 label=Publications / Publishing labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=Categories-For Profits x=344 y=1048 w=64 h=19 label=Software labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 label name=My Text 25 x=20 y=1108 w=377 h=16 text=I would like to volunteer for the following subcommittee(s): fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 checkbox name=I would like to volunteer for the following subcommittee x=60 y=1164 w=171 h=19 label=Beginning in Planned Giving labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=I would like to volunteer for the following subcommittee x=60 y=1188 w=89 h=19 label=Development labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=I would like to volunteer for the following subcommittee x=60 y=1212 w=120 h=19 label=Government Affairs labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=I would like to volunteer for the following subcommittee x=60 y=1264 w=85 h=19 label=Membership labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=I would like to volunteer for the following subcommittee x=60 y=1238 w=73 h=19 label=Hospitality labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=I would like to volunteer for the following subcommittee x=248 y=1140 w=70 h=19 label=Mentoring labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=I would like to volunteer for the following subcommittee x=248 y=1164 w=215 h=19 label=Nominating / Volunteer Coordination labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=I would like to volunteer for the following subcommittee x=248 y=1188 w=64 h=19 label=Program labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=I would like to volunteer for the following subcommittee x=248 y=1212 w=82 h=19 label=Symposium labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 checkbox name=I would like to volunteer for the following subcommittee x=248 y=1238 w=61 h=19 label=Website labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 label name=My Text 26 x=16 y=1304 w=181 h=16 text=Year Began in Gift Planning fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 27 x=16 y=1339 w=178 h=16 text=I Request Vegetarian Meals fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 checkbox name=I request vegetarian meals x=262 y=1339 w=32 h=19 label=No labelPos=right value=checked fontsize=12 fontname=Arial fontcolor=0x0080C0 label name=My Text 28 x=12 y=1418 w=478 h=16 text=I have read the Model Standards of Practice for the Charitable Gift Planner fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 29 x=12 y=1434 w=247 h=16 text=and agree to abide by these practices. fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13 label name=My Text 30 x=16 y=1372 w=190 h=16 text=Choose your payment option: fontbold=bold fontname=Arial fontcolor=0x0080C0 fontsize=13     ");
array_files[72]=new Array(0,1,"./membershipregistration.html","2008-11-12","0K","./membershipregistration.html    ","",""," OOPS! You forgot to upload swfobject.js ! You must upload this file for your form to work.     ");
array_files[73]=new Array(0,1,"./membershipregistration.asp","2008-11-12","51K"," & pageTitle & CCPG membership Application    ","",""," @version 4.0 @package CC_FB The version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_Version = 6.0 The release date of the version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_LastUpdated = 06/13/2007 The version of this script. Private Const CC_FB_ScriptVersion = 4.0 The release date of this script. Private Const CC_FB_ScriptLastUpdated = 12/20/2007 The required VBScript version for this script. Private Const CC_FB_VBScriptVersion = 5 Will the owner of this form be emailed the form data Private Const CC_FB_DoEmail = true To default To address. Private Const CC_FB_ToEmail = memberservices@ccpgonline.org The default CC address. Private Const CC_FB_CCEmail = payments@ccpgonline.org The default BCC address. Private Const CC_FB_BCCEmail = If we should send a message back to the user. Private Const CC_FB_AutoReply = true The subject of the message to be sent to the user. Private Const CC_FB_AutoReplySubject = CCPG Membership Application If we should include the form results in the message we send to the user. Private Const CC_FB_AutoReplyFormResults = false The position of the auto-reply message in the email. Private Const CC_FB_AutoReplyPosition = bottom The page to redirect to after the form is submitted. Private Const CC_FB_ResultsRedirect = http://www.ccpgonline.org/regmembership_payment.html The address of the database where the form results will be saved. Private Const CC_FB_DBAddress = [ADDRESS] The port number of the database where the form results will be saved. Private Const CC_FB_DBPort = [DBPORT] The username for the database where the form results will be saved. Private Const CC_FB_DBUsername = [DBUSER] The password for the database where the form results will be saved. Private Const CC_FB_DBPassword = [DBPASS] The name of the database where the form results will be saved. Private Const CC_FB_DBName = [DBNAME] The address of the SMTP Server used for sending emails. Private Const CC_FB_SMTPAddress = [SMTPADDRESS] The port for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPort = [SMTPPORT] The user for the SMTP Server used for sending emails. Private Const CC_FB_SMTPUsername = [SMTPUSER] The password for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPassword = [SMTPPASS] The file to log the form results to if necessary. Private Const CC_FB_SaveFile = [FILENAME] The filetypes that are acceptable for file uploads. Private Const CC_FB_AcceptableFileTypes = txt|gif|jpg|jpeg|zip|doc|png|pdf|rtf The directory where files are uploaded Private Const CC_FB_UploadsFolder = files The extension that gets added to file uploads Private Const CC_FB_UploadsExtension = _fbu Will we save the file uploads to the server Private Const CC_FB_AttachmentSaveToServer = false Will we save the file uploads to the db Private Const CC_FB_AttachmentSaveToDB = false Will we send the file upload as an attachment Private Const CC_FB_AttachmentAddToEmail = false Makes sure that the user is using the required version of VBScript as specified by {@link CC_FB_VBScriptVersion}. If ScriptEngineMajorVersion CC_FB_VBscriptVersion Then printMessage Invalid VBScript Version,_ Were sorry but CoffeeCup Flash Form Builder requires VBScript & _ version & CC_FB_VBscriptVersion & or greater. Please & _ contact your server administrator. End If If the content type is mutipart, process the file upload Dim contentType contentType = Request.ServerVariables(HTTP_Content_Type) If len(contentType) = 0 Then contentType = Request.ServerVariables(CONTENT_TYPE) End If If LCase(Left(contentType, 19)) = multipart/form-data Then processFileUpload If the Request.Form collection is populated, process the form results. ElseIf Request.Form.Count 0 Then we need this since asp wont let us override request.form(Uploaded_File) dim uploadedFile processMailForm If all else fails, print out a blank page with version numbers and release dates. End If printMessage , Process the mail form results. This method is in charge of processing the mail form which is posted from the CoffeeCup Flash Form Builder SWF. This process includes: - Retrieving the preferences from the included CoffeeCup Flash Form Builder XML preferences file. - Formats output for file output as well as for an email to the form user and the form owner as necesarry. - Writes output to a file and sends it to the form user and the form owner as necessary. - Writes form results to a database if necesarry. Private Sub processMailForm() On Error Resume Next Dim emailResponse, formResponse, txtFile, item, preferences, FSO fixUploadedFileName Set preferences = getPreferences() For Each item In preferences(formFields) If Trim(Request.Form(item)) Then emailResponse = emailResponse & item & : & _ Request.Form(item) & VbCrLf & VbCrLf formResponse = formResponse & item & : & _ Request.Form(item) & & VbCrLf txtFile = txtFile & item & : & Request.Form(item) & | End If Next If a file was uploaded, add the appropriate data to the response fields If uploadedFile Then emailResponse = emailResponse & Uploaded File: & _ uploadedFile & VbCrLf & VbCrLf formResponse = formResponse & Uploaded File: & _ uploadedFile & & VbCrLf txtFile = txtFile & Uploaded File: & _ uploadedFile & | End If sendResponseEmails emailResponse, preferences writeResponseToFile txtFile writeResponseToDatabase preferences Make sure we delete the file from the server if the user doesnt want it If Not CC_FB_AttachmentSaveToServer And _ uploadedFile Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) FSO.DeleteFile Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile, true End If printResponsePage formResponse, preferences Set preferences = Nothing Set FSO = nothing End Sub Send response emails to the appropriate recipients. Sends an email to the scripts owner as well as the end-user if appropriate. If the sending of mail fails, an error message will be printed out to the screen. @param string emailResponse the default contents to mail to the user. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub sendResponseEmails(ByRef emailResponse, ByRef preferences) On Error Resume Next Dim mail, unreg Set mail = Server.CreateObject(CDO.Message) If we could not create a CDO.Message object, they are lacking CDOSYS which is required for email functionality. If Err.Number 0 Then Err.Clear printMessage Unable to Send Email., _ Were sorry but we were unable to send an email. & _ Sending email requires CDOSYS, which we were unable to & _ locate on your server. Please contact your server & _ administrator End If If the program is unregistered, add the unregistered message. If Request.Form(unreg) Then unreg = ------------------------ & VbCrLf & VbCrLf & _ This Form was sent to you using CoffeeCup & _ Flash Form Builder. & VbCrLf & Please tell a friend about & _ us: http://www.coffeecup.com/form-builder/ & VbCrLf End If Make sure the mail is unicode for internationality. mail.Bodypart.ContentMediaType = text/plain mail.Bodypart.ContentTransferEncoding = 7bit mail.Bodypart.Charset = utf-8 Configure SMTP options if provided If CC_FB_SMTPAddress [SMTPADDRESS] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/sendusing) = 2 mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/smtpserver) = CC_FB_SMTPAddress If CC_FB_SMTPPort [SMTPPORT] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpserverport) = CC_FB_SMTPPort End If If CC_FB_SMTPUsername [SMTPUSER] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpauthenticate) = 1 mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendusername) = CC_FB_SMTPUsername mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendpassword) = CC_FB_SMTPPassword End If mail.Configuration.Fields.Update End If Add an attachment is required If CC_FB_AttachmentAddToEmail And _ uploadedFile Then mail.AddAttachment Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile End If Use the alternative email if one is provided. If Request.Form(_ALT_EMAIL) Then mail.To = Request.Form(_ALT_EMAIL) Else mail.To = CC_FB_ToEmail End If Set a default subject if one is not provided provided. If Request.Form(subject) Then mail.Subject = Request.Form(subject) Else mail.Subject = Form Submission End If mail.TextBody = Here is the information submitted to & _ Request.ServerVariables(SERVER_NAME) & _ Request.ServerVariables(SCRIPT_NAME) & from & _ Request.ServerVariables(REMOTE_ADDR) & on & _ FormatDateTime(Date, 1) & at & Time & _ VbCrLf & ------------------------ & VbCrLf & emailResponse & _ unreg If we collected the end-users email If Request.Form(eM) Then Send a message to the forms owner with the end-users email as the reply-to address. If CC_FB_DoEmail Then mail.From = Request.Form(eM) mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send End If If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send Email, _ Were sorry but we were unable to send your email. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If If necesarry, send a message to the end-user as well. If CC_FB_AutoReply Then Dim formUserResponse, autoReplyMsg autoReplyMsg = Thank you for submiting your membership application. Please check your email for communications from CCPG regarding your username and password to login to the members only area of our site. If CC_FB_AutoReplyFormResults Then formUserResponse = emailResponse If CC_FB_AutoReplyPosition = top Then formUserResponse = autoReplyMsg & _ VbCrLf & VbCrLf & formUserResponse Else formUserResponse = formUserResponse & _ autoReplyMsg & VbCrLf & VbCrLf End If Else formUserResponse = autoReplyMsg End If mail.Attachments.DeleteAll mail.Subject = CC_FB_AutoReplySubject mail.TextBody = formUserResponse & unreg mail.From = mail.To mail.To = Request.Form(eM) mail.Send End If Send a message to the forms owner. ElseIf CC_FB_DoEmail Then mail.From = CCPG Membership Application mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send Email, _ Were sorry but we were unable to send your email. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If End If Set mail = Nothing End Sub Gets the real name of the file that was uploaded. Since the file upload occurs in a different request, this method helps us resolve what the name of the uploaded file was in case it was renamed. Private Sub fixUploadedFileName() On Error Resume Next Dim newUploadName, FSO, extension, basename, folder, i If Request.Form(Uploaded File) Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) folder = Server.MapPath(CC_FB_UploadsFolder) basename = FSO.GetBaseName(Request.Form(Uploaded File)) extension = . & FSO.GetExtensionName(Request.Form(Uploaded File)) While FSO.FileExists(folder & & basename & _ CC_FB_UploadsExtension & i & extension) newUploadName = basename & CC_FB_UploadsExtension & i & extension i = i + 1 Wend End If uploadedFile = newUploadName Set FSO = Nothing End Sub Write form response to a database. Writes the form response to the database specified at CC_FB_DBAddress if appropriate. If the database doesnt it exist, the form_results table doesnt exist or if the form_results table doesnt comply with the structure of the current form then the database will be restructured accordingly. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub writeResponseToDatabase(ByRef preferences) On Error Resume Next Dim connection, command, results Dim result, columns, column, query, field, i, parameters, bound If the CC_FB_DbAddress constant has been populated, then the user wants to write their data to a database. If CC_FB_DBAddress [ADDRESS] Then Firstly, lets make sure we can access ADODB. Set connection = Server.CreateObject(ADODB.Connection) If Err.Number 0 Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires ADODB, & _ which we were unable to locate on your server. & _ Please contact your server administrator. End If connection.Open Driver={MySQL ODBC 3.51 Driver}; & _ Server= & CC_FB_DBAddress & ; & _ Port= & CC_FB_DBPort & ; & _ Uid= & CC_FB_DBUsername & ; & _ Pwd= & CC_FB_DBPassword & ; If Err.Number 0 Then If the error description mentions a driver, let the user know they are missing the mysql driver If InStr(Err.Description, driver) Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires & _ the MySQL ODBC 3.51 Driver which we were unable & _ to locate on your server. Please contact your & _ administrator. Otherwise Let the user know they have entered incorrect credentials Else Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Please be sure you have entered &_ your database settings correctly. End If End If Attempt to make a connection to the specified DB Set command = Server.CreateObject(ADODB.Command) command.ActiveConnection = connection command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we cant select their DB, lets try to create our own. If Err.Number 0 Then Err.Clear command.CommandText = CREATE DATABASE ` & CC_FB_DBName & ` command.Execute If we cant create or own, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Create Database., _ Were sorry but we were unable to create your database. & _ If you believe the database already exists, please & _ be sure that you have the proper permissions to & _ select it. Otherwise, please be sure that you & _ have permissions to create databases. If you & _ are still experiencing troubles, please contact & _ your server administrator. If we could create our own, try selecting it now Else command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we still cant select the DB, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to select Database., _ Were sorry but we were unable to select your & _ database. Please be sure that you have the proper & _ permissions to select it. If you are still & _ experiencing trouble, please contact your & _ server administrator. End If End If End If command.CommandText = SHOW TABLES LIKE form_results Set results = command.Execute If a form_results table exists, make sure it is in the proper format. If Not (results.EOF Or results.BOF) Then results.Close command.CommandText = SHOW COLUMNS FROM `form_results` Set results = command.Execute If for some reason we cant querty the DB, let the user know If results.EOF And results.BOF Then results.Close connection.Close printMessage Unable to Query Database., _ Were sorry but we were unable to query your database & _ table. Please be sure that you have the proper & _ permissions to select from the form_results & _ table. If you are still experiencing trouble, & _ please contact your server administrator. End If Set columns = Server.CreateObject(Scripting.Dictionary) Populate the columns collection with the columns of the form_results table Do Until results.EOF If results.Fields.Item(Field) id And _ results.Fields.Item(Field) created_at Then Set column = Server.CreateObject(Scripting.Dictionary) column.Add Field, CStr(results.Fields.Item(Field)) column.Add Type, CStr(results.Fields.Item(Type)) columns.Add CStr(results.Fields.Item(Field)), column End If results.MoveNext Loop results.Close If the fields from our form dont match the fields from the form_results table, archive the old table and create a new one corresponding to the current form If Not formFieldsEqualsTableFields(preferences(formFields), _ columns) Then archiveOldTable command createTableFromFormFields preferences(formFields), command End If Otherwise create the form_results table in the proper format. Else createTableFromFormFields preferences(formFields), command End If parameters = Array() If all went well, lets attempt to write the form results to the database. For Each field In preferences(formFields) query = query & ` & field & ` = ?, bound = UBound(parameters) + 1 Redim Preserve parameters(bound) If request.form(field) = Then parameters(bound) = Else parameters(bound) = Request.Form(field) End If Next Add the uploaded file to the query if necessary If CC_FB_AttachmentSaveToDB Then If uploadedFile Then Dim textStream, filepath, contents filepath = Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile Set textStream = Server.CreateObject(ADODB.Stream) textStream.Open textStream.Type = 1 textStream.LoadFromFile filepath If Err.Number 0 Then printMessage Unable To Open Attachment File, _ Were sorry but we were unable to open your uploaded & _ file to attatch it for email. Please be sure that & _ you have the proper permissions. End If query = query & `uploaded_file_name` = ?,`uploaded_file` = ?, bound = UBound(parameters) + 2 Redim Preserve parameters(bound) parameters(bound - 1) = uploadedFile parameters(bound) = textStream.read textStream.Close Set textStream = Nothing Else query = query & `uploaded_file_name` = ,`uploaded_file` = , End If End If command.CommandText = INSERT INTO `form_results` SET & query & _ `created_at` = NOW() command.Execute ,parameters If we couldnt write to the database, notify the user. If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Insert Into Database Table., _ Were sorry but we were unable to insert the form results & _ into your database table. Please be sure that you have & _ the proper permissions to insert data into the & _ form_results table. If you are still experiencing & _ trouble, please contact your server administrator. End If connection.Close End If Set connection = Nothing Set command = Nothing Set results = Nothing Set columns = Nothing End Sub Archives an old `form_results` table. Renames a form results table to form_results_old or form_results_old with a numerical value on the end of it if appropriate. @param ADO Command Object command a database abstraction Private Sub archiveOldTable(ByRef command) On Error Resume Next Dim i, results command.CommandText = SHOW TABLES LIKE form_results_old set results = command.Execute Do Until results.EOF And results.BOF i = i + 1 command.CommandText = SHOW TABLES LIKE form_results_old & i & set results = command.Execute Loop command.CommandText = RENAME TABLE `form_results` TO ` & _ form_results_old & i & ` command.Execute() If Err.Number 0 Then Err.Clear printMessage Unable to Rename Database Table., _ Were sorry but we were unable to rename your database & _ table. Please be sure that you have the proper & _ permissions to rename the form_results table. If you & _ are still experiencing trouble, please contact your & _ server administrator. End If Set results = Nothing End Sub Checks if the columns from a table match the the structure of the fields from a form. @param array form_fields the structure from the form @param array table_fields the structure from the table @return boolean value, true if the structures are the same, false if the structures are not. Private Function formFieldsEqualsTableFields(ByRef formFields, _ ByRef tableFields) On Error Resume Next Dim Field, f Make sure we have the proper fields for saving uploaded files to the database if the user has requested we do so If CC_FB_AttachmentSaveToDB Then If tableFields.Exists(uploaded_file) And _ tableFields.Exists(uploaded_file_name) Then tableFields.Remove(uploaded_file) tableFields.Remove(uploaded_file_name) Else formFieldsEqualsTableFields = False Exit Function End If End If If formFields.Count tableFields.Count Then formFieldsEqualsTableFields = False Exit Function End If For Each field In formFields If Not tableFields.Exists(field) OR _ Not ((formFields(field)(type) = textarea AND _ tableFields(field)(Type) = text) OR _ tableFields(field)(Type) = varchar(255)) Then formFieldsEqualsTableFields = False Exit Function End If Next formFieldsEqualsTab      ");
array_files[74]=new Array(0,1,"./memberdirectory.html","2008-11-12","17K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Exclusive Member Access/Login CCPG membership provides members with the ability to create a unique member password and ID for on-line access to the following Membership Services Pages; Professional Support Network, Career Resources, Meeting Materials Archive and Membership Directory. Login Now Expert Center Professional Support Network CCPG Membership provides members with access to the Council’s Professional Support Network. The objective of the network is to further the Council’s mission of serving as a professional resource for the gift planning community of the metropolitan Chicago area. The network consists of CCPG members who are experts in planned giving and who have volunteered to provide other council members with their professional support and expertise. Login Now. Affiliated Professionals Advisory Council Volunteer Listing If you are interested in establishing or are currently working with a Planned Giving Advisory Board at your charity, the Affiliated Professionals Advisory Council Volunteer Listing is a valuable resource available to CCPG members. This CCPG membership benefit provides all council members with access to a list of experienced and creative planned giving professionals in the for-profit sector who are interested in sharing their knowledge and expertise to support and enhance your charitys planned giving efforts. To view the Affiliated Professionals Advisory Council Volunteer Listing. Login Now If you are a for-profit professional, the Affiliated Professionals Advisory Council benefit provides you with the opportunity to connect with a charity whose advising needs match your special talents and interests. Please note that this is a volunteer based program that is not actively managed by CCPG, therefore you may or may not be contacted by a charity. To include your name in the Affiliated Professionals Listing. Login Now Self-Service Edit My Record Council membership provides you with the opportunity to update or edit your membership record through this website. Login Now Meeting Materials Archive This archive provides CCPG members with access to meeting materials distributed at the bi-monthly luncheon meetings, masters seminar and beginning classes that were held during the calendar year. Login Now Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[75]=new Array(0,1,"./legacy.html","2008-11-12","10K","Page Template    ","",""," Page Template Legacy Sed in Vestibulum iaculis lacinia est. Proin dictum elementum velit. Fusce euismod consequat ante. Lorem ipsum dolor sit amet, consectetuerdipi- scing elit. Pellentesque sed dolor. Aliquam congue fermentum nisl. Mauris accumsan nulla vel diam. Sed in lacus ut enim adipiscing aliquet. Nulla venenatis. In pede mi, aliquet sit amet, euismod in, auctor ut, ligula. Aliquam dapibus tincidunt metus. Praesent justo dolor, lobortis quis, lobortis dignissim, pulvinar ac, lorem. Vestibulum sed ante. Donec sagittis euismod purus. Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam,eaque ipsa quae ab illo inventore veritatis et quasi architecto. Beatae vitae dicta sunt explicaboemo enim ipsam voluptatem quiaerna. Tur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt. Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet, consectetur, adipisci velit, sed quia non numquam eius modi tempora incidunt ut labore et dolore magnam aliquam quaerat voluptatem. Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur? Quis autem vel eum iure reprehenderit qui in ea voluptate velit esse quam nihil molestiae lacus ut enim adipiscing aliquet. Nulla venenatis. In pede mi, aliquet sit amet, euismod inauctor ut, ligula. Aliquam dapibus tincidunt metus. Ut enim ad minima veniam, quis nostrum nisi ut aliquid ex eommodi cons. Aenean auctor wisi et urna. Aliquam erat volutpat. Duis ac turpis. Donec sit amet eros. Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Mauris fermentum dictum magna. Sed laoreet aliquam leo. Ut tellus dolor, dapibus eget, elementum vel, cursus eleifend, elit. Aenean auctor wisi et urna. Aliquam erat volutpat. Duis ac turpis. Integer rutrum ante eu lacus.Vestibulum libero nisl, porta vel, scelerisque eget, malesuada at, neque. Vivamus eget nibh. Etiam cursus leo vel metus. Nulla facilisi. Aenean nec eros. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Suspendisse sollicitudin velit sed leo. Ut pharetra augue nec augue. Sed dolor. Aliquam congue fermentum nisauris accumsan nulla vel diam. Sed in Vestibulum iaculis lacinia est. Proin dictum elementum velit. Fusce euismod consequat ante. Lorem ipsum dolor sit amet, consectetuerdipi- scing elit. Pellentesque sed dolor. Aliquam congue fermentum nisl. Mauris accumsan nulla vel diam. Sed in lacus ut enim adipiscing aliquet. Nulla venenatis. In pede mi, aliquet sit amet, euismod in, auctor ut, ligula. Aliquam dapibus tincidunt metus. Praesent justo dolor, lobortis quis, lobortis dignissim, pulvinar ac, lorem. Vestibulum sed ante. Donec sagittis euismod purus. Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam,eaque ipsa quae ab illo inventore veritatis et quasi architecto. Beatae vitae dicta sunt explicaboemo enim ipsam voluptatem quiaerna. Tur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt. Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet, consectetur, adipisci velit, sed quia non numquam eius modi tempora incidunt ut labore et dolore magnam aliquam quaerat voluptatem. Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur? Quis autem vel eum iure reprehenderit qui in ea voluptate velit esse quam nihil molestiae lacus ut enim adipiscing aliquet. Nulla venenatis. In pede mi, aliquet sit amet, euismod inauctor ut, ligula. Aliquam dapibus tincidunt metus. Beatae vitae dicta sunt explicaboemo enim ipsam voluptatem quiaerna. Tur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt. Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet, consectetur, adipisci velit, sed quia non numquam eius modi tempora incidunt ut labore et dolore magnam aliquam quaerat voluptatem. Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam. Email: privacy@companyname.com Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[76]=new Array(0,1,"./governance.html","2008-11-12","16K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact CCPG Governance Click here to view board information CCPG is an Illinois not-for-profit corporation, organized under the Illinois Non-for Profit Corporation Act. It is recognized as a tax-exempt section 501(c)(3) charitable organization under the group exemption letter issued by the Internal Revenue Service to The National Committee on Planned Giving, Inc. Click on the links below to see the three most recent 990s filed by CCPG. 200320042005 CCPG By-Laws CCPG By-Laws Code of Ethics Click here to view the Code of Ethics document. Conflict of Interest Policy and Procedure Click here to view the Conflict of Interest Policy and Procedure document. Whistleblower Protection Policy and Procedure Click here to view the Whistleblower Protection Policy and Procedure Document. Document Retention and Destruction Policy and Procedure Click here to view the Document Retention and Destruction Policy and Procedure Document. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[77]=new Array(0,1,"./event_thankyou.html","2008-11-12","14K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Event Registration Thank you for registering for our event. You will receive an email receipt of your payment. Any questions regarding your registration can be directed to the CCPG office at 847-251-1400. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[78]=new Array(0,1,"./event_registration.html","2008-11-12","15K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Event Registration All Bi-Monthlyprograms are held at The University Club, 76 East Monroe, Chicago, in the Michigan Room. Meetings are normally from 10:30am to 1:30pm including lunch. The Beginner Class and Masters Seminar are located at DePaul Center, 1 E. Jackson St., Chicago, IL 60604, 8th Floor, Room 8005. The costof the Bi-Monthly programs is 45 per person for members, 45 for a non-member guest sponsored by a member, 65 per person for non-members. Walk-ins: 50 per person for members, 55 for a non-member guest sponsored by a member and 75 per person for non-members. Fill out the form below to register for an event. Form Object Dont see the form above?Do you see the words Form Object displayed instead? Click Here to fix your Flash player. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[79]=new Array(0,1,"./event_payment.html","2008-11-12","16K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Event Payment Thank you for registering for our event online. All Bi-Monthlyluncheon meetings are held at The University Club, 76 East Monroe, Chicago, in the Michigan Room. Meetings are normally from 10:30am to 1:30pm including lunch. The Beginner Class and Masters Seminar are located at DePaul Center1 E. Jackson St., Chicago, IL 60604, 8th Floor, Room 8005. The costfor the luncheon program is 45 per person for members, 45 for guests sponsored by a member and 65 per person for non-members. The cost for the Masters Program is 40 for members and 50 for non-members.-- To complete your registration, click the Pay Now button below. Event Pricing CCPG Member 45.00 CCPG Member and Guest 90.00 Non-Member 65.00 Attendee Name Guest Name If you choose to mail your check, please remit payable to CCPG, P.O. Box 350, Kenilworth, IL 60043-0350. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[80]=new Array(0,1,"./event_cancelpayment.html","2008-11-12","15K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Event Payment You have chosen to cancel out of our online payment system. Please mail your check to: Chicago Council on Planned Giving P.O. Box 350 Kenilworth, IL 60043-0350. The cost for the luncheon program is 45 per person for members, 45 for non-member guests sponsored by a member, and 65 per person for non-members. We look forward to seeing you at the event. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[81]=new Array(0,1,"./eventregistration.html","2008-11-12","0K","./eventregistration.html    ","",""," Form Object     ");
array_files[82]=new Array(0,1,"./eventregistration.asp","2008-11-12","52K"," & pageTitle & CCPG Online Event Registration    ","",""," @version 4.0 @package CC_FB The version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_Version = 7.1 The release date of the version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_LastUpdated = 08/31/2007 The version of this script. Private Const CC_FB_ScriptVersion = 4.0 The release date of this script. Private Const CC_FB_ScriptLastUpdated = 07/29/2008 The required VBScript version for this script. Private Const CC_FB_VBScriptVersion = 5 Will the owner of this form be emailed the form data Private Const CC_FB_DoEmail = true To default To address. Private Const CC_FB_ToEmail = events@ccpgonline.org The default CC address. Private Const CC_FB_CCEmail = payments@ccpgonline.org The default BCC address. Private Const CC_FB_BCCEmail = If we should send a message back to the user. Private Const CC_FB_AutoReply = true The subject of the message to be sent to the user. Private Const CC_FB_AutoReplySubject = CCPG Online Event Registration If we should include the form results in the message we send to the user. Private Const CC_FB_AutoReplyFormResults = true The position of the auto-reply message in the email. Private Const CC_FB_AutoReplyPosition = top The page to redirect to after the form is submitted. Private Const CC_FB_ResultsRedirect = http://www.ccpgonline.org/event_payment.html The address of the database where the form results will be saved. Private Const CC_FB_DBAddress = [ADDRESS] The port number of the database where the form results will be saved. Private Const CC_FB_DBPort = [DBPORT] The username for the database where the form results will be saved. Private Const CC_FB_DBUsername = [DBUSER] The password for the database where the form results will be saved. Private Const CC_FB_DBPassword = [DBPASS] The name of the database where the form results will be saved. Private Const CC_FB_DBName = [DBNAME] The address of the SMTP Server used for sending emails. Private Const CC_FB_SMTPAddress = [SMTPADDRESS] The port for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPort = [SMTPPORT] The user for the SMTP Server used for sending emails. Private Const CC_FB_SMTPUsername = [SMTPUSER] The password for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPassword = [SMTPPASS] The file to log the form results to if necessary. Private Const CC_FB_SaveFile = [FILENAME] The filetypes that are acceptable for file uploads. Private Const CC_FB_AcceptableFileTypes = txt|gif|jpg|jpeg|zip|doc|png|pdf|rtf The directory where files are uploaded Private Const CC_FB_UploadsFolder = files The extension that gets added to file uploads Private Const CC_FB_UploadsExtension = _fbu Will we save the file uploads to the server Private Const CC_FB_AttachmentSaveToServer = false Will we save the file uploads to the db Private Const CC_FB_AttachmentSaveToDB = false Will we send the file upload as an attachment Private Const CC_FB_AttachmentAddToEmail = false Makes sure that the user is using the required version of VBScript as specified by {@link CC_FB_VBScriptVersion}. If ScriptEngineMajorVersion CC_FB_VBscriptVersion Then printMessage Invalid VBScript Version,_ Were sorry but CoffeeCup Flash Form Builder requires VBScript & _ version & CC_FB_VBscriptVersion & or greater. Please & _ contact your server administrator. End If If the content type is mutipart, process the file upload Dim contentType contentType = Request.ServerVariables(HTTP_Content_Type) If len(contentType) = 0 Then contentType = Request.ServerVariables(CONTENT_TYPE) End If If LCase(Left(contentType, 19)) = multipart/form-data Then processFileUpload If the Request.Form collection is populated, process the form results. ElseIf Request.Form.Count 0 Then we need this since asp wont let us override request.form(Uploaded_File) dim uploadedFile processMailForm If all else fails, print out a blank page with version numbers and release dates. End If printMessage , Process the mail form results. This method is in charge of processing the mail form which is posted from the CoffeeCup Flash Form Builder SWF. This process includes: - Retrieving the preferences from the included CoffeeCup Flash Form Builder XML preferences file. - Formats output for file output as well as for an email to the form user and the form owner as necesarry. - Writes output to a file and sends it to the form user and the form owner as necessary. - Writes form results to a database if necesarry. Private Sub processMailForm() On Error Resume Next Dim emailResponse, formResponse, txtFile, item, preferences, FSO fixUploadedFileName Set preferences = getPreferences() For Each item In preferences(formFields) If Trim(Request.Form(item)) Then emailResponse = emailResponse & item & : & _ Request.Form(item) & VbCrLf & VbCrLf formResponse = formResponse & item & : & _ Request.Form(item) & & VbCrLf txtFile = txtFile & item & : & Request.Form(item) & | End If Next If a file was uploaded, add the appropriate data to the response fields If uploadedFile Then emailResponse = emailResponse & Uploaded File: & _ uploadedFile & VbCrLf & VbCrLf formResponse = formResponse & Uploaded File: & _ uploadedFile & & VbCrLf txtFile = txtFile & Uploaded File: & _ uploadedFile & | End If sendResponseEmails emailResponse, preferences writeResponseToFile txtFile writeResponseToDatabase preferences Make sure we delete the file from the server if the user doesnt want it If Not CC_FB_AttachmentSaveToServer And _ uploadedFile Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) FSO.DeleteFile Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile, true End If printResponsePage formResponse, preferences Set preferences = Nothing Set FSO = nothing End Sub Send response emails to the appropriate recipients. Sends an email to the scripts owner as well as the end-user if appropriate. If the sending of mail fails, an error message will be printed out to the screen. @param string emailResponse the default contents to mail to the user. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub sendResponseEmails(ByRef emailResponse, ByRef preferences) On Error Resume Next Dim mail, unreg Set mail = Server.CreateObject(CDO.Message) If we could not create a CDO.Message object, they are lacking CDOSYS which is required for e-mail functionality. If Err.Number 0 Then Err.Clear printMessage Unable to Send E-Mail., _ Were sorry but we were unable to send an email. & _ Sending email requires CDOSYS, which we were unable to & _ locate on your server. Please contact your server & _ administrator End If If the program is unregistered, add the unregistered message. If Request.Form(unreg) Then unreg = ------------------------ & VbCrLf & VbCrLf & _ This Form was sent to you using CoffeeCup & _ Flash Form Builder. & VbCrLf & Please tell a friend about & _ us: http://www.coffeecup.com/form-builder/ & VbCrLf End If Make sure the mail is unicode for internationality. mail.Bodypart.ContentMediaType = text/plain mail.Bodypart.ContentTransferEncoding = 7bit mail.Bodypart.Charset = utf-8 Configure SMTP options if provided If CC_FB_SMTPAddress [SMTPADDRESS] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/sendusing) = 2 mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/smtpserver) = CC_FB_SMTPAddress If CC_FB_SMTPPort [SMTPPORT] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpserverport) = CC_FB_SMTPPort End If If CC_FB_SMTPUsername [SMTPUSER] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpauthenticate) = 1 mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendusername) = CC_FB_SMTPUsername mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendpassword) = CC_FB_SMTPPassword End If mail.Configuration.Fields.Update End If Add an attachment is required If CC_FB_AttachmentAddToEmail And _ uploadedFile Then mail.AddAttachment Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile End If Use the alternative email if one is provided. If Request.Form(_ALT_EMAIL) Then mail.To = Request.Form(_ALT_EMAIL) Else mail.To = CC_FB_ToEmail End If Set a default subject if one is not provided provided. If Request.Form(subject) Then mail.Subject = Request.Form(subject) Else mail.Subject = Form Submission End If mail.TextBody = Here is the information submitted to & _ Request.ServerVariables(SERVER_NAME) & _ Request.ServerVariables(SCRIPT_NAME) & from & _ Request.ServerVariables(REMOTE_ADDR) & on & _ FormatDateTime(Date, 1) & at & Time & _ VbCrLf & ------------------------ & VbCrLf & emailResponse & _ unreg If we collected the end-users email If Request.Form(eM) Then Send a message to the forms owner with the end-users email as the reply-to address. If CC_FB_DoEmail Then mail.From = Request.Form(eM) mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send End If If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send E-Mail, _ Were sorry but we were unable to send your e-mail. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If If necesarry, send a message to the end-user as well. If CC_FB_AutoReply Then Dim formUserResponse, autoReplyMsg autoReplyMsg = Thank you for registering online for one of our events. & VbCrLf & All Bi-Monthly luncheon meetings are held at The University Club, 76 East Monroe, Chicago, in the Michigan Room. Meetings are normally from 10:30am to 1:30pm including lunch. & VbCrLf & The Beginner Class and Masters Seminar are held at DePaul Center, 1 E. Jackson St., Chicago, IL 60604, 8th Floor, Room 8005. & VbCrLf & We look forward to having you join us. & VbCrLf & If CC_FB_AutoReplyFormResults Then formUserResponse = emailResponse If CC_FB_AutoReplyPosition = top Then formUserResponse = autoReplyMsg & _ VbCrLf & VbCrLf & formUserResponse Else formUserResponse = formUserResponse & _ autoReplyMsg & VbCrLf & VbCrLf End If Else formUserResponse = autoReplyMsg End If mail.Attachments.DeleteAll mail.Subject = CC_FB_AutoReplySubject mail.TextBody = formUserResponse & unreg mail.From = mail.To mail.To = Request.Form(eM) mail.Cc = mail.Bcc = mail.Send End If Send a message to the forms owner. ElseIf CC_FB_DoEmail Then mail.From = CCPG Online Event Registration mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send E-Mail, _ Were sorry but we were unable to send your e-mail. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If End If Set mail = Nothing End Sub Gets the real name of the file that was uploaded. Since the file upload occurs in a different request, this method helps us resolve what the name of the uploaded file was in case it was renamed. Private Sub fixUploadedFileName() On Error Resume Next Dim newUploadName, FSO, extension, basename, folder, i If Request.Form(Uploaded File) Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) folder = Server.MapPath(CC_FB_UploadsFolder) basename = FSO.GetBaseName(Request.Form(Uploaded File)) extension = . & FSO.GetExtensionName(Request.Form(Uploaded File)) While FSO.FileExists(folder & & basename & _ CC_FB_UploadsExtension & i & extension) newUploadName = basename & CC_FB_UploadsExtension & i & extension i = i + 1 Wend End If uploadedFile = newUploadName Set FSO = Nothing End Sub Write form response to a database. Writes the form response to the database specified at CC_FB_DBAddress if appropriate. If the database doesnt it exist, the form_results table doesnt exist or if the form_results table doesnt comply with the structure of the current form then the database will be restructured accordingly. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub writeResponseToDatabase(ByRef preferences) On Error Resume Next Dim connection, command, results Dim result, columns, column, query, field, i, parameters, bound If the CC_FB_DbAddress constant has been populated, then the user wants to write their data to a database. If CC_FB_DBAddress [ADDRESS] Then Firstly, lets make sure we can access ADODB. Set connection = Server.CreateObject(ADODB.Connection) If Err.Number 0 Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires ADODB, & _ which we were unable to locate on your server. & _ Please contact your server administrator. End If connection.Open Driver={MySQL ODBC 3.51 Driver}; & _ Server= & CC_FB_DBAddress & ; & _ Port= & CC_FB_DBPort & ; & _ Uid= & CC_FB_DBUsername & ; & _ Pwd= & CC_FB_DBPassword & ; If Err.Number 0 Then If the error description mentions a driver, let the user know they are missing the mysql driver If InStr(Err.Description, driver) Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires & _ the MySQL ODBC 3.51 Driver which we were unable & _ to locate on your server. Please contact your & _ administrator. Otherwise Let the user know they have entered incorrect credentials Else Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Please be sure you have entered &_ your database settings correctly. End If End If Attempt to make a connection to the specified DB Set command = Server.CreateObject(ADODB.Command) command.ActiveConnection = connection command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we cant select their DB, lets try to create our own. If Err.Number 0 Then Err.Clear command.CommandText = CREATE DATABASE ` & CC_FB_DBName & ` command.Execute If we cant create or own, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Create Database., _ Were sorry but we were unable to create your database. & _ If you believe the database already exists, please & _ be sure that you have the proper permissions to & _ select it. Otherwise, please be sure that you & _ have permissions to create databases. If you & _ are still experiencing troubles, please contact & _ your server administrator. If we could create our own, try selecting it now Else command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we still cant select the DB, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to select Database., _ Were sorry but we were unable to select your & _ database. Please be sure that you have the proper & _ permissions to select it. If you are still & _ experiencing trouble, please contact your & _ server administrator. End If End If End If command.CommandText = SHOW TABLES LIKE form_results Set results = command.Execute If a form_results table exists, make sure it is in the proper format. If Not (results.EOF Or results.BOF) Then results.Close command.CommandText = SHOW COLUMNS FROM `form_results` Set results = command.Execute If for some reason we cant querty the DB, let the user know If results.EOF And results.BOF Then results.Close connection.Close printMessage Unable to Query Database., _ Were sorry but we were unable to query your database & _ table. Please be sure that you have the proper & _ permissions to select from the form_results & _ table. If you are still experiencing trouble, & _ please contact your server administrator. End If Set columns = Server.CreateObject(Scripting.Dictionary) Populate the columns collection with the columns of the form_results table Do Until results.EOF If results.Fields.Item(Field) id And _ results.Fields.Item(Field) created_at Then Set column = Server.CreateObject(Scripting.Dictionary) column.Add Field, CStr(results.Fields.Item(Field)) column.Add Type, CStr(results.Fields.Item(Type)) columns.Add CStr(results.Fields.Item(Field)), column End If results.MoveNext Loop results.Close If the fields from our form dont match the fields from the form_results table, archive the old table and create a new one corresponding to the current form If Not formFieldsEqualsTableFields(preferences(formFields), _ columns) Then archiveOldTable command createTableFromFormFields preferences(formFields), command End If Otherwise create the form_results table in the proper format. Else createTableFromFormFields preferences(formFields), command End If parameters = Array() If all went well, lets attempt to write the form results to the database. For Each field In preferences(formFields) query = query & ` & field & ` = ?, bound = UBound(parameters) + 1 Redim Preserve parameters(bound) If request.form(field) = Then parameters(bound) = Else parameters(bound) = Request.Form(field) End If Next Add the uploaded file to the query if necessary If CC_FB_AttachmentSaveToDB Then If uploadedFile Then Dim textStream, filepath, contents filepath = Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile Set textStream = Server.CreateObject(ADODB.Stream) textStream.Open textStream.Type = 1 textStream.LoadFromFile filepath If Err.Number 0 Then printMessage Unable To Open Attachment File, _ Were sorry but we were unable to open your uploaded & _ file to attatch it for email. Please be sure that & _ you have the proper permissions. End If query = query & `uploaded_file_name` = ?,`uploaded_file` = ?, bound = UBound(parameters) + 2 Redim Preserve parameters(bound) parameters(bound - 1) = uploadedFile parameters(bound) = textStream.read textStream.Close Set textStream = Nothing Else query = query & `uploaded_file_name` = ,`uploaded_file` = , End If End If command.CommandText = INSERT INTO `form_results` SET & query & _ `created_at` = NOW() command.Execute ,parameters If we couldnt write to the database, notify the user. If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Insert Into Database Table., _ Were sorry but we were unable to insert the form results & _ into your database table. Please be sure that you have & _ the proper permissions to insert data into the & _ form_results table. If you are still experiencing & _ trouble, please contact your server administrator. End If connection.Close End If Set connection = Nothing Set command = Nothing Set results = Nothing Set columns = Nothing End Sub Archives an old `form_results` table. Renames a form results table to form_results_old or form_results_old with a numerical value on the end of it if appropriate. @param ADO Command Object command a database abstraction Private Sub archiveOldTable(ByRef command) On Error Resume Next Dim i, results command.CommandText = SHOW TABLES LIKE form_results_old set results = command.Execute Do Until results.EOF And results.BOF i = i + 1 command.CommandText = SHOW TABLES LIKE form_results_old & i & set results = command.Execute Loop command.CommandText = RENAME TABLE `form_results` TO ` & _ form_results_old & i & ` command.Execute() If Err.Number 0 Then Err.Clear printMessage Unable to Rename Database Table., _ Were sorry but we were unable to rename your database & _ table. Please be sure that you have the proper & _ permissions to rename the form_results table. If you & _ are still experiencing trouble, please contact your & _ server administrator. End If Set results = Nothing End Sub Checks if the columns from a table match the the structure of the fields from a form. @param array form_fields the structure from the form @param array table_fields the structure from the table @return boolean value, true if the structures are the same, false if the structures are not. Private Function formFieldsEqualsTableFields(ByRef formFields, _ ByRef tableFields) On Error Resume Next Dim Field, f Make sure we have the proper fields for saving uploaded files to the database if the user has requested we do so If CC_FB_AttachmentSaveToDB Then If tableFields.Exists(uploaded_file) And _ tableFields.Exists(uploaded_file_name) Then tableFields.Remove(uploaded_file) tableFields.Remove(uploaded_file_name) Else formFieldsEqualsTableFields = False Exit Function End If End If If formFields.Count tableFields.Count Then formFieldsEqualsTableFields = False Exit Function End If For Each field In fo      ");
array_files[83]=new Array(0,1,"./ethics_standards.html","2008-11-12","14K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact CCPG Code of Ethics Ethics are vital to the practice of planned giving, whether that involves representing charity or working with donors on their philanthropic plans. CCPG members agree to carry out their responsibilities with the highest ethics in mind. Follow this link to ethics standards adhered to by all members of CCPG. MODEL STANDARDS OF PRACTICE FOR THE CHARITABLE GIFT PLANNER Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[84]=new Array(0,1,"./education_training.html","2008-11-12","17K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact CCPG Education and Training Opportunities The Chicago Council on Planned Giving offers opportunities for planned giving and development professionals to enhance their knowledge of planned giving as an important component in the process of raising significant philanthropic support from individual donors. In fact, education, along with the strong emphasis on ethics, forms the basis for CCPG’s existence. CCPG provides education and training through three different forums: Bi-monthly luncheon meetings An annual symposium, usually held in the late spring Special programs designed for various levels of expertise from beginning to highly technical. Bi-monthly Luncheon Meetings are held in at the University Club in downtown Chicago at 76 East Monroe Street. All meetings are scheduled on Tuesdays beginning with a very basic “Nuts and Bolts” section at 10:00am. This section focuses on one particular aspect of planned giving and offers a basic explanation of that aspect by a planned giving expert. The first main speaker begins at 10:30 am and presents until 11:45am when lunch is served. The second speaker commences at the end of lunch and the session is complete by 1:30pm. Continuing education credits are often provided for various certifications. However, these credits may vary for each accrediting agency and may depend on the subject matter being presented. Please check with your accrediting agencies regarding each presentation. Click here to see full schedule of event dates and times. The Annual Symposium in 2008 will be held on Thursday, May 29 at Northwestern Memorial Hospital. The symposium is an all-day event of presentations and seminars on all aspects of planned giving. The symposium is divided into tracks that offer basic information as well as technical training. Click here for complete schedule and information. Special Programs are designed for beginners, full and part-time planned giving practitioners and highly advanced planned giving specialists. Each program is designed for a particular audience to give each participant a better knowledge of planned giving, both in general and in highly technical areas. Click here to see full schedule of event dates and times. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[85]=new Array(0,1,"./donor_rights.html","2008-11-12","16K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Donor Bill of Rights Philanthropy is based on voluntary action for the common good. It is a tradition of giving and sharing that is primary to the quality of life. To ensure that philanthropy merits the respect and trust of the general public, and that donors and prospective donors can have full confidence in the nonprofit organizations and causes they are asked to support, we declare that all donors have these rights: I. To be informed of the organizations mission, of the way the organization intends to use donated resources, and of its capacity to use donations effectively for their intended purposes. II. To be informed of the identity of those serving on the organizations governing board, and to expect the board to exercise prudent judgment in its stewardship responsibilities. III. To have access to the organizations most recent financial statements. IV. To be assured their gifts will be used for the purposes for which they were given. V. To receive appropriate acknowledgement and recognition. VI. To be assured that information about their donation is handled with respect and with confidentiality to the extent provided by law. VII. To expect that all relationships with individuals representing organizations of interest to the donor will be professional in nature. VIII. To be informed whether those seeking donations are volunteers, employees of the organization or hired solicitors. IX. To have the opportunity for their names to be deleted from mailing lists that an organization may intend to share. X. To feel free to ask questions when making a donation and to receive prompt, truthful and forthright answers. Click the button below to make your donation to CCPG. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[86]=new Array(0,1,"./donate_thankyou.html","2008-11-12","14K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Thank you for your donation We thank you for making a donation to help further the work of our council. You will be receiving an email from PayPal that will serve as your receipt. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[87]=new Array(0,1,"./donate.html","2008-11-12","1K","Donate    ","",""," Donate Click the button below to make your donation to CCPG.     ");
array_files[88]=new Array(0,1,"./directory_update.xml","2008-11-12","5K","./directory_update.xml    ","",""," hidden name=thankyoupage value=http://www.ccpgonline.org/Members/Default.aspx hidden name=subject value=Membership Directory Update textinput name=User Name x=92 y=44 w=175 h=22 initvalue= maxchars=50 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=First Name x=92 y=76 w=175 h=22 initvalue= maxchars=50 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 required=true editable=true textinput name=Last Name x=92 y=108 w=175 h=22 initvalue= maxchars=50 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 required=true editable=true textinput name=Organization x=100 y=136 w=167 h=22 initvalue= maxchars=65 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=Title x=92 y=164 w=175 h=22 initvalue= maxchars=65 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=Phone x=92 y=192 w=175 h=22 initvalue= maxchars=25 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=Email x=92 y=224 w=175 h=22 initvalue= maxchars=60 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 required=true emailbox=true editable=true restrict=email textinput name=Address x=92 y=252 w=175 h=22 initvalue= maxchars=25 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=City x=92 y=280 w=175 h=22 initvalue= maxchars=25 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=State x=92 y=308 w=175 h=22 initvalue= maxchars=25 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=Zip x=92 y=336 w=175 h=22 initvalue= maxchars=25 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true textinput name=website x=92 y=364 w=175 h=22 initvalue= maxchars=60 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x808000 editable=true label name=My Text 1 x=12 y=8 w=256 h=22 text=Membership Directory Update fontname=Arial fontcolor=0x0073AA fontsize=19 label name=My Text 2 x=8 y=44 w=73 h=16 text=User Name fontbold=bold fontname=Arial fontcolor=0x0073AA fontsize=13 label name=My Text 3 x=8 y=76 w=77 h=16 text=First Name* fontbold=bold fontname=Arial fontcolor=0x0073AA fontsize=13 label name=My Text 4 x=8 y=108 w=76 h=16 text=Last Name* fontbold=bold fontname=Arial fontcolor=0x0073AA fontsize=13 label name=My Text 5 x=8 y=136 w=86 h=16 text=Organization fontbold=bold fontname=Arial fontcolor=0x0073AA fontsize=13 label name=My Text 6 x=8 y=164 w=32 h=16 text=Title fontbold=bold fontname=Arial fontcolor=0x0073AA fontsize=13 label name=My Text 7 x=8 y=192 w=45 h=16 text=Phone fontbold=bold fontname=Arial fontcolor=0x0073AA fontsize=13 label name=My Text 8 x=8 y=224 w=45 h=16 text=Email* fontbold=bold fontname=Arial fontcolor=0x0073AA fontsize=13 label name=My Text 9 x=8 y=252 w=54 h=16 text=Address fontbold=bold fontname=Arial fontcolor=0x0073AA fontsize=13 label name=My Text 10 x=8 y=280 w=28 h=16 text=City fontbold=bold fontname=Arial fontcolor=0x0073AA fontsize=13 label name=My Text 11 x=8 y=308 w=37 h=16 text=State fontbold=bold fontname=Arial fontcolor=0x0073AA fontsize=13 label name=My Text 12 x=8 y=336 w=23 h=16 text=Zip fontbold=bold fontname=Arial fontcolor=0x0073AA fontsize=13 label name=My Text 13 x=8 y=364 w=55 h=16 text=Website fontbold=bold fontname=Arial fontcolor=0x0073AA fontsize=13 label name=My Text 14 x=8 y=392 w=140 h=16 text=* denotes required field. fontname=Arial fontcolor=0x0073AA fontsize=13     ");
array_files[89]=new Array(0,1,"./directory_update.html","2008-11-12","0K","./directory_update.html    ","",""," OOPS! You forgot to upload swfobject.js ! You must upload this file for your form to work.     ");
array_files[90]=new Array(0,1,"./directory_update.asp","2008-11-12","51K"," & pageTitle & CoffeeCup Form Builder    ","",""," @version 4.0 @package CC_FB The version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_Version = 6.0 The release date of the version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_LastUpdated = 06/13/2007 The version of this script. Private Const CC_FB_ScriptVersion = 4.0 The release date of this script. Private Const CC_FB_ScriptLastUpdated = 12/20/2007 The required VBScript version for this script. Private Const CC_FB_VBScriptVersion = 5 Will the owner of this form be emailed the form data Private Const CC_FB_DoEmail = true To default To address. Private Const CC_FB_ToEmail = administration@ccpgonline.org The default CC address. Private Const CC_FB_CCEmail = The default BCC address. Private Const CC_FB_BCCEmail = If we should send a message back to the user. Private Const CC_FB_AutoReply = true The subject of the message to be sent to the user. Private Const CC_FB_AutoReplySubject = CCPG Membership Directory Update If we should include the form results in the message we send to the user. Private Const CC_FB_AutoReplyFormResults = true The position of the auto-reply message in the email. Private Const CC_FB_AutoReplyPosition = top The page to redirect to after the form is submitted. Private Const CC_FB_ResultsRedirect = http://www.ccpgonline.org/Members/Default.aspx The address of the database where the form results will be saved. Private Const CC_FB_DBAddress = [ADDRESS] The port number of the database where the form results will be saved. Private Const CC_FB_DBPort = [DBPORT] The username for the database where the form results will be saved. Private Const CC_FB_DBUsername = [DBUSER] The password for the database where the form results will be saved. Private Const CC_FB_DBPassword = [DBPASS] The name of the database where the form results will be saved. Private Const CC_FB_DBName = [DBNAME] The address of the SMTP Server used for sending emails. Private Const CC_FB_SMTPAddress = [SMTPADDRESS] The port for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPort = [SMTPPORT] The user for the SMTP Server used for sending emails. Private Const CC_FB_SMTPUsername = [SMTPUSER] The password for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPassword = [SMTPPASS] The file to log the form results to if necessary. Private Const CC_FB_SaveFile = [FILENAME] The filetypes that are acceptable for file uploads. Private Const CC_FB_AcceptableFileTypes = txt|gif|jpg|jpeg|zip|doc|png|pdf|rtf The directory where files are uploaded Private Const CC_FB_UploadsFolder = files The extension that gets added to file uploads Private Const CC_FB_UploadsExtension = _fbu Will we save the file uploads to the server Private Const CC_FB_AttachmentSaveToServer = false Will we save the file uploads to the db Private Const CC_FB_AttachmentSaveToDB = false Will we send the file upload as an attachment Private Const CC_FB_AttachmentAddToEmail = false Makes sure that the user is using the required version of VBScript as specified by {@link CC_FB_VBScriptVersion}. If ScriptEngineMajorVersion CC_FB_VBscriptVersion Then printMessage Invalid VBScript Version,_ Were sorry but CoffeeCup Flash Form Builder requires VBScript & _ version & CC_FB_VBscriptVersion & or greater. Please & _ contact your server administrator. End If If the content type is mutipart, process the file upload Dim contentType contentType = Request.ServerVariables(HTTP_Content_Type) If len(contentType) = 0 Then contentType = Request.ServerVariables(CONTENT_TYPE) End If If LCase(Left(contentType, 19)) = multipart/form-data Then processFileUpload If the Request.Form collection is populated, process the form results. ElseIf Request.Form.Count 0 Then we need this since asp wont let us override request.form(Uploaded_File) dim uploadedFile processMailForm If all else fails, print out a blank page with version numbers and release dates. End If printMessage , Process the mail form results. This method is in charge of processing the mail form which is posted from the CoffeeCup Flash Form Builder SWF. This process includes: - Retrieving the preferences from the included CoffeeCup Flash Form Builder XML preferences file. - Formats output for file output as well as for an email to the form user and the form owner as necesarry. - Writes output to a file and sends it to the form user and the form owner as necessary. - Writes form results to a database if necesarry. Private Sub processMailForm() On Error Resume Next Dim emailResponse, formResponse, txtFile, item, preferences, FSO fixUploadedFileName Set preferences = getPreferences() For Each item In preferences(formFields) If Trim(Request.Form(item)) Then emailResponse = emailResponse & item & : & _ Request.Form(item) & VbCrLf & VbCrLf formResponse = formResponse & item & : & _ Request.Form(item) & & VbCrLf txtFile = txtFile & item & : & Request.Form(item) & | End If Next If a file was uploaded, add the appropriate data to the response fields If uploadedFile Then emailResponse = emailResponse & Uploaded File: & _ uploadedFile & VbCrLf & VbCrLf formResponse = formResponse & Uploaded File: & _ uploadedFile & & VbCrLf txtFile = txtFile & Uploaded File: & _ uploadedFile & | End If sendResponseEmails emailResponse, preferences writeResponseToFile txtFile writeResponseToDatabase preferences Make sure we delete the file from the server if the user doesnt want it If Not CC_FB_AttachmentSaveToServer And _ uploadedFile Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) FSO.DeleteFile Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile, true End If printResponsePage formResponse, preferences Set preferences = Nothing Set FSO = nothing End Sub Send response emails to the appropriate recipients. Sends an email to the scripts owner as well as the end-user if appropriate. If the sending of mail fails, an error message will be printed out to the screen. @param string emailResponse the default contents to mail to the user. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub sendResponseEmails(ByRef emailResponse, ByRef preferences) On Error Resume Next Dim mail, unreg Set mail = Server.CreateObject(CDO.Message) If we could not create a CDO.Message object, they are lacking CDOSYS which is required for e-mail functionality. If Err.Number 0 Then Err.Clear printMessage Unable to Send E-Mail., _ Were sorry but we were unable to send an email. & _ Sending email requires CDOSYS, which we were unable to & _ locate on your server. Please contact your server & _ administrator End If If the program is unregistered, add the unregistered message. If Request.Form(unreg) Then unreg = ------------------------ & VbCrLf & VbCrLf & _ This Form was sent to you using CoffeeCup & _ Flash Form Builder. & VbCrLf & Please tell a friend about & _ us: http://www.coffeecup.com/form-builder/ & VbCrLf End If Make sure the mail is unicode for internationality. mail.Bodypart.ContentMediaType = text/plain mail.Bodypart.ContentTransferEncoding = 7bit mail.Bodypart.Charset = utf-8 Configure SMTP options if provided If CC_FB_SMTPAddress [SMTPADDRESS] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/sendusing) = 2 mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/smtpserver) = CC_FB_SMTPAddress If CC_FB_SMTPPort [SMTPPORT] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpserverport) = CC_FB_SMTPPort End If If CC_FB_SMTPUsername [SMTPUSER] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpauthenticate) = 1 mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendusername) = CC_FB_SMTPUsername mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendpassword) = CC_FB_SMTPPassword End If mail.Configuration.Fields.Update End If Add an attachment is required If CC_FB_AttachmentAddToEmail And _ uploadedFile Then mail.AddAttachment Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile End If Use the alternative email if one is provided. If Request.Form(_ALT_EMAIL) Then mail.To = Request.Form(_ALT_EMAIL) Else mail.To = CC_FB_ToEmail End If Set a default subject if one is not provided provided. If Request.Form(subject) Then mail.Subject = Request.Form(subject) Else mail.Subject = Form Submission End If mail.TextBody = Here is the information submitted to & _ Request.ServerVariables(SERVER_NAME) & _ Request.ServerVariables(SCRIPT_NAME) & from & _ Request.ServerVariables(REMOTE_ADDR) & on & _ FormatDateTime(Date, 1) & at & Time & _ VbCrLf & ------------------------ & VbCrLf & emailResponse & _ unreg If we collected the end-users email If Request.Form(eM) Then Send a message to the forms owner with the end-users email as the reply-to address. If CC_FB_DoEmail Then mail.From = Request.Form(eM) mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send End If If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send E-Mail, _ Were sorry but we were unable to send your e-mail. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If If necesarry, send a message to the end-user as well. If CC_FB_AutoReply Then Dim formUserResponse, autoReplyMsg autoReplyMsg = Thank you for updating your membership directory information. Well make the update as soon as possible. If CC_FB_AutoReplyFormResults Then formUserResponse = emailResponse If CC_FB_AutoReplyPosition = top Then formUserResponse = autoReplyMsg & _ VbCrLf & VbCrLf & formUserResponse Else formUserResponse = formUserResponse & _ autoReplyMsg & VbCrLf & VbCrLf End If Else formUserResponse = autoReplyMsg End If mail.Attachments.DeleteAll mail.Subject = CC_FB_AutoReplySubject mail.TextBody = formUserResponse & unreg mail.From = mail.To mail.To = Request.Form(eM) mail.Send End If Send a message to the forms owner. ElseIf CC_FB_DoEmail Then mail.From = CoffeeCup Flash Form Builder mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send E-Mail, _ Were sorry but we were unable to send your e-mail. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If End If Set mail = Nothing End Sub Gets the real name of the file that was uploaded. Since the file upload occurs in a different request, this method helps us resolve what the name of the uploaded file was in case it was renamed. Private Sub fixUploadedFileName() On Error Resume Next Dim newUploadName, FSO, extension, basename, folder, i If Request.Form(Uploaded File) Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) folder = Server.MapPath(CC_FB_UploadsFolder) basename = FSO.GetBaseName(Request.Form(Uploaded File)) extension = . & FSO.GetExtensionName(Request.Form(Uploaded File)) While FSO.FileExists(folder & & basename & _ CC_FB_UploadsExtension & i & extension) newUploadName = basename & CC_FB_UploadsExtension & i & extension i = i + 1 Wend End If uploadedFile = newUploadName Set FSO = Nothing End Sub Write form response to a database. Writes the form response to the database specified at CC_FB_DBAddress if appropriate. If the database doesnt it exist, the form_results table doesnt exist or if the form_results table doesnt comply with the structure of the current form then the database will be restructured accordingly. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub writeResponseToDatabase(ByRef preferences) On Error Resume Next Dim connection, command, results Dim result, columns, column, query, field, i, parameters, bound If the CC_FB_DbAddress constant has been populated, then the user wants to write their data to a database. If CC_FB_DBAddress [ADDRESS] Then Firstly, lets make sure we can access ADODB. Set connection = Server.CreateObject(ADODB.Connection) If Err.Number 0 Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires ADODB, & _ which we were unable to locate on your server. & _ Please contact your server administrator. End If connection.Open Driver={MySQL ODBC 3.51 Driver}; & _ Server= & CC_FB_DBAddress & ; & _ Port= & CC_FB_DBPort & ; & _ Uid= & CC_FB_DBUsername & ; & _ Pwd= & CC_FB_DBPassword & ; If Err.Number 0 Then If the error description mentions a driver, let the user know they are missing the mysql driver If InStr(Err.Description, driver) Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires & _ the MySQL ODBC 3.51 Driver which we were unable & _ to locate on your server. Please contact your & _ administrator. Otherwise Let the user know they have entered incorrect credentials Else Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Please be sure you have entered &_ your database settings correctly. End If End If Attempt to make a connection to the specified DB Set command = Server.CreateObject(ADODB.Command) command.ActiveConnection = connection command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we cant select their DB, lets try to create our own. If Err.Number 0 Then Err.Clear command.CommandText = CREATE DATABASE ` & CC_FB_DBName & ` command.Execute If we cant create or own, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Create Database., _ Were sorry but we were unable to create your database. & _ If you believe the database already exists, please & _ be sure that you have the proper permissions to & _ select it. Otherwise, please be sure that you & _ have permissions to create databases. If you & _ are still experiencing troubles, please contact & _ your server administrator. If we could create our own, try selecting it now Else command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we still cant select the DB, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to select Database., _ Were sorry but we were unable to select your & _ database. Please be sure that you have the proper & _ permissions to select it. If you are still & _ experiencing trouble, please contact your & _ server administrator. End If End If End If command.CommandText = SHOW TABLES LIKE form_results Set results = command.Execute If a form_results table exists, make sure it is in the proper format. If Not (results.EOF Or results.BOF) Then results.Close command.CommandText = SHOW COLUMNS FROM `form_results` Set results = command.Execute If for some reason we cant querty the DB, let the user know If results.EOF And results.BOF Then results.Close connection.Close printMessage Unable to Query Database., _ Were sorry but we were unable to query your database & _ table. Please be sure that you have the proper & _ permissions to select from the form_results & _ table. If you are still experiencing trouble, & _ please contact your server administrator. End If Set columns = Server.CreateObject(Scripting.Dictionary) Populate the columns collection with the columns of the form_results table Do Until results.EOF If results.Fields.Item(Field) id And _ results.Fields.Item(Field) created_at Then Set column = Server.CreateObject(Scripting.Dictionary) column.Add Field, CStr(results.Fields.Item(Field)) column.Add Type, CStr(results.Fields.Item(Type)) columns.Add CStr(results.Fields.Item(Field)), column End If results.MoveNext Loop results.Close If the fields from our form dont match the fields from the form_results table, archive the old table and create a new one corresponding to the current form If Not formFieldsEqualsTableFields(preferences(formFields), _ columns) Then archiveOldTable command createTableFromFormFields preferences(formFields), command End If Otherwise create the form_results table in the proper format. Else createTableFromFormFields preferences(formFields), command End If parameters = Array() If all went well, lets attempt to write the form results to the database. For Each field In preferences(formFields) query = query & ` & field & ` = ?, bound = UBound(parameters) + 1 Redim Preserve parameters(bound) If request.form(field) = Then parameters(bound) = Else parameters(bound) = Request.Form(field) End If Next Add the uploaded file to the query if necessary If CC_FB_AttachmentSaveToDB Then If uploadedFile Then Dim textStream, filepath, contents filepath = Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile Set textStream = Server.CreateObject(ADODB.Stream) textStream.Open textStream.Type = 1 textStream.LoadFromFile filepath If Err.Number 0 Then printMessage Unable To Open Attachment File, _ Were sorry but we were unable to open your uploaded & _ file to attatch it for email. Please be sure that & _ you have the proper permissions. End If query = query & `uploaded_file_name` = ?,`uploaded_file` = ?, bound = UBound(parameters) + 2 Redim Preserve parameters(bound) parameters(bound - 1) = uploadedFile parameters(bound) = textStream.read textStream.Close Set textStream = Nothing Else query = query & `uploaded_file_name` = ,`uploaded_file` = , End If End If command.CommandText = INSERT INTO `form_results` SET & query & _ `created_at` = NOW() command.Execute ,parameters If we couldnt write to the database, notify the user. If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Insert Into Database Table., _ Were sorry but we were unable to insert the form results & _ into your database table. Please be sure that you have & _ the proper permissions to insert data into the & _ form_results table. If you are still experiencing & _ trouble, please contact your server administrator. End If connection.Close End If Set connection = Nothing Set command = Nothing Set results = Nothing Set columns = Nothing End Sub Archives an old `form_results` table. Renames a form results table to form_results_old or form_results_old with a numerical value on the end of it if appropriate. @param ADO Command Object command a database abstraction Private Sub archiveOldTable(ByRef command) On Error Resume Next Dim i, results command.CommandText = SHOW TABLES LIKE form_results_old set results = command.Execute Do Until results.EOF And results.BOF i = i + 1 command.CommandText = SHOW TABLES LIKE form_results_old & i & set results = command.Execute Loop command.CommandText = RENAME TABLE `form_results` TO ` & _ form_results_old & i & ` command.Execute() If Err.Number 0 Then Err.Clear printMessage Unable to Rename Database Table., _ Were sorry but we were unable to rename your database & _ table. Please be sure that you have the proper & _ permissions to rename the form_results table. If you & _ are still experiencing trouble, please contact your & _ server administrator. End If Set results = Nothing End Sub Checks if the columns from a table match the the structure of the fields from a form. @param array form_fields the structure from the form @param array table_fields the structure from the table @return boolean value, true if the structures are the same, false if the structures are not. Private Function formFieldsEqualsTableFields(ByRef formFields, _ ByRef tableFields) On Error Resume Next Dim Field, f Make sure we have the proper fields for saving uploaded files to the database if the user has requested we do so If CC_FB_AttachmentSaveToDB Then If tableFields.Exists(uploaded_file) And _ tableFields.Exists(uploaded_file_name) Then tableFields.Remove(uploaded_file) tableFields.Remove(uploaded_file_name) Else formFieldsEqualsTableFields = False Exit Function End If End If If formFields.Count tableFields.Count Then formFieldsEqualsTableFields = False Exit Function End If For Each field In formFields If Not tableFields.Exists(field) OR _ Not ((formFields(field)(type) = textarea AND _ tableFields(field)(Type) = text) OR _ tableFields(field)(Type) = varchar(255)) Then formFieldsEqualsTableFields = False Exit Function End If Next formFieldsEqualsTableFields = True End Function Create a MySQL table from the form structure. Uses the structure of the form, pull      ");
array_files[91]=new Array(0,1,"./contactform.html","2008-11-12","1K","CCPG Contact Form    ","",""," CCPG Contact Form OOPS! You forgot to upload swfobject.js ! You must upload this file for your form to work.     ");
array_files[92]=new Array(0,1,"./ccpg_contactform.xml","2008-11-12","2K","./ccpg_contactform.xml    ","",""," hidden name=thankyoupage value=http://www.ccpgonline.org/contact.html hidden name=subject value=CCPG Contact Form Submission textinput name=Name x=60 y=56 w=265 h=22 initvalue= maxchars=60 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x007CB9 required=true editable=true textinput name=Email x=60 y=92 w=266 h=22 initvalue= maxchars=60 bkcolor=0xFFFFFF fontname=Arial fontcolor=0x007CB9 required=true emailbox=true editable=true restrict=email label name=My Text 1 x=68 y=8 w=212 h=29 text=Contact the CCPG fontbold=bold fontname=Arial fontcolor=0x808000 fontsize=23 label name=My Text 2 x=8 y=60 w=41 h=16 text=Name fontbold=bold fontname=Arial fontcolor=0x808000 fontsize=13 label name=My Text 3 x=8 y=96 w=40 h=16 text=Email fontbold=bold fontname=Arial fontcolor=0x808000 fontsize=13 label name=My Text 4 x=8 y=136 w=141 h=16 text=Comments/Questions: fontbold=bold fontname=Arial fontcolor=0x808000 fontsize=13     ");
array_files[93]=new Array(0,1,"./ccpg_contactform.html","2008-11-12","0K","./ccpg_contactform.html    ","",""," OOPS! You forgot to upload swfobject.js ! You must upload this file for your form to work.     ");
array_files[94]=new Array(0,1,"./ccpg_contactform.asp","2008-11-12","51K"," & pageTitle & CCPG Contact Form Submission    ","",""," @version 4.0 @package CC_FB The version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_Version = 6.0 The release date of the version of CoffeeCup Flash Form Builder that generated this script. Private Const CC_FB_LastUpdated = 06/13/2007 The version of this script. Private Const CC_FB_ScriptVersion = 4.0 The release date of this script. Private Const CC_FB_ScriptLastUpdated = 12/20/2007 The required VBScript version for this script. Private Const CC_FB_VBScriptVersion = 5 Will the owner of this form be emailed the form data Private Const CC_FB_DoEmail = true To default To address. Private Const CC_FB_ToEmail = ccpg@ccpgonline.org The default CC address. Private Const CC_FB_CCEmail = The default BCC address. Private Const CC_FB_BCCEmail = If we should send a message back to the user. Private Const CC_FB_AutoReply = true The subject of the message to be sent to the user. Private Const CC_FB_AutoReplySubject = CCPG Contact Form Submission If we should include the form results in the message we send to the user. Private Const CC_FB_AutoReplyFormResults = false The position of the auto-reply message in the email. Private Const CC_FB_AutoReplyPosition = top The page to redirect to after the form is submitted. Private Const CC_FB_ResultsRedirect = http://www.ccpgonline.org/contact.html The address of the database where the form results will be saved. Private Const CC_FB_DBAddress = [ADDRESS] The port number of the database where the form results will be saved. Private Const CC_FB_DBPort = [DBPORT] The username for the database where the form results will be saved. Private Const CC_FB_DBUsername = [DBUSER] The password for the database where the form results will be saved. Private Const CC_FB_DBPassword = [DBPASS] The name of the database where the form results will be saved. Private Const CC_FB_DBName = [DBNAME] The address of the SMTP Server used for sending emails. Private Const CC_FB_SMTPAddress = [SMTPADDRESS] The port for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPort = [SMTPPORT] The user for the SMTP Server used for sending emails. Private Const CC_FB_SMTPUsername = [SMTPUSER] The password for the SMTP Server used for sending emails. Private Const CC_FB_SMTPPassword = [SMTPPASS] The file to log the form results to if necessary. Private Const CC_FB_SaveFile = [FILENAME] The filetypes that are acceptable for file uploads. Private Const CC_FB_AcceptableFileTypes = txt|gif|jpg|jpeg|zip|doc|png|pdf|rtf The directory where files are uploaded Private Const CC_FB_UploadsFolder = files The extension that gets added to file uploads Private Const CC_FB_UploadsExtension = _fbu Will we save the file uploads to the server Private Const CC_FB_AttachmentSaveToServer = false Will we save the file uploads to the db Private Const CC_FB_AttachmentSaveToDB = false Will we send the file upload as an attachment Private Const CC_FB_AttachmentAddToEmail = false Makes sure that the user is using the required version of VBScript as specified by {@link CC_FB_VBScriptVersion}. If ScriptEngineMajorVersion CC_FB_VBscriptVersion Then printMessage Invalid VBScript Version,_ Were sorry but CoffeeCup Flash Form Builder requires VBScript & _ version & CC_FB_VBscriptVersion & or greater. Please & _ contact your server administrator. End If If the content type is mutipart, process the file upload Dim contentType contentType = Request.ServerVariables(HTTP_Content_Type) If len(contentType) = 0 Then contentType = Request.ServerVariables(CONTENT_TYPE) End If If LCase(Left(contentType, 19)) = multipart/form-data Then processFileUpload If the Request.Form collection is populated, process the form results. ElseIf Request.Form.Count 0 Then we need this since asp wont let us override request.form(Uploaded_File) dim uploadedFile processMailForm If all else fails, print out a blank page with version numbers and release dates. End If printMessage , Process the mail form results. This method is in charge of processing the mail form which is posted from the CoffeeCup Flash Form Builder SWF. This process includes: - Retrieving the preferences from the included CoffeeCup Flash Form Builder XML preferences file. - Formats output for file output as well as for an email to the form user and the form owner as necesarry. - Writes output to a file and sends it to the form user and the form owner as necessary. - Writes form results to a database if necesarry. Private Sub processMailForm() On Error Resume Next Dim emailResponse, formResponse, txtFile, item, preferences, FSO fixUploadedFileName Set preferences = getPreferences() For Each item In preferences(formFields) If Trim(Request.Form(item)) Then emailResponse = emailResponse & item & : & _ Request.Form(item) & VbCrLf & VbCrLf formResponse = formResponse & item & : & _ Request.Form(item) & & VbCrLf txtFile = txtFile & item & : & Request.Form(item) & | End If Next If a file was uploaded, add the appropriate data to the response fields If uploadedFile Then emailResponse = emailResponse & Uploaded File: & _ uploadedFile & VbCrLf & VbCrLf formResponse = formResponse & Uploaded File: & _ uploadedFile & & VbCrLf txtFile = txtFile & Uploaded File: & _ uploadedFile & | End If sendResponseEmails emailResponse, preferences writeResponseToFile txtFile writeResponseToDatabase preferences Make sure we delete the file from the server if the user doesnt want it If Not CC_FB_AttachmentSaveToServer And _ uploadedFile Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) FSO.DeleteFile Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile, true End If printResponsePage formResponse, preferences Set preferences = Nothing Set FSO = nothing End Sub Send response emails to the appropriate recipients. Sends an email to the scripts owner as well as the end-user if appropriate. If the sending of mail fails, an error message will be printed out to the screen. @param string emailResponse the default contents to mail to the user. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub sendResponseEmails(ByRef emailResponse, ByRef preferences) On Error Resume Next Dim mail, unreg Set mail = Server.CreateObject(CDO.Message) If we could not create a CDO.Message object, they are lacking CDOSYS which is required for email functionality. If Err.Number 0 Then Err.Clear printMessage Unable to Send Email., _ Were sorry but we were unable to send an email. & _ Sending email requires CDOSYS, which we were unable to & _ locate on your server. Please contact your server & _ administrator End If If the program is unregistered, add the unregistered message. If Request.Form(unreg) Then unreg = ------------------------ & VbCrLf & VbCrLf & _ This Form was sent to you using CoffeeCup & _ Flash Form Builder. & VbCrLf & Please tell a friend about & _ us: http://www.coffeecup.com/form-builder/ & VbCrLf End If Make sure the mail is unicode for internationality. mail.Bodypart.ContentMediaType = text/plain mail.Bodypart.ContentTransferEncoding = 7bit mail.Bodypart.Charset = utf-8 Configure SMTP options if provided If CC_FB_SMTPAddress [SMTPADDRESS] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/sendusing) = 2 mail.Configuration.Fields.Item(http://schemas.microsoft.com/cdo/ & _ configuration/smtpserver) = CC_FB_SMTPAddress If CC_FB_SMTPPort [SMTPPORT] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpserverport) = CC_FB_SMTPPort End If If CC_FB_SMTPUsername [SMTPUSER] Then mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/smtpauthenticate) = 1 mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendusername) = CC_FB_SMTPUsername mail.Configuration.Fields.Item(http://schemas.microsoft.com/ & _ cdo/configuration/sendpassword) = CC_FB_SMTPPassword End If mail.Configuration.Fields.Update End If Add an attachment is required If CC_FB_AttachmentAddToEmail And _ uploadedFile Then mail.AddAttachment Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile End If Use the alternative email if one is provided. If Request.Form(_ALT_EMAIL) Then mail.To = Request.Form(_ALT_EMAIL) Else mail.To = CC_FB_ToEmail End If Set a default subject if one is not provided provided. If Request.Form(subject) Then mail.Subject = Request.Form(subject) Else mail.Subject = Form Submission End If mail.TextBody = Here is the information submitted to & _ Request.ServerVariables(SERVER_NAME) & _ Request.ServerVariables(SCRIPT_NAME) & from & _ Request.ServerVariables(REMOTE_ADDR) & on & _ FormatDateTime(Date, 1) & at & Time & _ VbCrLf & ------------------------ & VbCrLf & emailResponse & _ unreg If we collected the end-users email If Request.Form(eM) Then Send a message to the forms owner with the end-users email as the reply-to address. If CC_FB_DoEmail Then mail.From = Request.Form(eM) mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send End If If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send Email, _ Were sorry but we were unable to send your email. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If If necesarry, send a message to the end-user as well. If CC_FB_AutoReply Then Dim formUserResponse, autoReplyMsg autoReplyMsg = Thank you for contacting the CCPG.Email messages received during regular business hours normally are processed within 24 hours, so you can expect a response before the end of the following business day. If CC_FB_AutoReplyFormResults Then formUserResponse = emailResponse If CC_FB_AutoReplyPosition = top Then formUserResponse = autoReplyMsg & _ VbCrLf & VbCrLf & formUserResponse Else formUserResponse = formUserResponse & _ autoReplyMsg & VbCrLf & VbCrLf End If Else formUserResponse = autoReplyMsg End If mail.Attachments.DeleteAll mail.Subject = CC_FB_AutoReplySubject mail.TextBody = formUserResponse & unreg mail.From = mail.To mail.To = Request.Form(eM) mail.Send End If Send a message to the forms owner. ElseIf CC_FB_DoEmail Then mail.From = CCPG Contact Form Submissionccpg@ & _ Request.ServerVariables(SERVER_NAME) & mail.Cc = CC_FB_CCEmail mail.Bcc = CC_FB_BCCEmail mail.Send If mail.Send threw an error, hault the script and notify the user. If Err.Number 0 Then Err.Clear printMessage Unable To Send Email, _ Were sorry but we were unable to send your email. & _ If you are sure that you entered all your email & _ addresses properly, you should contact your server & _ administrator. End If End If Set mail = Nothing End Sub Gets the real name of the file that was uploaded. Since the file upload occurs in a different request, this method helps us resolve what the name of the uploaded file was in case it was renamed. Private Sub fixUploadedFileName() On Error Resume Next Dim newUploadName, FSO, extension, basename, folder, i If Request.Form(Uploaded File) Then Set FSO = Server.CreateObject(Scripting.FileSystemObject) folder = Server.MapPath(CC_FB_UploadsFolder) basename = FSO.GetBaseName(Request.Form(Uploaded File)) extension = . & FSO.GetExtensionName(Request.Form(Uploaded File)) While FSO.FileExists(folder & & basename & _ CC_FB_UploadsExtension & i & extension) newUploadName = basename & CC_FB_UploadsExtension & i & extension i = i + 1 Wend End If uploadedFile = newUploadName Set FSO = Nothing End Sub Write form response to a database. Writes the form response to the database specified at CC_FB_DBAddress if appropriate. If the database doesnt it exist, the form_results table doesnt exist or if the form_results table doesnt comply with the structure of the current form then the database will be restructured accordingly. @param dictionary preferences the CoffeeCup Flash Form Builder Preferences. Private Sub writeResponseToDatabase(ByRef preferences) On Error Resume Next Dim connection, command, results Dim result, columns, column, query, field, i, parameters, bound If the CC_FB_DbAddress constant has been populated, then the user wants to write their data to a database. If CC_FB_DBAddress [ADDRESS] Then Firstly, lets make sure we can access ADODB. Set connection = Server.CreateObject(ADODB.Connection) If Err.Number 0 Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires ADODB, & _ which we were unable to locate on your server. & _ Please contact your server administrator. End If connection.Open Driver={MySQL ODBC 3.51 Driver}; & _ Server= & CC_FB_DBAddress & ; & _ Port= & CC_FB_DBPort & ; & _ Uid= & CC_FB_DBUsername & ; & _ Pwd= & CC_FB_DBPassword & ; If Err.Number 0 Then If the error description mentions a driver, let the user know they are missing the mysql driver If InStr(Err.Description, driver) Then Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Saving to a database requires & _ the MySQL ODBC 3.51 Driver which we were unable & _ to locate on your server. Please contact your & _ administrator. Otherwise Let the user know they have entered incorrect credentials Else Err.Clear printMessage Unable to Connect to Database Server., _ Were sorry but we were unable to connect to your & _ database server. Please be sure you have entered &_ your database settings correctly. End If End If Attempt to make a connection to the specified DB Set command = Server.CreateObject(ADODB.Command) command.ActiveConnection = connection command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we cant select their DB, lets try to create our own. If Err.Number 0 Then Err.Clear command.CommandText = CREATE DATABASE ` & CC_FB_DBName & ` command.Execute If we cant create or own, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Create Database., _ Were sorry but we were unable to create your database. & _ If you believe the database already exists, please & _ be sure that you have the proper permissions to & _ select it. Otherwise, please be sure that you & _ have permissions to create databases. If you & _ are still experiencing troubles, please contact & _ your server administrator. If we could create our own, try selecting it now Else command.CommandText = USE ` & CC_FB_DBName & ` command.Execute If we still cant select the DB, let the user know If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to select Database., _ Were sorry but we were unable to select your & _ database. Please be sure that you have the proper & _ permissions to select it. If you are still & _ experiencing trouble, please contact your & _ server administrator. End If End If End If command.CommandText = SHOW TABLES LIKE form_results Set results = command.Execute If a form_results table exists, make sure it is in the proper format. If Not (results.EOF Or results.BOF) Then results.Close command.CommandText = SHOW COLUMNS FROM `form_results` Set results = command.Execute If for some reason we cant querty the DB, let the user know If results.EOF And results.BOF Then results.Close connection.Close printMessage Unable to Query Database., _ Were sorry but we were unable to query your database & _ table. Please be sure that you have the proper & _ permissions to select from the form_results & _ table. If you are still experiencing trouble, & _ please contact your server administrator. End If Set columns = Server.CreateObject(Scripting.Dictionary) Populate the columns collection with the columns of the form_results table Do Until results.EOF If results.Fields.Item(Field) id And _ results.Fields.Item(Field) created_at Then Set column = Server.CreateObject(Scripting.Dictionary) column.Add Field, CStr(results.Fields.Item(Field)) column.Add Type, CStr(results.Fields.Item(Type)) columns.Add CStr(results.Fields.Item(Field)), column End If results.MoveNext Loop results.Close If the fields from our form dont match the fields from the form_results table, archive the old table and create a new one corresponding to the current form If Not formFieldsEqualsTableFields(preferences(formFields), _ columns) Then archiveOldTable command createTableFromFormFields preferences(formFields), command End If Otherwise create the form_results table in the proper format. Else createTableFromFormFields preferences(formFields), command End If parameters = Array() If all went well, lets attempt to write the form results to the database. For Each field In preferences(formFields) query = query & ` & field & ` = ?, bound = UBound(parameters) + 1 Redim Preserve parameters(bound) If request.form(field) = Then parameters(bound) = Else parameters(bound) = Request.Form(field) End If Next Add the uploaded file to the query if necessary If CC_FB_AttachmentSaveToDB Then If uploadedFile Then Dim textStream, filepath, contents filepath = Server.MapPath(CC_FB_UploadsFolder) & & _ uploadedFile Set textStream = Server.CreateObject(ADODB.Stream) textStream.Open textStream.Type = 1 textStream.LoadFromFile filepath If Err.Number 0 Then printMessage Unable To Open Attachment File, _ Were sorry but we were unable to open your uploaded & _ file to attatch it for email. Please be sure that & _ you have the proper permissions. End If query = query & `uploaded_file_name` = ?,`uploaded_file` = ?, bound = UBound(parameters) + 2 Redim Preserve parameters(bound) parameters(bound - 1) = uploadedFile parameters(bound) = textStream.read textStream.Close Set textStream = Nothing Else query = query & `uploaded_file_name` = ,`uploaded_file` = , End If End If command.CommandText = INSERT INTO `form_results` SET & query & _ `created_at` = NOW() command.Execute ,parameters If we couldnt write to the database, notify the user. If Err.Number 0 Then connection.Close Err.Clear printMessage Unable to Insert Into Database Table., _ Were sorry but we were unable to insert the form results & _ into your database table. Please be sure that you have & _ the proper permissions to insert data into the & _ form_results table. If you are still experiencing & _ trouble, please contact your server administrator. End If connection.Close End If Set connection = Nothing Set command = Nothing Set results = Nothing Set columns = Nothing End Sub Archives an old `form_results` table. Renames a form results table to form_results_old or form_results_old with a numerical value on the end of it if appropriate. @param ADO Command Object command a database abstraction Private Sub archiveOldTable(ByRef command) On Error Resume Next Dim i, results command.CommandText = SHOW TABLES LIKE form_results_old set results = command.Execute Do Until results.EOF And results.BOF i = i + 1 command.CommandText = SHOW TABLES LIKE form_results_old & i & set results = command.Execute Loop command.CommandText = RENAME TABLE `form_results` TO ` & _ form_results_old & i & ` command.Execute() If Err.Number 0 Then Err.Clear printMessage Unable to Rename Database Table., _ Were sorry but we were unable to rename your database & _ table. Please be sure that you have the proper & _ permissions to rename the form_results table. If you & _ are still experiencing trouble, please contact your & _ server administrator. End If Set results = Nothing End Sub Checks if the columns from a table match the the structure of the fields from a form. @param array form_fields the structure from the form @param array table_fields the structure from the table @return boolean value, true if the structures are the same, false if the structures are not. Private Function formFieldsEqualsTableFields(ByRef formFields, _ ByRef tableFields) On Error Resume Next Dim Field, f Make sure we have the proper fields for saving uploaded files to the database if the user has requested we do so If CC_FB_AttachmentSaveToDB Then If tableFields.Exists(uploaded_file) And _ tableFields.Exists(uploaded_file_name) Then tableFields.Remove(uploaded_file) tableFields.Remove(uploaded_file_name) Else formFieldsEqualsTableFields = False Exit Function End If End If If formFields.Count tableFields.Count Then formFieldsEqualsTableFields = False Exit Function End If For Each field In formFields If Not tableFields.Exists(field) OR _ Not ((formFields(field)(type) = textarea AND _ tableFields(field)(Type) = text) OR _ tableFields(field)(Type) = varchar(255)) Then formFieldsEqualsTableFields = False Exit Function End If Next formFie      ");
array_files[95]=new Array(0,1,"./ccmt.php","2008-11-12","5K","CCMT - CoffeeCup Mail Tester    ","","","go back and try again.); } // Set the recipient. to = _POST[to]; // Set who its from, if a value was entered. if(_POST[from]) from = _POST[from]; // Set the subject. If subject was left blank, override with a default. subject = _POST[subject]; if(_POST[subject] == )subject = CoffeeCup Test Message; // Set the message. If the message was left blank, override with a default. message = htmlspecialchars(stripslashes(_POST[message]), ENT_NOQUOTES); if(_POST[message] == )message = This is a test message from the CoffeeCup Software Mail Tester.; // Set headers. charset = _POST[charset]; headers = Content-Type: text/plain; charset=.charset.rn; if(_POST[from]) headers .= From: ._POST[from].rn; if(from) headers .= Reply-To: .from.rn; if(_POST[cc]) headers .= CC: ._POST[cc].rn; if(_POST[bcc]) headers .= BCC: ._POST[bcc].rn; // Send the e-mail. sent = mail(to, subject, message, headers); if(!sent) { echo(Error sending mail. First, go back and make sure you typed a proper e-mail address. Heres what you typed: to If youre sure the above address is 100% correct, theres some setting on your web server that is not letting you send mail through PHP in a standard way. Perhaps your host requries a different method? Check with your web host to determine what this might be.); } else echo(Mail appears to have been sent successfully.The mail appears to have been sent properly! Good job! If you still do not receive this test message, be sure to check your spam or junk folders for it. Secondly, if you dont find the message in your junk mail or spam filters, you may need to contact your web host because it is likely a sendmail or other mail setting that needs to be looked at.); } else { ? CCMT - CoffeeCup Mail Tester CoffeeCup Mail Tester This test mailer was created by CoffeeCup Software to test a Unix/Linux servers mailing capabilities. Simply fill out an address below. Only a To address is required. Send the test To: CC: BCC: Subject: Body: From: Charset: utf-8 (Standard 8-bit) iso-8859-1 (West European) iso-8859-8 (Hebrew/Yiddish) iso-8859-9 (Turkish) iso-8859-10 (Nordic) Who are you? Prove it.     ");
array_files[96]=new Array(0,1,"./career_resources.html","2008-11-12","16K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact Career Resources as a Member Benefit Members are eligible to use the Career Resources feature of our website, which provides a regularly updated listing of available planned giving positions in the metropolitan Chicago area. This career forum provides an opportunity for members to post new job openings at their organizations, thereby gaining immediate access to a pool of qualified candidates. Whether you are new to the field or an experienced old-timer, there is no better way to become familiar with career possibilities as they become available. An opt-in email feature is also available, bringing you a monthly email of job postings. Login Now Click here to email a request to receive a monthly open position listingOpen Position Listing The Chicago Council of Planned Giving is pleased to provide open position listings that are of particular interest to gift planners. Listings are predominantly for positions at non-profit institutions in the metropolitan Chicago area, but CCPG accepts listings for positions outside Chicago and at allied for-profit institutions. Click here to email an open position post for the monthly listing Planned Giving Professional Publications The Resource Center of the National Center for Planned Giving website provides gift planners with access to an on-line research library with an extensive database. Virtual seminars and CD seminars are also available at the NCPG site. Click here to access the NCPG library and database. Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[97]=new Array(0,1,"./about.html","2008-11-12","15K","Chicago Council on Planned Giving    ","",""," Chicago Council on Planned Giving Home About Calendar Annual Symposium Membership Information Join Membership Directory Education/Training Career Resources Government Relations Resources Ethics/Standards Governance Sponsorship Contact CCPG Mission The Chicago Council on Planned Giving is a professional association for development officers and allied professionals in the Chicago area. Our purpose is to educate members and the community about the philanthropic process with a focus on charitable planned giving and various estate planning techniques. CCPG History Founded in 1980 by a collective of creative and dedicated fundraising professionals to collaborate and educate one another on best practices, ethics, tax considerations and planning ideas in gift planning, CCPG offers the best training and networking opportunities in the fundraising arena. CCPG hosts 6 luncheon programs (each offering as much as 3 hours of programming), a half-day beginner’s program, a half-day master’s program and a day-long Symposium annually. All CCPG programs offer nationally-recognized speakers and feature topics of interest to beginning and seasoned fundraising professionals as well as those engaged in advising wealthy individuals about their philanthropy. Connect to Leading Authorities Many nationally-known speakers have presented to CCPG members and guests. John Brown, Frank Minton, Robert Sharpe and Marc Carmichael (just to name a few) have all presented multiple times, offering our members and guests advanced training that would normally cost them many times the price of a CCPG luncheon. Membership in CCPG offers access to world-class training and networking opportunities. CCPG Board Members Click here to view our board members and officers. Key Committees Get Involved Chicago Council on Planned Giving © 2008 Privacy Policy Terms Of Use Home | About | Contact | Resources | Join | Calendar     ");
array_files[98]=new Array(0,4,"./Symposium/PDF/Turk.pdf","2008-11-12","112K","     ","     ","     ","What Drives the Gift Plan? Chicago Council on Planned Giving Symposium May 29, 2008 Mary Lee Turk Partner/ McDermott Will & Emery LLP Chicago, IL mturk@mwe.com 312-984-3280 www.mwe.com Boston Brussels Chicago D�sseldorf Houston London Los Angeles Miami Munich New York Orange County Rome San Diego Silicon Valley Washington, D.C. Strategic alliance with MWE China Law Offices (Shanghai) � 2008 McDermott Will & Emery LLP. McDermott operates its practice through separate legal entities in each of the countries where it has offices. This communication may be considered attorney advertising. Previous results are not a guarantee of future outcome. Maximize Your Odds of Success Know your prospective donor and target your approach to that individual www.mwe.com 2 Know your Donor 1. What motivates your donor to give? a. Philosophical commitment b. Self-Interest - Recognition and status - Peer influence - Assuaging guilt - Tax savings www.mwe.com 3 Know Your Donor c. Family considerations - Establishment of a legacy - Education of younger generation - Buffett/Gates concerns � enough is enough www.mwe.com 4 Know Your Donor 2. What concerns does your donor have about planned giving? a. Affordability - market volatility - life changes b. Sufficiency of assets for children www.mwe.com 5 Know Your Donor 3. What can you intuit about your donor? a. From age/generation - Greatest Generation - Baby Boomer - Gen X or Y b. From gender/marital status c. From source of wealth - Self-made - Inheritance - Sudden (lottery winners) www.mwe.com 6 Know Your Donor 4. What is your donors relationship to money? a. Likes to acquire assets � cant let go b. Uses assets for next venture c. Likes to manage assets www.mwe.com 7 Know Your Donor 5. How does your donor invest and spend money? a. Risk taker b. Cautious c. Impulsive d. Bargain hunter www.mwe.com 8 Know Your Donor 6. What is your donors tolerance for complexity? a. High - Good with details or hires professionals - Enjoys sophisticated planning b. Low - Not likely to cross the ts and dot the is - What tax return? www.mwe.com 9 Know Your Donor 7. What is your donors frustration threshold? a. High - Will take the time to understand the plan - Wont mind involving attorneys and accountants b. Low - Not likely to have time to follow through - Will be frustrated by more entities, tax returns, accounts www.mwe.com 10 Target Your Approach 1. Good candidates for CRUTs a. Lifetime - May not have significant wealth, but desire to build it - Are willing to let go of ownership and use of assets, but maybe not management - Are okay with at least some complexity - Want flexibility to change charitable beneficiaries - High frustration threshold b. Testamentary www.mwe.com 11 Target Your Approach 2. Good candidates for CRATs a. Lifetime - Older donors - May not have significant wealth - Prefer security of fixed income stream - Are willing to let go of ownership and use of assets, but maybe not management - Are okay with at least some complexity - Want flexibility to change charitable beneficiaries - High frustration threshold b. Testamentary www.mwe.com 12 Target Your Approach 3. Good candidates for gift annuities a. Older donors b. Want security of a fixed income c. Dont want to or wont deal well with complexity d. Are willing to let go of ownership, use and management of assets in return for stream of income e. Low frustration threshold www.mwe.com 13 Target Your Approach 4. Good candidates for CLTs a. Lifetime - Have significant wealth - May be concerned about too much wealth for children - Are okay with at least some complexity - Are willing to let go of ownership and use of assets, but maybe not management b. Testamentary www.mwe.com 14 Target Your Approach 5. Good candidates for donor advised funds a. May not have significant wealth b. Are willing to let go of ownership, use and management of assets c. Want flexibility to change recommendations of charitable beneficiaries d. May want to involve children in recommendations of charitable beneficiaries e. Dont want to or wont deal well with complexity f. Low frustration threshold www.mwe.com 4971437.2 15     ");
array_files[99]=new Array(0,4,"./Symposium/PDF/STREML~1.pdf","2008-11-12","8337K"," I resolved to stop accumulating and begin the infinitely more serious and difficult task of wise distribution. Andrew Carnegie     ","     ","     ","Dealing with advisors of the wealthy donor to achieve superior results The Importance of Advisors Philanthropic services is one of the top four most-requested services in private banking. *Source: John Nuveen What are advisors looking for? Trusted information that is easy to access. A Changing Market Marketing Driven THEN: Information Driven TODAY: Whats more important ratios or impact? Giving Philanthropy Philanthropists invest in sustainable outcomes. Donors simply give to things they are passionate about. vs The Marketplace is in a Disruptive Mode Nonprofits must figure out how to report information on outcomes. Donors are more loyal when theyre connected to project success. Instead of focusing on meet at the point of financial ratios, impact! The share a responsibility. Donor and Nonprofit Role of the nonprofit: Identify and focus on long-term outcome Measure that outcome Report successes and failures to all constituents Role of the donor: Invest in change Be patient (but know when to exit) Demand impact-based philanthropy True Impact Takes Time Tools for the Philanthropic Community Advisors Donors Manage their clients philanthropy portfolios know if youre making a difference Nonprofits measure impact and share it with stakeholders What Advisors want: A tool to develop, manage, and monitor their clients philanthropic portfolios Aggregated information to know their clients giving is making a different for the projects they support What Donors want: one centralized place where they can: Manage their giving Track their investment in philanthropy Receive reports on the impact of their giving What Nonprofits need: An organization-wide management tool Workflow processes to track the quality of outcomes A method to tell which programs are working and which are ineffective An online solution for reporting impact to donors improve philanthropy is in The power to YOUR hands! lasting legacy that makes Help your clients leave a difference! Helping people doesnt have to be an unsound financial strategy. Melinda Gates     ");
array_files[100]=new Array(0,4,"./Symposium/PDF/Schwartz_Johnson.pdf","2008-11-12","258K"," BACKGROUND     ","     ","     ","Accumulator � Foundations: Positioning for Protection and Growth Variable Annuities � Are Not a Deposit of Any Bank � Are Not FDIC Insured � Are Not Insured by Any Federal Government Agency � Are Not Guaranteed by Any Bank or Savings Association � May Go Down in Value AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 What is a Foundation? Accumulator � � An entity that is established as a nonprofit corporation or a charitable trust. � Purpose: Make grants to unrelated organizations or institutions or to individuals for scientific, educational, cultural, religious, or other charitable purposes. AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Types of Foundations Accumulator � 1) Public Foundations 2) Private Foundations Distinguishing Characteristic: Source of Funds � Public � receives its assets from multiple sources and must continue to seek money from diverse sources in order to retain its public status. � Private � funding may come from one source AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Critical Attributes for a Foundation Accumulator � 1) Income Generation � � Funding Sources: Public (government) and Private (the public) Can funding from these be counted on to finance all of the foundations desired works? � To maximize income capabilities: � Is there significant equity exposure of the foundations investment portfolio? � Is risk of the portfolio adequately managed? AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Critical Attributes for a Foundation Accumulator � 2) Perpetuity of the Foundation � Will the Foundation survive in the long-term if a successful endowment program is non-existent? � To secure the long-term health of the foundation: � Has a protection strategy been enacted for the future? � Have the Foundations objectives been fulfilled? AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Accumulator � Foundation Tax Implications & Rules AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Foundation Tax Code Rules Accumulator � � 501(c)(3) of the Internal Revenue Code Applicable to all private foundations and public charities. Under � 501(c)(3) � most organizations are considered private foundations. Importance: Annual distribution requirements of private foundations (annual distribution of at least 5% of net assets each year) Recognized by the IRS as tax-exempt organization AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Foundation Tax Code Rules Accumulator � 5% Distribution Rule � A Foundation Must Distribute at Least 5% of Its Net Investment Assets Each Year for Charitable Purposes � Distributions by: 1/1 of the second year of the tax year in question � Asset measurement is a 12 month average AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Foundation Tax Code Rules - What are qualifying distributions? 5% Distribution Rule: Accumulator � � Grants (including in kind grants) to public charities � Grants for charitable purposes � Amounts paid to acquire asset to be used in carrying out foundations charitable purposes � Program-related investments, or investments made primarily to accomplish a charitable purpose � Expenditures for direct charitable activities AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Foundation Tax Code Rules Accumulator � Taxation Tax on Net Investment Income (�4940) Tax on Unrelated Business Income(�511) Tax on Undistributed Income (�4942) Self Dealing (�4941) AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Foundation Tax Code Rules Accumulator � Investments � Avoidance of Jeopardy Investments (�4944) � Private foundations may not make any investments that jeopardize their exempt purposes. � No investments are violations per se BUT � Special scrutiny such as puts, calls and straddles. � Monetary penalties for the foundation and its investment manager if a violation occurs. AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Investment Requirements of a Foundation 1) Meeting the Foundation Investment Tests 2) Understanding the Importance of Market Performance 3) Recognizing the Effects of a Successful Investment Strategy Accumulator � AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Investment Requirements: Foundations (Tests) Accumulator � Investment Tests for Foundations: 1) Fiduciary Duty of Foundation Members (Board members & Trustees) � Must appropriately manage the foundations investments. � State law application 2) Avoidance of Jeopardy Investments (�4944) � How volatile is a particular investment? � How much of the entitys total funds will the investment represent? � Is the strategy considered a strict scrutiny investment? 3) Prudent Investor Rule � Fact and circumstances test prevailing at the time investment is made. � Recognition of the long- and short-term financial needs of the foundation to carry out its exempt purpose. AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Investments: Importance of Market Performance Accumulator � MARKET PERFORMANCE WILL HAVE A DIRECT EFFECT ON: � Contributors � How much money will be contributed to the Foundation The Foundations Assets � The overall value of assets will have an effect on immediate and long-term planning of the organization and the necessary annual distribution (if a private foundation). Fulfilling the Foundations purpose � A failed investment strategy will significantly handicap the ability of the Foundation to meet its charitable intent. � � AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Investments: A Successful Investment Strategy Accumulator � A SUCCESSFUL INVESTMENT STRATEGY FOR A FOUNDATION WILL: � Provide Equity Exposure � Ability to capture the upside of the market to enhance income & endowment capabilities, Manage Risk � Provide downside protection to protect the Foundations asset base. Fulfill the Foundations purpose � A balance of equity exposure and risk management provides the opportunity of additional liquidity and asset growth to further fulfill charitable intent. � � AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Accumulator � The Variable Annuity as an Investment Alternative AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Variable Annuities : An Investment Alternative for a Foundation Properly structured, a variable annuity can help : Provide equity exposure Help to manage risk in equity investing Protect assets for the future Assist in fulfilling Foundation objectives Accumulator � AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Income Generation � Scenario I Needs Assessment Accumulator � Charity needs income for 10 years and would like to accumulate assets. Would like to avoid a prolonged bear market situation. Strategy Initial contribution of 1,500,000 to Accumulator� Elite using a male annuitant age 60 Elects the Greater of 6% to 85 / Annual Ratchet to 85 Death Benefit rider Takes 90,000 in withdrawals for the first 10 years (6% of Benefit Base) Receives 900,000 in Total withdrawals Receives 3,391,356 in Total death benefit protection upon death of annuitant (in this scenario, death occurred at age 84) Assumptions Hypothetical rate of return of 0%, after fees Assume all sub- accounts selected roll-up at 6% and did not invest in any investment options that roll-up at 3% If the Account Value goes to zero before the death of the annuitant, the contract terminates with no value. Guarantees are based on the claims paying ability of the issuing insurance company and guarantees do not apply to the investment portfolios. AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Income Generation � Scenario I Accumulator � 4,000,000 3,500,000 3,000,000 2,500,000 2,000,000 1,500,000 1,000,000 500,000 0 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 90,000 withdrawals per year Total Withdrawals 900,000 Account Value 10,955 Beginning of Year Contribution 1,500,000 Total Death Benefit 3,391,356 For illustrative purposes only. AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Income Generation � Scenario I (Summary) Accumulator � Objectives met through utilizing Accumulator� as an investment alternative: Income Generation - Foundation successfully generates necessary income for duration needed (90,000 for 10 years). Endowment Protection � Initial investment of 1,500,000 (Accumulator� Benefit Base) is protected even though investment account has decreased in down markets. Endowment Enhancement � Foundation receives death benefit of 3,391,356 at the death of the annuitant (24 years from contract inception). Foundation can reinvest proceeds to further develop its endowment or utilize for subsequent distribution purposes. AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Income Generation - Scenario 2 Accumulator � Needs Assessment Charity needs ongoing amount of income and needs to invest in the equity market. Strategy Initial contribution of 1,500,000 to Accumulator� Elite using a male annuitant age 60 Elects the Greater of 6% to 85 / Annual Ratchet to 85 Death Benefit rider Takes 90,000 in withdrawals for 24 years (6% of Benefit Base) which equals 2,160,000 in total withdrawals Receives 13,401,960, after fees, in Total Death Benefit protection upon death of annuitant (in this scenario, death occurred at age 84) Assumptions Invests entirely in the EQ/Alliance Common stock portfolio Guarantees are based on the claims paying ability of the issuing insurance company and guarantees do not apply to the investment portfolios. AD07130 (8/07) AXA Distributors, LLC. Hypothetical illustration based on male, age 60, initially investing 500,000 in Accumulator�, electing the GMIB and Greater of 6% to 85/Annual Ratchet to York, NY 10104entirely in the New 85 and investing (212) 314-1234 EQ/Alliance Common stock portfolio. Income Generation � Scenario 2 Accumulator � 16,000,000 14,000,000 12,000,000 10,000,000 8,000,000 6,000,000 4,000,000 2,000,000 0 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 90,000 withdrawals per year For illustrative purposes only. Total Death Benefit 13,401,960 Account Value 11,144,654 Beginning of Year Contribution 1,500,000 Total Withdrawals 2,160,000 AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Income Generation � Scenario 3(Summary) Accumulator � Objectives met through utilizing Accumulator� as an investment alternative: Income Generation - Foundation successfully generates necessary income for duration needed (2,160,000 for 24 years). Endowment Protection � Initial investment of 1,500,000 (Accumulator� Benefit Base) is protected even though investment account has decreased in down markets. Endowment Enhancement � Foundation receives death benefit of 13,401,960 at the death of the annuitant (24 years from contract inception). Foundation can reinvest proceeds to further develop its endowment or utilize for subsequent distribution purposes. AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Income Generation � Scenario 3 Accumulator � Needs Assessment Charity needs to pass along a mandatory 5% to recipients. Strategy Initial contribution of 1,500,000 to Accumulator� Elite using a male annuitant age 60 Elects the Greater of 6% to 85 / Annual Ratchet to 85 Death Benefit rider Takes 5% withdrawals of Account Value for 24 years for a total withdrawal amount of 5,481,754 Receives 6,192,242, after fees, in Total Death Benefit protection upon death of annuitant (in this scenario, death occurred at age 84) Assumptions Invests entirely in the EQ/Alliance Common stock portfolio Taking 5% of the annuity account value may exceed 6% of beginning of year 6% Roll-Up Benefit Base causing a pro-rata reduction in the Roll-Up Benefit Base. This amount may also be subject to withdrawal charges if it exceeds earning in the contract, the contract is not issued to a Charitable Remainder Trust or if Accumulator� Plus is used. Guarantees are based on the claims paying ability of the issuing insurance company and guarantees do not apply to the investment portfolios. AXA Distributors, LLC. AD07130 (8/07) Hypothetical illustration based on male, age 60, initially investing 500,000 in Accumulator�, electing the GMIB and Greater of 6% to 85/Annual Ratchet to York, NY 10104entirely in the New 85 and investing (212) 314-1234 EQ/Alliance Common stock portfolio. Income Generation � Scenario 3 Accumulator � 9,000,000 8,000,000 7,000,000 6,000,000 5,000,000 4,000,000 3,000,000 2,000,000 1,000,000 0 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 5% withdrawal per year Beginning of Year Contribution 1,500,000 Total Death Benefit 6,192,242 Account Value 5,149,276 Total Withdrawal Amount 5,481,754 For illustrative purposes only. AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Income Generation � Scenario 3 (Summary) Accumulator � Objectives met through utilizing Accumulator� as an investment alternative: Mandatory 5% Distribution continuously met through distributions from AXA Accumulator contract. Income Generation - Foundation successfully generates necessary income for duration of annuitants life. (5,481,754 distributed over life of the Accumulator contract.) Endowment Protection & Enhancement � Initial investment of 1,500,000 (Accumulator� Benefit Base) is protected even though investment account has decreased in down markets. Foundation receives death benefit of 6,192,242 at the death of the annuitant (24 years from contract inception). AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Variable Annuities can offer: Accumulator � Living Benefits Guaranteed Income and Withdrawal Benefits which provide downside protection against market decline. Guaranteed Death Benefit Death benefit (available in addition to income derived from contract) for endowment purposes. Additional Earnings Enhancement Riders Opportunity to further enhance earnings on the annuity contract. AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 How to Get Started (Prospecting) Accumulator � 1) Existing clients and Non-existing clients � Are they involved with any Foundations or charitably inclined organizations? 2) Key individuals to discuss concepts with: � � � � Director of Fundraising Development Other Fundraising Officers Other Board Members of Influence (including the Founder of the organization/trust) Attorney & CPA of organization AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Who are the clients that should be considered? Criteria for clients that should be considered: � � � NET WORTH of at least 5,000,000. Philanthropic minded. Would like a greater degree of control over their charitable works. � Accumulator � Would like a philanthropic legacy possibly run in perpetuity by their heirs. AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 How can AXA Equitable Advanced Markets assist? 1) Consultation & Support 2) Work with AXA Equitable Wholesaler Force to assist with closing the sale 3) Meet with clients attorney(s), CPA(s), and other financial professionals to discuss strategy and ramifications. Accumulator � 4) Continuing Education availability for prospective professionals. AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234 Important Disclosures Accumulator � Variable annuity contracts are not insured by the FDIC or any other government agency. They are not deposits or obligations of any bank and are not bank guaranteed. They are subject to investment risks, including the possible loss of principal. Variable annuities have mortality and expense charges, account, investment management and administration fees. They may also contain exclusions and limitations. If you are buying a variable annuity to fund a retirement plan that already provides tax deferral under sections of the Internal Revenue Code (such as an IRA, QP, 401(k), or Rollover TSA), you should do so for the variable annuitys features and benefits other than tax deferral. In such situations, tax deferral is not an additional benefit. Finally, withdrawals of taxable amounts are subject to income tax and, if taken before age 59 1/2, may be subject to a 10% federal ordinary income tax penalty. Variable annuities are long-term investment products designed for retirement purposes. Variable annuity contract values will fluctuate and are subject to market risk, including the possibility of loss of principal. Certain types of contracts, features, and benefits will not be available in all jurisdictions. Variable annuities are sold by prospectus. Please consider the charges, risks, expenses and investment objectives of the Accumulator� variable annuity carefully before investing. For a prospectus containing this and other information, please ask your financial professional. Read it carefully before you invest or send money. This seminar was prepared to support the promotion and marketing of AXA Equitable variable annuities. AXA Equitable, its distributors and their respective representatives do not provide tax, accounting or legal advice. Any tax statements contained herein were not intended or written to be used, and cannot be used for the purpose of avoiding U.S. federal, state or local tax penalties. Please consult your own independent advisor as to any tax, accounting or legal statements made herein. Accumulator� 04 Series is issued by AXA Equitable Life Insurance Company and distributed through AXA Distributors, LLC, member NASD. AXA Equitable and AXA Distributors are affiliated companies, located at 1290 Avenue of the Americas, NY, NY 10104. All guarantees are based on the claims paying ability of AXA Equitable. AXA Equitable and AXA Distributors do not provide tax or legal advice. Accumulator� is a registered service mark of AXA Equitable Life Insurance Company. Contract form #s: 2003ICA-GA, 2002BASEA(OK), 2003 BASEA (OR) and any state variations. AD07130 (8/07) AXA Distributors, LLC. New York, NY 10104 (212) 314-1234     ");
array_files[101]=new Array(0,4,"./Symposium/PDF/NCPG.pdf","2008-11-12","553K"," TEXT-07 final (1-12)    ","","","Preamble The purpose of this statement is to encourage responsible gift planning by urging the adoption of the following Standards of Practice by all individuals who work in the charitable gift planning process, gift planning officers, fund raising consultants, attorneys, accountants, financial planners, life insurance agents and other financial services professionals (collectively referred to hereafter as Gift Planners), and by the institutions that these persons represent. This statement recognizes that the solicitation, planning and administration of a charitable gift is a complex process involving philanthropic, personal, financial, and tax considerations, and often involves professionals from various disciplines whose goals should include working together to structure a gift that achieves a fair and proper balance between the interests of the donor and the purposes of the charitable institution. I. Primacy of Philanthropic Motivation The principal basis for making a charitable gift should be a desire on the part of the donor to support the work of charitable institutions. II. Explanation of Tax Implications Congress has provided tax incentives for charitable giving, and the emphasis in this statement on philanthropic motivation in no way minimizes the necessity and appropriateness of a full and accurate explanation by the Gift Planner of those incentives and their implications. III. Full Disclosure It is essential to the gift planning process that the role and relationships of all parties involved, including how and by whom each is compensated, be fully disclosed to the donor. A Gift Planner shall not act or purport to act as a representative of any charity without the express knowledge and approval of the charity, and shall not, while employed by the charity, act or purport to act as a representative of the donor, without the express consent of both the charity and the donor. IV. Compensation Compensation paid to Gift Planners shall be reasonable and proportionate to the services provided. Payment of finders fees, commissions or other fees by a donee organization to an independent Gift Planner as a condition for the delivery of a gift is never appropriate. Such payments lead to abusive practices and may violate certain state and federal regulations. Likewise, commission-based compensation for Gift Planners who are employed by a charitable institution is never appropriate. V. Competence and Professionalism The Gift Planner should strive to achieve and maintain a high degree of competence in his or her chosen area, and shall advise donors only in areas in which he or she is professionally qualified. It is a hallmark of professionalism for Gift Planners that they realize when they have reached the limits of their knowledge and expertise, and as a result, should include other professionals in the process. Such relationships should be characterized by courtesy, tact and mutual respect. VI. Consultation with Independent Advisers A Gift Planner acting on behalf of a charity shall in all cases strongly encourage the donor to discuss the proposed gift with competent independent legal and tax advisers of the donors choice. VII. Consultation with Charities Although Gift Planners frequently and properly counsel donors concerning specific charitable gifts without the prior knowledge or approval of the donee organization, the Gift Planner, in order to insure that the gift will accomplish the donors objectives, should encourage the donor early in the gift planning process, to discuss the proposed gift with the charity to whom the gift is to be made. In cases where the donor desires anonymity, the Gift Planner shall endeavor, on behalf of the undisclosed donor, to obtain the charitys input in the gift planning process. VIII. Description and Representation of Gift The Gift Planner shall make every effort to assure that the donor receives a full description and an accurate representation of all aspects of any proposed charitable gift plan. The consequences for the charity, the donor and, where applicable, the donors family, should be apparent, and the assumptions underlying any financial illustrations should be realistic. IX. Full Compliance A Gift Planner shall fully comply with and shall encourage other parties in the gift planning process to fully comply with both the letter and spirit of all applicable federal and state laws and regulations. X. Public Trust Gift Planners shall, in all dealings with donors, institutions and other professionals, act with fairness, honesty, integrity and openness. Except for compensation received for services, the terms of which have been disclosed to the donor, they shall have no vested interest that could result in personal gain. Adopted and subscribed to by the National Committee on Planned Giving and the American Council on Gift Annuities, May 7, 1991. Revised April 1999.     ");
array_files[102]=new Array(0,4,"./Symposium/PDF/Mann[1].pdf","2008-11-12","591K"," Microsoft PowerPoint - BTM 2008 CCPG Symposium    ","","","2008 CCPG Symposium Master the Planned Giving Puzzle Chicago, IL May 29, 2008 Targeted Approach to Communicating the Benefits of Gift Planning Presented by Barlow T. Mann, J.D. The Sharpe Group www.sharpenet.com RECENT TRENDS � � � � Giving Economic Demographic Taxes 1 What Do These Trends Mean For Those Communicating The Benefits Of Gift Planning? Giving USA 2007 2006 CONTRIBUTIONS: 295 BILLION BY SOURCE OF CONTRIBUTIONS Bequests (7.8%) Corporations (4.3%) Foundations (12.4%) Individuals (75.6%) Source: AAFRC Trust for Philanthropy/Giving USA 2007 The Economy and Giving 2 Recent Economic Recap Dow has had ups & downs Interest rates Inflation fears Employment and wage concerns remain = Nagging uncertainty continues 3 Are the Inflation Fears Justified? Traders work on the floor of the New York Stock Exchange (NYSE). US consumer prices climbed faster than expected in May and stock markets around the world have cracked with the Dow Jones Industrial Average losing all the ground it gained so far this year. THE EMPLOYMENT SITUATION: DECEMBER 2007 The unemployment rate rose to 5.0 percent in December, while non-farm payroll employment was essentially unchanged (+18,000), the Bureau of Labor Statistics of the U.S. Department of Labor reported today. Job growth in several service-providing industries, including professional and technical services, health care, and food services, was largely offset by job losses in construction and manufacturing. 4 Fears of a U.S. recession mount How do Demographics Affect Marketing? People tend to behave differently at different points in their lives 5 Younger Middle Aged Older The Later Years 500 475 450 425 400 375 350 325 300 275 250 225 200 175 150 125 100 75 50 25 0 25 30 35 40 45 50 55 60 Age 65 70 75 80 85 90 95 CAPABILITY MOTIVATION DEFERRED GIFT ZONE SPECIAL REGULAR Sharpe Gift Planning Matrix -50 YOUNGER 50 - 70 MIDDLE - AGED 70+ OLDER C1 A1 WEALTHY Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others B1 Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others Gifts of Cash & Property Charitable Lead Trusts Term of Years Trusts Life Income Gifts for Others CRT for Donors Life Bequests Gift Annuities Life Insurance Beneficiary Retirement Plan Beneficiary C2 MODERATE MEANS A2 Gifts of Cash B2 Gifts of Cash Appreciated Property Terms of Years Trusts Charitable Trusts for Life Pooled Income Fund Gifts of Cash Appreciated Property Bequests Charitable Trusts for Life Term of Years Trusts Pooled Income Funds Gift Annuities Retirement Plans & Insurance LIMITED MEANS A3 Gifts of Cash B3 Gifts of Cash C3 Gifts of Cash Bequests Gift Annuities Retirement Plans & Insurance 6 Workers Expected Age of Retirement and Retirees Actual Age of Retirement Before 60 60�64 65 66 or older Never retire/Never worked Workers Expected Age 17% 21 27 24 6 Retirees Actual Age 35% 32 13 15 3 Source: Employee Benefit Research Institute and Mathew Greenwald & Associates, Inc., 2007 Retirement Confidence Survey. Number of Live Births In America For Period 1909-1990 5000000 70 4500000 50 70 Million 4000000 3500000 3000000 2500000 2000000 1500000 1000000 500000 0 1912 1918 1924 1930 1936 1942 1948 1954 1960 1966 1972 1978 1984 1990 1909 1915 1921 1927 1933 1939 1945 1951 1957 1963 1969 1975 1981 1987 Year of Birth 7 Decreased Death Rates & Increased Longevity 1910 � 1990 LEARNING FROM RECENT HISTORY Developed by: Mike Adams, MD and L. Adams, MS Health Data, Inc. a spin-off of Americas Lifeline IMPACT OF TAXES ON GIVING � Positive � Negative � Mixed The After-Tax Costs of Most Gifts, 100% 8 Income, gift, estate, capital gains, and other tax savings can merely reduce the cost of giving... but there is still a cost. RECENT TAX TRENDS � Lower income, gift, & estate taxes � Lower tax on capital gains and qualified dividends � Provisions favorable to the charity dropped � The scheduled death of the death tax in 2010. Predicting Declines as a Result of Estate Tax Repeal 12% TO 37% 9 Question: Could a decrease in gift and estate tax considerations lead to an increased importance of income tax and other benefits of lifetime gifts? Future Tax Trends Target Marketing in Uncertain Times: Where do we go from here? 10 KEY FACTORS TO CONSIDER Substantial wealth remains Capability to give remains Circumstances may have changed Uncertainty creates opportunities and challenges � Need to communicate benefits of gift planning in a targeted fashion � � � � A Targeted Approach Is Critical To Reach Donors With Gift Planning Opportunities That Fit Their Circumstances 11 Sharpe Gift Planning Matrix -50 YOUNGER 50 - 70 MIDDLE - AGED 70+ OLDER C1 A1 WEALTHY Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others B1 Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others Gifts of Cash & Property Charitable Lead Trusts Term of Years Trusts Life Income Gifts for Others CRT for Donors Life Bequests Gift Annuities Life Insurance Beneficiary Retirement Plan Beneficiary C2 MODERATE MEANS A2 Gifts of Cash B2 Gifts of Cash Appreciated Property Terms of Years Trusts Charitable Trusts for Life Pooled Income Fund Gifts of Cash Appreciated Property Bequests Charitable Trusts for Life Term of Years Trusts Pooled Income Funds Gift Annuities Retirement Plans & Insurance LIMITED MEANS A3 Gifts of Cash B3 Gifts of Cash C3 Gifts of Cash Bequests Gift Annuities Retirement Plans & Insurance TARGETED GIFT PLANNING IDEAS � � � � � � Giving Tax Rebates Giving out of the market Giving for income Temporary family foundation Tapping retirement plan assets Bequests as the ultimate gift Giving Tax Rebates � � � � � Annual Giving Economic Stimulus Multiplier Effect 5.2 Million Potential Donors 4.2 Billion Potential Gifts 12 Sharpe Gift Planning Matrix -50 YOUNGER 50 - 70 MIDDLE - AGED 70+ OLDER C1 A1 WEALTHY Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others B1 Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others Gifts of Cash & Property Charitable Lead Trusts Term of Years Trusts Life Income Gifts for Others CRT for Donors Life Bequests Gift Annuities Life Insurance Beneficiary Retirement Plan Beneficiary C2 MODERATE MEANS A2 Gifts of Cash B2 Gifts of Cash Appreciated Property Terms of Years Trusts Charitable Trusts for Life Pooled Income Fund Gifts of Cash Appreciated Property Bequests Charitable Trusts for Life Term of Years Trusts Pooled Income Funds Gift Annuities Retirement Plans & Insurance LIMITED MEANS A3 Gifts of Cash B3 Gifts of Cash C3 Gifts of Cash Bequests Gift Annuities Retirement Plans & Insurance GIVING OUT OF THE MARKET � Annual and major gifts � Using advised funds to divide gift of securities � Make larger gift with securities, while conserving cash EXAMPLE: Gift of stock worth 10,000 that was purchased for 2,000 years ago Benefits = 10,000 Charitable Deduction + No Capital Gain Tax on 8,000 Capital Gain 13 Sharpe Gift Planning Matrix -50 YOUNGER 50 - 70 MIDDLE - AGED 70+ OLDER C1 A1 WEALTHY Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others B1 Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others Gifts of Cash & Property Charitable Lead Trusts Term of Years Trusts Life Income Gifts for Others CRT for Donors Life Bequests Gift Annuities Life Insurance Beneficiary Retirement Plan Beneficiary C2 MODERATE MEANS A2 Gifts of Cash B2 Gifts of Cash Appreciated Property Terms of Years Trusts Charitable Trusts for Life Pooled Income Fund Gifts of Cash Appreciated Property Bequests Charitable Trusts for Life Term of Years Trusts Pooled Income Funds Gift Annuities Retirement Plans & Insurance LIMITED MEANS A3 Gifts of Cash B3 Gifts of Cash C3 Gifts of Cash Bequests Gift Annuities Retirement Plans & Insurance GIFTS OF STOCK � Odd lots � Advised fund � Use gifts to offset capital gains or rebalance portfolio GIVING FOR INCOME � Another kind of planned giving vehicle � A bridge to retirement � Helping others 14 Sharpe Gift Planning Matrix -50 YOUNGER 50 - 70 MIDDLE - AGED 70+ OLDER C1 A1 WEALTHY Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others B1 Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others Gifts of Cash & Property Charitable Lead Trusts Term of Years Trusts Life Income Gifts for Others CRT for Donors Life Bequests Gift Annuities Life Insurance Beneficiary Retirement Plan Beneficiary C2 MODERATE MEANS A2 Gifts of Cash B2 Gifts of Cash Appreciated Property Terms of Years Trusts Charitable Trusts for Life Pooled Income Fund Gifts of Cash Appreciated Property Bequests Charitable Trusts for Life Term of Years Trusts Pooled Income Funds Gift Annuities Retirement Plans & Insurance LIMITED MEANS A3 Gifts of Cash B3 Gifts of Cash C3 Gifts of Cash Bequests Gift Annuities Retirement Plans & Insurance GIVING FOR INCOME EXAMPLE: Funding CRT with an Aston Martin Income Base on 1,000,000 Avoids 280,000 in Capital Gains 15 A Bridge to Retirement with a Term of Years CRT The 10/10 Plan 16 DONORS 1. Donor transfers assets to trust 2. 10% payments for ten years CHARITABLE REMAINDER TRUST 3. Remainder to charity after ten years. CHARITY 2 Million 10% TEN YEAR CRAT can retain over half its value with a 7% net return YEARLY RETURNS A 2 million trust can pay out 10 percent each year for 10 years and still retain more than half its principal. END OF YEAR TRUST BALANCE NET RETURN AMOUNT EARNED PAYOUT AMOUNT 0 1 2 3 4 5 6 7 8 9 10 2,000,000 1,940,000 1,875,800 1,807,106 1,733,603 1,654,956 1,570,803 1,480,759 1,384,412 1,281,321 1,171,013 7.00% 7.00 7.00 7.00 7.00 7.00 7.00 7.00 7.00 7.00 140,000 135,800 131,306 126,497 121,352 115,847 109,956 103,653 96,909 89,962 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 17 Sharpe Gift Planning Matrix -50 YOUNGER 50 - 70 MIDDLE - AGED 70+ OLDER C1 A1 WEALTHY Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others B1 Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others Gifts of Cash & Property Charitable Lead Trusts Term of Years Trusts Life Income Gifts for Others CRT for Donors Life Bequests Gift Annuities Life Insurance Beneficiary Retirement Plan Beneficiary C2 MODERATE MEANS A2 Gifts of Cash B2 Gifts of Cash Appreciated Property Terms of Years Trusts Charitable Trusts for Life Pooled Income Fund Gifts of Cash Appreciated Property Bequests Charitable Trusts for Life Term of Years Trusts Pooled Income Funds Gift Annuities Retirement Plans & Insurance LIMITED MEANS A3 Gifts of Cash B3 Gifts of Cash C3 Gifts of Cash Bequests Gift Annuities Retirement Plans & Insurance PROVIDING FOR OTHERS � � � � Parents living expenses A1, B1, B2 Childrens educational expenses A1, B1 Grandchildren B1, C1 Employees retirement expenses A1, B1, C1 A gift annuity for an 85 year old parent provides 9.5% payments and a charitable deduction for over half the amount used. -50 YOUNGER 50 - 70 MIDDLE - AGED 70+ OLDER C1 A1 WEALTHY Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others B1 Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others Gifts of Cash & Property Charitable Lead Trusts Term of Years Trusts Life Income Gifts for Others CRT for Donors Life Bequests Gift Annuities Life Insurance Beneficiary Retirement Plan Beneficiary C2 MODERATE MEANS A2 Gifts of Cash B2 Gifts of Cash Appreciated Property Terms of Years Trusts Charitable Trusts for Life Pooled Income Fund Gifts of Cash Appreciated Property Bequests Charitable Trusts for Life Term of Years Trusts Pooled Income Funds Gift Annuities Retirement Plans & Insurance LIMITED MEANS A3 Gifts of Cash B3 Gifts of Cash C3 Gifts of Cash Bequests Gift Annuities Retirement Plans & Insurance 18 Special Limited Opportunity to Lock in Current Rates Prior to July 1, 2008 -50 YOUNGER 50 - 70 MIDDLE - AGED 70+ OLDER C1 A1 WEALTHY Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others B1 Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others Gifts of Cash & Property Charitable Lead Trusts Term of Years Trusts Life Income Gifts for Others CRT for Donors Life Bequests Gift Annuities Life Insurance Beneficiary Retirement Plan Beneficiary C2 MODERATE MEANS A2 Gifts of Cash B2 Gifts of Cash Appreciated Property Terms of Years Trusts Charitable Trusts for Life Pooled Income Fund Gifts of Cash Appreciated Property Bequests Charitable Trusts for Life Term of Years Trusts Pooled Income Funds Gift Annuities Retirement Plans & Insurance LIMITED MEANS A3 Gifts of Cash B3 Gifts of Cash C3 Gifts of Cash Bequests Gift Annuities Retirement Plans & Insurance Lead Trusts Provide a Better Alternative to the Family Foundation -50 YOUNGER 50 - 70 MIDDLE - AGED 70+ OLDER C1 A1 WEALTHY Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others B1 Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others Gifts of Cash & Property Charitable Lead Trusts Term of Years Trusts Life Income Gifts for Others CRT for Donors Life Bequests Gift Annuities Life Insurance Beneficiary Retirement Plan Beneficiary C2 MODERATE MEANS A2 Gifts of Cash B2 Gifts of Cash Appreciated Property Terms of Years Trusts Charitable Trusts for Life Pooled Income Fund Gifts of Cash Appreciated Property Bequests Charitable Trusts for Life Term of Years Trusts Pooled Income Funds Gift Annuities Retirement Plans & Insurance LIMITED MEANS A3 Gifts of Cash B3 Gifts of Cash C3 Gifts of Cash Bequests Gift Annuities Retirement Plans & Insurance 19 DONOR 1. Transfers assets to trust 2. Income to charity for period of time LEAD TRUST 3. Remainder to family CHARITY FAMILY Temporary versus Permanent Disinheritance 20 Retirement Plan Assets After the PPA? During Life or Afterwards Example of a Capital Campaign Gift with IRA Assets -50 YOUNGER 50 - 70 MIDDLE - AGED 70+ OLDER C1 A1 WEALTHY Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others B1 Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others Gifts of Cash & Property Charitable Lead Trusts Term of Years Trusts Life Income Gifts for Others CRT for Donors Life Bequests Gift Annuities Life Insurance Beneficiary Retirement Plan Beneficiary C2 MODERATE MEANS A2 Gifts of Cash B2 Gifts of Cash Appreciated Property Terms of Years Trusts Charitable Trusts for Life Pooled Income Fund Gifts of Cash Appreciated Property Bequests Charitable Trusts for Life Term of Years Trusts Pooled Income Funds Gift Annuities Retirement Plans & Insurance LIMITED MEANS A3 Gifts of Cash B3 Gifts of Cash C3 Gifts of Cash Bequests Gift Annuities Retirement Plans & Insurance Donor over 59 � 25,000 Taxable withdrawal - 25,000 Charitable deduction ____________________________ 0 Increased Tax Liability B1, B2 & C1 21 Bequests Continue as the Most Popular Ultimate Gift -50 YOUNGER 50 - 70 MIDDLE - AGED 70+ OLDER C1 A1 WEALTHY Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others B1 Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others Gifts of Cash & Property Charitable Lead Trusts Term of Years Trusts Life Income Gifts for Others CRT for Donors Life Bequests Gift Annuities Life Insurance Beneficiary Retirement Plan Beneficiary C2 MODERATE MEANS A2 Gifts of Cash B2 Gifts of Cash Appreciated Property Terms of Years Trusts Charitable Trusts for Life Pooled Income Fund Gifts of Cash Appreciated Property Bequests Charitable Trusts for Life Term of Years Trusts Pooled Income Funds Gift Annuities Retirement Plans & Insurance LIMITED MEANS A3 Gifts of Cash B3 Gifts of Cash C3 Gifts of Cash Bequests Gift Annuities Retirement Plans & Insurance Ordinary People Making Extraordinary Gifts Bequest Maturities -50 YOUNGER 50 - 70 MIDDLE - AGED 70+ OLDER C1 A1 WEALTHY Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others B1 Gifts of Cash Appreciated Property Charitable Lead Trusts Terms of Years Trusts Life Income Gifts for Others Gifts of Cash & Property Charitable Lead Trusts Term of Years Trusts Life Income Gifts for Others CRT for Donors Life Bequests Gift Annuities Life Insurance Beneficiary Retirement Plan Beneficiary C2 MODERATE MEANS A2 Gifts of Cash B2 Gifts of Cash Appreciated Property Terms of Years Trusts Charitable Trusts for Life Pooled Income Fund Gifts of Cash Appreciated Property Bequests Charitable Trusts for Life Term of Years Trusts Pooled Income Funds Gift Annuities Retirement Plans & Insurance LIMITED MEANS A3 Gifts of Cash B3 Gifts of Cash C3 Gifts of Cash Bequests Gift Annuities Retirement Plans & Insurance 22 Conclusion The purpose of this presentation is to provide general gift, estate, and financial planning information. It is not intended as legal, accounting, or other professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisors should be obtained. Consult an attorney for advice if your plans require revision of a will or other legal document. Tax deductions vary based on applicable federal discount rates, which can change on a monthly basis. Some opportunities may not be available in all states. �MMVIII RFSCO, Inc. All Rights Reserved. 23     ");
array_files[103]=new Array(0,4,"./Symposium/PDF/Macnab%20handout.pdf","2008-11-12","670K"," Microsoft PowerPoint - StartPG 2008 pp handout.ppt    ","","","Alexander Macnab & Co. 800-708-2060 Starting a Charitable Gift and Estate Planning Program Building a timeline & budget Sandy Macnab, FAHP, CFRE Alexander Macnab & Co. Purpose Explore planned giving as an essential component of even the most modest development program. Learning Objectives Identify and understand planned giving essentials as part of a comprehensive development program. � 2008 Alexander Macnab & Co. 1 Alexander Macnab & Co. 800-708-2060 Professional Benefits Gain skills to establish and manage a program that attracts planned (and major) gifts. Session Outline Definition & Trends Initial Steps Education & Support Issues Program Plan Promotion Budget Timeline Evaluation All You Really Need to Know Definition & Some Useful Trends Data � 2008 Alexander Macnab & Co. 2 Alexander Macnab & Co. 800-708-2060 Definition Planned giving is the cultivation of donors for the purpose of receiving major gifts, usually in the future. Because of size and complexity they require planning and often are transmitted through a legal instrument such as a will or a trust. Frequently and increasingly they involve planners from allied professions. Demographic Pearls � 1 of 8 people in the US is over 65 � Those over 50 control 75% of US wealth � 70% of those over 85 are women � There were 70,000 100-year-olds in the U.S. in 2005 and . . . Demographic Pearls �By 2050 Census Bureau estimates 1-million 100 year olds � 2008 Alexander Macnab & Co. 3 Alexander Macnab & Co. 800-708-2060 Historical Pearl � 10.4 trillion in privately held wealth was estimated to pass from the post-war to the next generation between 1990 and 2010 � The highest intergenerational transfer of wealth in U.S. history. The Current Estimates �41 trillion Incl: 6 trillion in bequests by 2052 Changing Paradigms Traditional planned giver profile Modern planned giver profile � 2008 Alexander Macnab & Co. 4 Alexander Macnab & Co. 800-708-2060 Traditional Profile Older, no family Long-term consistent donor No longer accumulating wealth Enjoying & distributing wealth Charity can be the primary estate beneficiary Todays Profile Younger, with family Non-donor Want to do well and do good Advisors often propose and then strongly influence gifts Gifts are part of a large, often complex tax-wise plan Initial Steps � 2008 Alexander Macnab & Co. 5 Alexander Macnab & Co. 800-708-2060 Assess Readiness Your charity/organization Your foundation, department Institutional Audit Assess financial viability/stability Review, adapt mission statement Program Audit Interview superiors, board, and key supporters to initiate buy-in Review donor base strengths & weaknesses � 2008 Alexander Macnab & Co. 6 Alexander Macnab & Co. 800-708-2060 Conduct a Staff Audit Identify staff/budget resources Assess educational preparation Education & Support Issues Training Programs Initially every 6 - 18 months National Council on Planned Giving training opportunities Sharp, The Fund Raising School AFP, CASE, AHP, CRD, Etc. � 2008 Alexander Macnab & Co. 7 Alexander Macnab & Co. 800-708-2060 Join Support Groups Local planned giving council of National Council on Planned Giving (NCPG) American Council on Gift Annuities Network with Colleagues Ask dumb questions Copy successful approaches Program Plan � 2008 Alexander Macnab & Co. 8 Alexander Macnab & Co. 800-708-2060 Prerequisites Review your audits Select model oVolunteer-driven oStaff-driven oCombination Want to get started (see handout) Committee Chair Its likely the person youre looking for: Has a long history of involvement with your charity/organization Believes strongly in what you are doing They or someone close to them benefited directly from your services Served as Chairman of the Board Planned/Major Gifts Committee Gift acceptance guidelines Gift accounting policies Program promotion/advocacy � 2008 Alexander Macnab & Co. 9 Alexander Macnab & Co. 800-708-2060 Decide What to Promote Wills & bequests Life insurance/Retirement accounts Life income plans Property/life estates Life Income Plans Charity usually controls Charitable Gift Annuities Pooled Income Fund(s) Donor usually controls Charitable Remainder Trusts Charitable Lead Trusts Basic Gift Instruments Bequests - Revocable gift Donor Advised Funds - Irrevocable gifts Life Income Plans o Charitable Gift Annuity o Unitrusts o Annuity Trusts o Lead Trusts o Pooled Income Fund Retirement Accounts Life Insurance Policies Gifts of Property � 2008 Alexander Macnab & Co. 10 Alexander Macnab & Co. 800-708-2060 Bequests Concept is easy to understand Marketing can be done broadly Donors may set contingencies on terms or can change them Most wills are not changed Bequests Documentation provides linkages Opportunities exist to seek large lifetime gifts Can add significantly to operating funds, capital funds and endowment holdings Bequests Cultivation is very productive Majority do not have wills Few name a charity as beneficiary Older women are good prospects oTheir longevity is greater than men oThey decide about final asset allocations � 2008 Alexander Macnab & Co. 11 Alexander Macnab & Co. 800-708-2060 Charitable Gift Annuities Simple contract Fixed income Guaranteed by charity Tax benefits Program Promotion Primary Personal visits Word of mouth Direct mail Newsletters/ads � 2008 Alexander Macnab & Co. 12 Alexander Macnab & Co. 800-708-2060 A Planning Idea The 5% Answer Secondary Questionnaires Seminars Recognition societies � 2008 Alexander Macnab & Co. 13 Alexander Macnab & Co. 800-708-2060 Stewardship Recognition societies Life income checks Notes/cards, birthdays, etc. Receptions, personal visits Prospect Identification Educated guesses Board/committee suggestions Prospect researcher Self-identification via mailings Electronic screening Sample Budget Salaries Professional Support Benefits Legal Fees Education & Training Training seminars Memberships Committee Expenses � 2008 Alexander Macnab & Co. 14 Alexander Macnab & Co. 800-708-2060 Sample Budget Promotional Material Seminars Newsletters Shared costs Postage Software & Training Consultants Sample Timeline 2009 Planned Giving Action Plan Timetable JAN Priority 1 Priority 2 Priority 3 Informational Goodwill & PR FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Sample Flow Chart Timeline to Market Planned Gifts and Steward Prospects at the ___________________ Foundation 2008-2009 MAY 2008 Evaluate Prospect Data Select Marketing Materials JUNE 2008 Interview Key Prospects Prep 1st Mailing and Newsletter JULY 2008 Implement Plan, Mail 1st Letter Begin Prospect Visits & Calls AUG � SEPT 2008 Assess Plan Build 2009 Plan Newsletter Junly1) OCT � NOV 2008 Visit/Call Prospects Adopt 2009 Goal DEC � JAN 2008-9 Continue Plan, Mail 2nd Letter Prep 2nd Mailing FEBRAUAR 2009 Assess 2008 Performance Visit/Call Prospects MARCH 2009 Continue Plan Assess letter mailings Newsletter (Oct 1) Newsletter (Jan 15) Newsletter (Mar 15) � 2008 Alexander Macnab & Co. 15 Alexander Macnab & Co. 800-708-2060 Evaluation & Cost/Benefit Cost/present dollar raised today vs. Cost/future dollar raised Measuring the cost of obtaining the right to receive dollars in the future in the form of agreements signed today All You Really Need to Know 7 Basic Techniques Ways to increase personal income 1. Charitable gift annuity 2. Charitable remainder uni trust 3. Charitable remainder annuity trust 4. Pooled income fund � 2008 Alexander Macnab & Co. 16 Alexander Macnab & Co. 800-708-2060 7 Basic Techniques Ways to increase estate to heirs 5. Charitable Lead (Income) Annuity Trust 6. Charitable Lead (Income) Unitrust 7 Basic Techniques A way to enjoy your asset and receive an income tax deduction 7. Life Estate Agreement (remainder interest in personal residence or farm) He who deliberates fully before taking a step will spend his entire life on one leg. -- Chinese proverb � 2008 Alexander Macnab & Co. 17 HANDOUTS Starting a Charitable Gift and Estate Planning Program Building a Timeline and Budget 11th Annual Symposium Mastering the Planned Giving Puzzle Chicago Council on Planned Giving Chicago May 29, 2008 Sandy Macnab, FAHP, CFRE Alexander Macnab & Co. 900 N. Franklin Street � Suite 404 Chicago, IL 60610 800-708-2060 www.alexandermacnab.com growfunds@aol.com He who deliberates fully before taking a step will spend his entire life on one leg. -- Chinese Proverb � 2008 Alexander Macnab & Co. 2 Alexander Macnab & Co. 800-708-2060 Useful Planned Giving Resources: National Committee on Planned Giving: 233 McCrea Street, # 400 Indianapolis, IN 46225 317-269-6274 www.ncpg.org Listserv: GIFT-PL To subscribe: Address: listserv@iupui.edu Subject: leave blank Message: subscribe gift-pl (insert your e-mail address) Your local Planned Giving Council. In the Chicago area: Chicago Council on Planned Giving P.O. B ox 350 Kenilworth, IL 60043 847-251-1400 www.ccpgonline.org same as above www.scpgc.org Suburban Chicago Planned Giving Council American Council on Gift Annuities: 233 McCrea Street, Suite 400 Indianapolis, IN 46225 317-269-6271 www.acga-web.org 3 A Beginning Basic Planned Giving Program Identify 500 - 1,000 prospects and begin mailing a quarterly planned giving newsletter to them, providing them with an opportunity to respond, being thus qualified for additional solicitation. Identify up to 200 professionals and begin mailing a quarterly newsletter with technical information about gift planning ideas of interest to attorneys, tax and estate planners, insurance brokers, financial planners and other key advisors. Select and purchase a supply of general gift planning brochures that can be mailed or handed to those who want to know more about specific gift options including bequests, life income arrangements, charitable trusts, life-estate agreements and charitable gift annuities. Publish gift planning articles and ideas in existing publications. Identify key board and other leadership who can help promote the program. First Year Budget PROMOTIONAL LITERATURE Quarterly newsletter, 1,000 copies of each mailed 4 times per year (805x 4) Response brochures, 20 copies of each (usually included in price) Professional planner newsletter, 200 copies of each mailed 6 x per year (Four issues per year costs 768) General brochures (1,000 total, various titles) Literature subtotal POSTAGE Bulk rate (average of .16 each x 1,000 x 4) First class (.42 x 200 x6 � or x4 if only doing four issues per year) Material & postage subtotal CONSULTATION Retained consultation. Eighteen consulting days, beginning with two days per month for six months and one day per month for the balance of the first year.. Write custom copy for newsletters, publications and letters as needed, produce and present custom gift illustrations as needed and provide on-going telephone support. 18 consulting days x 1,500 per day TOTAL: 27,000. 32,678. 640. 504. 5,678. 3,220. 1024. 290. 4,534. 10 Alexander Macnab & Co. 800-708-2060 A QUICK DEVELOPMENT PROGRAM SELF TEST Questions 1. Percentage gain in true net contributed income. (Most recent fiscal year over previous fiscal year.) Scoring 2 points for each percentage gain; 0 points if declining net contributed income 7 points if yes 0 points if no 10 points if yes 5 points if 10 times the # of donors 0 points if less than 10 times 10 points if yes 0 points if no 1 point for each personal visit during the most recent fiscal year 2 points for each strategy employed during most recent fiscal year Points Earned 2. Did 100% of your board members make a financial contribution this fiscal year? 3. Did you drop at least 16 times the number of prospect mailing pieces as the number of donors 4. Organization regularly generates and files fund raising reports that indicate net contributed income from each appeal? 5. Development officer or executive director participates in personal major gift solicitations or event sponsorship solicitations? 6. Which of the following fund-raising strategies does your organization employ: mail; email; return envelopes with thanks; phone; grants; tributes; special events; major gifts? 7. Which of the following planned gift strategies does your organization employ: newsletter articles; personal contact; seminars; brochure mailings; computer-generated benefit illustrations; reminder slips in thanks; check box on return envelope? 8. Does the organization promptly thank each contribution? 9. Has the organization adopted a formalized acknowledgment program? 10. Has the organization adopted a prospect identification, rating, and cultivation system? 2 points for each strategy employed during most recent fiscal year 5 points for 2-day turnaround or less 3 points if 7 days or less 0 points if longer 5 points if yes 0 points if no 5 points if 75 prime prospects identified 5 points if request amounts assigned to 50 or more prime prospects; 5 points if the prime prospects have been invited to an event within the past 6 months TOTAL POINTS 90 and up Excellent 80�89 70�79 0�69 Very Good Average Keep up the good work! Consider improving the areas where you scored a bit less. Youre doing better than many but theres still lots of room for growth. Focus on high-payoff activities and dramatically increase contributed income. Poor to Fair Please review a longer evaluation and look for opportunities for improvement. Alexander Macnab & Co. 312-642-1239 � 900 N. Franklin Street � Suite 404 � Chicago, IL 60610 Toll free: 800-708-2060 � www.alexandermacnab.com � growfunds@aol.com 11     ");
array_files[104]=new Array(0,4,"./Symposium/PDF/Macnab%20handout%202.pdf","2008-11-12","707K"," Microsoft Word - 2007pg handout.doc    ","","","HANDOUTS Starting a Charitable Gift and Estate Planning Program Building a Timeline and Budget 11th Annual Symposium Mastering the Planned Giving Puzzle Chicago Council on Planned Giving Chicago May 29, 2008 Sandy Macnab, FAHP, CFRE Alexander Macnab & Co. 900 N. Franklin Street � Suite 404 Chicago, IL 60610 800-708-2060 www.alexandermacnab.com growfunds@aol.com He who deliberates fully before taking a step will spend his entire life on one leg. -- Chinese Proverb � 2008 Alexander Macnab & Co. 2 Alexander Macnab & Co. 800-708-2060 Useful Planned Giving Resources: National Committee on Planned Giving: 233 McCrea Street, # 400 Indianapolis, IN 46225 317-269-6274 www.ncpg.org Listserv: GIFT-PL To subscribe: Address: listserv@iupui.edu Subject: leave blank Message: subscribe gift-pl (insert your e-mail address) Your local Planned Giving Council. In the Chicago area: Chicago Council on Planned Giving P.O. B ox 350 Kenilworth, IL 60043 847-251-1400 www.ccpgonline.org same as above www.scpgc.org Suburban Chicago Planned Giving Council American Council on Gift Annuities: 233 McCrea Street, Suite 400 Indianapolis, IN 46225 317-269-6271 www.acga-web.org 3 A Beginning Basic Planned Giving Program Identify 500 - 1,000 prospects and begin mailing a quarterly planned giving newsletter to them, providing them with an opportunity to respond, being thus qualified for additional solicitation. Identify up to 200 professionals and begin mailing a quarterly newsletter with technical information about gift planning ideas of interest to attorneys, tax and estate planners, insurance brokers, financial planners and other key advisors. Select and purchase a supply of general gift planning brochures that can be mailed or handed to those who want to know more about specific gift options including bequests, life income arrangements, charitable trusts, life-estate agreements and charitable gift annuities. Publish gift planning articles and ideas in existing publications. Identify key board and other leadership who can help promote the program. First Year Budget PROMOTIONAL LITERATURE Quarterly newsletter, 1,000 copies of each mailed 4 times per year (805x 4) Response brochures, 20 copies of each (usually included in price) Professional planner newsletter, 200 copies of each mailed 6 x per year (Four issues per year costs 768) General brochures (1,000 total, various titles) Literature subtotal POSTAGE Bulk rate (average of .16 each x 1,000 x 4) First class (.42 x 200 x6 � or x4 if only doing four issues per year) Material & postage subtotal CONSULTATION Retained consultation. Eighteen consulting days, beginning with two days per month for six months and one day per month for the balance of the first year.. Write custom copy for newsletters, publications and letters as needed, produce and present custom gift illustrations as needed and provide on-going telephone support. 18 consulting days x 1,500 per day TOTAL: 27,000. 32,678. 640. 504. 5,678. 3,220. 1024. 290. 4,534. 10 Alexander Macnab & Co. 800-708-2060 A QUICK DEVELOPMENT PROGRAM SELF TEST Questions 1. Percentage gain in true net contributed income. (Most recent fiscal year over previous fiscal year.) Scoring 2 points for each percentage gain; 0 points if declining net contributed income 7 points if yes 0 points if no 10 points if yes 5 points if 10 times the # of donors 0 points if less than 10 times 10 points if yes 0 points if no 1 point for each personal visit during the most recent fiscal year 2 points for each strategy employed during most recent fiscal year Points Earned 2. Did 100% of your board members make a financial contribution this fiscal year? 3. Did you drop at least 16 times the number of prospect mailing pieces as the number of donors 4. Organization regularly generates and files fund raising reports that indicate net contributed income from each appeal? 5. Development officer or executive director participates in personal major gift solicitations or event sponsorship solicitations? 6. Which of the following fund-raising strategies does your organization employ: mail; email; return envelopes with thanks; phone; grants; tributes; special events; major gifts? 7. Which of the following planned gift strategies does your organization employ: newsletter articles; personal contact; seminars; brochure mailings; computer-generated benefit illustrations; reminder slips in thanks; check box on return envelope? 8. Does the organization promptly thank each contribution? 9. Has the organization adopted a formalized acknowledgment program? 10. Has the organization adopted a prospect identification, rating, and cultivation system? 2 points for each strategy employed during most recent fiscal year 5 points for 2-day turnaround or less 3 points if 7 days or less 0 points if longer 5 points if yes 0 points if no 5 points if 75 prime prospects identified 5 points if request amounts assigned to 50 or more prime prospects; 5 points if the prime prospects have been invited to an event within the past 6 months TOTAL POINTS 90 and up Excellent 80�89 70�79 0�69 Very Good Average Keep up the good work! Consider improving the areas where you scored a bit less. Youre doing better than many but theres still lots of room for growth. Focus on high-payoff activities and dramatically increase contributed income. Poor to Fair Please review a longer evaluation and look for opportunities for improvement. Alexander Macnab & Co. 312-642-1239 � 900 N. Franklin Street � Suite 404 � Chicago, IL 60610 Toll free: 800-708-2060 � www.alexandermacnab.com � growfunds@aol.com 11     ");
array_files[105]=new Array(0,4,"./Symposium/PDF/Lynne%20Becker.pdf","2008-11-12","877K"," Slide 1    ","     ","     ","When did they give it and how do I thank them? Presenter: Lynne D. Becker Senior Consultant Advancement Solutions lynne@advancementsolutions.com 301.633.6992 Planning For The Campaign Before we enter into a campaign we not only need to know what counts and what doesnt count, but we also need to document those rules and help our staff be able to say no! Gift Policy Committee Gift Policy Committee Why have one? Blame the committee! Safety in numbers � avoid being cellmates Remain true to the institutions mission Who should be included? It depends on the size of the institution � but dont forget your board! CAO, Attorney, CFO, PGO, Real Estate Director, Other Interested Parties Presidential appointment Formal meeting schedule First job? Develop a gift acceptance policy for board approval Gift Acceptance Policy The committee does NOT have to approve everything! Cash and security donations to preexisting programs but MUST establish rules on stock donations (more later) Computers and other equipment Medical equipment (assuming you have a need!) Items for immediate auction or raffle The policy should itemize those types of gifts that must be approved: Real estate/time shares Closely held stock/Partnerships Anything potentially not related to your mission How Will This Benefit Us? Whats the determining factor for acceptance of a giftinkind? Related use: The GIK must be useful to the institution in fulfilling the purpose or mission for which the institution was granted tax exempt status How Will This Benefit Us? Unrelated use: May still qualify as a giftinkind (that you can count and the donor can deduct � sort of) provided it was given specifically to be sold (charity auction) � the Treasury Regulations under section 170 provide that if a donor contributes tangible personal property to a charity that is put to an unrelated use, the donors contribution is limited to the donors tax basis in the contributed property � The term unrelated use means a use that is unrelated to the charitys exempt purposes or function . . . The sale of an item is considered unrelated, even if the sale raises money for the charity to use in its programs Related or unrelated gift to a university? Unrelated Gifts � Charity Auctions Not many specific IRS rules here! But what rules there are can be found at: http://www.irs.gov/charities/charitable/article/0,,id=123204,00.html This is where you will find those previous quotes Purchaser MUST know the FMV in advance and pay in excess Quid pro quo receipt Donors item MUST sell � NO receipts until AFTER the auction A Little Known IRS Quote Taxpayer attends an auction held by Charity C, an organization described in section 170(c). Prior to the auction, C publishes a catalog that meets the requirements for a written disclosure statement under section 6115(a) (including Cs good faith estimate of the value of items that will be available for bidding). A representative of C gives a copy of the catalog to each individual (including Taxpayer) who attends the auction. Taxpayer notes that in the catalog Cs estimate of the value of a vase is 100. Taxpayer has no reason to doubt the accuracy of this estimate. Taxpayer successfully bids and pays 500 for the vase. Because Taxpayer knew, prior to making her payment, that the estimate in the catalog was less than the amount of her payment, Taxpayer satisfies the requirement of paragraph (h)(1)(i) of this section See the Final Substantiation Regulations (FundSvcs.org), page 65951 of the 12/16/96 Federal Register � page 6 of Johns scan What You Should Require To Get A Giftin kind Recorded Description of asset (you certainly dont need it in your parking lot! Well, maybe once in a while . . .) Purpose of the gift (e.g., To fund an endowed chair, a deferred gift, an unrestricted gift) and the department(s), program(s), or endowment(s) to benefit from the gift An estimate or appraisal of the gifts fair market value and marketability What You Should Require To Get A Giftinkind Recorded Any potential nonprofit use and, if so, written review by the area to benefit from the asset Any special arrangements requested by the donor disposition (e.g., price considerations, time durations prior to disposition � watch out here; well discuss later; potential buyers, etc.) Valuing & Counting GIKs It is the donors responsibility to value and substantiate a GIK for tax purposes. It is your responsibility to count it. If valued at 5,000+, use the appraisal the donor must obtain to claim a deduction. But what if theres no appraisal? Could raise a red flag and require review by GAC. Could be legitimate, as in the case of a painter donating their own work of art. But for insurance purposes you will likely need to obtain your own. New car from a dealer? Sticker price! Valuing & Counting GIKs If estimated at less than 5,000 (per CASE M&RS): May still use appraisal if provided May use value declared by donor. But John suggests you: Obtain copy of paid bill of sale, or Obtain invoice and proof of payment; or Value as determined by qualified expert on faculty or staff; or Use online auctions (eBay); Its Deductible � Valuing & Counting GIKs Remember, costs associated with conveying gift per the IRS � appraisals, transportation, etc. � and sales tax are not deductible and therefore are not to be included in recorded value If uncomfortable with, or not certain of, GIK value, record at 0.01 in order to generate receipt and recognize donor, and adjust when value becomes known � but not to include appreciation What Are Your � And Your Donors � Legal Responsibilities Regarding Reporting to the IRS? PPA 2006 (Pension Protection Act) Recapture Rule Gifts of all tangible personal property can be deducted at FMV provided the gift is for a related use. If disposed of within a year of the gift the deduction is limited to the lesser of the donors basis or sales price unless the charity certifies that it had been used for a related purpose or it had been planned to be used but that became impossible or infeasible. PPA 2006 Recapture Rule If disposed of after 1 year but in less than 3, the donor must include as ordinary income the difference between the claimed deduction and the donors basis or sales price unless the charity provides the discussed certification. 8282s must now be filed if the property is sold in three years � not 2. 10,000 penalty for claiming related use when truly unrelated. A word to the wise (and the donor) regarding 8282s Lets Talk About Additional Items A Gift Acceptance Policy (GAP) Should Address Gifts of Life Insurance Absolutely a gift as long as the nonprofit is designated as the owner and the beneficiary of the policy. While the policy will identify the nonprofit as the beneficiary, the development officer should work with the donor to clarify the purpose of the gift � whether it be for an endowment (existing or new), a specific program or department, or unrestricted use � by attachment of a memorandum, letter, or endowment agreement to the policy The actual gift is the premium payment and current cash surrender value (if any) Life Insurance Issues a GAP Should Address � � � A minimum face value � 100,000? Has a payment schedule not to exceed ten years (the gospel according to John is actually more like 5 years) Requires charitable contributions from the donor to the nonprofit in the amount of any premiums, including unscheduled premiums, which may become due � Problems with payments to insurance companies . . . If intended for endowment purposes, the face value of the policy meets the minimum funding standards for endowments by the board of trustees. � But what to do if those minimums go up before the donor dies? Donor recognition rules & communications � 10,000,000 gift � 1 MM Lifetime Gala disaster � � A GAP Must Address Stock Transfer Options Describe handling and accounting procedures for: Publiclytraded versus Restricted/Closely Held � including gift value calculations depending on: US mail Third party vendor Hand delivery DTC Is The Best (if feasible) But you need to know about it in advance: Stock Donations Issues a GAP Should Address See Johns White Paper at www.FundSvcs.org Centralize control of the entire process Identify historical stock donors and notify of procedural change. Select single brokerage account. Close all other brokerage accounts. Develop an automated tracking system Fractional Inkind Donations Can a donor spread the deduction for a gift of artwork over several years? Maybe! Fractional Inkind Donations The donor must still convey legal ownership for a percent of the year in perpetuity � but the donee does not physically have to take possession Fractional Inkind Donations The amount of the donors deduction is QUESTIONABLE Some courts have ruled that the FMV of the interest must be reduced to reflect the negative nature of such donations � Difficulty of selling the interest � Disadvantages of cotenancy � Expense of partitioning the property Other courts have ruled in favor of a deduction of the pro rata FMV of the portion transferred Whats my advice? Advise your donor to seek legal and financial counsel If donated ensure there is a detailed Deed of Gift Make sure your legal gift receipt provides ONLY a description! The Trouble With Cars Actually, its now the trouble with vehicles: Cars, boats, and airplanes. As of last year the IRS treats donations of all these the same. The Trouble With Vehicles Must support mission Receipt to donor must explain HOW If you plan to sell, receipt to donor must reflect: *Name of donor *Tax ID of Donor *Vehicle ID Date of Gift Date of Sale Proceeds from Sale Comment that sale was at arms length Statement to donor that their deduction is limited to the gross proceeds *Required whether the vehicle is sold or not Higher Penalties Than Other Receipt Violations The penalty applicable to an acknowledgment relating to a qualified vehicle described in section 3.02(1) of this notice is the greater of (1) the product of the highest rate of tax specified in � 1 (currently 35%) and the sales price stated on the acknowledgment, or (2) the gross proceeds from the sale of the qualified vehicle. The penalty applicable to an acknowledgment relating to any other qualified vehicle the claimed value of which is more than 500 is the greater of (1) the product of the highest rate of tax specified in � 1 and the claimed value of the qualified vehicle, or (2) 5,000. Receipting Woes 2 new IRS publications: 4302 � A Charitys Guide to Vehicle Donations 4303 � A Donors Guide to Vehicle Donations Both reference the new 1098C 4303 says the donor can still get a standard receipt from the charity instead as long as it has all the necessary information But 4302 doesnt talk about mailing a copy of that receipt to the IRS � just the 1098C! Other Gift/NonGift Issues Timeshares Better think twice! � Fulfill mission? � Able to sell? Event Expenses Reasonable and verifiable Best for the institution to pay and donor give cash IP and Patents (new rules in 2004 � more in a second) Will need an appraisal Does it feel right? Frequent Flier Miles & EE Savings Bonds Its simply not possible to give either! Software Other Examples � Gift or Not? Trophies from Safaris � one case in Toronto & another in Louisiana 212 Tuxedos to Winthrop University Sperm from Secretariat Art given by the artist Whaling expenses A body (deceased!) given by a family 3 specific rulings from the IRS Blood donations: Rev. Rul. 53162 Advertising space: Rev. Rul. 57462 Radio broadcast time: Rev. Rul. 67236 � All 3 found at FundSvcs.org New, or renewed, areas of IRS scrutiny: Lets Talk About Control Once a gift always a gift Cannot give a gift back � 1099s? What if the gift was matched? Retain gift after a restricted program is canceled Scholarship recipient selection Donors involvement � Cannot have a majority vote � Control based on position/power Cannot require institution to take action it otherwise would not take Common Gift Myths Donation of time or service. While truly a charitable act, only a volunteers outof pocket expenses (mileage, parking, supplies, etc.) may be deducted. FASB/GASB may recognize as an asset Expressly forbidden as a charitable donation per IRS Publication 526 Donated advertising space is a service per IRS Revenue Ruling 57462 Common Gift Myths The use of a donors property by a charitable organization (partial interest � IRS Pub 526) Vacation home for charity auction Office space in lieu of rent Onetime display of artwork (fractional gifts are the exception � and are legal!) Use of software Receipting Requirements IRS Publication 1771 is the bible Per the above, the receipt should include a description (but not the value) of non cash contribution Gifts of securities are noncash! Why not include values? How can you include values and not get in trouble? What Kind of Trouble Can I Get Into Legally? Internal Revenue Code 6700 & 6701 Negligently or intentionally providing misleading information regarding gift values can result is severe fines Gross valuation overstatement will result in a fine of 1,000 � a person furnishing the gross valuation overstatement need not have knowledge that the valuation is overvalued False or fraudulent gift receipts will result in above fine Fines imposed on a person What Kind of Trouble Can I Get Into Legally? Reallife examples Smithsonian Institution lent credence to an 10fold increase in value of a giftinkind New Jersey Symphony Senate Finance Committee investigated The good news is that both institutions were cleared of any wrongdoing � the bad news is that the donors used them to do something wrong � to the donors benefit The other bad news is that the IRS is paying very close attention What Else Is New? All of what weve gone over has been in effect for over TEN years! (BTW, QPQ rules for donors have been in existence for as long as I can remember � and thats a long time!) Apparently the IRS has determined that these nonprofit requirements still werent doing the trick. Heres what they have done � that greatly affects OUR lives in the last 30 months: Intellectual Property & Patents Problems and abuses in the valuation of these types of gifts was the rationale the committee gave for these proposals. It also stated that a primary goal of the charitable deduction should be to encourage gifts that are most useful to a charity. Gifts that require the charity to divert resources or `incur substantial transaction costs should not be encouraged. Intellectual Property & Patents Effective June 3, 2004: Deduction is limited to the basis in the property or FMV � whichever is less Additional deductions (requiring receipts from us) may be taken up to 10 years after the donation should the income generated exceed the original gift value See IRS Publication 526 (12/05), page 9 Appraisal Requirements Effective June 3, 2004 a donor contributing property valued at 500,000+ must attach an appraisal to their tax return (previously only had to have a copy on file) Suggests that we might consider holding off receipt generation until we have a copy as well And Most Recently, HR 4 � The Pension Protection Act of 2006 Most focus has been on the IRA rollover provision: Can exclude up to 100,000 from income reporting Must go to a taxexempt entity that you could otherwise claim a deduction for but cannot be a private foundation, supporting organization, or DAF � many university and hospital foundations � now supporting organizations � are refiling as 509(a)(1) charities And Most Recently, HR 4 � The Pension Protection Act of 2006 The donor must be 70.5+ years old at the time of the transfer The provision is set to terminate 12/31/07 � so you planned giving folk are going to have a busy year! But can we count these transfers in our fundraising totals � they arent gifts! And if we do, who is the donor? A few of the other provisions of PPA 2006, all expiring 12/31/07: And Most Recently, HR 4 � The Pension Protection Act of 2006 Increased deduction for food inventory � now the lesser of: The tax basis PLUS half the difference between the cost basis and the fair market value, or Twice the value of the cost basis Change in calculation for basis in gifts of shares of S Corporation stock And Most Recently, HR 4 � The Pension Protection Act of 2006 Extension of law permitting book inventory donations by C Corps to public schools Increases the 30% of AGI limit to 50% for qualified conservation contributions And Most Recently, HR 4 � The Pension Protection Act of 2006 But with the good comes the bad � there are also 17 provisions that further regulate charities � some without an expiration date! Many deal with inkind donations: Reporting certain acquisitions of life insurance, annuity, or endowment contracts with a longterm care feature (bunch of exclusions) And Most Recently, HR 4 � The Pension Protection Act of 2006 Doubling of certain excise taxes � including a 20% fine on taxable distributions from donor advised funds as well as selfdealing and excess benefit transactions A limit on the basis of donated taxidermy property (go figure) Recovery of the tax benefit derived from contributed property � deducted at FMV � if not used for taxexempt purposes And Most Recently, HR 4 � The Pension Protection Act of 2006 Denial of deduction for donated clothing or household goods that is not in at least good condition. Theres also a provision that there could be imposed a minimum value below which no deduction may be claimed A curious comment regarding recordkeeping and date of contribution Fractional interest gifts must be fully transferred within 10 years or upon donors death And Most Recently, HR 4 � The Pension Protection Act of 2006 Donees of fractional interest gifts must actually take possession � and use for their exempt purposes � at least once during that 10year period A lowering of the threshold for imposing accuracyrelated penalties when qualified appraisals are required � also provides definitions for appraiser and qualified appraisal And Most Recently, HR 4 � The Pension Protection Act of 2006 And an announcement that the Treasury will undertake a new study on the operation of donoradvised funds to determine if they are operating in a manner consistent with the basis for their taxexempt status. Legal Requirements & Resources Good resources related to inkind gifts IRS Publication 526: Charitable Contributions IRS Publication 561: Determining the Value of Donated Property CASE Management & Reporting Standards FASB/GASB Standards www.FundSvcs.org Instructions for completion of IRS Forms 8283 and 8282     ");
array_files[106]=new Array(0,4,"./Symposium/PDF/HUTCHI~1.pdf","2008-11-12","1135K"," AFP Chicago PG Presentation    ","     "," 09/06 Conference - SDH and Michelle Miller Burns    ","Helping Donors Meet Personal Needs Through Charitable Gift Planning Stewardship Track Beginning Level 1 PATRICIA McKINLAY Director of Gift Planning Services Resurrection Development Foundation S. DOUGLAS HUTCHINGS Senior Vice President Ter Molen Watkins & Brandt, LLC 2 What are the types and levels of gifts that we are referring to and what is the motivation behind the gifts at those different levels? 3 Ultimate Gifts Bequests Trusts Annuities Major Gifts Multi-Year Commitments Gifts of Appreciated Assets Unique Needs / Special Projects Upgrade and Renewal Phonathons Special Appeals Donor Acquisition Annual Appeals Black-Tie Affairs / Special Events 4 # of Donors 20% Ultimate # of Dollars Major - Planned 80% 80% Major Annual 20% Annual 5 The Cycle of Major Gifts and how Stewardship is vital to closing the loop... 6 Ide ntify Holding ar ea fo r suggested names Q ualify Find init ial infor mation Estimate initial capability Strate gy How to involve pro spects Get to kno w prospects: Inter ests Capability Develop Timetable Ste w ardship Keep Dono r Infor med Keep Dono r Int er ested So licitatio n Cycle PGCEW Fe ed back Loo p C ultivatio n Involve Pr ospect Vo lunt eer Solicit or Deter mineIint erests Deter mine Ask Amount Re co gnitio n Thank Donor N aming O pport unit ies Cer emonies Press Announcement s Donor Listing Plaques So licitatio n Specific Amount Specific Project 7 How do you move from Recognition to Stewardship and what is the difference? 8 What is the dynamic between Recognition to Stewardship? Standard stewardship mechanisms such as legacy societies and reports. Creative stewardship activity designed for individual donors. Other thoughts? 9 A closer analysis of Meeting Donor Needs is revealed in this chart... 10 Individual Gifts Type of Gift Timing Determined By Size of Gift Source of Gift Method Preparation, Time and Resources Regular Gifts Calendar (Recurring in Nature) Any Size (Usually conservative) Ordinary Income Speculative Minimal Special Gifts Institution 5-10 Times as large as regular gifts Ordinary Income and/or Assets Targeted Moderate Ultimate Gifts Needs of the Donor 1,000-10,000 times as large as regular gifts Assets Nurturing Maximum 11 How can you take a step closer to determining donor needs? By articulating who you are and why you are important... 12 What are the TEN Reasons Why you are Distinctive and Special Who are we? 2. What do we do? 1. Why are we important? 4. Who are our constituents? 3. What do they bring to us and what do they receive from us? 6. What is our vision for the future? 5. 13 What are the TEN Reasons Why you are Distinctive and Special How do we plan to achieve that? 8. What do we need in order to succeed? 9. How will we get it? 7. 10. What difference will this make? 14 What would be on a list of personal needs your donors might have that you can help them attain? 15 What are some possible personal needs met through gift planning? 1. 2. 3. 4. Providing a steady stream of income. Converting an asset no longer needed into a meaningful splitinterest gift that helps you and the donor. Meeting a need for distinction or notoriety among friends, family or peers. Achieving a goal or making a dream become a reality. 16 What are some possible personal needs met through gift planning? Providing, by example, a way to further your organization long after the donor has passed. 6. Others that you might suggest?? 5. 17 www.debraashton.com 18 Telling stories of personal needs being met with a gift to your organization: Website 2. Newsletters 1. Annual Reports 4. Special Mailings 3. Special Events or Activities 6. Other Ideas? 5. 19 20 21 22 What are the listening clues and how can we be proactive in our efforts to meet donor needs? 23 Technical Jargon 24 Technical Jargon It severely prohibits the conversation about donor needs. 25 John Brown of John Brown Limited, Inc. spoke to CCPG in November 2006 and said: There are FOUR types of Gifts 26 John Brown of John Brown Limited, Inc. spoke to CCPG in November 2006 and said: Outright Gifts 2. Assets to Family � Income to Charities 3. Assets to Charities � Income to Donors or to Beneficiaries 4. Bequests 1. 27 John Brown also said: There are FOUR REASONS people make Planned Gifts 28 John Brown said those Four Reasons are: It will make a tremendous difference � a real impact. 2. Recognition � they are participating in something that is meaningful and tasteful that can be pointed to with pride. 1. 29 John Brown said those Four Reasons are: You (the charity) will not let the gift sit with nothing done. 4. Tax Considerations 3. Income Gift Estate 30 Questions? 31 Thank you. Helping Donors Meet Personal Needs Through Charitable Gift Planning Stewardship Track Beginning Level Pat McKinlay Doug Hutchings 32     ");
array_files[107]=new Array(0,4,"./Symposium/PDF/HENRY.pdf","2008-11-12","2641K"," Microsoft PowerPoint - ChicagoPGC_Planning.ppt [Compatibility Mode]    ","","","May 29, 2008 Chicago Planned Giving Council Vaughn W. Henry Springfield, IL gift-estate.com (c) Henry & Associates 2008 Storm Clouds on the Horizon ~D Donor I Issues ~ How deep are your pockets? The nuts n bolts of trust construction n Avoid common errors in charitable trust design Review other planners unfortunate errors Understand how market performance affects CRT income distributions Why tax efficient management is important How circumstances can turn an average plan into a lawsuit The Beneficiaries of Family Wealth CHOICES � You make them or someone makes them for you Consumed by b Lifestyle Children Charity C a ty Co g ess Congress Emotional vs. logical decision making ~ how much for heirs is too much? vs Elicit charitable intent by offering choices If you had you couldnt spend on yourself or family, what would you do? Sources* of planned gifts: Data was consistent with large and small colleges and universities among the 612 colleges and universities surveyed Charles N. OData 347 Lincoln Avenue Beaver, PA 15009 724 775 7996 cnodata@aol.com Bequests Charitable Unitrust Annuity Trusts Gift Annuities Deferred Gift Annuities Pooled Income Trusts Lead Trusts L dT t Life Estates Life Insurance Bargain Sales Mortgage Receivables and Undivided Partial Interests Real Estate Gifts 65.6 19.0 4.8 1.8 0. 2 1.2 0.9 09 0.1 5.8 0.1 0.0 0.5 * Percentage is based on dollar values of gifts. 77.53% of All Estates Returns Are Less Than 2 5 Million 2.5 60000 50000 40000 30000 20000 10000 0 # Estates IRS Estate Tax Return Data, (IRS Statistics of Income, Summer, 2005) ... produced 20.8 billion in tax revenue; only 32,991 of 72,540 returns were taxable of those filed in 2003 Millionaire next door, you dont target just rich people .675 - 1MM 1MM - 2.5MM 2.5MM - 5MM 5MM - 10MM 10MM - 20MM 20MM+ 31% Fewer Estates Returns Generated More Tax in 2006 10000 9000 8000 7000 6000 5000 4000 3000 2000 1000 0 # Estates IRS Estate Tax Return Data, (IRS Statistics of Income, Summer, 2008) ... produced 24.65 billion in tax revenue; only 22,798 of 49.050 returns were taxable of those filed in 2006 Millionaire next door, you dont target just rich people 1.5MM 1.5MM 1 5MM - 2MM 2MM - 3.5MM 3.5MM - 5MM 5MM -10MM 10MM 10MM- 20MM 20MM+ Split Interest Charitable Gifts 100,000 90,000 80,000 70,000 60,000 50,000 40,000 30,000 21,296 94,767 Numbers 81,122 Book Value in million Charitable Remainder Trusts Charitable Lead Trusts C Pooled Income Funds 20,000 , 16,486 9,041 6,298 1,676 10,000 0 1,600 CRAT CRUT CLT PIF IRS 2008 Winter SOI - Filing Year 2006 72% 70,000 60,000 Charitable Trusts Reported in 2006 66,187 66 187 94,767 CRUT 21,296 CRAT 50,000 40,000 30,000 20,000 10,000 3,417 0 500K 500K Doesnt account for the Stealth CRUT that may exist 25,090 17,480 3,489 399 0.5MM - 3MM 3MM 3MM+ SOI Bulletin Winter 2008 � Split Interest Trusts - Number of trusts by size of CRT. giftgift-estate.com 45,000,000 40,000,000 35,000,000 30,000,000 25,000,000 20,000,000 15,000,000 10,000,000 5,000,000 0 Charitable Trust Values in 2006 in Th i Thousands d 42,356,527 94,767 CRUT 21,296 CRAT 26,716,472 , , 12,048,950 1,910,724 1 910 724 3,629,955 3 629 955 3,500,496 , , 500K 0.5MM 0 5MM - 3MM 3MM+ IRS Winter 2008 SOI Bulletin � Reports 90.162 billion in all CRT Accts. giftgift-estate.com Charitable remainder trusts and gift annuities are subject to a 10% remainder value test. With the IRS discount rate at historic lows, g , gifts failing the 10% test are more likely Life Estates, CLAT, CGA and CRATs are most significantly affected by the AFR. CRATs have an additional 5% probability test 14 12 10 8 6 4 2 0 Applicable Federal Midterm Rates for Charitable Planning pp g January, 1989 through April, 2008 �7520 (120% Charitable Mid-term Rate) 19 89 External influences affect planning, low rates are bad for CRAT, PIF, CGA, good for CLAT and life estates 20 02 TRA 1997 - Section �1089 Approximate CRUT �664 Unitrust Deduction Factors FAIL based on Disqualification if deduction less than 10% (based on 8% AFR, quarterly distributions, 1 or 2 life trusts) 5% 1 life .09 .10 .13 .16 .20 .25 .30 .35 35 .42 .48 5% 2 life .048 .061 .078 .10 .12 .16 .20 .25 25 .30 .37 6% 1 life .061 .075 .095 .12 .15 .19 .24 .30 30 .36 .43 6% 2 life .027 .036 .047 .064 .084 .11 .15 .19 19 .24 .30 7% 1 life .043 .054 .069 .091 .12 .15 .20 .25 25 .31 .38 7% 2 life .015 .021 .029 .041 .057 .079 .11 .15 15 .19 .25 8% 1 life .032 .040 .052 .070 .094 .12 .17 .21 21 .27 .34 8% 2 life .009 .013 .018 .027 .039 .057 .081 .11 11 .16 .21 9% 1 life .024 .030 .040 .055 .076 .10 .14 .18 18 .24 .30 9% 2 life .005 .008 .012 .018 .027 .041 .061 .089 089 .13 .18 10% 1 life .019 .024 .032 .044 .062 .087 .12 .16 16 .21 .27 10% 2 life .003 .005 .008 .012 .019 .030 .046 .069 069 .10 .15 AGE 20 25 30 35 40 45 50 55 60 65 TRA 1997 - Section �1089 Approximate CRUT �664 Unitrust Deduction Factors FAIL based on Disqualification if deduction less than 10% FAIL (based on 3.6% AFR, quarterly distributions, 2 life trusts) AGE 20 25 30 35 40 45 50 55 60 65 5% 2 life .044 .057 .072 072 .092 .116 .147 .186 .232 .286 .349 6% 2 life .024 .033 .044 044 .058 .077 .102 .135 .176 .226 .286 7% 2 life .014 .019 .027 027 .037 .052 .072 .099 .134 .179 .235 8% 2 life .008 .011 .016 016 .024 .035 .051 .073 .103 .143 .194 9% 2 life .004 .007 .010 010 .016 .024 .036 .054 .080 .115 .161 10% 2 life .003 .004 .006 006 .010 .016 .026 .041 .062 .093 .135 TRA 1997 - Section �1089 Approximate CGA/CRAT �664 Trust Deduction Factors FAIL based on Disqualification if deduction less than 10% & 5% Probability (based on 3.6% AFR, quarterly distributions, 2 life trusts) AGE 20 25 30 35 40 45 50 55 60 65 70 5% 2 life 6% 2 life 7% 2 life 8% 2 life 9% 2 life 10% 2 life Solves the donors need to make a difference Is tax efficient Addresses the clients need for security Acknowledges family f il concerns managing split interest gifts By Julie Steenhuysen Thu Mar 27, 7:22 PM ET CHICAGO (Reuters) - Older Americans have more money C CAGO ( ) Old A h and are expected to live far longer than prior generations, g y y U.S. government researchers said on Thursday. They said the average net worth of older Americans -- those 65 or older -- has increased almost 80 percent over the past 20 years. years And those who reach the age of 65 are now expected to live an average of 19 more years, or seven years longer than people who had reached age 65 in the year 1900. The fi di 1900 Th findings are part a report released on l d Thursday called Older Americans 2008: Key Indicators of g g Well-Being, which features data from 15 federal agencies on trends in population, economics and health issues. www.AgingStats.gov * Annuity 2000 Mortality Table 200,000 CGA provided by , 3,000 charities Usual parameters, 50% residuum and deduction for PV of remainder interest Charity assumptions, predictable investment returns, stable office t t bl ffi expenses, normal mortality based on US insurance * company unisex statistics Investment performance More volatility SP 500/Dow static Mortality Average age of issue = 81 Self-selection bias Higher socio-economic level Better health and lifestyle More affluent ffl Underestimates mortality 3.5 y years Most of the appreciation due to 125,333 dividend reinvestments Average return 2.78% S&P 500 S&P 500 1,400,000 1,200,000 1,000,000 800,000 600,000 400,000 200,000 0 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 Are Forecasts and Projections Realistic? Mortality, Investment Performance, Tax Efficiency Will the Trust Operate as Presented? Donor Expectations � Future Gifts Will the Trust Run out of Money? Whats the Most I Can Take Out? NIMCRUT Issues � Net Income Means Net Income � The Black Hole Professional Advisors 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% Development Officers 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% Was the Plan Sold as a Product or a Process? Product Driven Litigation put the clients interests first do not make any mistakes disclose risks dont market unsuitable concepts to clients communicate consistently � address problems early everyone i an expert i a b ll market is in bull k 1997 Prince survey of wealthy donors Technical competence was the most important determinant 0.0% Satisfaction Satisfaction Four Tier Income Distributions from a CRT Tier 1 - Ordinary Income Tier #4 Ti Tier #3 Tier #2 Tier #1 IRS Notice 98-20, 1998-13 IRB 1 � May be federally taxed at 35% plus state 35%, rates � !! Qualified dividends taxed at 15% Tier 2 - Realized Capital Gains � May be taxed at 15% � Short term gains at ordinary rates � 35% Recapture as ord inc ord. inc. � 28% Collectibles, tangible prop � 25% Straight line depreciation Tier 3 - Tax Exempt � Should be tax free Tier 4 - Principal � Should be tax free Generally it has no relationship to the payout or remainder; but it seriously affects the beneficiarys tax treatment. y Prudent Investor vs. Prudent Man Rules Unlike inside a retirement or endowment account, all income is not equal in a CRT. Unintentional UBI (hedge funds, margin accounts, partnerships, etc.) is a serious liability issue, especially in the year the CRT is funded with appreciated assets that are liquidated inside the CRT. i id th CRT Foundation accountant paid out all tier one because his nonprofits software couldnt differentiate tiers. 1998 CRAT Accumulation Information (000) 1,000,000 1 000 000 900,000 800,000 700,000 600,000 500,000 400,000 300,000 300 000 200,000 100,000 , 0 500K 0.5 -1.5 MM 1.5 - 3 MM 3 - 10 MM 10 MM+ Henry & Associates � � 2008 Tier 1 OI Tier 1 Gain Tier 2 Gain Nontaxable N t bl IRS SOI Bulletin, Winter 2000-2001, Publ,1136 (Rev. 2-2001) 2004 CRAT Current Year Net Income (000) 250,000 250 000 200,000 150,000 100,000 50,000 50 000 0 -50,000 500K IRS SOI Bulletin, Spring, 2006 Tier 1 OI Tier 1 Gain Tier 2 Gain Nontaxable 1.5 - 3 MM 3 MM+ Henry & Associates - 2006 2006 CRAT Current Year Net Income (000) 300,000 300 000 250,000 200,000 150,000 100,000 100 000 50,000 0 500K IRS SOI Bulletin, Winter 2008 Tier 1 OI Tier 1 Gain Tier 2 Gain Nontaxable N bl 0.5 - 3 MM 3+ MM 1998 CRAT Distributions (000) 70,000 70 000 60,000 50,000 40,000 30,000 20,000 10,000 0 500K 0.5 -1.5 1.5 - 3 MM 3 - 10 MM 10 MM+ MM IRS SOI Bulletin, Winter 2000-2001, Publ,1136 (Rev. 2-2001) Tier 1 OI Tier 1 Gain Tier 2 Gain Nontaxable N t bl 2004 CRAT Distributions* (000) 180,000 180 000 160,000 140,000 140 000 120,000 100,000 100 000 80,000 60,000 60 000 40,000 20,000 20 000 0 500K 0.5 - 3 MM 3 MM+ Henry & Associates - 2006 Tier 1 OI Tier 1 Gain Tier 2 Gain Nontaxable Corpus * Includes both charitable and non-charitable beneficiaries IRS SOI Bulletin, Spring, 2006 2006 CRAT Distributions (000) 300,000 300 000 250,000 200,000 150,000 100,000 100 000 50,000 0 500K IRS SOI Bulletin, Winter 2008 Tier 1 OI Tier 1 Gain Tier 2 Gain Nontaxable Corpus 0.5 - 3 MM 3+ MM -- Adam Smith Top 10 Things Every Donor Should Know About CRTs 1. Improper investments may make the CRT a TAXABLE trust, and thats a terrible effect, especially in the first year 2. A CRT produces income tax DEDUCTIONS not tax CREDITS 3. A CRT may produce a larger income tax deduction than the donor can use, is that the goal and have you explained that to the donor? 4. A CRT for less than (insert your own number, I use 150K) is probably inefficient, given the annual management and trust expenses. 5. Assets t 5 A t transferred into a CRT are usually th f di t ll there t b SOLD undiversified assets, to be SOLD; di ifi d t farms and businesses are not usually suitable assets to HOLD in a CRT. 6. The design and implementation of a CRT should be a TEAM effort, and it requires that all of the donors advisors understand its operations and effects on the donors p family security and philanthropic interests. 7. Some contributed assets dont produce significant income tax deductions. 8. The donor may be his/her own trustee, reserve the right to change charitable remaindermen and hire and fire investment managers managers. 9. Dont let product push a PLANNING process; you can not sell a CRT like a mutual fund and its not a tax shelter. 10. These trusts are IRREVOCABLE; do it right the first time. Sometimes a CRT just isnt the right tool for the situation. Will it be available? Will it be used? Does it mean anything? 1 million 6% Quarterly Payout CRAT � S&P 500 Index 1,400,000 1,200,000 1,000,000 800,000 800 000 600,000 400,000 200,000 0 3/1/1998 start date t t d t 10 year Distributions Trust Value T tV l 1 million 6% Quarterly Payout CRUT � S&P 500 Index 1,600,000 1,400,000 1,200,000 1,000,000 Axis Title 800,000 Trust Value Distributions 600,000 400,000 400 000 200,000 0 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 Susan Barry, a 66-year-old widow, has 320 acres of productive farmland on the edge of town. She and her late husband h b d resided there f most of their 35-year marriage, b t id d th for t f th i 35 i but when he passed away two years ago, she turned the management duties over to her tenant farmer who now rents g her ground. The past two years have been dismal for farm income, and real estate developers frequently solicit her. Her children arent interested in farming and the land is the aren t principal asset in her estate, since Mr. Barry never got around to starting a retirement plan and didnt believe in using life insurance. Mrs. Barry has been active in the local hospitals i M B h b ti i th l l h it l auxiliary and was advised by one of the development staff to consider a �664 charitable remainder annuity trust (CRAT) The gift planner, Sally Singleton, had a persuasive set of reasons for her Th ift l S ll Si l t h d i t f f h recommendations to the donor that included: a) A CRAT completely avoids capital gains on the appreciated property. b) A CRAT produces a guaranteed steady secure income stream to finance her steady, retirement. Gift planners know that older donors like safety and security, hallmarks of the CRAT. c) The land was appraised at 1.5 million, so the CRAT income stream of 75,000 ) pp , , would be greater than the farms current rental income of 125 per acre. d) The use of a 1 life 5% CRAT paid annually would provide Mrs. Barry with an income tax deduction of 853,837. e) The use of an IRS prototype CRAT document would reduce legal costs. f) The hospital could act as trustee and manage the investment account along with its other endowment funds. g) M Barry might continue to reside i the farm h ) Mrs. B i h i id in h f home until the land was sold at il h l d ld the end of the farming season to the developer. From the hospitals perspective, this is a classic CRT plan and fits the guidelines nearly perfectly When Mrs Barry called the development officer, Ms Singleton perfectly. Mrs. officer Ms. Singleton, and declined her CRT solution, Sally was surprised. After all, it was a pretty good plan, whats the problem with the scenario? Where did it go wrong? Uninsurable trustmakers protecting heirs Gift tax concerns for present value income stream 10% remainder rule in CRT `97 TRA - �1089 Estate and gift tax concerns unless right to revoke concerns, income interests at death, making it an incomplete gift Trust value included in gross estate, offset by partial or full charitable deduction Not terminable interest for marital deduction Value of income interest computed Taxes due may not be paid from trust assets July J l 1996 - 7520 AFR 8 4% 8.4% Quarterly payout of 9.0% (caution) Remainder � 0.836% Tax deduction - 16,720 (AGI limited) ( ) Taxable Gift - !! � No Marital Deduction Remainder Bene (FMV income tax deduction, y ) but not charitably inclined!) Pitched on the concept of the spigot trust features, able to receive income any time donors want it. NIMCRUT ill-advised for liquid assets, especially for immediate income needs in retirement for older clients and required for premiums in WRT. Income beneficiary demanded income at various times, and distributions were made to various recipients ( (not l limited to named benes) d db ) Donor s Donors Appreciated Publicly Traded Stock @ 2 MM Donor � Beneficiaries H&W 55/55 Two heirs 27/25 years old Income Donors NIMCRUT 2 MM Donors Charities Jan 1998 - 7520 AFR 7.4% Quarterly payout of 8.63% (caution) Remainder � 10% Tax deduction - 602,220 (AGI limited) Taxable Gift - 0 � Marital Deduction An association of contributors, not a good result for the wheeler � dealer. SCRUT was used, not FLIP or d NIMCRUT for the illiquid assets, especially a concern if income needs of CRT exceed potential of real estate to p produce revenue. Land sale didnt fall into place Post divorce trust division, better to have designed for it. Donors Own Appreciated Real Estate R lE t t @ 4 MM Donors Family Trust Real Estate @ 1 MM Donors LLC contributed land @ 1 MM Income Donor � Beneficiaries H&W 55/55 years old Donors D CRUT 6 MM Donor s Donors Charities Jan J 2000 - 7520 AFR 7 4% 7.4% Quarterly payout of 7.0% (caution) Remainder � 21.755% Tax deduction - 783,180 (AGI limited) ( ) Taxable Gift - 0 � Marital Deduction Remainder Bene (FMV income tax deduction, but not charitably inclined!) y ) Attorney had no experience with a CRT and did not meet with clients No disclosure as to compensation, or experience compensation 100% of liquid assets contributed Donors Appreciated Publicly Traded Stock @ 3.6 MM Income Donors NIMCRUT 3.6 MM Donor � Beneficiaries H&W 65/62 years old Heirs ? SCRUT not NIMCRUT for liquid assets, especially for immediate income needs in retirement for older clients and required for premiums in WRT Deferred Deferred Annuities � OI Tier 1 (DNI = gain over basis, non-tactically managed, ( b ll d and not volatility proofed in down market, no income for premiums) Donors Charities Ch iti Wealth Replacement Trust Heirs Jan 2000 - 7520 AFR 7.4% Quarterly payout 5% 2 life NIMCRUT Remainder - 10.098% Income Interest � 89 902% 89.902% Taxable Gift - 3,596,080 Remainder Bene (Basis, not FMV deduction) Deferred annuity � S&P/NASDAQ Index � OI Tier 1 (not tax-free, and DNI = gain over basis) Donors Appreciated Land 4 MM Donor � Beneficiary 60 years old Income Daughter � Beneficiary 26 years old Donors NIMCRUT 4 MM 6,000,000 4,000,000 2,000,000 January 1 CRT Values Donors Pvt. Fndn. P t F d Charity Index funds popular in the 90s TRHCA s new excise tax is equal to TRHCAs 100% of the amount of the UBI, so the tax is confiscatory May be worse now than before, UBTI included in 4 tier distributions ... third party trustees can be sued for dereliction of duty if they invest in assets that produce UBTI h d Byrle Abbin Newhall Unitrust v. Comr, 79 AFTR 2d 97-547, 97-1 USTC �50159 (9th Cir. 1997), affg 104 TC 236 (1995) Debt Financed Property Transferred to CRT Completely depreciated building on leased ground Sold - 2,000,000 Mortgage - 100,000 Basis acquired from loan = 100,000 �514 taxable portion of CRT income realized from this contribution is based on the ratio of debt to basis. In this example the entire gain from sale is UBTI, resulting in a new excise tax of 1,900,000. Jan 2004 - 7520 AFR 4.2% Quarterly payout 7.179% (cautions, wanted highest payout) Remainder - 10 002% 10.002% Income Interest � 89.998% Taxable Gift - 0 � Marital Deduction Remainder Bene (Basis not FMV deduction) (Basis, Existing sales contract C CRT not a QSST � conversion to C ot QSS co ve s o FLIP-CRUT not CRAT for hard to value assets Deferred Indexed Annuity (ies) � OI Tier 1 CRATs dont require annuities as investments. Donors Stock In Appreciated S-Corp 6 MM Income Donors CRAT 6 MM Donor � Beneficiaries H&W 52/50 years old Donors Charity Trustee = Insurance Agent, no NASD license, how to remove (y ) Bank Loan DFI = UBTI = Taxable Trust in 2004 (year of sale) Vaughn W. Henry Gift and Estate Planning Resources d E t t Pl i R Springfield, Illinois www.giftwww.gift-estate.com g     ");
array_files[108]=new Array(0,4,"./Symposium/PDF/Form.pdf","2008-11-12","48K"," TEXT-07 final (1-12)    ","","","Chicago Council on Planned Giving Annual Membership Dues Form and Invoice Membership Period: January 1, 2008 - December 31, 2008 Tel: 847-251-1400 � Fax: 847-256-5601 � P.O. Box 350, Kenilworth, IL 60043-0350 Members of the Chicago Council receive all Council mailings and program announcements including the annual symposium; discounts on Council programs, workshops and symposia; access to the Planned Giving Job Bank; a CCPG membership directory; networking opportunities; and a discount on membership in the National Committee on Planned Giving (NCPG). Members agree to abide by a Model Standards of Practice for Charitable Gift Planners (see next page). Council membership is for individuals, not organizations. Membership in the NCPG is separate from membership in the CCPG. Please fill in your personal contact information below. Please print clearly. Full Name, including suffix _________________________________________________________________ Preferred Badge Name ____________________________________________________________________ Title ____________________________________________________________________________________ Organization Name(s) ____________________________________________________________________ Is this a home address? Yes No Full Organizational Name (if any) ___________________________________________________________ Division/Unit (if any) ______________________________________________________________________ Mail Dept. Code (if any) ___________________________________________________________________ Address Line 1 ___________________________________________________________________________ Address Line 2 ___________________________________________________________________________ City ______________________________________________ State _________ ZIP ____________________ Work Telephone/Extension ( _________ ) __________ - _____________________, ext. ______________ Work Fax ( _________ ) __________ - _____________________ Email ___________________________________________________________________________________ Organizational Website _____________________________________________________________________ Additional Information: What year did you begin in Planned Giving? ________________________ I request vegetarian meals at meetings: Yes No Please check all categories below that apply to your organization: Non-Profits: Art Organizations Associations Educ. College/Univ. Education Orgn./Museums For Profits: Accounting Consulting Donor Recognition Donor Research Employment Organizations Finance Bank/Trust Co. Finance Broker Finance Investment Mgmt. Financial Planning Gift Administration Health Care Orgn./Hospital Insurance Law Publications/Publishing Software Training Other For Profit Environmental Organizations Foundation Community Foundation Private Health Care Orgn./Hospital Publications/Publishing Religious Organizations Social Service Organizations Other Non Profit I would like to volunteer for the following subcommittee(s): Awards Beginning in Planned Giving Development Government Affairs Hospitality Program Membership Symposium Mentoring Website Nominating/Volunteer Coordination Annual Dues Schedule: 1 Year Membership: January 1, 2008 - December 31, 2008 Please check the appropriate category below. 95.00 - Primary Member 85.00 - Additional Member 75.00 - 1st Time Member (The Primary Member is the first member of an organization to join CCPG; Additional Members are additional members joining CCPG from the same organization; 1st Time Member are individuals never previously members of CCPG.) I wish to make a tax deductible contribution of __________________ to further the work of the Council. Enclosed is my check for ____________, made payable to Chicago Council on Planned Giving, or Please charge ____________ on my: VISA, MasterCard, or American Express card (Fax to 847-256-5601) Card #______________________________________________________________________________________ Expiration _____________________ Signature: ________________________________________________ Please mail this form with your check (or above credit card info)to: Chicago Council on Planned Giving � P.O. Box 350 � Kenilworth, IL 60043-0350     ");
array_files[109]=new Array(0,4,"./Symposium/PDF/FARREL~1.pdf","2008-11-12","527K"," Oil and Gas Assets    ","     ","     ","Accepting and Maximizing the Value of Non-Financial Assets Jim Farrell, President/CEO Dave Knutson, Sr. Exec VP/CFO Our Credentials � Farmers National Company � Founded in 1929 � Early clients were banks and trust departments � Main Services � � � � � � Farm and Ranch Management Real Estate Sales Appraisals Oil and Gas Management Insurance Consultations Our Area � We manage 3,700 farms in 20 states � The company will sell 650 farms per year � We manage 30,000 oil and gas interests in 35 states Land as an Asset � Farm owners are older � 80% of non operating owners over the age of 65 (source: FNC surveys) � Over 7,000 in the metro Chicago area alone � Intergenerational transfers are taking place at a rapid pace today � Will the next generation farm the land? � 50% of land in the Midwest is owned by someone who does not actively farm � For many the return has not kept up with value as retirement expense begin to add up Opportunities � Values are very strong, good demand for land � A good 160 acre farm in Central Illinois is worth over 1 million � Landowners dont want to sell due to low basis � Your role . . .How to increase income without tax? Accepting Land as a Gift � Accepting an undivided interest � Determine how to value as the plan is being developed � Minority discount value or market value? � Appraisers? Qualifications? (more on appraisers later) � Include a buy sell agreement in the plan if possible � Liens Searches � Against the land, or assets on the land? Environmental Considerations � Lots of discussion, but few problems on most farms � Underground tanks, mostly gas � Uncapped wells � Spills in yards or field ends � Junk cans or other junk � Phase 1 audit? Short Term/Long Term? � Land will often come with a lease in place � Will you hold the farm over time, or sell it quickly � The lease may affect value (more later) � Land values in the Mid West have gone up over 50% in the last 4 years � Appreciation opportunity? � Hold for specific projects, or hold to make ready for a sale to increase value? Leases � Year to year leases are the best � Often cash rents are first choice � Other lease types may maximize income � Share crop or custom � Bills to pay and crop to sell � Know the lease termination date! Cash Rent Leases on Land � Multi year leases offer little protection � Limit options to sell, or remove a non performing farm operator � Farms with a multi year lease often sell for less money � 70% of the land is being sold to farmers today, they want to farm it, not rent it out � Yearly negotiation keeps rents current � Rents in the Midwest up 50% to 90% in 3 years! Securing a Cash Rent Farm Lease � Most common payment, � up front in March and � around harvest, October or November � Some pitfalls � In most states you are an unsecured creditor on the second half cash rent � Very specific filings need to be made to be secured � Can delay sale or lease of the farm � Collect it all up front � March 1 Asset Preservation � If the land will be held over time before sale � Yearly written lease, no subletting � Spell out who pays for what � Require that the farm be operated in accordance with a conservation plan if needed, and in compliance with FSA � Ask for yearly yields, require soil tests � Visit the farm during the growing season and after harvest � looks matter! Relatives on the Farm � It is not uncommon to have a relative farming the land � Reduce everything to writing, up front � If the farm has to be offered first to the relative or tenant, it can reduce value � Establish how value is to be determined up front Valuing the Farm Asset � What I see that is most common . . . � Sell quietly to the tenant or the relative on the farm right away � In nearly all cases today, if the farm is sold in this manner, it is being sold below the market � Or an appraisal is completed to determine sale value before a quiet sale � Appraisals determine a value at a point in time, not day of sale � Based on previous sales, in a hot market, hard to be sure � Auctions can bring greater than appraised price Appraisers � State certified appraisers � 3 approaches to value for land � Well documented � Use farm or rural appraisers � ARA (Accredit Rural Appraiser) � In a dispute, use two and take the average � Machinery or other collateral � Specialty appraiser, equipment auctioneer The Current Market � Bull market for land the last 10 years � Not a time to sell a farm quietly, or limit the exposure to the market if maximizing sale price is the goal! � Auction on good land � Multi parcel � Buyers include; Investors, farmers, absentee owners Homes and Acreages � The rural acreage market has been strong � Many city folks wanting to live in the country � Building sites often do not add value to the price of a farm � Unless there are modern grain bins, large machine shed, or good livestock building � Can be sold separate from the farm Gifts of Land � Many organizations focus on gifts of land due to the high turnover of land ownership today � Some organizations maintain a portfolio of farms, and sell as needed � It is an easy asset to accept � Good rental demand in all areas � Experts available to provide assistance � High values today, even for an 80! Oil and Gas Assets Definition: Subsurface Mineral Interests Types of Mineral Interests � Crude oil and natural gas � Wells � Working interests � Royalty lease � Leased Properties � Exclusive right to explore and develop � Lease bonus � Non-leased Properties Ownership of Mineral Interests � � � � Surface and Subsurface Subsurface Only Title is Separate Wells � Multiple Investors Gifts of Mineral Interests � Guidelines for receipt and retention � Title search and transfer � Location and exploration activity � Administration and management of assets � Producing wells or existing leases to explore Value of Oil and Gas Assets � Energy � Natural resources � Liquidity � Cash flow � Marketable � Many buyers � Potential Value � Unlimited Crude � Oil � Prices � Today 120/barrell � Five Years Ago 20/barrell � Domestic exploration low in the 1980s and 1990s because of cheap OPEC oil Oil � Supply/Demand � Supply � Demand users caused by developing nations Barrels of Oil Produced Per Day � Increase in world 12 10 8 6 4 2 0 Ar ab Ru ia Un s ite d S si a tat es Ir a n Ch i Me na Un i te xi dA Ca co rab na E m da Ve ir ate ne s zu e No la rw ay ud i Sa In Millions Oil � Current Economic Situation � High prices encourage domestic and world exploration. � OPEC makes more leaving oil in the ground with no alternative investment for cash. Natural Gas Prices � Today 7 to 10 MCF � Five Years Ago 5 MCF � Stabilized because of low world influence Natural Gas � Supply/Demand � Supply � Domestic - Pipeline � World - Liquefied natural gas � Demand � Continued increase in usage Natural Gas � Current Economic Situation � � � � Strong demand/clean energy Prices increase leasing activity Dependency on Canadian pipeline Technology Mineral Interest Administration � Inventory of assets � Verification of ownership (title search) � Contact developers and buyers leasing or ownership of wells � Division orders � Leases current � Escheated funds � Fair share Mineral Interests � Excellent gifts � Value today and future potential � Ask Questions � Does the prospective donor own oil and gas assets?     ");
array_files[110]=new Array(0,4,"./Symposium/PDF/Carmichael.pdf","2008-11-12","1395K"," PGnoWait [Compatibility Mode]    ","","","4/21/2008 Donor preference for revocable over irrevocable gifts? Planned Giving without the Long Wait: Jump-Starting Charitys Benefit Presented by Marc Carmichael, J.D. R&R Newkirk Company � Economic uncertainty � Concerns about social security program and health care costs � Reduced tax incentives for lifetime gifts � You just never know philosophy Interest-Free Loans to Charity: Exception to Imputed Interest Rules � 250,000 maximum loan per charity � No adverse tax consequences to donor or charities � Should have some non-tax motivations � Market: Retirees Temporary Reg. Sec. 1.7872-5T Interest-Free Loans Gift planning benefits from an AFSC interest-free loan � Support AFSC programs before the income is subject to taxes; � Support AFSC programs without giving away assets you may need in the future � To make a gift, you are welcome to forgive your loan either during your lifetime or at your death. The AFSC 20-Year Experience � � � � 120 active loans totaling 2.2 million Annual income of 175,000 Most loans are eventually forgiven Early problem with losing contact with donor/lenders (20 loans MIA) � � � � � � Advantages of Loan Program Donors more receptive to revocable plans Loans can be a bridge to permanent gifts Younger donors can make planned gifts Donors can earmark gifts for programs Attorneys services not required Bequests dont go through probate 1 4/21/2008 If were going to live a very long time, we need to take VERY good care of our money - Todays Donors Charitable Remainder Trusts Can � Pay fixed or variable income for life or term of years (1 -20) � Reinvest assets for higher income without capital gains taxes � Provide income that is minimally taxed � Yield large deductions Charity can also be one of the income beneficiaries Giving a Slice of an Asset � Remainder interest in farms or homes � Gifts of entire interest in a trust (remainder or income interest) � Undivided fractional interest Charitable Lead Trusts � The Reverse of the CRT Donor/Family Charities 2 4/21/2008 Lead Trust Benefits � 3 Choices 1) Large, one-time income tax charitable deduction � assets come back to donor 2) Large, one-time income tax charitable deduction � assets pass to other family members at reduced federal gift tax 3) Taxable income reduced every year; assets pass to family at reduced federal gift tax Donor taxed on all trust income with #1 and #2 Fractional Interests in Art � Charities must now take 100% ownership within 10 years or upon death of donor � Donees must use the item for related use at least once in 10 years � Penalty: Tax benefits recaptured + 10% � Deductions limited for serial donors Life Insurance in Gift Planning � Valuable asset for giving � Smoothes the path to other gifts through wealth replacement Valuing Life Insurance � PAID-UP POLICY � replacement value. Price for a new, single-premium policy for a person donors age (or cost basis, if lower) � POLICY WITH PREMIUMS DUE � interpolated terminal reserve value + unearned premiums (roughly cash value) (or cost basis, if lower) Gift Annuities: How They Work Gift of cash or securities o Payments for one or two lives o Large charitable deduction o Partial tax-free payments o Reduced capital gains taxes for gifts of securities o Satisfaction of making a truly significant gift 3 4/21/2008 Charitable Remainder Trusts Ruling from the Grave With a Contingency CRT How do you get people to visit deceased relatives in the cemetery? Leona Helmsley knows. Charities Donor, others For copies of slides, send e-mail to Marc@rrnewkirk.com Subject: Slides 4 Planned Giving without the Long Wait: Jump-Starting Charitys Benefit Chicago Council on Planned Giving Annual Symposium May 29, 2008 Presented by Marc Carmichael, J.D. Publisher Charitable Giving Tax Service R&R Newkirk Company Planned Giving without the Long Wait: Gift Techniques Where Charities Benefit Sooner than Later I Introduction Thirty years ago a charitys Director of Gift Planning was more likely to have the title Director of Deferred Giving. The phrase deferred giving fell from favor in the 1980s, and was supplanted by planned giving or gift planning. The change recognized that deferred giving didnt fully describe the functions of gift planning officers, who might also be involved in outright gifts of real estate, closely held stock, tangible personal property and other contributions that came in immediately. Indeed, most gift planners follow the axiom: seek the outright gift first. Deferred gifts � charitable remainder trusts, gift annuities, pooled income funds, charitable bequests and beneficiary designations of all kinds � remain popular with donors, of course. Contributors like the idea of keeping lifetime control or benefit from gift assets, including the ability to change their minds (if an arrangement is revocable). With life income gift plans, donors can also enjoy significant tax and financial rewards. But many donors realize that their organizations may need access to funds right now, or at least before they die, and they may be open to gift plans that help charity both today and tomorrow...if the gift planner can show them a way to do it. II Accelerating Benefit from Charitable Bequests The age of sacrificial major gifts is passing. In the future the largest gifts will come through planned gifts and bequests. - Judith Nichols, Ph.D., CFRE, Demographer If I had known I was going to live this long I would have taken better care of myself! - Eubie Blake, Ragtime Piano Player, 1883-1983. Major lifetime gifts arguably should be more appealing than charitable bequests to donors and charities. Everyone would prefer to see contributed funds put to work as soon as possible. Furthermore, outright contributors enjoy current recognition and income tax deduction savings. But many donors, especially older individuals, take the viewpoint: Im worried about outliving my financial resources, or, I dont want to do anything thats irrevocable during my lifetime. Is there a bequest technique that would help charities � without someone having to die first? Could donors keep control over their assets? Interest-free loans, forgiven at death, offer donors and charities a bequest substitute that avoids probate and death taxes and also provides the charity with a stream of income during the donors lifetime. Most important to donors: They can always get their money back, in the event of a rainy day. Background: IRC �7872 imposes income taxes and gift taxes on persons who make interest-free 2 loans and other below-market loans. Lenders must include phantom interest in their taxable incomes, based on a statutory rate of interest, reflecting what should have been charged on the loan if it were made in an arms length transaction. The Treasury in 1985 issued Temp. Reg. �1.7872-5T setting out certain safe harbor exceptions for interest-free or low-interest loans that included a 10,000 de minimus exception for gift loans between individuals and a 250,000 exception for loans to charities. This temporary regulation has now been on the books for more than two decades and the IRS apparently has no plans to change or supplant the regulation, nor are there sunset provisions that would endanger the safe harbors. Thus, donors can make interest-free loans to charity up to 250,000 per organization without adverse income tax or gift tax results; indeed, loans may have favorable tax results for the donor/lender. It is important, however, that loans not be structured solely to avoid federal tax. The regulation provides that interest will be imputed to the lender if the loan is for tax avoidance purposes. The American Friends Service Committee has what is likely the most successful, longest running interest-free loan program in the country. The Committee was an early adopter of this planned gift technique and has one loan (still in effect) that dates back to 1984. AFSC currently has 120 active loans totaling 2.2 million that produce about 175,000 annually. Patrick J. Manion, Associate Director of Gift Planning, explained that the AFSC interest-free loan program has special appeal for many Quakers, who see interest-free loans as a way of preventing taxes from supporting the military. Manion listed a variety of benefits and advantages of the interest-free loan program: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Donors are more receptive to revocable gift plans. Loans sometimes serve as a bridge to outright or life income gifts, such as gift annuities. Interest-free loans are a way for younger donors to make planned gifts. Donors can earmark loan income for favorite programs (10,000 loan minimum). Most loans are forgiven at death or during life. In 2001 AFSC sent out letters to lenders asking if they wished to forgive part or all of their loans, netting 30,000. Donors see loans as a way to make a bequest, without the need of seeing an attorney. At death, forgiven loans are processed as bequests. Donors who receive an inheritance or other windfall may decide to park some of the money with the AFSC as a loan. Some donors consider loans as a way of tithing. At least one donor has used loans to endow his annual gifts and asks to be notified how much is earned each year on his loan. AFSC realizes significant annual income with relatively small effort (roughly 175,000). Manion said that the minimum interest-free loan is 1,000 and that most loans fall in the 5,000 to 10,000 range, although one couple has lent the maximum (250,000). AFSC loans are structured as demand loans and the agreements state that loans will be repaid to the donors estate at death, unless the donor has forgiven the loan by will or by lifetime notification. 3 Promissory Note for Interest-Free Demand Loan Chicago, Illinois July 1, 2008 On demand, the Foundation for Male Pattern Baldness promises to pay _______________ (LENDER) the principal sum of Fifty Thousand Dollars (50,000.00) without interest, payable at 500 North Dearborn Street, Chicago, Illinois, said principal sum representing repayment of a loan made to the Foundation for Male Pattern Baldness by (LENDER) July 1, 2008. However, this loan shall be canceled and the obligation to repay any principal shall be wholly forgiven if (LENDER) has not demanded repayment of principal before the date of death of (LENDER). Any remaining loan principal shall then become the absolute property of the Foundation for Male Pattern Baldness and shall be used exclusively for its charitable purposes. In witness whereof, the undersigned has hereunto set his hand (and seal) on the date first written above. FOR: The Foundation for Male Pattern Baldness BY: Marc Carmichael, President III Immediate Charitable Benefit from Charitable Remainder Trusts Do donors who set up charitable remainder trusts really need all their payments? Is there a way to share some of that income with charitable organizations in a tax-wise manner? Could the assets being used to fund a CRT be carved up into two gifts � one outright and the other in trust? Can a portion of trust assets be used to benefit charity before the trust ends? Several years ago we heard of a 10 million, 7% charitable remainder unitrust set up by a married couple in their mid-60s. The question arose: If this couple was wealthy enough to have 10 million to commit irrevocably to charity, why did they need to retain life income? Wouldnt a major outright gift be better for everyone? Is there an alternative plan by which the charitable remainderman would not have to wait 20 or 25 years to receive any benefit? The gift planner who worked with the couple commented: Honestly, I think a big reason for this unitrust was to give the donors something to brag to their friends about at the country club. Here are some ways that earlier benefit to charity might have been built into this trust arrangement: � Sharing the Unitrust or Annuity Amount with Charity. A charitable remainder trust must provide that the annuity or unitrust amount be paid to or for the use of one or more persons, at least one of which is not a Code �170(c) organization [Code �664(d)]. The clear implication is that a charity, in addition to being a remainder beneficiary, can be named as one of the income beneficiaries and receive some of the annual unitrust or annuity trust payment. So in a 7% CRT, charity might receive 2% and the donor 5%. No additional income tax charitable deduction is available from this arrangement, but the payments to charity wont be included in the recipients taxable income. Sharing CRT payments with charity is a commendable plan for younger donors who wish to establish unitrusts that pay them lifetime income (Example: a 45-year-old entrepreneur or professional who sets up a CRT primarily to minimize capital gains taxes). 4 � Sprinkling Income on Charity. A private letter ruling approved a payout arrangement in which the donor and the charitable remainderman were co-income beneficiaries of a CRAT, with an independent trustee holding the power to sprinkle the trusts annuity amount. At least 20% was required to be paid to the donor (PLR 9052038). The trust would be disqualified unless an independent trustee wielded the sprinkling power. Presumably, the independent trustee would consult with all the income beneficiaries and inquire as to their income needs. The grantor of the trust might have some leverage over the charitys response to trustee inquiries if the charity named as income beneficiary were also the revocable remainder beneficiary. The IRS has approved a two-life charitable remainder unitrust that names a charitable organization as an additional income beneficiary. The individual beneficiaries will be guaranteed a minimum of 25% of the unitrust payout, and an independent trustee will have the power to allocate the remaining 75% between the charity and the individual beneficiaries (PLR 200813006). The trust donors receive no additional income tax charitable deduction for charitys potential income benefits, but the individual beneficiaries will not have reportable income as to distributions actually made to the organization. This arrangement may be attractive to donors who want to benefit charity before the trust ends and dont need 100% of the trust payments for their financial security. � Excess Trust Income Designated for Charity. The trust instrument may direct, or give the trustee discretion to make, payments of trust corpus to charity [Reg. ��1.664-2(a)(4), 1.664-3(a)(4)]. The trust also may give the trustee discretion to pay trust income in excess of amounts needed to satisfy unitrust or annuity payouts to charity (PLR 8034056). In another case, a trust provided that any trust income in excess of the annuity amount was to be paid to charity. Because charity had received only nominal distributions over the years, the donors wished to amend the trust to give the trustee the power to distribute up to a certain amount after required annuity payments. The IRS said the reformation would not disqualify the trust (PLR 199929033). IRS Approves Amending CRAT for Early Payout to Charity. Hirams dad made him beneficiary of a charitable remainder annuity trust that eventually was to fund a scholarship program. The annuity trust corpus has grown significantly and Hiram asked the IRS if the trust could be amended to allow annual distributions of trust principal to the remainderman to pay for scholarships. Payments would be made in any year that the trust corpus exceeded a specified level. The IRS ruled that the proposed change would not disqualify the trust (PLR 200617026). Outright Gift of a Portion of Assets Prior to Funding a CRT. Suppose the 10 million unitrust discussed earlier were funded with commercial real estate. The donors might have been persuaded to (1) deed a 10% undivided fractional interest in the property to the charitable remainderman, then (2) contribute the other 90% to their unitrust. Charity later would join with the trustee in selling the property, receiving about 1 million as its share of the sale proceeds. The donors would enjoy larger charitable deductions and the reduction in their trust payments probably would not affect them 5 � � much. (They may even enhance their bragging rights at the country club.) IV Persuading Donors to Give Charity a Slice Before Selling Assets If ask for the outright gift first is an axiom of fundraising, a corollary should be: If donors wont contribute the entire pie, maybe they would consider giving you just a slice. Giving charity a percentage of real estate, the donors business or most other assets � before any sale has been finalized � will avoid capital gains taxes on the contributed portion and create a deduction that can reduce or eliminates capital gains tax when the donor and charity join in a sale to a third party. Here are some possibilities that should be suggested in marketing and contacts with potential donors. � Outright gift in anticipation of sale of the donors corporation Entrepreneurs who are considering sale of their companies can make gifts of stock to charity...with all parties expecting that charity will sell its shares to the eventual purchaser. The donor can deduct the fair market value (and avoid capital gains) so long as charity is free to sell or not sell its shares (see, by analogy, Rev. Rul. 78-197, the corporate bailout ruling, which provided favorable capital gains treatment so long as charity was not bound to a particular disposition of the donated shares). Donors can keep a right of first refusal as a condition of the gift, requiring charity to offer stock for resale to donor at fair market value before seeking other buyers (PLR 8042030). Owners must beware, however, of making gifts after the sale or acquisition is a done deal (See Ferguson v. Commr, 99-1 USTC �50,412, where donors were required to report capital gain because their gift came too late during merger negotiations). What if a buyer does not materialize, or an expected deal falls through? Charity simply holds the shares until some future year when the company finally is sold or liquidated --perhaps upon the donors death -- and then cashes in. Gifts prior to liquidation of a business. Business owners who are anticipating liquidation of their corporations have an excellent opportunity to make gifts to charity (so long as the gifts occur before the liquidation plan is adopted). Donors who contribute stock prior to liquidation realize a charitable contribution deduction for the fair market value of the stock, plus avoidance of capital gains tax on the stock on the donors individual tax return and avoidance of capital gain to the corporation when it redeems the contributed stock, unless the redemption is made with a distribution of appreciated assets. Outright gift followed by initial public offering. Gifts to charity prior to an initial public offering will provide deductions for business owners and potentially a bonus to charities if the value of the stock jumps after the IPO. The charitable deductions may offset gains recognized by the owner resulting from sales of stock as part of the IPO. Fractional gifts prior to sale of real estate. Many real estate investors have done well over the years trading property on a tax-deferred basis � so-called like-kind exchanges (IRC �1031). As a result, they may own several parcels of highly appreciated land, each with a very low cost basis. Gifts of undivided fractional interests in such property prior to sale can reduce capital gains taxes and cushion the tax blow with a contribution 6 � � � deduction. Another good strategy for these investors would be to transfer part or all of their parcels to a tax-exempt charitable remainder trust, avoid all capital gains taxes, retain an income for life and receive a sizable tax deduction in the bargain. Donors should be encouraged to give a portion of such real estate outright to charity and transfer the rest into the CRT. V Charitable Lead Trusts Charitable lead trusts are so-called because charitys benefit comes first, or leads � like the lead-off hitter in baseball. The lead trust is the classic example of charity benefitting from a planned gift up front, but the discouraging fact is that CLTs are rare as hens teeth: Only 6,298 lead trusts filed tax returns in 2006, the most recent year for which IRS figures are available. Surprisingly, nearly half of CLTs reported corpus of under 500,000 and about two-thirds contain less than 1 million. Rock-bottom applicable federal interest rates no      ");
array_files[111]=new Array(0,4,"./Symposium/PDF/Carmichael%20handout%202.pdf","2008-11-12","136K"," Microsoft Word - Carmichael handout 2.rtf    ","","","Planned Giving without the Long Wait: Jump-Starting Charitys Benefit Chicago Council on Planned Giving Annual Symposium May 29, 2008 Presented by Marc Carmichael, J.D. Publisher Charitable Giving Tax Service R&R Newkirk Company Planned Giving without the Long Wait: Gift Techniques Where Charities Benefit Sooner than Later I Introduction Thirty years ago a charitys Director of Gift Planning was more likely to have the title Director of Deferred Giving. The phrase deferred giving fell from favor in the 1980s, and was supplanted by planned giving or gift planning. The change recognized that deferred giving didnt fully describe the functions of gift planning officers, who might also be involved in outright gifts of real estate, closely held stock, tangible personal property and other contributions that came in immediately. Indeed, most gift planners follow the axiom: seek the outright gift first. Deferred gifts � charitable remainder trusts, gift annuities, pooled income funds, charitable bequests and beneficiary designations of all kinds � remain popular with donors, of course. Contributors like the idea of keeping lifetime control or benefit from gift assets, including the ability to change their minds (if an arrangement is revocable). With life income gift plans, donors can also enjoy significant tax and financial rewards. But many donors realize that their organizations may need access to funds right now, or at least before they die, and they may be open to gift plans that help charity both today and tomorrow...if the gift planner can show them a way to do it. II Accelerating Benefit from Charitable Bequests The age of sacrificial major gifts is passing. In the future the largest gifts will come through planned gifts and bequests. - Judith Nichols, Ph.D., CFRE, Demographer If I had known I was going to live this long I would have taken better care of myself! - Eubie Blake, Ragtime Piano Player, 1883-1983. Major lifetime gifts arguably should be more appealing than charitable bequests to donors and charities. Everyone would prefer to see contributed funds put to work as soon as possible. Furthermore, outright contributors enjoy current recognition and income tax deduction savings. But many donors, especially older individuals, take the viewpoint: Im worried about outliving my financial resources, or, I dont want to do anything thats irrevocable during my lifetime. Is there a bequest technique that would help charities � without someone having to die first? Could donors keep control over their assets? Interest-free loans, forgiven at death, offer donors and charities a bequest substitute that avoids probate and death taxes and also provides the charity with a stream of income during the donors lifetime. Most important to donors: They can always get their money back, in the event of a rainy day. Background: IRC �7872 imposes income taxes and gift taxes on persons who make interest-free 2 loans and other below-market loans. Lenders must include phantom interest in their taxable incomes, based on a statutory rate of interest, reflecting what should have been charged on the loan if it were made in an arms length transaction. The Treasury in 1985 issued Temp. Reg. �1.7872-5T setting out certain safe harbor exceptions for interest-free or low-interest loans that included a 10,000 de minimus exception for gift loans between individuals and a 250,000 exception for loans to charities. This temporary regulation has now been on the books for more than two decades and the IRS apparently has no plans to change or supplant the regulation, nor are there sunset provisions that would endanger the safe harbors. Thus, donors can make interest-free loans to charity up to 250,000 per organization without adverse income tax or gift tax results; indeed, loans may have favorable tax results for the donor/lender. It is important, however, that loans not be structured solely to avoid federal tax. The regulation provides that interest will be imputed to the lender if the loan is for tax avoidance purposes. The American Friends Service Committee has what is likely the most successful, longest running interest-free loan program in the country. The Committee was an early adopter of this planned gift technique and has one loan (still in effect) that dates back to 1984. AFSC currently has 120 active loans totaling 2.2 million that produce about 175,000 annually. Patrick J. Manion, Associate Director of Gift Planning, explained that the AFSC interest-free loan program has special appeal for many Quakers, who see interest-free loans as a way of preventing taxes from supporting the military. Manion listed a variety of benefits and advantages of the interest-free loan program: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Donors are more receptive to revocable gift plans. Loans sometimes serve as a bridge to outright or life income gifts, such as gift annuities. Interest-free loans are a way for younger donors to make planned gifts. Donors can earmark loan income for favorite programs (10,000 loan minimum). Most loans are forgiven at death or during life. In 2001 AFSC sent out letters to lenders asking if they wished to forgive part or all of their loans, netting 30,000. Donors see loans as a way to make a bequest, without the need of seeing an attorney. At death, forgiven loans are processed as bequests. Donors who receive an inheritance or other windfall may decide to park some of the money with the AFSC as a loan. Some donors consider loans as a way of tithing. At least one donor has used loans to endow his annual gifts and asks to be notified how much is earned each year on his loan. AFSC realizes significant annual income with relatively small effort (roughly 175,000). Manion said that the minimum interest-free loan is 1,000 and that most loans fall in the 5,000 to 10,000 range, although one couple has lent the maximum (250,000). AFSC loans are structured as demand loans and the agreements state that loans will be repaid to the donors estate at death, unless the donor has forgiven the loan by will or by lifetime notification. 3 Promissory Note for Interest-Free Demand Loan Chicago, Illinois July 1, 2008 On demand, the Foundation for Male Pattern Baldness promises to pay _______________ (LENDER) the principal sum of Fifty Thousand Dollars (50,000.00) without interest, payable at 500 North Dearborn Street, Chicago, Illinois, said principal sum representing repayment of a loan made to the Foundation for Male Pattern Baldness by (LENDER) July 1, 2008. However, this loan shall be canceled and the obligation to repay any principal shall be wholly forgiven if (LENDER) has not demanded repayment of principal before the date of death of (LENDER). Any remaining loan principal shall then become the absolute property of the Foundation for Male Pattern Baldness and shall be used exclusively for its charitable purposes. In witness whereof, the undersigned has hereunto set his hand (and seal) on the date first written above. FOR: The Foundation for Male Pattern Baldness BY: Marc Carmichael, President III Immediate Charitable Benefit from Charitable Remainder Trusts Do donors who set up charitable remainder trusts really need all their payments? Is there a way to share some of that income with charitable organizations in a tax-wise manner? Could the assets being used to fund a CRT be carved up into two gifts � one outright and the other in trust? Can a portion of trust assets be used to benefit charity before the trust ends? Several years ago we heard of a 10 million, 7% charitable remainder unitrust set up by a married couple in their mid-60s. The question arose: If this couple was wealthy enough to have 10 million to commit irrevocably to charity, why did they need to retain life income? Wouldnt a major outright gift be better for everyone? Is there an alternative plan by which the charitable remainderman would not have to wait 20 or 25 years to receive any benefit? The gift planner who worked with the couple commented: Honestly, I think a big reason for this unitrust was to give the donors something to brag to their friends about at the country club. Here are some ways that earlier benefit to charity might have been built into this trust arrangement: � Sharing the Unitrust or Annuity Amount with Charity. A charitable remainder trust must provide that the annuity or unitrust amount be paid to or for the use of one or more persons, at least one of which is not a Code �170(c) organization [Code �664(d)]. The clear implication is that a charity, in addition to being a remainder beneficiary, can be named as one of the income beneficiaries and receive some of the annual unitrust or annuity trust payment. So in a 7% CRT, charity might receive 2% and the donor 5%. No additional income tax charitable deduction is available from this arrangement, but the payments to charity wont be included in the recipients taxable income. Sharing CRT payments with charity is a commendable plan for younger donors who wish to establish unitrusts that pay them lifetime income (Example: a 45-year-old entrepreneur or professional who sets up a CRT primarily to minimize capital gains taxes). 4 � Sprinkling Income on Charity. A private letter ruling approved a payout arrangement in which the donor and the charitable remainderman were co-income beneficiaries of a CRAT, with an independent trustee holding the power to sprinkle the trusts annuity amount. At least 20% was required to be paid to the donor (PLR 9052038). The trust would be disqualified unless an independent trustee wielded the sprinkling power. Presumably, the independent trustee would consult with all the income beneficiaries and inquire as to their income needs. The grantor of the trust might have some leverage over the charitys response to trustee inquiries if the charity named as income beneficiary were also the revocable remainder beneficiary. The IRS has approved a two-life charitable remainder unitrust that names a charitable organization as an additional income beneficiary. The individual beneficiaries will be guaranteed a minimum of 25% of the unitrust payout, and an independent trustee will have the power to allocate the remaining 75% between the charity and the individual beneficiaries (PLR 200813006). The trust donors receive no additional income tax charitable deduction for charitys potential income benefits, but the individual beneficiaries will not have reportable income as to distributions actually made to the organization. This arrangement may be attractive to donors who want to benefit charity before the trust ends and dont need 100% of the trust payments for their financial security. � Excess Trust Income Designated for Charity. The trust instrument may direct, or give the trustee discretion to make, payments of trust corpus to charity [Reg. ��1.664-2(a)(4), 1.664-3(a)(4)]. The trust also may give the trustee discretion to pay trust income in excess of amounts needed to satisfy unitrust or annuity payouts to charity (PLR 8034056). In another case, a trust provided that any trust income in excess of the annuity amount was to be paid to charity. Because charity had received only nominal distributions over the years, the donors wished to amend the trust to give the trustee the power to distribute up to a certain amount after required annuity payments. The IRS said the reformation would not disqualify the trust (PLR 199929033). IRS Approves Amending CRAT for Early Payout to Charity. Hirams dad made him beneficiary of a charitable remainder annuity trust that eventually was to fund a scholarship program. The annuity trust corpus has grown significantly and Hiram asked the IRS if the trust could be amended to allow annual distributions of trust principal to the remainderman to pay for scholarships. Payments would be made in any year that the trust corpus exceeded a specified level. The IRS ruled that the proposed change would not disqualify the trust (PLR 200617026). Outright Gift of a Portion of Assets Prior to Funding a CRT. Suppose the 10 million unitrust discussed earlier were funded with commercial real estate. The donors might have been persuaded to (1) deed a 10% undivided fractional interest in the property to the charitable remainderman, then (2) contribute the other 90% to their unitrust. Charity later would join with the trustee in selling the property, receiving about 1 million as its share of the sale proceeds. The donors would enjoy larger charitable deductions and the reduction in their trust payments probably would not affect them 5 � � much. (They may even enhance their bragging rights at the country club.) IV Persuading Donors to Give Charity a Slice Before Selling Assets If ask for the outright gift first is an axiom of fundraising, a corollary should be: If donors wont contribute the entire pie, maybe they would consider giving you just a slice. Giving charity a percentage of real estate, the donors business or most other assets � before any sale has been finalized � will avoid capital gains taxes on the contributed portion and create a deduction that can reduce or eliminates capital gains tax when the donor and charity join in a sale to a third party. Here are some possibilities that should be suggested in marketing and contacts with potential donors. � Outright gift in anticipation of sale of the donors corporation Entrepreneurs who are considering sale of their companies can make gifts of stock to charity...with all parties expecting that charity will sell its shares to the eventual purchaser. The donor can deduct the fair market value (and avoid capital gains) so long as charity is free to sell or not sell its shares (see, by analogy, Rev. Rul. 78-197, the corporate bailout ruling, which provided favorable capital gains treatment so long as charity was not bound to a particular disposition of the donated shares). Donors can keep a right of first refusal as a condition of the gift, requiring charity to offer stock for resale to donor at fair market value before seeking other buyers (PLR 8042030). Owners must beware, however, of making gifts after the sale or acquisition is a done deal (See Ferguson v. Commr, 99-1 USTC �50,412, where donors were required to report capital gain because their gift came too late during merger negotiations). What if a buyer does not materialize, or an expected deal falls through? Charity simply holds the shares until some future year when the company finally is sold or liquidated --perhaps upon the donors death -- and then cashes in. Gifts prior to liquidation of a business. Business owners who are anticipating liquidation of their corporations have an excellent opportunity to make gifts to charity (so long as the gifts occur before the liquidation plan is adopted). Donors who contribute stock prior to liquidation realize a charitable contribution deduction for the fair market value of the stock, plus avoidance of capital gains tax on the stock on the donors individual tax return and avoidance of capital gain to the corporation when it redeems the contributed stock, unless the redemption is made with a distribution of appreciated assets. Outright gift followed by initial public offering. Gifts to charity prior to an initial public offering will provide deductions for business owners and potentially a bonus to charities if the value of the stock jumps after the IPO. The charitable deductions may offset gains recognized by the owner resulting from sales of stock as part of the IPO. Fractional gifts prior to sale of real estate. Many real estate investors have done well over the years trading property on a tax-deferred basis � so-called like-kind exchanges (IRC �1031). As a result, they may own several parcels of highly appreciated land, each with a very low cost basis. Gifts of undivided fractional interests in such property prior to sale can reduce capital gains taxes and cushion the tax blow with a contribution 6 � � � deduction. Another good strategy for these investors would be to transfer part or all of their parcels to a tax-exempt charitable remainder trust, avoid all capital gains taxes, retain an income for life and receive a sizable tax deduction in the bargain. Donors should be encouraged to give a portion of such real estate outright to charity and transfer the rest into the CRT. V Charitable Lead Trusts Charitable lead trusts are so-called because charitys benefit comes first, or leads � like the lead-off hitter in baseball. The lead trust is the classic example of charity benefitting from a planned gift up front, but the discouraging fact is that CLTs are rare as hens teeth: Only 6,298 lead trusts filed tax returns in 2006, the most recent year for which IRS figures are available. Surprisingly, nearly half of CLTs reported corpus of under 500,000 and about two-thirds contain less than 1 million. Rock-bottom applicable federal interest rates nonetheless make the current time ideal for these temporary gifts to charity. Lead trust deductions are high when interest rates are low and, while no one can predict the future, the likelihood is that stock values in the coming years will rise above todays levels, meaning larger inheritances for heirs, free of further gift or estate tax, when the trusts end. Charitable lead trusts set up during life can be either nongrantor or grantor trusts. In a nongrantor CLT, the trust pays income to charity � either an annuity or a unitrust amount � then passes the trust principal to children or others. The donor receives a gift tax charitable deduction for the value of charitys interest but does not get an income tax deduction. Income tax savings occur indirectly, however, because the donor is no longer taxed on the income produced by the gift assets. The advantages to the donor are significant reduction in transfer taxes, thanks to the gift tax charitable deduction and avoidance of transfer tax on any future appreciation in the value of trust assets. (Remainder beneficiaries take the trustees cost basis, however, and may face capital gains taxes on any appreciation.) Grantor trusts result if the donor is treated as the owner of the CLT under the grantor trust rules (IRC ��671-677). A common way to achieve this result is for the donor to retain a reversionary interest of more than 5% [IRC �673(a)]. Other methods of achieving nongrantor status include giving a disinterested person the right to switch assets with the trustee [IRC �675(4)] or empowering the trustee to add one or more charitable beneficiaries (PLR 199936031). Donors receive both gift tax and income tax charitable deductions, but will be taxed on all trust income, even amounts paid to charities. Taxes to the donor can be minimized if the trust is funded with bonds that produce tax-exempt interest, or with stocks that produce qualified dividends taxed at 15%, or appreciated stocks that can be sold off each year to make the required payout to charity. If the stocks throw off minimal dividends, any income to the donor will be largely taxed as long-term capital gain. Additional Charitable Benefits from Lead Trusts. Besides getting the annuity or unitrust payments during the trust term, lead trusts can be drafted to allow charities to receive: � Trust income in excess of the annuity or unitrust amount, either as required under the trust document or at the trustees discretion; 7 � � All trust principal, if the donor assigns a remainder interest to the charitable beneficiary; Prepayment of all the charitys future income payments, without discount (PLRs 9844027, 199952093, 200225045, 200226045). VI � Other Planned Gifts with Immediate Benefit to Charity Income from Gifts of Patents. Since June 3, 2004, donors of patents have been allowed to deduct only their cost basis (or fair market value, if less). However, such donors are entitled to deduct a certain amount of qualified donee income charities receive from donated patents for a period of 12 years [Code �170(m)]. Donors must inform the charity that they are making qualified intellectual property contributions and the donee charity must prepare an annual return showing the amount of income received. Obviously, charity may continue to benefit from the patent long after the initial 12 years. Sharing Rental Income with Charity as Tenant in Common. A charitable contribution of a partial interest is deductible if it consists of an undivided portion of the donors entire interest in property � a fraction or perc      ");
array_files[112]=new Array(0,4,"./Symposium/PDF/Bill%20Becker%20.pdf","2008-11-12","779K"," Tools and Methods of Prospect Research    ","     ","     ","Tools and Methods of Prospect Research Chicago Council on Planned Giving Bill Becker May 29, 2008 Where to Begin? Your Database! � What it tells you is the beginning of any successful research endeavor: � Giving � How Much? � How Long? � How? � Biographical Information � Location � Professional Background � Family � Other Miscellaneous Information Fleshing Out Your Database! � Finding Professional Information: � Martindale-Hubble (attorneys) � www.martindale.com/ � AMA Physician Select (physicians) � www.ama-assn.org/aps/amahg.htm/ � Financial Industry Regulatory Authority � http://www.finra.org/InvestorInformation/ � Hoovers (executive search) � www.hoovers.com/ � Marquis Whos Who] � Federal Election Commission � http://www.fec.gov/finance/disclosure/ � When all else fails... Google Fleshing Out Your Database! � Finding Family Information: � Biographical Dictionaries & Databases � News Articles � Marquis Whos Who � The Social Register � Wedding Announcements � Obituaries! Whats Out There? � Public Company Data � Salary information of top employees � Stockholdings of company insiders � Stockholders controlling over 5% of company SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed on 03/14/2008 Stock Yea r Name and Principal Position W. James McNerney, Jr.(7) Chairman, President and Chief Executive Officer 2007 Salary ()(1 ) 1,800,07 7 Awa rds ()(2) 4,845,48 9 Option Awa rds ()(3 ) 3,661,66 3 Non-Equity Incent ive Plan Comp ensati on ()(4) 4,266,500 Change in Pens ion Valu e ()(5) 3,457,11 9 All Other Com pens ation ()(6 ) 966,251 Total () 18,997,099 2006 1,750,00 0 8,712,29 5 1,714,21 0 4,025,000 2,290,69 0 (8 ) 2,063,53 9 20,555,734 James A. Bell Executive V.P. and Chief Financial Officer 2007 760,865 865,788 905,837 1,291,900 1,664,87 1 218,250 5,707,511 2006 690,769 2,619,48 9 430,100 846,900 1,122,88 0 198,348 5,908,486 James F. Albaugh Executive V.P., President and Chief Executive Officer, Integrated Defense Systems 2007 896,303 233,964 905,837 1,537,900 622,817 269,178 4,465,999 2006 865,769 3,918,25 7 430,100 729,500 663,174 197,889 6,804,689 Scott E. Carson Executive V.P., President and Chief Executive Officer, Commercial Airplanes 2007 702,389 1,129,89 0 554,934 966,300 1,124,08 6 78,926 4,556,525 James M. Jamieson(9) Former Senior V.P., Chief Operating Officer, Commercial Airplanes 2007 619,477 1,441,21 1 391,564 681,600 692,380 260,971 4,087,203 Where to Find Public Company Information: � Resources: � EDGAR � www.sec.gov/edgar.shtml � Yahoo Finance � http://finance.yahoo.com/ � MarketWatch � www.marketwatch.com/ � Hoovers � www.hoovers.com/ � Secinfo.com � secinfo.com � And many others... Whats Out There? � Non-Public Company Salary Information � Surveys � Articles � Am-Law Whats Out There? Real Estate � County Tax Assessor Databases � http://www.pulawski.net/ � Database of public tax records from across the country � Information will vary greatly from county to county � Dont forget the multiplier! � Zillow.com, Yahoo! Real Estate, etc. Whats Out There? Non-Profits and Foundations The IRS regulations (IRC 6104) state nonprofit organizations must make their three most recent annual returns publicly available 990 Tax Forms Include: - Current Officers, Directors, Directors, Trustees and Key Employees - The salary information of the individuals listed above - Foundation information - Total Assets - Total Disbursements, Itemized - Gifts to the foundation by foundation officers Resources on Non-Profits � Guidestar (Guidestar.org/ ) � Database has information on more than 1.7 million nonprofit organizations � Has different product levels (free1,000/year) Resources on Non-Profits � Foundation Centers Database � Offers free online 990 search (like Guidestar) � CD-Rom product FCSearch centers on grant development Additional Information of Value � Other Non-Profit Giving � NOZA.com � Donorsearch.net (Waltman Donor Database) � Publicity � Political Giving � Inheritance � Probate � Other Assets � Boats � Airplanes � Non-Profit Affiliations � Estimated sales figures of a private company � Proceeds from the sale of a private company What Cant You Find? � Bank account balances � Stockholdings of non-insiders � Private investments Screening Services � � � � Blackbaud Grenzebach Glier Kintera Etc. Prospect Slide � *To be added* Screening Complications � Dirty Database � Information Gap � Erroneous Information � Misinterpretation of Data Meta-Tools � WealthEngine � Prospect Research Online � Lexis-Nexis for Development Tools for Self-Screenings � � � � � Whos Who Social Register Rich Register Martindale Hubble Wikipedia Keeping Up With the Joneses Proactive research � Reading news � Stock Ticklers � Keyword Ticklers � � � � Google Yahoo New York Times High Beam Research (highbeam.com) � Obituary Ticklers � Database Kickers � Reactive-Proactive Circling Back: Your Database � Cleanliness is next to Godliness! � Updated information may be your best source for discovering a new prospect!     ");
array_files[113]=new Array(0,4,"./Symposium/PDF/DONIKIANdoc.pdf","2008-11-12","2137K","DONIKIANdoc.pdf    ","","","Reading the Tea Leaves: What the Numbers Are Telling Us About the Planned Giving Environment Chicago, Illinois May 29, 2008 Andr� R. Donikian, J.D. President Pentera, Inc. 8650 Commerce Park Place, Suite G Indianapolis, Indiana 46268 (317) 875-0910, ext. 222 andre@pentera.com www.pentera.com I. Evolution of Modern Planned Giving A. A brief history from pre-1969 Tax Act 1. The way it was--the estate-planning approach to planned giving 2. The 1969 Tax Reform Act a. Introduced formal and highly technical rules of the game b. Emphasis shifted from schmoozing prospects and donors to understanding the new technical and complex rules. c. Entire focus of training seminars was on learning how to compute the charitable deduction for various vehicles. d. Having spent untold numbers of hours learning the technical rules, gift planning practitioners (GPP) could not wait to bludgeon their prospects and donors with this newly found knowledge. e. The laborious and tedious computations severely restricted GPPs quality time to be spent with prospects. B. The computer to the rescue in the early 1980s. 1. Instant computations permitting GPP to significantly expand number crunching 2. Proposals became more elaborate and complex. And more time consuming. 3. Started to become an end in itself. 4. Quality time with prospects suffered further. -1- Chicago 5-08 C. The 1986 Tax Act 1. Leveled the tax playing field. Tax shelters practically gone. Charitable deduction among few survivors. 2. The Dark Side rushed into planned giving 3. Wealth Replacement strategies funded with commercial products proliferated. 4. Transactions now ruled the day and lip service was paid to prospect nurturing and cultivation. 5. Lengthy 20-page proposals with illusory cash flow projections became the norm. 6. The silver bullet approach. D. Early 2000s--Years of Dread 1. 9/11 echo still reverberates 2. The stock market crash of 2000, 2001, and 2002 3. The 2001 Tax Act -2- Chicago 5-08 II. The Current Environment: Impact of Recent Legislation and Proposed New Rules A. Deficit Reduction Act of 2005: Ill winds buffeting planned giving (Medicaid) 1. An insidious time bomb with unintended consequences. Especially for charities. 2. Eligibility for millions of individuals is going to become far more difficult. a. What is average monthly cost of nursing home? b. What % of nursing home residents are on Medicaid? 3. The Change: a. Look-back period is extended from 3 to 5 years. b. And period of ineligibility starts not from date of transfer of assets but from date Medicaid application is filed. (Usually thats when applicant shows up at nursing home with less than 2 grand in pocket.) c. Personal residence exemption of 500,000 and up to 750,000 B. Tax Increase Prevention and Reconciliation Act of (2005) signed May 17, 2006--Roth IRAs 1. As of 2010, any regular IRA owner will be able to roll over his or her regular IRA into a Roth IRA regardless of income. Current rule: Only if AGI is less than 100,000 2. The giant sucking noise youll be hearing in a couple of years will be the draining of taxable retirement accounts into tax-free Roth IRAs. -3- Chicago 5-08 3. Not for everyone, of course: a. Heavy penalty--Tax on withdrawal best to be paid from other assets b. It is worth it?--Function of age c. Best gift you can make to a child or grandchild 4. Note: Qualified Employer Stock C. Nonspousal inherited IRA 1. A nonspousal designated beneficiary can now transfer descendents IRA by direct rollover only to a separate inherited IRA created for that purpose, only in the name of the deceased participant and payable to designated beneficiary. But not to own plan. 2. The plan provisions D. Repeal of estate tax 1. NOT! More likely: Compromise on exemption and top rate. Proposal gaining most traction is to make permanent the 2009 status: � 3.5M exemption for FET and GST � 45% flat rate � 1M gift tax 2. Not many left who will be affected -4- Chicago 5-08 E. Wealth profiles--NY Times 3/28/2006 1. 8.9 million households (10 million in 2006) with net worth greater than 1,000,000 excluding personal residence. 7.1 million in 1999 12.5% annual increase--almost doubling every 6 years 2. More than 1 in 7 lived in just 15 counties--Calif., N.Y., and one in Ill. 3. Average 2.2 million 4. 29% owned no securities and 32% no mutual funds.half of heads of household under 58 5. In another NY Times article: Wealthy were far more concerned about the impact of terrorism on the value of their assets than their personal safety!!! F. FET Returns 1. How many people die each year? Population is 300,000,000. 2. Of those, how many file FET returns? 3. What % included a charitable arrangement? -5- Chicago 5-08 Federal estate Tax Returns 2001-2006 Charitable deduction Number 13,399 18.3% Size of Gross Estate All returns, total... 17.3% 2001 Exempt Amt: 675,000 Gross estate for tax purposes Number Amount 108,071 215,592,994 45,419 28,317 12,201 12,695 3,980 3,550 1,282 628 36,897,394 33,871,690 21,160,119 32,653,156 16,603,128 24,229,334 17,218,534 32,959,638 6,463 4,462 1,884 2,987 995 1,151 468 301 873 1,277 802 1,871 1,022 1,835 1,668 6,802 7,086 29,703 13,327 13,136 4,130 3,732 1,273 720 5,741 36,118 22,965 33,814 17,060 25,285 17,645 41,637 908 4,723 2,428 2,596 921 1,009 486 329 2003 Exempt Amt: 1,000,000 Gross estate Charitable for tax purposes deduction Amount Number Amount Number 73,128 200,267,169 18,718 16,150 Amount 14,769 168 1,151 871 2,008 1,016 1,687 1,575 6,294 Under 1.0 million 1.0 million 1.5 million 1.5 million 2.0 million 2.0 million 3.5 million 3.5 million 5.0 million 5.0 mi