Online registration for this program is closed. To determine availability, email info@vagiftplanning.org.
Our Program
As donors become more sophisticated in their giving, they look for new and creative ways of protecting wealth while supporting the charities they love. Join the Virginia Gift Planning Council, moderator Ellen Spong and a panel of wealth and planning professionals including Heather Szajda, Ann Ramage and Grey Merryman, as they explore giving opportunities related to the sale of businesses. Don’t miss this robust discussion of the “what, how and when” donors choose to use their businesses to advance philanthropic goals.
Our Presenters
Moderator:
Ellen Spong, CAP®, is the Director of Institutional Advisory Services, Atlantic Union Bank. For more than 30 years, Ellen has advised and worked with a variety of nonprofit educational, religious, community, cultural and health care organizations as well as municipalities and private foundations. She helped establish Atlantic Union Bank’s Institutional Advisory Services in 2017, which is a specialty practice dedicated to serving the specific financial and investment needs of nonprofit organizations. She also enjoys contributing her time and her passion to the community. She has been on the governing boards of a number of charitable institutions and foundations and served as the board chair for the Medical College of Virginia Foundation (2021-2023), and as the board chair for The Richmond Forum (2022-2024). Ellen is also a past president of the Virginia Gift Planning Council. Ellen is a graduate of the University of Virginia with a BA in Government, a member of LEAD Virginia’s class of 2013 and a Chartered Advisory in Philanthropy (CAP®).
Panel Members:
Heather H. Szajda is a Partner with Virginia Estate and Trust Law. She has practiced for over 25 years and focuses her practice in the areas of estate planning, estate administration, and tax planning with an emphasis on business succession planning. Heather holds an LLM, with distinction from Georgetown University School of Law, her J.D. from Wake Forest School of Law, and a B.A, cum laude also from Wake Forest University,
Ann Ramage, CPA, is a Tax Partner with Keiter, with over 20 years of tax experience in the public accounting sector. Ann applies her experience to provide tax planning opportunities and insights to operating entities, investment partnerships, trusts and high wealth individuals and families. Currently, She works closely with individuals and family offices to address their various tax compliance, consulting and estate planning needs. She also serves as an advisor to her clients on matters indirectly related to taxes. Ann is a member of Keiter's Family, Executive & Entrepreneur Advisory Services team. Ann holds her Master of Accounting from University of North Carolina Kenan-Flagler Business School and Bachelor of Arts in Economics from Duke University.
Grey Merryman CFA® is the Managing Director, Wealth Consulting Group – Atlantic Union Bank. He brings over 30 years of experience in financial services to Atlantic Union Bank Wealth Management. Grey currently manages the Wealth Relationship Group, Trust and Operations. He develops customized strategies for his clients that include investment, estate, and retirement plans, as well as exit strategies for business owners. Originally from Pennsylvania, Grey holds a BBA in Finance from The George Washington University, holds the Chartered Financial Analyst (CFA®) designation from the CFA Institute and is a Chartered Advisory in Philanthropy (CAP®).
Our Schedule
- 10:00 a.m. Registration Begins/Member Networking/Coffee
- 10:30 a.m. Program Begins
- 12:00 p.m. Program Concludes/Box Lunches/Adjourn
Thank You to Our Sponsor
Registration Fees
- There is no fee for members to attend, though they should register in advance (members should be logged-in to access the member rate).
- The nonmember fee is $75.00. Nonmembers can also join now and then register at no additional cost.
%20higher%20res.png)