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Richard Letocha, Esq., Richard E. Miller, CFP®, Lee Parker, and Rebecca Rothey, CFRE, CAP®, AEP®
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Breakout Session, Technical
Thursday, May 23, 2019 | 1:55 PM

I’ve Seen the Gift from Both Sides Now

Richard Letocha, Esq., Johns Hopkins University
Richard E. Miller, CFP®, Glenmede Trust Company
Lee Parker, Bank of America Private Bank
Rebecca Rothey, CFRE, CAP®, AEP®, Greater Washington Community Foundation 

As a professional advisor, do you understand the ways gift officers are trained to work with your philanthropic clients, how their goals are set, and how they and your clients are recognized for gifts completed? As a gift officer, do you understand the ways your donors’ advisors should, or would like to, be involved with the gifting process, what your role is as a facilitator, and the appropriate limitations of your role within a potential donor’s overall financial/estate plan? Rebecca Rothey, a seasoned gift planner, Chartered Advisor in Philanthropy and Advanced Estate Planner, will facilitate a panel discussion with two professional advisors who began their careers as gift/donor services officers and a gift planning advisor who began his career as an attorney and trust officer. Learn from these colleagues as they share how they have seen the gifting process “from both sides now, the ups and downs, and still – somehow …” they believe in the importance of a team-based approach to helping their donors/clients achieve their philanthropic objectives.

Attendees will:

  1. Understand the varying perspectives of the professional advisor or the gift officer during the gift planning process.
  2. Create realistic team-based solutions for donors in the era of “blended gifts”.
  3. Apply best practices for gift negotiations and creating gift agreements.

Richard Letocha, JD, CFP®, Johns Hopkins University

Richard assists donors to Johns Hopkins University and Johns Hopkins Medicine with bequest intentions, life income gifts, gifts of tangible personal property, and gifts of real estate.  He has prior experience in wealth management, trust and estate administration, and law firm practice.  He currently serves as the President of the Chesapeake Planned Giving Council and also holds leadership positions in his church and several other community organizations.

Richard E. Miller, CFP®, Glenmede Trust Company

Richard Miller (“Dutch”) is a Wealth Advisor in Glenmede’s Washington, D.C. office. In partnership with investment management, tax and financial planning colleagues, he is responsible for the delivery of thoughtful wealth management advice, administration and solutions in the areas of wealth transfer, fiduciary, financial and charitable planning. Mr. Miller brings more than 15 years of experience advising individuals and families, and specializes in trust and estate planning, tax planning and trust administration.

Previously, Mr. Miller was a Director of Development for the YMCA of Delaware, the University of Delaware, and for a private day school. He has also served on Boards, committees, or as a volunteer for a number of non-profit and educational organizations, including: the Residence Committee for Hagley Museum and Library, the Society of the Cincinnati, the Society of Colonial Wars, the Smithsonian National Museum of American History, a cemetery Board, and others.

Mr. Miller earned a B.A. in American history from Yale University and a J.D. from Vanderbilt University. He is a CERTIFIED FINANCIAL PLANNER™ and a member of the Washington D.C. Estate Planning Council, and the Society of Trust and Estate Practitioners (STEP).

Lee Parker, Bank of America Private Bank

Lee Christian Parker is a Vice President and Philanthropic Client Manager with Bank of America Private Bank. In her role, Lee serves as the primary liaison and service provider for philanthropic foundations and non-profit institutions. Lee leads a team of specialists customized to help meet the philanthropic priorities of each client by leveraging the intellectual capital of the bank. Cultivating strong relationships, maintaining a personal touch, being readily accessible and keeping clients informed are distinctive elements of her reputation.

Prior to joining Bank of America, Lee served as the Senior Director, Philanthropic Advisory Services for the Greater Washington Community Foundation, one of the largest community foundations in the nation. Lee spent 17 years working for local and regional foundations in the greater Washington region, where she held several senior-level positions overseeing multi-million dollar community investment portfolios. Lee earned her Bachelor of Arts degree from the University of Maryland University College with a concentration in Communications.

Rebecca Rothey, CFRE, CAP®, AEP®, Greater Washington Community Foundation

Rebecca Rothey, CFRE, CAP® , AEP, joined the Greater Washington Community Foundation on August 1, 2016 as Vice President of Development and Senior Philanthropic Advisor. Prior to coming to the Community Foundation, Rebecca has held several charitable gift planning positions. It was her three years, from 2012-15, as director of major and planned giving at the Baltimore Community Foundation that sparked her passion for the role community foundations play in helping donors to give back to their communities and in educating donors’ professional advisors. Rebecca received her undergraduate degree in philosophy from the Notre Dame of Maryland University, from which she graduated summa cum laude, and certification as a fundraising specialist from Goucher College. She became a Certified Fund Raising Executive (CFRE) in 2004 and received her designation as a Chartered Advisor in Philanthropy (CAP®) from The American College in 2014 and her AEP® designation from NAEPC in 2019.

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