The Kiwanis Club of Portland meets every Wednesday from 12:00 noon until 1:15PM at the Benson Hotel, 309 SW Broadway, Portland, Oregon.
Our club has speakers from the local area and beyond to share information, organizations, happenings, and events. Newcomers and visitors are welcome.
Pete Sommerfeld, “Answering Questions You Didn’t Know You Needed to Ask – Tips and Traps of Estate Planning.”
Benson Hotel -
Portland, OR, 97214
February 7, 2018 -
12:00 to 13:15
W. Peter Sommerfeld, Senior Philanthropic Advisor will share some observations, war stories, if you will, from the news and his own experience in assisting donors with their plans. He will also say a few words about KDCCP.
Pete Sommerfeld joined the gift planning team at Oregon Health & Science University Foundation in October 1996. In December, 2010, he was named the Foundation’s first Senior Philanthropic Advisor, having previously served as its Senior Director of Gift Planning. In total, he has over twenty-five years of experience in the field. During his tenure with OHSU Foundation, he has collaborated with donors and their advisors to design and close a variety of gifts in support of all aspects of OHSU’s mission. In addition, in his 20+ years with OHSU, Pete has seen a dozen transitions in Presidential leadership at the Foundation.
Pete came to OHSU Foundation from United Cerebral Palsy of Oregon and Southwest Washington, where he served as Director of Planned Giving. He began his development career at the same organization as Special Projects Director. His professional background also includes experience in the corporate office of PayLess Drug Stores, Portland television station KATU, and campus ministry in several locations around the US.
Pete is a former Board member of the Northwest Planned Giving Roundtable, and holds membership in the National Association of Charitable Gift Planners, and its Leadership Institute. In 2015 Pete received the Distinguished Service Award from the Roundtable in recognition of his contributions to the organization. In 2001 he earned designation as a Certified Specialist in Planned Giving (CSPG) from the American Institute of Philanthropic Studies at California State University, Long Beach.