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TITLE
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Planned giving
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CITY
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Chicago , IL
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DATE
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Wednesday, April 28, 2010
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TIME
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3:15 PM - 4:30 PM
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PRICE
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$ 65.00
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Planned giving
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 Over the next decade, trillions of dollars will be donated to nonprofit organizations through planned gifts. These are most often unrestricted bequests of many thousands of dollars and they can make or break fundraising campaigns. You need to make sure you understand the motivations and challenges for donors and their advisors, know how to set realistic goals, and plan how you will attract and close these gifts.
Topics we will cover include:
- Planned giving vehicles and how they work
- Special stewardship plans for top-level donors
- Customizing a planned giving program for your organization
- Keeping your donors involved and committed after the gift has been made
After the program, you`ll have a better understanding of (i) planned giving principles and practices, and (ii) how to implement a successful planned giving program. This session is designed for intermediate to advanced fundraisers. | | Speakers for this session:
| | Laura Miller | | Executive Director | | Interpretations Advisor Group | | Laura has been involved in development for 25 years. In her current position, she facilitates staff development in the areas of planned giving. Previously, as Director at Waller Financial Planning Group, Inc., Laura was responsible as a philanthropic advisor to high-net-worth individuals. Her responsibilities included comprehensive financial planning with a focus in estate planning and portfolio management. As part of the Waller Financial team, she facilitated the creation of over $60 million in legacy gifts to philanthropic organizations. Before that, she worked as Portfolio Manager at Huntington Trust Co. where she was responsible for Portfolio management of all types of trusts: personal, charitable endowments, donor-advised funds with community foundation, employee benefit plans, etc. She earned Bachelor in Economics/Chinese from The Ohio State University She is an Affiliate member of Association of Fundraising Professionals. | | | Mary Mucci | | Gift Planning Officer | | American Red Cross of Greater Chicago | | Mary has been in development for 10 years. As the Gift Planning Officer for the American Red Cross of Greater Chicago, she manages a portfolio of donors and prospects in cultivation and stewardship of Planned Gifts. She works with allied professionals to construct the planned gift that best meets clients philanthropic objectives. Previously, as Financial Planning Associate at Ehlert Financial Group, Mary worked with clients and their attorneys in the area of special needs planning, including philanthropy to organizations providing services throughout the life of the disabled family member. She developed plans for long term care, maximizing insurance benefits and wealth preservation for family and philanthropy interests. Previously, as Planned Giving Officer at CARE International, she developed the organization's "Best Practices" for Planned Giving utilized by CARE fundraisers across the country. Mary currently serves on the Resource Development committee for Vital Bridges, an AIDS service organization providing case management and nutritional services for people affected by AIDS. She earned BS in Education from Northeastern Illinois University and a MS in Educational Administration from National-Louis University. She is a member of Chicago Council of Planned Giving. | | | Jenny Seidelman | | Campaign Manager | | Goodman Theatre | | Jenny has been involved in fundraising for 10 years. In her current position, she is responsible for managing Goodman's $15M endowment campaign. She also assists in the oversight of the Spotlight Society, Goodman's planned giving program and provides support to the Individual Giving area of Goodman's development department. Previously, as Annual Giving Specialist at Lyric Opera of Chicago, Jenny was responsible for the administration of Lyric's Annual Giving program through which she handled the solicitation of gifts $1,500+ and served as a Patron Services representative. She also spent four years as a coordinator in the Donor Records department. Before that, she worked as the Office Assistant and Sales Coordinator at Emerald City Theatre Company where she supported efforts in marketing, fundraising, budgeting, event management, board development and sales. She earned a B.A. in Writing from Knox College and a M.A.M. in Performing Arts from Columbia College. She is a member of the Association of Fundraising Professionals, Chicago Council on Planned Giving, and the Theatre Communications Group. | |
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| 2010 Chicago Fundraising Summit
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A relationship approach to fundraising Nonprofit fundraising has become highly specialized, and each segment of your donor market requires a different set of relationship management skills. Whether you are reaching out to private foundations, wealthy individuals or your own members, you need to understand who they give to, and why. The Chicago Summit focuses on the relationship aspects of fundraising, and offers you several ways to enhance your relationship management skills:
WHY ATTEND THE FUNDRAISING SUMMIT?
Fundraising is primarily a relationship business, and with increasing pressures facing all nonprofit professionals to build key relationships, it is becoming more important, though much more difficult to meet people face-to-face. Our innovative Summit format provides the most efficient and cost effective use of time away from the office by enabling attendees to interact with experts in the field, as well as other nonprofit leaders.
CAN ONE ATTEND SPECIFIC SESSIONS ONLY?
We understand the demands that are placed on you and on your time. That’s why you can attend only the seminars that are of interest to you. Come for the day or stop by for a couple of hours. You pay for only the seminars you wish to attend and only for the information relevant to you. It’s a novel approach to learning that allows you to get exactly what you’re looking for in a short amount of time. In 2009, we are also introducing a two-day pass so that attendees can attend all sessions at a reduced price.
WHAT IS THE FORMAT OF THE SEMINARS?
Each seminar features a panel of 3-4 experts who will give a short overview of the key developments in that field. After that , we will move into a moderated discussion to explore what these developments mean for nonprofit organizations. During the seminar, panelists will engage with the audience in an interactive manner to ensure the real-world implications of these developments emerge, and the session will end with a summary of practical next steps.
ONE-ON-ONE MENTORING SESSIONS
In 2010, we added an exciting new component to our Summits: one on mentoring sessions. In these 30 minute sessions, you can sit down with an experienced nonprofit fundraiser to discuss specific questions not addressed by the seminars. Mentoring sessions will cover the same topics as the seminar topics. However, each mentoring session that you sign up for will focus entirely on questions facing your organization.
HOW IS THE SUMMIT DIFFERENT FROM OTHER EDUCATIONAL EVENTS?
The Summit offers a unique format to help you accomplish the following:
- Build relationships: to ensure maximum exposure to the experts and other nonprofit leaders, each seminar offers structured networking before the session starts
- Hear different perspectives: the experts are drawn from different sectors of the nonprofit community to ensure cross-pollination of ideas and practices
- Provide a global view: speakers give an overview of key issues so that you can eliminate any gaps in your understanding of the subject
- Drill down to the specifics: speakers will also focus on providing specific answers to real-world questions that are common to most attendees
- Obtain information you can use: the emphasis in all sessions is on avoiding theoretical discussions in favor of practical tools and techniques that nonprofit leaders can actually use
WHO IS RESPONSIBLE FOR THE SUMMIT?
The Summit is organized by the Center for Nonprofit Success, a nonprofit organization that specializes in bringing highly relevant information that nonprofit leaders need to run their organizations successfully. We developed the Fundraising Summit series as a follow-on to the Nonprofit Success Forum, a highly successful educational series on grantmaking that has been taking place around the country for the past two years. The Fundraising Summit drills down into specific areas of fundraising to give nonproft leaders cutting edge tools and techniques.
HOW DO I REGISTER FOR THE SUMMIT?
Simply click on the seminars listed below to learn more about the topics that will be covered in each seminar. Then select only those seminars that you wish to attend. |
| | Location/Directions
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The Summit will be taking place at the Illinois Institute of Technology which is located just south of the Loop at:
Hermann Union Building (Hermann Hall)
HH Ballroom East
3241 South Federal Street
Chicago, Illinois 60616-3793
Public Transportation
The Summit venue is accessible from the following stations:
- CTA Red Line (Howard-95th/Dan Ryan) to Sox-35th station
- CTA Green Line (Ashland-63rd or 63rd-Cottage Grove) to 35th-Bronzeville-IIT station
- CTA Bus lines with stops on Main Campus (#29-State, #35-35th, #24-Wentworth, #4-Cottage Grove)
Driving Directions
From the North:
Dan Ryan Expressway east to 31st Street exit, continue south to 33rd Street, turn left (east).
From the South:
Dan Ryan Expressway west to 35th Street exit, continue north to 33rd Street, turn right (east).
From Lake Shore Drive:
Exit at 31st Street, go inland (west) to State Street, turn left (south).
Parking - PLEASE CONSIDER USING PUBLIC TRANSPORTATION. PARKING IS LIMITED! IF YOU DO DECIDE TO DRIVE, PLEASE ALLOW 30-45 MINUTES TO FIND PARKING IN ONE OF THE LOTS.
Metered parking (max 4 hours, 30 minutes per quarter) is available to all visitors in Lots B6 and C1 located along Federal Street north and south of 33rd Street. If you wish to park for longer than four hours, parking is available in the Visitor's Parking Lot ( Lot A2-V, A3, A4). When you park in these lots, look for a cash-only pay box in the lot. Park your car, and pay at the cash box. Place the receipt on your dashboard as proof of payment. Rate is $10 for the entire day.
THE LOTS ARE NOT DEDICATED TO THE FUNDRAISING SUMMIT AND WILL BE USED BY OTHER PATRONS. PARKING IS ON A FIRST COME FIRST SERVE BASIS IN EACH LOT.
Lot A2-V is located at 31st and State Street. Entrance is on 31st Street. (A2V: 40 spaces/A2: 96 spaces)
Lot A4-V is located at 32nd and State Street. Entrance is on State Street. (50 spaces)
Lot A3 is located at 31st Street and State Street. Entrance is on 31st Street. (LARGEST LOT - WILL BE USED FOR OVERFLOW)
Hotel Accommodations
Most hotels near the Summit venue are within the $133 - $389 per night range. The following hotels are within a four-mile radius of the hotel:
1. Hyatt Regency McCormick Place BOOK NOW 1.3 miles from venue
2. Best Western Grant Park BOOK NOW 2.4 miles from venue
3. The Blackstone, A Renaissance Hotel BOOK NOW 2.7 miles from venue
4. W Chicago City Center BOOK NOW 3.1 miles from venue
5. Hampton Inn Majestic Chicago Theatre District BOOK NOW 3.2 miles from venue |
| Sponsors
| The event sponsors include:
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One-on-one mentoringOur unique one-on-one mentoring sessions offer you the opportunity to sit down with an experienced fundraising professional for 30 minutes to discuss any questions that are specific to your organization. Mentoring sessions cover the same topics as the seminars, and we will assign you a mentor based on his/her availability at your requested times. Mentoring sessions are available for the cost of $60.00 per session. If you register for a full Summit pass, 2 mentoring sessions are included in the pass. Below is a list of mentors who will be available at the Summit. Please note that you must register to attend at least one seminar in order to sign up for a mentor. |
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