TITLE : Planned giving
CITY : Chicago , IL
DATE : Wednesday, April 28, 2010
TIME : 3:15 PM - 4:30 PM
PRICE : $ 65.00
Planned giving
 

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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  • Afternoon Seminars
  • Morning Seminars

     

Breakfast/Registration -Prior to panel discussion, participants and experts become acquainted over a continental breakfast

7:30 AM - 8:00 AM

Networking Break

10:45 AM - 11:15 AM

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:30 PM - 1:30 PM

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

2:45 PM - 3:15 PM

Tuesday April 27, 2010Corporate Giving
Finding Corporate Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Panel discussion and dialogue with Corporate Grantmakers

9:30 AM - 10:45 AM

$ 65.00

All levels
Exploring the world of corporate sponsorship

11:15 AM - 12:30 PM

$ 65.00

 Intermediate
Cause marketing: building profitable relationships with corporate partners

1:30 PM - 2:45 PM

$ 65.00

 Intermediate
Winning Corporate partnerships: an inside view of three case studies

3:15 PM - 4:30 PM

$ 65.00

 Advanced
Tuesday April 27, 2010Foundation Giving
Finding Foundation Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Panel discussion and dialogue with Private Foundation Grantmakers

9:30 AM - 10:45 AM

$ 65.00

All levels
Proposal writing

11:15 AM - 12:30 PM

$ 65.00

 Beginner
Winning proposals: a tour of three successful case studies

1:30 PM - 2:45 PM

$ 65.00

 Advanced
How to build a successful relationship with grantmakers

3:15 PM - 4:30 PM

$ 65.00

 Intermediate

Breakfast/Registration -Participants registered for the first session become acquainted over a continental breakfast

7:30 AM - 8:00 AM

Networking break -Participants registered for the next session are served mid-morning refreshments

10:45 AM - 11:15 AM

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:30 PM - 1:30 PM

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

2:45 PM - 3:15 PM

Wednesday April 28, 2010Individual Giving
Social Media

8:00 AM - 9:15 AM

$ 65.00

 Intermediate
Engaging your board in fundraising

8:00 AM - 9:15 AM

$ 65.00

 Intermediate
Online fundraising: harnessing technology to build and maintain relationships

9:15 AM - 12:30 PM

$ 130.00

 All levels
Annual giving campaigns

9:30 AM - 10:45 AM

$ 65.00

 Intermediate
Introduction to Major Gifts

9:30 AM - 10:45 AM

$ 65.00

 Beginner
Complex issues affecting major gifts solicitations

11:15 AM - 12:30 PM

$ 65.00

 Advanced
Fundraising in the one-person development shop: making the most of a shoestring budget

1:30 PM - 4:30 PM

$ 130.00

 All levels
Special events fundraising

1:30 PM - 2:45 PM

$ 65.00

 Intermediate
Capital campaigns

1:30 PM - 2:45 PM

$ 65.00

 Intermediate
Planned giving

3:15 PM - 4:30 PM

$ 65.00

 Intermediate
Finding Individual Funders: the art of successful research

3:15 PM - 4:30 PM

$ 65.00

 Beginner


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