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.
Neil J. Boyer is an attorney and consultant to profit and non-profit organizations on fundraising, governance, strategic planning, and marketing. He is a frequent speaker at professional fundraising conferences and other forums. He has been National Director of Planned Gifts at Alzheimer’s Association, Assistant General Counsel of Rotary International and Director of Rotary Foundation’s Development Division. His private legal practice is focused in the areas of estate and charitable trust planning, business and charitable organizations, marketing and investments. He was Adjunct Professor of Business with Argosy University and Adjunct Professor of Law at Fairfield University teaching business law, strategic planning, marketing, and operations management estate planning, charitable trusts, taxation. He holds a J.D. from the University of Illinois, S.M. in Management (M.S.) from MIT, and BA from Northwestern University. Memberships include Chicago Planned Giving Council and American Bar Association.
Kathy has eight years experience in planned and major giving. She specializes in marketing and building planned giving programs. Currently she has almost doubled the amount of expectancies in the past year and a half at her current position. She was an Associate Director at the Alzheimer’s Association where she was responsible for developing planned giving programs in the Great Lakes region which had fourteen chapters. During this time she worked with chapters to build and grow their programs. This included forming planned giving advisory committees. Kathy has a B.S. in public relations from Illinois State University and is a member of the Chicago Council on Planned Giving.
Lisa Hellman is the Lions Clubs International Foundation (LCIF) Development Manager for North America & Europe. She joined LCIF in March 2007 with a 12 year comprehensive development background. Lisa is an experienced fundraiser, having raised several million dollar gifts in her previous position at the Alzheimer`s Association. Planned gift donors at the Alzheimer`s Association increased nearly 50% after she began the first ever planned giving advertising campaign. At LCIF Lisa is responsible for all development components including: direct mail, planned giving, major gifts, special events, workplace giving, corporate and foundation giving as well.
Herb Nechin has been the Associate Director of Gift Planning at Northwestern University for the past three years. For many years prior, he was an Estates and Trust lawyer in Chicago. He has broad experience in almost every area of estate and gift planning, and is familiar with a wide variety of giving techniques. Herb has written numerous articles and spoken before professional and lay organizations, including a lecture on Sophisticated Planned Giving Techniques as part of the Public Services Graduate Program at DePaul University. He is a Fellow of the American College of Trust and Estate Counsel and is past chairman of the Trust Law Committee of the Chicago Bar Association. He is a Phi Beta Kappa graduate of Northwestern University, and a graduate of the Harvard Law School.
