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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 23, 2008
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TIME
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1:30 PM - 3:00 PM
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PRICE
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$ 55.00
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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:
| | Neil Boyer | | Counselor at Law and Management | | | 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 Busey | | Director of Planned and Major Giving | | WTTW11/98.7WFMT | | 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 | | Development Manager, North America & Europe | | Lions Clubs International Foundation | | 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 | | Associate Director of Planned Giving | | Northwestern University | | 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. | |
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| 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:
Day One:
In the morning, listen to a panel of private, corporate and community grantmakers who will openly discuss their philosophy on grantmaking, how they operate, and most important, how you can build a more successful relationship with the grantmaking community. In the afternoon, participate in seminars led by experienced grant seekers who have successfully secured many foundation grants, and have built successful relationships with the grantmaking community.
Day Two:
Attend a series of fundraising seminars covering the hottest areas of fundraising (capital campaigns, major gifts, annual giving campaigns, and many more). Panels of experts will discuss the latest developments in these fields, and then enter into a dialogue with the participants that addresses their most pressing questions.
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.
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.
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
3300 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
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 A4). When you park in Lot A4, 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. Rates are $4 for four hours and $8 for the entire day.
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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 $ per session. If you register for a full Summit pass, 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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