|
All Bi-Monthly
programs are held at The University Club, 76
East Monroe, Chicago, in the Michigan Room.
To view the Club's dress code, click here.
Meetings are from 10:30am to 1:30pm, and
include lunch. The cost with advance
registration is: $45 per person for members,
$45 for a non-member guest sponsored by a
member, $65 per person for non-members.
Walk-ins: $50 per person for members, $55 for
a non-member guest sponsored by a member and
$75 per person for non-members. Please note,
non-members may attend one workshop &
luncheon a year at the member rate if
sponsored by a current member.
Cancellation
Policy: If you make a reservation and
are unable to attend the program, please
call 847-251-1400 to cancel your
reservation. Reservations not canceled
the day prior to the event will be
billed for the full cost of the event.
Our 2010 Bi-Monthly
program dates are:
- January 19, 2010
- March 9, 2010
- May 11, 2010
- September 14, 2010
- November 16, 2010
|
Bi-monthly Programs |
Symposium |
Master's Seminar |
March 9, 2010
Register Online |
March Bi-Monthly
Program
Session 1
Prospect Development –
making the most of your database
Speaker: Lawrence
Henze, Managing Director,
Target Analytics
Session 2
"Conversations about Wealth and Philanthropy
with Prospective Donors in 2010 and Beyond"
Speaker: Angelo
Loumbas, Senior Vice
President, Wealth Strategist, U.S. Trust, Bank
of America Private Wealth Management
|
May 11, 2010
|
May Bi-Monthly
Program
Session 1
"Case Studies in Planned
Giving with Retirement Assets"
Speaker: Eileen B.
Trost, Partner, K & L Gates
Session 2
“Planned Gifts that Appeal to Younger Donors”
Speaker: Jeff Lydenberg, Vice
President, PG Calc Inc. |
June 3, 2010
|
Annual Symposium
|
July 2010
|
Master's Seminar
|
September 14, 2010
|
September Bi-Monthly
Program
Session 1
“Court Enforcement of
Restricted Gifts”
Speaker: Winton
Smith, Partner, Winton Smith &
Associates
Session 2
TBD
|
November 16, 2010
|
November Bi-Monthly
Program
Session 1
“Charitable Gift Annuities:
Navigating state regulations”
Speaker,
Frank Minton, Planned Giving
Services
Session 2
“Planned Gifts in a Capital Campaign”
Speaker: Joel Schaffer,
Assistant Vice President, DePaul University
|
|
