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Bi-Monthly Meeting - March 10, 2015

  • 03/10/2015
  • 10:00 AM - 1:30 PM
  • University Club, 76 East Monroe St, Chicago, IL

Registration


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OUR PROGRAM

10:00 AM Nuts & Bolts Session

Speaker: Randy A. Fox, Charitable Giving Resource Center

Topic: The Dizzying Dance of Designations: Why is that person talking to my donor?

An introduction to the various professions, their role in a gift and their professional designations

10:30 AM Morning Session

Topic: Complying with Gift Annuity Regulations

Speaker: Edie Matulka, Senior Consultant, PG Calc

The requirements for becoming compliant and maintaining compliance to issue gift annuities vary considerably among the states. But what do the requirements mean? What does your organization actually need to do to meet them? What does each state require?

This presentation will take a practical approach, highlighting key steps in the registration process and discussing how to stay on top of ongoing obligations. It will cover compliance in silent, exempt, and notification states, as well as the more highly regulating states.

12:30 PM Afternoon Session 

Topic: Private Foundation Directors: Duties, Responsibilities, Traps for the Unwary

Speaker: James Hellige, Foley & Lardner LLP

SPEAKER INFORMATION

Edie Matulka
As Senior Consultant at PG Calc, Edith (Edie) Matulka has primary responsibility for assisting charities in complying with state regulations for issuance of gift annuities. She is also an author of certain chapters of Charitable Gift Annuities: The Complete Resource Manual and worked on the development of the gift annuity agreement forms integrated in PG Calc’s software.

Edie is a prominent speaker on gift annuities and state regulation, and has spoken at American Council on Gift Annuities (ACGA) conferences as well as to local planned giving councils. She currently serves on the Board of ACGA and is Chair of its State Regulations Committee.

In addition to the practice of law, Edie’s background includes work in government, public, and nonprofit settings. A member of the Washington Bar Association, Edie graduated from Northwestern School of Law at Lewis and Clark College in Portland, Oregon and earned a B.A. in Political Science from the University of Washington.

Edie joined Planned Giving Services, a Seattle-based consulting firm started and led by Frank Minton that built an exceptional national reputation, in 1997. PG Calc acquired Planned Giving Services in August, 2005.

James Hellige
James Hellige is a partner and estate planning, trust and not-for-profit organization lawyer with Foley & Lardner LLP where he concentrates his practice on estate planning, probate, trust law, sophisticated charitable giving, and related areas of income, gift, estate and generation-skipping taxation. Mr. Hellige is a member of the firm’s Estates & Trusts Practice.

Mr. Hellige’s extensive professional activities include membership in the American College of Trust and Estate Counsel; the American Bar Association (Real Property, Trust and Estate Law Section and Section of Taxation); the Chicago Bar Association (Probate Practice Committee and Trust Law Committee), where he was chair of the Probate Practice Committee; the Chicago Estate Planning Council; and the Chicago Council on Planned Giving, where he was a member of the board of directors. Mr. Hellige was presented with the 2013 Russell V. Kohr Memorial Award for Excellence in Planned Giving by the Chicago Council on Planned Giving.

He has been Peer Review Rated as AV® Preeminent™, the highest performance rating in Martindale-Hubbell's peer review rating system and has been selected by his peers for inclusion inThe Best Lawyers in America© since 2005 in the fields of non-profit/charities and trusts and estates law. He was also selected for inclusion in the Illinois Super Lawyers® lists (2005-2015) for his estate planning and probate work.*

Mr. Hellige earned his law degree from the University of Notre Dame (J.D., cum laude, 1976), where he served as associate articles editor for the Notre Dame Law Review. He received his undergraduate degree from Saint Mary's University of Minnesota (B.A., summa cum laude, 1973)

He is admitted to the bar in Illinois and is also admitted to practice before the U.S. District Court for the Northern District of Illinois and the U.S. Tax Court.

Randy A. Fox
A third-generation entrepreneur, Randy is the principal of Two Hawks Consulting LLC. He is currently the Editor in Chief of Planned Giving Design Center, a national newsletter for philanthropic advisors and a local representative of theCharitable Giving Resource Center, which serves non- profits nationally.

Randy was a founding principal of InKnowVision, LLC, a national consulting and marketing firm that developed estate and wealth transfer designs for clients of exceptional wealth. During his tenure, more than three hundred families were served and more than $500 million was directed to philanthropic purposes. He served as director and faculty member of the InKnowVision Institute, which provided professional advisors with the advanced technical and interpersonal tools required to attract and work successfully with high net worth clients.

Randy is a nationally known wealth strategist, philanthropic estate planner, educator and speaker dedicated to helping individuals, professional advisors, charitable institutions and planned giving organizations do well while doing good. His collaborative approach facilitates clients’ ability to preserve and transform wealth in ways that honor their goals and passions while passing values, responsibility and stewardship ethics to their heirs.

Currently, he serves on the Board of The Mental Health Association of Greater Chicago and the development committee of the Susan G. Komen Foundation of Chicago. His Allstate agency is a Community Champion for The Kindness Revolution, a national awareness campaign. Randy is past President of the Board of the International Association of Advisors in Philanthropy. He has served on the Advisory Council of The Capital Trust Company of Delaware, and the Board of Directors of the Suburban Chicago Council on Planned Giving.

Randy has served as co-editor in chief of the CCH Journal of Practical Estate Planning, and has authored its regular “Money and Meaning” column. He has also been a contributing editor forCutting Edge Current magazine, and contributing author for the book Giving: Philanthropy for Everyone. Randy's articles and advice have appeared in Worth MagazineResearch Magazine, The Illinois State Bar Association’s Of Counsel, the Chicago Daily Law BulletinLaw Firm Benefits, and The American Medical Association’s News.

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