9:15 a.m. – 10:30 a.m. SESSION 1

Beginner Track: Introduction to Planned Giving Essentials, Part 1 of 2

Marc Carmichael, J.D., attorney

This two-part presentation provides the basics of charitable gift planning, including prospect profiles, best assets for gift planning, gifts through donors’ estate plans, “life income” gifts such as charitable gift annuities and charitable remainder trusts, and making planned giving work in a small office. Attendees need to register for both morning sessions and are strongly encouraged to download both the PowerPoint slides and the associated text handout.

Intermediate Track: The Power of Engagement: Integrating Your Donor Communication Strategy

Nathan Stelter, Vice President of Business Development, The Stelter Company

Changes in donor expectations regarding communication from the nonprofits they support has forced many in the planned giving field to pay more attention to their marketing programs. This session aims to demystify current marketing trends and provide actionable next steps for planned giving professionals to better communicate with their donors and prospects.

Advanced Track: An Introduction to Investments: Terminology, the “Endowment Model” and Considerations for Unorthodox Gifts

Mark Hytros, Director of Investment Office Operations, Northwestern University

This three-part presentation provides an introduction to the various types of investment assets and the common terminology associated with them.  It also provides an explanation the “Yale” or “Endowment model” of asset allocation, commonly employed among the endowment and foundation community.  Lastly, the implications and challenges of gifts of unusual or unorthodox assets will be discussed, with some real-world examples for illustration.

10:45 a.m. – Noon   SESSION 2

Beginner Track: Introduction to Planned Giving Essentials, Part 2 of 2

Marc Carmichael, J.D., attorney

This two-part presentation provides the basics of charitable gift planning, including prospect profiles, best assets for gift planning, gifts through donors’ estate plans, “life income” gifts such as charitable gift annuities and charitable remainder trusts, and making planned giving work in a small office. Attendees need to register for both morning sessions and are strongly encouraged to download both the PowerPoint slides and the associated text handout.

Intermediate Track: Do Different Generations + Different Stories = Conflict?

Liz Livingston Howard, Associate Director, Center for Nonprofit Management at Kellogg School of Management

You share unique experiences with your generation that can impact the story you bring to your team. Given the span of generations in the workforce today, occasionally your story can be in conflict with others of different generations. This highly interactive session will help you understand the motivations behind the stories by sharing statistics on the generations working today and engaging in conversation about how to support each other's stories and work together for success in our mission.

Advanced Track: Office of General Counsel Support at Non-Profit Organizations: What Could Possibly Go Wrong?

Jim Dechene, Senior Vice President and General Counsel at Northwestern Memorial Healthcare, Inc.

Tax exempt supporting foundations are an important part of tax exempt health care systems. They also are often viewed as one of the legally quieter portions of health care systems. What could possibly go wrong? 

• What to do if there is a Will Contest: Considerations and Issues 
• What to do when you are gifted an ownership interest in a closely held business with control issues? 
• How to decide who does what: Selection of outside counsel.
  

Noon – 1:45 p.m. KEYNOTE ADDRESS AND NETWORKING LUNCHEON

Bringing Planned Giving Out of the Shadows

Louis M. Nanni, Vice President for University Relations, Notre Dame

Notre Dame has made a decision to no longer treat planned gifts as "second-class" citizens. Vice President of University Relations Lou Nanni will share Notre Dame's new initiative to raise consciousness among its alumni, parents and friends to take planned giving to new heights not imagined before.

2:00 p.m. – 3:15 p.m.   SESSION 3

Starting a Planned Giving Program in a Small Shop:
Building a Timeline & Budget

Alexander Sandy Macnab, FAHP, CFRE, President, Alexander Macnab & Co.

A basic primer for non-technical development professionals, agency executives and program personnel, the session is a good refresher for experienced development professionals, but is designed for small and one-person shops. Learn how planned gifts work, which ones to promote, and how a program to attract them can be established quickly and inexpensively. Participants will be guided to build a relevant budget and timeline that can be implemented by anyone, anywhere.

Intermediate Track: Did we just say “Yes” to that? And is it even a gift?: Gift Acceptance and Substantiation Practices and Policies that Help Avoid Tax Traps

Barbara Melbourne, Vice President, Community Foundation of the Great River Bend

Has your charity ever been asked to take a time share? A boat? Have your clients ever wanted to make a gift of art, cars, coins or even an empty lot? Do you have raffles, galas and other events to raise money? Do you really know the rules for substantiating a charitable gift? Using real examples to demonstrate when technicalities have tripped up would-be donors, Barbara will highlight important considerations that go into gift acceptance and acknowledgment. Donors and charities each have certain responsibilities when it comes to substantiating charitable gifts, and mistakes can be costly. You will leave with a better understanding of IRS requirements as well as best practices.

Advanced Track: Strategic Gift Planning - What High Net-Worth Clients Want Their Advisors to Know

Chris Kelly, Vice President, Institutional Asset Management Planned Giving Product Specialist, PNC

Numerous qualified studies have been conducted to determine what the higher net worth households expect when contemplating a substantial gift to a nonprofit organization. Surprisingly, what gift planning teams have "assumed" were the issues to address, are not... This presentation will discuss the results and how we can apply them when working with the High Net-Worth Donor or Client.

3:30p.m. – 4:45 p.m.   SESSION 4

Beginner Track: Preserving Revocable Gifts for the Future: Stewardship of Planned Giving Donors

Marilyn Schaffer, Director of Planned Giving, Lincoln Park Zoo, Chicago

We all want to increase the number of members of our legacy societies, but getting those members is just the beginning. Since most estate gifts are revocable, you need an effective stewardship plan to hold and hopefully grow those future commitments. This session will give you the tools to develop and implement a successful stewardship program for all of your planned giving donors no matter the size of your planned giving program.

Intermediate Track: Community Foundations, DAFs and Gift Planning Programs

Jeffrey Pickering, Chief Executive Officer at Indian River Community Foundation

In 2014, 10% of the $54 billion given to charities by foundations in the United States came from community foundations.  The largest share of these contributions did not come from discretionary grantmaking programs housed at community foundations, but instead came from donor advised funds.  Join veteran community foundation CEO, Jeff Pickering, as he shares insights on working with community foundations and their clients to support your charitable organization.

Advanced Track: Gifts that Build Retirement Income

Timothy Prosser, Senior Consultant, Gift Planning, Kaspick & Company / TIAA-CREF Trust Company

There are numerous ways for individuals to combine their financial planning with their philanthropic planning to achieve multiple objectives at once.  We will discuss how life income gifts can play a part, and will review specific cases of successful gifts that have produced meaningful retirement income for the donors.

Click here for sponsor package information

Chicago Community Trust

Exhibition Sponsors