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Bi-Monthly Meeting - November 10, 2015

  • 11/10/2015
  • 10:00 AM - 1:30 PM
  • University Club, 76 East Monroe St, Chicago, IL

Registration

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OUR PROGRAM

There will be no Nuts & Bolts Session at this meeting.

10:00 AM Networking

Join us for networking, coffee and tea in the Michigan Room.

10:30 AM Morning Session

TOPIC:
Life Insurance: Philanthropy’s rainbow? What’s at the end and how transparent is it?

SUMMARY: There is a spectrum of different life insurance options. Let’s review them from the “monochromatic” simple ones to the “brilliant” complex ones. Bring shades!

SPEAKER: Nelson J. Wittenmyer, Jr., Esq.

Nelson is the Vice Chairman of the Philanthropy Institute at the Cleveland Clinic Foundation. He is responsible for the consultation and implementation of principal gifts, heritage gifts, and gift planning as well as the administration of Cleveland Clinic’s PYRAMID Legacy Society. Nelson also serves as liaison to the General Counsel, Finance, and Real Estate divisions.

In addition to relationship building initiatives, Nelson oversees the Alumni Relations, Lerner Research Institute Development, and Gift Planning teams. Nelson has vast experience and utilizes various gift options and trust vehicles when working with estate and wealth philanthropy planning for individuals and families.

Before joining the Clinic, Nelson practiced law in the Cleveland offices of Jones, Day, Reavis & Pogue and Benesch, Friedlander, Coplan & Aronoff. Nelson has served as an adjunct professor in the Masters of Taxation program at Case Western Reserve University’s School of Law and at the University of Akron’s School of Business.

Additionally, Nelson has served on the Board of Directors of the National Committee on Planned Giving and as President of the Northern Ohio Planned Giving Council, as well as a consultant to numerous non-profit development departments throughout the Great Lakes region. 

12:30 PM Afternoon Session

TOPIC:
Lions and Tigers and Bears, Oh My!
Tracking Major & Planned Gift Prospects Through Fund Raising’s Haunted Forest

SUMMARY: It's a jungle out there! How can past giving patterns help us identify those prospects most likely to make a major or planned gift and how do those patterns inform us on the particular type of gift a prospect is most likely to consider and make? We will review studies of donors to three universities as a way of looking at this aspect of prospect and donor identification and see if these patterns can help us be more strategic and successful in our quest for support through both individual major and planned gifts.

SPEAKER: Jon Heintzelman, JD 

Jon Heintzelman is Chairman of Ter Molen Watkins & Brandt, a Chicago-based fundraising consulting firm.

Jon has more than 30 years of development experience and is particularly skilled in principal giving and gift planning. Jon's expertise also includes campaign strategy and execution, staff recruitment, training and development, and working with institutional and Board leadership. He served Northwestern University's development office in several positions between 1980 and 1991 when he was appointed Associate Vice President with responsibility for major gifts, planned giving, corporate relations, foundation relations, stewardship and athletic development.

In 2003, Jon accepted the position as Vice President for Advancement at Loyola University of Chicago, overseeing development, alumni relations, and special events for all campuses of the University. With Jon's leadership Loyola embarked on it first comprehensive capital campaign in over a decade. With a campaign goal of $500 million, the campaign's goal was five times the previous campaign goal. In 2011, Loyola successfully completed this campaign two years ahead of schedule achieving a record $535 million total gifts. In 2012, Jon secured a gift of $40 million to name the Michael R. Quinlan School of Business, the largest gift ever given by an alumnus of the university.

Jon graduated from North Park University with a BA in economics. He earned his law degree at Northwestern Law School where he was a member of the Northwestern Law Review. He has served on the Board of Trustees of North Park. He also has served as a board member of the American Council on Gift Annuities, as a member of the editorial board of the Journal on Gift Planning, and as a mentor for the United Negro College Fund. In 1993, Jon was named National Planned Giving Professional of the Year by Planned Giving Today and in 2004, he was awarded the AFP Chicago Chapter's Benjamin Franklin Award. In 2010, the Chicago Council on Planned Giving named its lifetime service award the Jonathan R. Heintzelman Lifetime Service Award and named Jon the first awardee. 

Jon and his wife Kris reside in Lake Bluff and have three children.

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