15th Annual
COMPREHENSIVE PLANNED GIVING SEMINAR

Thursday, September 29, 2016

Italian Conference Center, Milwaukee

Join the Planned Giving Council of Eastern Wisconsin for the 15th Annual Comprehensive Planned Giving Seminar featuring a great line-up of presentations.

Schedule of Events
8:00am – 8:30am    REGISTRATION AND CONTINENTAL BREAKFAST

8:30am – 9:15 am   DONOR PANEL
The Voice of the Donor
Robert Wild, SJ, Jay and Madonna Williams

Hear from local donors and community leaders about their experiences with philanthropy. Learn first-hand how donors make decisions about their giving and what they really want in a relationship with the organizations they have chosen. Panelists will also discuss how they work with professional advisors and share stories of their involvement with the nonprofit community. Confirmed panelists include Jay and Madonna Williams and Robert Wild, SJ.

9:30am – 10:30 am  BREAK-OUT SESSIONS 

Option 1: Gift Planning for Same Sex Couples
Christopher Kelly (Ann Arbor, MI)
Vice President/Planned Giving Product Specialist, PNC Institutional Asset Management

After last year’s historic Supreme Court decision legalizing same-sex marriage across the United States, the core financial planning areas are now essentially the same for gay and straight couples who decide to marry.  However, there are still plenty of unmarried couples who need specialized financial planning.  Come discuss which planning issues are the same and which are different and how they could impact charitable planning!

Option 2:  Essential Elements of a Successful Planned Giving Program (approved for 1.0 CFP® credit)
Katrina M. Pipasts (Chicago, IL)
Senior Vice President and Planned Giving Manager, Northern Trust, Foundation & Institutional Advisors 

The success of a planned giving program starts with the commitment of the Board of a charitable organization to its fundraising and development initiatives and the adoption of a formal gift acceptance policy.  Planned gifts are complex arrangements involving countless details.  This session will address the components of a program’s infrastructure, including planned gift policies and endowment policies, the discipline of accepting and administering planned gifts, the roles and responsibilities of the development staff, the execution of a marketing plan and identifying donors, and measuring the results by analyzing program metrics.

10:45 - 11:45 am  BREAK-OUT SESSIONS

Option 1:  Raising Blended Gifts
Mark Ladendorf (Boston, MA)
Relationship Manager, Kaspick and Company

With the decline in public funding for education and charitable causes, institutions are launching larger and more frequent campaigns to raise private support.  At the same time, many donors remain cautious about the economic environment and their ability to make large outright gifts.  As we visit with clients across the country, we hear of many institutions that are successfully inspiring donors to fund large passion projects through the use of “blended gifts.”  Blended gifts typically consist of a large outright gift combined with a bequest or a life income gift and utilize the combined skill sets of both major and planned gift officers.  In this session, we will explore some basic types of blended gifts and discuss the role they play today in charities’ fundraising efforts, particularly capital campaigns.  We will also discuss some of the valuation and recognition issues that come up in the negotiation of blended gifts and discuss the variety of ways institutions have resolved them.

Option 2: Caution Ahead: Top 10 Pitfalls to Planned Giving
Heather McClean (Chicago, IL)
Director, Gift Planning, Gift Policy and Global Engagement Liaison, The University of Chicago 

We’ve all been there: that moment when you realize that the gift you’ve worked so hard to secure has a catch you didn’t anticipate. This session will discuss some of the most common errors found in setting up annuities, trusts and bequests, as well as questions to ask yourself and donors before getting too far into the process.

11:45 - 12:15 LUNCH BUFFET & NETWORKING

12:15 - 2:00  KEYNOTE ADDRESS

Confidence: Your Greatest Professional Asset
Susan A. Marshall (Oconomowoc, WI)
Founder, Backbone Institute , LLC

The world of planned giving continues to be under significant pressure due to expanding need, constricting resources, and growing competition for donor dollars.  Your confidence is your greatest asset!  Learn how to appreciate—and develop—the power you have to cultivate authentic relationships, uncover new resources, and help your donors realize their dreams for the future all because of who you are.

Register by September 22  for the best rate!  

• Member rate 
   $75 for first registrant and $65 per additional registrant from the same organization. 
• Non Member rate 
  $95 for first registrant and $65 per additional registrant from the same organization.  
• All rates increase $15 after September 22. 

Register Now!