PROGRAMS/EVENTS

2017 Programs

October
AFP/NIPGC Breakfast and Annual Joint Conference Session – Planned Giving 101
Presenters: Suzanne Berger – Fund Development and Planned Giving Expert and Kerry Schaible – Financial and Wealth Management Advisor-Planner, Northwestern Mutual

June
Party On The Porch
A great time to share stories, learn from each other’s experiences and network.

April
What Statistics Say About Promoting Bequests
Michael P. Romero, Esq., Senior VP and Chief Development Officer – The Baptist Foundation of Oklahoma.

February
Leading a Multi-Generational Team AND Successful Leadership Transitions
Liz Livingston Howard, Clinical Professor of Management, Director of Nonprofit Executive Education – Kellogg School of Management at Northwestern University

January
Gift Planning for Same Sex Couples
Cristopher Kelly, VP Planned Giving Product Specialist – PNC Institutional Asset Management, Ann Arbor, MI


2016 Programs

September
Ethics Are Everyone’s Job: The Role of Advisors, Employees and Board Members in Creating an Ethical Environment – Dr. Alicia Schatteman, NIU, School of Public and Global Affairs

August
Porch Party: Roundtable discussion of non-cash gifts

May
The Triple Ask: The Role of Planned Giving in a Campaign – Bruce Matthews, VP, Campbell & Company

February
The Pooled Income Fund is Dead: Long Live the Pooled Income Fund – Randy Fox, Co-Founder, EzCharitable, LLC “The Generosity Company” Editor-in-Chief, Planned Giving Design Center

Have a suggestion for a future program topic or speaker? Email to NIPGC@aol.com