2017 Programs

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

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

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

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

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

2016 Programs

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

Porch Party: Roundtable discussion of non-cash gifts

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

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

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