SAVE THIS DATE FOR A SUMMER PROGRAM
Party On The Porch
Tuesday, June 27, 4:30-6:30 PM – University Club, 945 N Main St., Rockford
If you’ve worked in planned giving for long enough, you know that things don’t always go according to the plan. Perhaps you worked with a donor to create a charitable lead trust in 2007, funded it with real estate and then the real estate market crashed. What did you do? Enjoy good discussion, tasty hors d’oeuvres, cold beverages (cash bar available) and a lovely river view at informal table discussions about what to do in situations like this and how to avoid them. This is a great time to share stories, learn from each other’s experiences and network.
Register via email to: NIPGC@aol.com. $18 per person at the door or in advance to NIPGC, P.O. Box 6764, Rockford, IL 61125-1764. Reservations by June 23, please.
Thank you corporate sponsors!
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
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
Have a suggestion for a future program topic or speaker? Email to NIPGC@aol.com