Northern Illinois Planned Giving Council
Association of Fundraising Professionals
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

Friday, October 13 – 7:30-9:30 AM
Radisson Hotel and Conference Center
200 Bell School Road, Rockford

Costs: $20 for NIPGC and AFP Members and their guests, $35 for non-members. Register by Monday, October 9.

Online Registration

About the presenters and the program:
Suzanne Berger has over 40 years of experience in securing and maintaining partnerships with donors in the area. She will focus on the basics of starting and fostering a planned giving program, as well as provide tips and tools for planned giving programs, including effective communication pieces and partnerships with agents of wealth. Suzanne will also help to dispel fears relating to planned giving programs, and address the role of the charity’s board members.

Kerry Schaible has over 10 years of experience advising clients in all aspects of financial planning, including charitable gift planning. Kerry’s presentation will provide an overview of charitable giving techniques. He will also explain, in layman’s terms, charitable trusts and planned giving concepts that fundraising professionals should know.

Presented by Northwestern Mutual
Sponsored by RSM and SwedishAmerican Foundation


2017 Programs

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

Have a suggestion for a future program topic or speaker? Email to