Bi-Monthly Meeting
April 29, 2014




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Bi-monthly Meeting

Tuesday, April 29, 2014

10:00am-1:30pm
University Club
76 East Monroe St
Chicago, IL

Register for the April Program

10:00am Nuts and Bolts Session
Marc P. Hilton, CFRE, Vice President, Campbell & Company
Marc Hilton has over 36 years of experience in fundraising, including 23 years as a consultant and 7 years as the Vice President of Development of the Chicago Historical Society. In addition, Marc teaches major gift fundraising at Northwestern University's School of Continuing Studies philanthropy program and speaks often on philanthropy and nonprofit management issues.

10:30am Morning Session
TOPIC: The Changing Environment for Planned Giving in Capital Campaigns”

A panel discussion featuring senior development executives from local non-profits:

Julie Captain, Director of Development and Planned Giving, Northwestern Lake Forest Hospital
Denise Chan Gans, Senior Director of Gift Planning, the University of Chicago
Lisa Dagher, Vice President of Seminary Relations and Development, McCormick Theological Seminary
Robert Shafis, Director of Major and Planned Giving, the Field Museum of Natural History
Jon Siner, Director of Planned Giving, Lyric Opera of Chicago Moderator: Payson Wild, President and CEO, Wild Associates

12:30 pm Afternoon Session
TOPIC: The Bumpy Ride of Planned Giving Along the Campaign Trail: Are We There Yet?

The relationship between planned giving and capital campaigns has not always been smooth. How can this odd couple of fund raising learn not only to get along but mutually thrive in the challenging coming years to come?

Presented by Jon Heintzelman, Executive Vice President,
Ter Molen Watkins & Brandt

Jon Heintzelman has more than 30 years of development experience and is particularly skilled in principal giving and gift planning. Jon's expertise also includes campaign strategy and execution, staff recruitment, training and development, and working with institutional and Board leadership. He served Northwestern University's development office in several positions between 1980 and 1991 when he was appointed Associate Vice President with responsibility for major gifts, planned giving, corporate relations, foundation relations, stewardship and athletic development. In 2003, Jon accepted the position as Vice President for Advancement at Loyola University of Chicago, overseeing development, alumni relations, and special events for all campuses of the University. With Jon's leadership Loyola embarked on it first comprehensive capital campaign in over a decade. With a campaign goal of $500 million, the campaign's goal was five times the previous campaign goal. In 2011, Loyola successfully completed this campaign two years ahead of schedule achieving a record $535 million total gifts.

Jon graduated from North Park University with a BA in economics and he earned his law degree at Northwestern Law School. He has served on the Board of Trustees of North Park as well as its Alumni Board and Campaign Leadership Committee. He also has served as a board member of the American Council on Gift Annuities, the editorial board of the Journal on Gift Planning, and a mentor for the United Negro College Fund. A founding member and first chairperson of the Chicago Council on Planned Giving, he was honored in 2010 when CCPG named its lifetime service award the Jonathan R. Heintzelman Lifetime Service Award, naming Jon the first awardee. In 1993, Jon was named National Planned Giving Professional of the Year by Planned Giving Today and in 2004, he was awarded the AFP Chicago Chapter's Benjamin Franklin Award.

To register, click here.

$55 for CCPG members/$85 for non-members if registration is received the Friday prior to the program.


Not a member? Click here to join CCPG




In The News

On January 1, 2013, many provisions of the "American Taxpayer Relief Act" (HR 8) impact charitable giving opportunities and the individual financial and tax situation now faced by the donors with whom we assist with their philanthropic planning. To learn more, we encourage you to read a summary distributed at the January 8, 2013 CCPG bimonthly program's Nuts and Bolts Session titled "The Fiscal Cliff...What's Next in the Philanthropic World?" written by CCPG member and former board member, Payson Wild.



Announcements

Call for 2014 CCPG Board Nominations

The Chicago Council on Planned Giving is looking for a few good members at large to be active on its board of directors. You may nominate a colleague or yourself. (Please check with your colleague before submitting a nomination on their behalf.) All nominees need to be members in good standing with the Chicago Council on Planned Giving. The deadline for nominations is March 31.

The deadline for nominations is March 31.
Board Nomination Form

If you have questions, please contact
Julie Captain at jcaptain@lfh.org or 847-535-6933.

 
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