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All Bi-Monthly programs are held at The University Club, 76 East Monroe, Chicago, in the Michigan Room. Meetings are normally from 10:30am to 1:30pm including lunch. The cost
with advance registration is: $45 per person for members,
$45 for a non-member guest sponsored by a
member, $65 per person for non-members.
Walk-ins: $50 per person for members, $55 for
a non-member guest sponsored by a member and
$75 per person for non-members.
Our 2008/2009 Bi-Monthly
program dates are:
- Tuesday, November 18, 2008
- January 20, 2009
- March 10, 2009
- May 12, 2009
- September 15, 2009
- November 17, 2009
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Bi-monthly Programs |
Symposium |
Beginner Class & Master's Seminar |
November 18, 2008
Register Online |
November
Bi-Monthly Program
Floyd D. Perkins,
Ungaretti & Harris
Topic – Role of the Attorney General’s Office.
Asha Bangalore, The Northern Trust Company
Topic – The U.S. Economy in Challenging Times
10:00 a.m. Nuts &
Bolts Session
10:30 a.m.
Program
University Club
Chicago
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January 20, 2009
Register Online |
January Bi-Monthly
Program
Speaker: Jonathan R.
Heinztelman, Vice President for Advancement,
Loyola University Chicago
Topic-Planned and Major Gift Officers – overcoming the
challenges and working together
Panel Discussion: Pledges and Restricted Gifts
James R. Hellige, Foley & Lardner LLP
John T. Brooks, Foley & Lardner LLP
Floyd D. Perkins, Ungaretti & Harris
10:30 a.m.
University Club
Chicago
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March 10, 2009
Register Online |
March Bi-Monthly
Program
Speaker: Timothy S.
Midura, Huck, Bouma, Martin, Jones & Bradshaw,
P.C.
Topic-IRD in Planning – Retirement plans and
other IRD assets
Speaker: Kirk A. Hoopingarner,
Wildman Harrold
Allen & Dixon
Topic- Aging donors: Capacity vs Incapacity –
best practices for professional advisors and
gift officers
10:30 a.m.
University Club
Chicago
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April 2009
(Date TBD)
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Beginner Class
Joel Schaffer,
Assistant Vice President for Planned Giving,
DePaul University
Marilyn Schaffer, Director of Gift Planning,
Advocate Health Care
Andrea Wynne, Director of Planned Giving, DePaul
University
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May 12, 2009
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May Bi-Monthly
Program
Speaker: TBD
Topic-FASB rules – How Gifts Get Booked & What’s
new as it applies to planned giving
Speaker: TBD
Topic- Valuing the Gift
10:30 a.m.
University Club
Chicago
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May 28, 2009
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Annual Symposium
8:30am-5:30pm
Northwestern Memorial Hospital, Chicago, IL
Speakers/Topics TBD
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July, 2009
Date TBD
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Master's Seminar
Speakers/Topics TBD
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September 15, 2009
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September Bi-Monthly
Program
Speakers/Topics TBD
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November 17, 2009
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November Bi-Monthly
Program
Speaker: Lawrence P.
Katzenstein, Thompson Coburn LLP
Topic-Gift Planning Techniques – tax update
Speaker: Marc Carmichael, President, R&R Newkirk
Company
Topic- Economic Trends and Charitable Giving
10:30 a.m.
University Club
Chicago
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