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The 2008 Symposium was well
received by attendees, presenters and sponsors. The
Symposium offered many opportunities for learning and
developing new relationships. The committee thanks the
many presenters, sponsors and support staff who helped
to make this terrific event possible. We especially
thank our attendees for taking time to learn more about
their profession and, by their presence, contributing to
the success of the Symposium. Our committee is already
preparing for the 2009 Symposium. Please visit this
website for more information on the 2009 Symposium in
the coming months.
Michael Looby and Holly Gibout
2008 Symposium Co-Chairs
Plenary Session Special Update
Our team of experienced, motivating speakers will
provide all the clues you need to decipher, decode and
piece together the latest in planned giving techniques
and trends.

The Symposium will take place in the Conference Center
on the third floor of Northwestern Memorial Hospital’s
Feinberg Pavilion at 251 East Huron Street in Chicago.
More detailed maps, directions and information are
available at
www.nmh.org/nmh/hospitalguide/gettinghere.htm.

Throughout the day there will be opportunities to visit
vendors’ exhibits. These professionals and their
companies’ partner with non-profit organizations to
support planned giving programs.

Before heading home, discover new connections for your
planned giving network of friends and colleagues at a
wine and cheese reception located just steps from the
afternoon’s final lecture.

The Symposium Program is broken up into four sessions
with experience tracks identified by beginner,
intermediate and advanced levels that address topics
concerning Stewardship, Marketing, Back Office and
Technical. Pick the right pieces to complete your custom
puzzle.
SESSION 1 -
9:00 a.m. – 10:15 a.m.
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Marketing
- Beginner: |
Starting a Charitable Gift and Estate
Planning Program
Sandy Macnab, Alexander Macnab & Co.
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Stewardship
- Intermediate: |
Reading the Tea Leaves: What the Numbers are
Telling Us About the Planned Giving Environment
André R. Donikian, President, Pentera, Inc
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Technical
- Advanced: |
Accepting and Maximizing the Value of
Non-Financial Assets
Jim Farrell, President, CEO, and Dave Knutson,
CFO, Farmers National Company
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SESSION 2 - 10:30 a.m. – 11:45 a.m.
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Stewardship -
Beginner: |
Helping Donors Meet Personal Needs Through
Charitable Gift Planning
Douglas Hutchings, Senior Vice President, Ter
Molen Watkins & Brandt
Pat McKinlay, Director
of Gift Planning Services, Resurrection
Development Foundation
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Technical -
Intermediate: |
What You Don’t Know Can Hurt You
Vaughn Henry, Henry & Associates
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Back Office -
Advanced: |
Investment Strategies
For the Protection and Advancement of Endowments
Ron Schwartz, Senior Vice President, Morgan
Stanley
Laird Johnson, Assistant Vice President, AXA
Distributors
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LUNCH and PANEL DISCUSSION - 11:45 a.m. 1:50 p.m.
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Panel discussion with presidential campaign
representatives monitored by
Marc Carmichael, R & R Newkirk
How does charitable giving fit into the
presidential campaign puzzle?
Plenary Session Special Update
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SESSION 3 - 2:00 p.m. – 3:15 p.m.
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Back Office - Beginner: |
Tools and
Methods of Prospect Research
Bill Becker, Director of Research, Lake Forest
College
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Marketing -
Intermediate: |
Targeted Approach to Communicating the
Benefits of Gift Planning
Barlow Mann, Chief Operating Officer, The Sharpe
Group
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Stewardship -
Advanced: |
Dealing with Advisors of the Wealthy Donor
to Achieve Superior Results
Troy Stremler Founder, CEO, and Joe Kelsch,
Wealth Aggregator Partnerships, Newdea
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SESSION 4 -
3:30 p.m. – 4:45 p.m.
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Technical -
Beginner: |
Planned Giving
without the Long Wait: Jump-Starting Charity's
Benefit
Marc Carmichael, President, R&R Newkirk Company
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Back Office -
Intermediate: |
When Did They Give it and How Do I Thank
Them?
Lynne Becker, Senior Counsel, Advancement
Solutions Consulting Group
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Marketing -
Advanced: |
What Drives the Gift Plan?
Mary Lee Turk, Partner, McDermott Will & Emery
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Breakfast, Lunch
and Evening Reception options are included with
the registration fee. |
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