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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

“Fit the Planned Giving Pieces Together”

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.

Location

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.

Exhibits

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.

Early Evening Reception

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.

Symposium Program

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.
Marketing - Beginner: Starting a Charitable Gift and Estate Planning Program
Sandy Macnab, Alexander Macnab & Co.


Stewardship - Intermediate: Reading the Tea Leaves: What the Numbers are Telling Us About the Planned Giving Environment
André R. Donikian, President, Pentera, Inc


Technical - Advanced: Accepting and Maximizing the Value of Non-Financial Assets
Jim Farrell, President, CEO, and Dave Knutson, CFO, Farmers National Company

SESSION 2 - 10:30 a.m. – 11:45 a.m.
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

Technical - Intermediate: What You Don’t Know Can Hurt You
Vaughn Henry, Henry & Associates


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

LUNCH and PANEL DISCUSSION - 11:45 a.m. 1:50 p.m.
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

SESSION 3 - 2:00 p.m. – 3:15 p.m.
Back Office - Beginner: Tools and Methods of Prospect Research
Bill Becker, Director of Research, Lake Forest College


Marketing - Intermediate: Targeted Approach to Communicating the Benefits of Gift Planning
Barlow Mann, Chief Operating Officer, The Sharpe Group


Stewardship - Advanced: Dealing with Advisors of the Wealthy Donor to Achieve Superior Results
Troy Stremler Founder, CEO, and Joe Kelsch, Wealth Aggregator Partnerships, Newdea

SESSION 4 - 3:30 p.m. – 4:45 p.m.
Technical - Beginner: Planned Giving without the Long Wait: Jump-Starting Charity's Benefit
Marc Carmichael, President, R&R Newkirk Company


Back Office - Intermediate: When Did They Give it and How Do I Thank Them?
Lynne Becker, Senior Counsel, Advancement Solutions Consulting Group
Marketing - Advanced: What Drives the Gift Plan?
Mary Lee Turk, Partner, McDermott Will & Emery

Breakfast, Lunch and Evening Reception options are included with the registration fee.

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