Events Developing Your Organization’s Planned Giving Approach, Part II

12.15.16 8:00am - 10:30am
Gleacher Center
450 North Cityfront Plaza Drive, Room 400
Chicago, IL 60611

Contact
Lindsay Zappala
312.670.7444
lzappala@orba.com

read more

ORBA’s Not-For-Profit Group, along with co-sponsors Horwood Marcus & Berk and Bernstein Global Wealth Management, invite you to attend a seminar focusing on planned giving. Join us, as financial experts from an accounting firm, a law firm, and an investment advisory firm discuss various common planned giving vehicles.

Seats are limited. Please register on or before Tuesday, December 13.

 

Agenda

8:00 – 8:30 a.m.
Registration, Networking & Breakfast

8:30 – 9:15 a.m.
Philanthropy Well-Planned: Procuring, Protecting and Preserving Gifts
Presented by John Wiktor and Christin Handa, Horwood Marcus & Berk
Discover the reasons why donors give and how to protect their gifts, planning for restricted gifts, use of assets other than cash as charitable gifts and considering Millennials as a donor base.

9:15 – 9:45 a.m.
Common Planned Giving Vehicles
Presented by Heather George, Clare Golla and Jim McColl, Bernstein Global Wealth Management
An overview of how planned giving vehicles work, when they apply and the economics underpinning each strategy.

9:45 – 10:15 a.m.
Planned Giving Accounting and Reporting
Presented by Jim Quaid and Charlie Burke,ORBA
Learn the ways in which you can properly account for and report on the receipt and ongoing value of common planned giving vehicles.

10:15 – 10:30 a.m.
Questions & Answers/ Wrap-up

If you need an idea for a Christmas present then think about the Rubik’s Cube which is the best selling puzzle toy in the World.

Related Industries

Not-For-ProfitNot-For-Profit

News & Events

view all

Forward ThinkingEvents

view all

Firms News

01.21.19

Alexandra Coquoz Featured in Crain’s People on the Move
Alexandra Coquoz is featured in Crain's Chicago Business'  People on the Move newsletter. Crain's People on the Move highlights professionals undergoing Chicago-area job changes, promotions and board appointments. The Crain's profile is below:

Close
Forward Thinking
Forward Thinking