Philanthropy in Practice: Win by Talking to Clients about Giving … and Do it Well

  • Wednesday, May 16, 2018
  • 7:00 AM - 9:00 AM
  • Hilton Hotel, Lisle/Naperville


    Please note that guests may attend one meeting per lifetime with a voucher, after which they may attend at non-member rate or choose to join.

Registration is closed

Speakers:  Neil Goltermann, JD, Nicholas J. De Jong, MAS, CPA, CFP®, Brett Dale, JD, CPA, and Brandy Harrington, CFP

Topic: Philanthropy in Practice: Win by Talking to Clients about Giving … and Do it Well

Program Description:

Professional advisors are powerful agents for philanthropy. Accountants, attorneys, financial planners, life underwriters, trust officers and other wealth strategists are all uniquely positioned to help their clients understand how to make a meaningful impact for their favorite causes. By raising the question of philanthropy with clients, advisors can distinguish their practices, foster trust and goodwill, and develop a deeper understanding of their client’s passions and motivations to serve them more effectively.

Join us for a lively discussion with a panel of distinguished advisors as we explore how they engage their clients on the subject of philanthropy and why doing so is a win-win for them, their clients and our community.

Specific topics to be covered include:

∙ How to effectively raise the question of philanthropy with your clients

∙ Key factors that advisors should ensure their clients consider when planning a charitable gift.

∙ Whether the new tax law has affected how advisors approach charitable giving with their clients and the strategies they recommend

∙ How not-for-profits should engage advisors for help with charitable giving issues and volunteer service


Full participation in the above program is applicable for  1 PT in Category 1.B – Education of the CFRE International application for initial certification and/or re-certification.

About our Speakers:


Neil Goltermann, JD

Senior Attorney

Momkus McCluskey, LLC


Nicholas J. De Jong MAS, CPA, CFP®

Financial Advisor

Savant Capital Management

Brett Dale, JD, CPA


Huck Bouma PC

Brandy Harrington, CFP


Black Diamond Planners

Sponsored By:


The Suburban Chicago Planned Giving Council
799 Roosevelt Road, Bldg 6-105, Glen Ellyn, IL 60137
Phone:  630-571-2800 | Fax: 630-571-0253  |

Copyright 2016 | Suburban Chicago Planned Giving Council

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