Speakers: Janet Rae Montgomery, Timothy A. Bresnahan, David Terrill
Topic: Beginning in Planned Giving
In these tough economic times, not-for-profit organizations need to find new ways to engage donors and secure new sources of funding. Planned gifts are a great way to do both. However, many not-for-profit organizations have not yet explored planned giving as a development tool. Planned giving can play an important role in your organization’s future.
Please join us for this instructive program as attorneys and charitable giving experts Janet Rae Montgomery and Tim Bresnahan explain how small- to medium-sized not-for-profits with limited development staff and little experience can begin in planned giving. Learn basic elements of various gift plans like bequests, gifts through beneficiary designation, and charitable gift annuities. This 2-hour seminar offers practical ideas and user-friendly tools to incorporate planned giving into development programs quickly and easily.
Details: Cost is $75 per participant. Location: Doubletree by Hilton Lisle Naperville, 3003 Corporate West Drive, Lisle, IL. Registration, continental breakfast and networking begin at 7:00 a.m. Presentation begins promptly at 8:00 a.m. and runs until 10:00 a.m. Register on the SCPGC website www.scpgc.org or www.scpgc.org/event-3344026
Janet Rae Montgomery, JD is a partner with Daluga Boland & Montgomery LLC in Chicago, IL. She concentrates her practice in trust and estate planning and administration. Many clients have been with her for twenty years or more and she has second generation clients. She has spoken and written extensively on estate planning topics. Ms. Montgomery is also active in many professional organizations including Suburban Chicago Planned Giving Council.
Timothy A. Bresnahan, JD is the senior director of gift planning for The Chicago Community Trust. He is responsible for a broad range of matters including charitable contributions, donor-advised funds, supporting organizations, agency endowments and other legal, tax and investment aspects of tax-exempt organizations. Prior to joining the Trust in 2016, Bresnahan served as the associate director of Philanthropic Advisory Services for Northern Trust. While at Northern Trust, he advised individuals and families on philanthropy and wealth planning and managed the Northern Trust Charitable Giving Program.
David Terrill, President, Terrill Consulting
Mr. Terrill began his fundraising career in 1982 as an all-purpose development officer. From 1995 on, he focused his practice on planned giving. Terrill started and built gift planning programs for Brookfield Zoo and subsequently Northwest Community Hospital Foundation. In 2013, Mr. Terrill began his independent consultant firm using his breadth of experience to help nonprofit organizations build capacity through creative philanthropy.
Cost is $75 per Participant. (No vouchers are accepted for this seminar)
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