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

Lindsay Zappala
[email protected]

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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 for the event on or before Tuesday, December 13.



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.

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ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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