Planned Giving Primer

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Wednesday, February 15, 2017, 9 a.m. - Noon

Half-Day Workshop: $90

Save 20% if you register by February 14!

About this Session: Planned giving has an aura of complexity and technicality which can be daunting to a fundraiser who is a generalist, or who works for a small organization.  This workshop will simplify the concepts of planned giving and focus on how any fundraiser can build a planned giving program that attracts average supporters at the most easily understood level and discuss how working with financial and legal advisors can help develop a simple yet effective planned giving effort. Attendees will leave with tools that can be implemented to improve your organization’s fundraising efforts immediately. 

Who Should Participate: Fundraising staff

About the Presenter: Robert Shafis has been a successful fundraiser, speaker, planned giving consultant and attorney for over 30 years. He began his career in fundraising with the Lutheran Church-Missouri Synod Foundation where as senior vice president, he and his staff raised over $100 million a year for various ministries. Robert was director of planned gifts for the National Alzheimer’s Association and Alexian Brothers Health System Foundation; director of development for an international research society; and director of major gift planning at Chicago’s Museum of Science and Industry. He is now the director of major and planned giving at The Field Museum in Chicago, which is engaged in a $250 million campaign. Robert has also spoken to many national and local groups about planned giving, estate planning, charitable tax issues, and the process of fundraising. He teaches major and planned giving at North Park University in Chicago.