Summer Symposium 2010 - Sessions and Speakers

Sessions and Speakers

Wednesday, June 23

8:00 a.m. – 3:00 p.m.        Optional Seminar (requires additional registration fee of $100)
                                        Planned Giving: The Essentials
                                        Craig C. Wruck

3:15 – 3:45 p.m.                New Member Orientation

4:00 – 5:30 p.m.                Opening Plenary Session
                                        Understanding our Donors and Measuring our Excellence
                                        Bill Sturtevant, University of Illinois Foundation

5:30 – 7:00 p.m.                Networking Reception

Thursday, June 24

8:00 - 8:30 a.m.                Check-In, Networking, Visit Displays

8:30 – 10:00 a.m.              Keynote Session
                                        Planned Giving, the Donor-Centered Way
                                        Penelope Burk, Cygnus Applied Research

10:30 – 11:45 a.m. Breakout Sessions

 Fundamentals

 Intermediate

Advanced/
Technical 

Practical Advice and Stories from
the Field....from Planned Giving Practitioners Info
Panel that will include Kristen L. Dugdale, David C. Hall and Vickie M. Wilson, Ph.D

From Peril to Planned Gift to Profit Info

Penelope Burk, Cygnus Applied Research

A Survey of Real Estate Gifts:
From partial interests and conservation easements, to other 'slice and dice' techniques Info
Jack Sawyer, Alston + Bird LLP

 

 

 

 

 

 

 

 


11:45 a.m. - 1:00 p.m. Networking Lunch

1:15 - 2:30 p.m. Breakout Sessions

Fundamentals

Intermediate

Advanced/
Technical

Win-Win Strategies That Benefit
Both the Donor and the Charity - Including Two Seldom Seen Ideas for Retirement Plans
Info
L. William Schmidt, Jr., Of Counsel, Holland & Hart

Relationship Building & Developing Cultivation Strategies Info
Bill Sturtevant, University of Illinois Foundation
Lessons from the Crash: Managing Risks to Maximize Returns and Hedge Against Inflation Info
Damon Welchel, Kaspick & Co

 

 

 

 

 

 

 

 



3:00 - 4:15 p.m. Breakout Sessions

Fundamentals

Intermediate

Advanced/
Technical

Discovering the Secret Giver: Groundbreaking Research on Marketing to Bequest Donors Info
Larry Stelter, The Stelter Company
What Every Advisor Needs to Know About Charitable Giving Info
Scott R. Lumpkin, University of Denver
The Narrative Character of Ethics and Law Info
Buie Seawell, University of Denver

 

 

 

 

 

 

 

 

 

 

Pricing & Registration for 2010