Lauren Wolven to Moderate a Roundtable Discussion for the Chicago Council on Planned Giving

Trusts & Estates Partner Lauren Wolven will moderate a roundtable discussion for the Chicago Council on Planned Givings discussing best practices. Using a roundtable approach, this discussion will give helpful pointers on various planned giving topics. Each roundtable will offer an open discussion facilitated by a practitioner or advisor who knows the topic well.

ROUND TABLE TOPICS:

Navigating Gifts of Real Estate — What policies to have in place and what relationships do you need
Kimm Dodaro, Walter Joseph Group

Working with DAFs
Ken Nopar, American Endowment Foundation

Working with the Children of Donors
Lauren Wolven, Levenfeld Pearlstein, LLC

Playing well with others — Creating an organization-wide culture of PG*
Julie Captain, Northwestern Lake Forest Hospital

Creative Ideas for Stewardship of PG Donors
Holly Gibout, Northwestern Memorial Foundation

Working with Advisors
Helen Pates, Wells Fargo

Metrics: How to measure PG success
Camille Licklider, Northwestern University

Enjoying a rewarding career in PG
Joe Like, Joseph A. Like, CFRE

Board, Staff and Volunteering Training for PG Success
Kathy Kielar, WTTW

Gifts of Closely Held Assets
Amy Saban, RMB Capital

PG in Capital Campaigns*
Denise Chan, The University of Chicago

Multi-channel PG Marketing
James Allen, The Art Institute of Chicago

Engaging Diverse Donor Communities
Abbe Temkin, Chicago Community Trust

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