SESSIONS

Thank you for attending the Chicago Council on Planned Giving Annual Symposium. To help us continue to improve these programs and our choice of presenters, please complete the following. Your feedback is invaluable to us.

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* 1. Creating a Roadmap for Effective Planned Giving Asks
Speakers: Anne Morgan, Senior Director, Office of Gift Planning and Endowments, University of Missouri and Margaret Cline, Vice President for Gift Planning and Trust Services, University of Illinois Foundation

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* 2. What did you like about the session?

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* 3. What did you find not as helpful?

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* 4. Panel Discussion: Racial Equity Conversations in Philanthropy
Panelists: Kristin Carlson Vogen, Interim Vice President of Philanthropic Services, LeAnn Pedersen Pope; Monica George, The Conant Family Foundation; Moderator: Jessyca Dudley, Founder + CEO, Bold Ventures

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* 5. What did you like about the session?

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* 6. What did you find not as helpful?

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* 7. Traverse The Treacherous Terrain of Gifting
Speaker: Michael Ripani, Handler Thayer, LLP

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* 8. What did you like about the session?

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* 9. What did you find not as helpful?

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* 10. What Should We Say? Tips for Effective Communication With Gift Planning Donors
Speaker: Chuck Van Hecke, Infinite Hope, LLC

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* 11. What did you like about the session? 

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* 12. What did you find not as helpful?

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* 13. Panel Discussion: Charting Your Flight Plan: Careers in Planned Giving
Panelists: Jill Doherty, Senior Director of Gift Planning, Division of Institutional Advancement, Rosalind Franklin University of Medicine and Science, Breahan Pautsch, Legacy Giving Manager, PBS Wisconsin; Tony Martinez, CEO, Oak Park-River Forest Community Foundation; Moderator: Paddy Homan, Plymouth Place

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* 14. What did you like about the session?

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* 15. What did you find not as helpful?

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* 16. Navigating the World of Public Policy with Forefront as Your Tour Guide
Speakers: Holly Ambuehl, Director of Policy and Government Affairs and Alec Lopata, Policy & Government Affairs Coordinator, Forefront

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* 17. What did you like about the session?

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* 18. What did you find not as helpful?

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* 19. Panel Discussion: Picking Your Flight: Planned Giving Prospect Tracking
Panelists: Natalie Edwards, Director of Major and Planned Giving, Newberry Library; Kevin Longstreth, Development Officer, Planned Giving, Ann & Robert H. Lurie Children's Hospital of Chicago Foundation

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* 20. What did you like about the session?

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* 21. What did you find not as helpful?

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* 22. Reviewing Your Data - Your Guidebook for Your Trip
Speaker: Robert Shafis, Director, Planned Giving Services, Veritus Group

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* 23. What did you like about the session?

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* 24. What did you find not as helpful?

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* 25. Oh, The Places You Might Go! Donor Opportunities Created by Special Circumstances
Speaker: Shari Fox, Principal, Fox Philanthropic Advisors

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* 26. What did you like about the session?

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* 27. What did you find not as helpful?

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* 28. Starter Day Trips into the Big World of Planned Giving for Small Nonprofits
Speaker: Julianne Buck, CEO, Community Foundation of Grundy County

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* 29. What did you like about the session?

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* 30. What did you find not as helpful?

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* 31. Insights from Recent Research on Donor Advised Funds
Speaker: Dr. Danielle Vance-McMullen, Assistant Professor, DePaul University and Donor-Advised Fund Research Collaborative

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* 32. What did you like about the session?

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* 33. What did you find not as helpful?

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* 34. Panel Discussion: Wild Gift Safari
Panelists: Brian Kasal, FourStar Wealth Advisors LLC; Sara Acosta, Vice President for University Advancement, Dominican University; Rob Smitherman, Northwestern University; and Anne Morgan, Senior Director, Office of Gift Planning and Endowments, University of Missouri

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* 35. What did you like about the session?

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* 36. What did you find not as helpful?

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* 37. One Donor’s Journey: Tales of Won and Lost Planned Giving Possibilities
Keynote Speaker: Dianne Belk, philanthropist and Founding Chair of Juliette Gordon Law Society of the Girl Scouts of the USA 

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* 38. What did you like about the session?

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* 39. What did you find not as helpful?

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* 40. A Boarding Pass to Change
Keynote Speaker: Muhi Khwaja, MPA, CFRE, CFRM, Co-Founder, American Muslim Community Foundation

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* 41. What did you like about the session?

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* 42. What did you find not as helpful?

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