Joint Session with the Association of Fundraising Professionals

Date: Friday, October 18, 2013
Time: 11:30 AM - 01:30 PM
Location: The Champaign Country Club
Speaker: Panel

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Program: "Gifts for Life: A panel discussion of estate planners and planned giving professionals"

Panelists include:

  • Carol Scharlau, Major and Planned Gifts Director, United Way of Champaign County
  • Paul Donohue, Vice President, Presence Covenant Medical Center Foundation
  • Joan Dixon, President and CEO, Community Foundation of East Central Illinois
  • Phil Knox, Estate Planning Attorney, Tummelson, Bryan and Knox

Sampling of issues that will be addressed by panelists:

  • Considerations when donors are directing planned gifts
  • How to properly set up and direct planned giving efforts
  • What is the role of estate planning and planned giving professionals in estate planning efforts?

Hosted by the Eastern Illinois Estate Planning Council and Association of Fundraising Professionals of East Central Illinois

 

Fee: Members:  $30

        Non-Members:  $50

                     Schedule: 11:30 a.m. – Registration and Meet ‘n’ Greet

                                      12:00 p.m. – Lunch Served

                                      12:30 p.m. – 1:30 p.m. - Program

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