2008 Program Schedule

           


DATE

AGENDA

PROGRAM TOPIC

LOCATION

       
 

December 11, 2007

 

 

12:00 pm Lunch & Networking
 12:30-2:00pm Program
 

 

'Integrating Planned
and Major Gifts'

Presented by:
Shari M. Fox
Assistant Vice President and
Director of Gift Planning
University of Michigan
Ann Arbor

 

 

The Skyline Club
2000 Town Center, Suite 2800
Southfield, MI

 

January 16, 2008

 

12:30 pm Registration
1:00 - 2:30 pm Program
 

 

 

'Planned Giving in Faith-Based Organizations: Making the Spirituality Real'
(NCPG Virtual Seminar)

Presented by:
J. Richard Ely, Jr. President
Strategic Fundraising Consultants
Providence, RI

 

 

Jewish Federation
of Metropolitan Detroit
Max M. Fisher Building
6735 Telegraph Road
Bloomfield Hills, MI

Fee Sponsor:
Rebecca Sorensen
UBS Financial Services
 

Location Sponsor:
Jewish Federation
of Metropolitan Detroit

 

 

Special Program

February 5, 2008

 

 

Dinner Program
 

 

Joint Program with The Financial & Estate Planning Council of Metropolitan Detroit

Details & Cost  to be announced

 

Detroit Institute of Arts
 

February 28, 2008

 

 

12:00 pm Lunch & Networking
 12:30-2:00pm Program
 

 

'Charitable Lead Trust Primer'

Presented by:
Salvatore J. LaMendola, JD
Giarmarco, Mullins & Horton, PC
Troy

 

 

The Skyline Club
2000 Town Center, Suite 2800
Southfield, MI

 

March 19, 2008

 

 

12:30 pm Registration
1:00 - 2:30 pm Program
 

 

 

'Planning for the Home'
(NCPG Virtual Seminar)

Presented by:
Emanuel Kallina, JD
Kallina & Associates, LLC
Towson, MD
 

 

 

Site #1 - American Cancer Society
20450 Civic Center Drive
Southfield, MI

Fee Sponsor:
Clark Hill, PLC

Location Sponsor:
American Cancer Society

 

Site #2 - Thomas Edison Inn
500 Thomas Edison Parkway, Port Huron
Sponsored by:
Community Foundation for Southeast Michigan

 

Site #3 - Genoa Woods Conference & Banquet Center
7707 Conference Center Drive, Brighton
Sponsored by:
Community Foundation for Southeast Michigan

 

*Cancelled*
April 29, 2008

 Program Changed to June 2008

 

 

 

 

Special Joint Program
with the
Association of Fundraising Professionals (AFP), Greater Detroit Chapter. 

 

May 15, 2008

 

 

8 am - 4:30 pm

 

          2008 LEAVE A LEGACY Partners: $25

      PGRTSEM/AFP Members: $75

      Guests: $85

 

 

LEAVE A LEGACY & the AFP
present
Development Day

(click here for details)

Practical and advanced tracks will offer sessions from a review of the basics to technical and innovative gift strategies!

 (810) 678-8514
leavelegacy@airadv.net


The Fairlane Club
5000 Fairlane Woods Dr.
Dearborn

May 21, 2008

 

12:30 pm Registration
1:00 - 2:30 pm Program
 

 

 

'Realistic Expectations for
Planned Giving Success'
(NCPG Virtual Seminar)

Presented by:
Robert F. Sharpe, Jr..
The Sharpe Group
Memphis, TN

 

 

Site #1 - Walsh College
3838 Livernois, Troy

Fee Sponsor:
Fifth Third Bank

Location Sponsor:
Walsh College

 

Site #2 - Genesys Health Foundation
One Genesys Parkway, Grand Blanc
Sponsored by:
Genesys Health Foundation

 

ANNUAL MEETING

June 3, 2008

 

7:30 am Breakfast & Networking
8 - 9:30 am Program
 

 

'The Corporate Trustee:
  How Can Charities Benefit?'

Panelists:

Robert Sadjak, Comerica
Gary Johnson, Plante Moran Trust
Steve Milbeck, The PrivateBank
Barry Babbitt, Citigroup Trust


Moderator: John Landis, The PrivateBank


 

 

The Skyline Club
2000 Town Center, Suite 2800
Southfield, MI

 

July 16, 2008

 

12:30 pm Registration
1:00 - 2:30 pm Program
 

 

 

'Donor-Centered Gift Planning Marketing'
(NCPG Virtual Seminar)

Presented by:
Brian M. Sagrestano, JD
Gift Planning Development, LLC
Warrington, PA

 

 

 

Site #1 - Jewish Federation of Metropolitan Detroit
6735 Telegraph Road
Bloomfield Hills, MI

Fee Sponsor:
Community Foundation for Southeast Michigan

Location Sponsor:
Jewish Federation of Metro Detroit

 

Site #2 - TBA
Sponsored by:
Community Foundation for Southeast Michigan

Site #3 - TBA
Sponsored by:
Community Foundation for Southeast Michigan

 

Special Program

 

September 10, 2008

 

6pm - Complimentary Cocktails
7pm - Presentation
8pm - Dinner

Cost: $60 per person/$120 per couple

Click Here to RSVP

'Ford's Revolutionary Model T...
One Hundred Years of Market Impact'
 

Bob Casey
Transportation Curator
The Henry Ford

 

The Henry Ford
20900 Oakwood Blvd., Dearborn

Spouses and guests are invited.  You will have the opportunity to view The Henry Ford Museum galleries before and after dinner.

 

September 17, 2008

 

12:30 pm Registration
1:00 - 2:30 pm Program
 

 

 

'Beyond Basic Bequest Administration
(a.k.a. Bequests Gone Bad)
(NCPG Virtual Seminar)

Presented by:
Beth McNally, Estate Administrator,
Beth Ridout, Deputy Estate Administrator The Nature Conservancy
Arlington, VA
 

 

 

Site #1 - American Cancer Society
20450 Civic Center Drive
Southfield, MI

Fee Sponsor:
Citizens First Savings Bank

Location Sponsor:
American Cancer Society
 

Site #2 - TBA
Sponsored by:
Community Foundation for Southeast Michigan

Site #3 - TBA
Sponsored by:
Community Foundation for Southeast Michigan

 

 

October 14, 2008

 

 

7:30 am Breakfast & Networking
8 - 9:30 am Program
 

 

'Unlocking the Mysteries of Planned
Giving — 5 Keys to Success'

Presented by:
Jim Gumpert, Senior Director
Planned Giving Club Services
Boys & Girls Clubs of America
Denver, CO

 

 

The Fairlane Club
5000 Fairlane Woods Dr.
Dearborn

 

November 19, 2008

 

12:30 pm Registration
1:00 - 2:30 pm Program
 

 

 

'Tale of the Tape: Measuring the Performance of Gift Planning Officers'
(NCPG Virtual Seminar)

Presented by:
Joseph O. Bull
Director of Principal Gifts-Central US
The Nature Conservancy
Columbus, OH
and
Elizabeth Ayers, JD
Director of Planned Giving
Ohio State University Medical Center
Columbus, OH

 

 

Fox Run Retirement Community
41100 Fox Run Road
Novi

Fee Sponsor:
Chris Kelly

Location Sponsor:
Fox Run Retirement Community

 

 

December 4, 2008

 

 

12:00 pm Registration
12:30 - 2:00 pm Program
 

To Be Announced

 

The Skyline Club
2000 Town Center, Suite 2800
Southfield, MI

 

If you are interested in sponsoring and/or hosting the location for a future program--please contact us!

R.S.V.P.  TO:
Lori B. Angel, Executive Director
810-678-8514
Email: pgrtsem@airadv.net

COST:    Regular Breakfast/Lunch Programs & Virtual Seminar Meetings-
Members/First-Time Guests:  FREE

Non-members:  $25 - payable at the door.

ALL MEMBERS, NON-MEMBERS, AND GUESTS MUST R. S. V. P.
AT LEAST 48-HOURS PRIOR TO EVENT      

           

           

           

           

Phone: 810-678-8514
Fax: 810-678-8544
Email: pgrtsem@airadv.net