2012 Program Schedule

           


DATE

AGENDA

PROGRAM TOPIC

LOCATION

       
 

December 8, 2011

 

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

'Charitable Stories from the Bench'

Presenter:
The Honorable Milton L. Mack, Jr.
Chief Judge, Wayne County Probate Court

 

 

The Engineering Society of Detroit
20700 Civic Center Drive, Southfield

Location Sponsor:

 

       
January 26, 2012

 

12:30 pm Refreshments & Networking
1:00 - 2:30 pm Program
 

 

 

'A Stimulus Plan for Charitable Giving'
(PG Calc Virtual Seminar)

Presenter:
Frank Minton, Senior Advisor
PG Calc

 

 

Miller Canfield Paddock and Stone, PLC
840 W. Long Lake Road
Troy, MI

 

Sponsor:

 

 

February 16, 2012

 

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

 

'Planned Giving for the
Closely Held Business Owner'

Presenter:
Robert F. Boesiger, CPA, JD, LL.M.
VP & Senior Wealth Planner
PNC Wealth Management

 

 

 

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


 


March 14, 2012

 

 

12:30 pm Refreshments & Networking
1:00 - 2:30 pm Program
 

 

 

'How to Manage Volunteers in
the Gift Planning Program
'
(PPP Virtual Seminar)

Presenter:
Steve Rosenblum
Director of Planned Gifts
Saint Louis Zoo
 

 

 

Michigan Opera Theatre
1526 Broadway, Detroit

 

Fee Sponsor Needed

 

Location Sponsor:
Michigan Opera Theatre
 


 

April 26, 2012

TBA

12:30 pm Refreshments & Networking
1:00 - 2:30 pm Program
 

 

'Taxation Basics for Gift Planners'
(PG Calc Virtual Seminar)

Presenter:
Bill Zook
PG Calc

 

TBA

 

Fee & Location Sponsor Needed

 

 

 
Joint Program with
LEAVE A LEGACY and the
AFP, Greater Detroit Chapter. 

 

June 7, 2012

 

 

7:30 am - 4 pm

 

        

 

LEAVE A LEGACY 
presents
 
Development Day

 

 


The Fairlane Club
5000 Fairlane Woods Dr.
Dearborn

 

ANNUAL MEETING

Date - TBD

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

 

TBA

 

 

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

 

July 26, 2012

12:30 pm Refreshments & Networking
1:00 - 2:30 pm Program
 

'Family Matters:
Stewardship of Your Planned
Giving Donors
(PG Calc)

Presenter:
Dyan Sublett
Executive Vice President
YMCA of Metropoitan Los Angeles

 

TBA

 

Fee & Location Sponsor Needed

 

 

September 27, 2012

 

12:30 pm Refreshments & Networking
1:00 - 2:30 pm Program
 

 

'Lessons Learned from Auditing Planned Giving Programs'
(PG Calc Virtual Seminar)

Presenter:
Gary Pforzheimer
PG Calc

 

TBA

 

Fee & Location Sponsor Needed


 

 

October 18, 2012

 

 

7:30 am Breakfast & Networking
 8:00-9:30 am Program
 

 

 

'Gifts of Real Estate'

Presenter:
TBA

 

 

 

Fox Run Retirement Community
41200 Fox Run Road
Novi, MI

 

Location Sponsor:

Fox Run Retirement Community

 

 

November 14, 2012  

 

12:30 pm Refreshments & Networking
1:00 - 2:30 pm Program
 

 

 

 

 

'Social Networking Best Practices for
Planned Gifts: Case Studies on
Social Media Fundraising'
(PPP Virtual Seminar)

Presenter:
Kristen Schultz
Crescendo Interactive, Inc.
 

 

TBA

 

Fee & Location Sponsor Needed

 
December 6, 2012

 

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

 

'Charitable Gift Annuities'

Presenter:
TBA

 

 

Henry Ford Village
15101 Ford Road, Dearborn

 

Location Sponsor:

Henry Ford Village
Foundation

 

If you are interested in sponsoring a future program--please contact us!

R.S.V.P.  TO:
Lori B. Angel, Executive Director
810-375-2180
Email: pgrtsem@gmail.com

COST:    Regular Breakfast/Lunch Programs & Virtual Seminar Meetings-
Members/First-Time Guests:  FREE  (Except for: Development Day)

Non-members:  $25 - payable in advance. Visa, MasterCard and Discover accepted.  Click here for: Guest Registration Form

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

           

           

           

           

Phone: 810-375-2180
Fax: 810-375-2181
Email: pgrtsem@gmail.com