DATE

AGENDA

PROGRAM TOPIC

LOCATION

December 8, 2009

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

'A Year in Review —
The State of Charitable Giving-2009'

Presented by:
Heidi B. Jark, VP and Manager
The Foundation Office
Fifth Third Bank
Cincinnati, OH
and
Chair-Elect, 2009 Board of Directors
Partnership for Philanthropic Planning

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

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

'Recession-Proof Philanthropy:
What's Ahead in Gift Planning for 2010?
PPP Virtual Seminar

Speaker:
Neal P. Myerberg, Attorney
Myerberg Shain & Associates
Old Greenwich, CT, and Honolulu, HI

Beaumont Hospital
Administration Building
3711 W. 13 Mile Road
Royal Oak

Fee Sponsor:
Fifth Third Bank

Location Sponsor:
Beaumont Hospital Foundation

February 16, 2010

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

'Integrating Giving:
Dating vs. Marriage'
(Can planned giving co-exist with your general campaigns?)

Panel Presentation
 

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

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

'Bequest Boot Camp--Ten Exercises to Strengthen Your Bequest Program
(PPP Virtual Seminar)

Speaker:
Karen Gallardo
AARP Foundation

Starfish Family Services
30000 Hively Road
Inkster, MI 48141  

Fee Sponsor:
Christopher L. Kelly  

Location Sponsor
Starfish Family Services
 

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

'Charitable Gift Annuity Reinsurance:  What It Is, What It Isn't,
When It Works and When It Doesn't'
(PPP Virtual Seminar)

Michigan Opera Theatre
1526 Broadway, Detroit

Fee Sponsor:
Community Foundation for
Southeast Michigan  

 
Joint Program with
LEAVE A LEGACY and the
Association of Fundraising Professionals (AFP), Greater Detroit Chapter. 

June 3, 2010

7:30 am - 4 pm

LEAVE A LEGACY 
presents
  Development Day
(click above for conference agenda and speaker biographies)

~Keynote Speaker~
Tanya Howe Johnson
President & CEO
Partnership for Philanthropic Planning

 (810) 678-8514
leavelegacy@airadv.net

The Fairlane Club
5000 Fairlane Woods Dr.
Dearborn

June 17, 2010

'How To Implement A  Flexible Prudent Investment Policy'

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

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

'Elder Law:
A Primer for Gift Planners
(PPP Virtual Seminar)

Speaker:
Kate White, Executive Director
Elder Law of Michigan

University of Michigan
9000 Wolverine Tower, Suite 18
3003 S. State Street
Ann Arbor, MI 48109
Click Here for Map

Fee Sponsor:
Plante Moran Trust  

Location Sponsor:
University of Michigan

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

To Be Announced

Leader Dogs for the Blind
1039 S. Rochester Road
Rochester, MI 48307

Fee Sponsor:
Christopher L. Kelly  

Location Sponsor:
Leader Dogs for the Blind
 

October 26, 2010

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

'Bequest Administration:
Making Sure Your Charity Gets Its Due'

Beth McNally, Estate Administrator
The Nature Conservancy
Arlington, VA

The Fairlane Club
5000 Fairlane Woods Dr.
Dearborn

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

To Be Announced

Detroit Institute of Arts
5200 Woodward Avenue
Detroit, MI 48202

Fee Sponsor:
Avant Financial, LLC

Location Sponsor:
Detroit Institute of Arts  

December 9, 2010

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

To Be Announced

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

LEAVE A LEGACY 
presents
  Development Day
 

~Keynote Speaker~
Larry Stelter
The Stelter Group
 

 (810) 678-8514
leavelegacy@airadv.net

The Fairlane Club
5000 Fairlane Woods Dr.
Dearborn