Planned Giving Seminar

Advanced Planned Giving Seminar

Pentera's highly regarded Advanced Planned Giving Seminar, which for many years has been held at Saratoga Springs, New York, is moving this year to Chicago, a more accessible destination for many participants. It will be held at the lovely Drake Hotel, near Lake Michigan on Chicago's north side.

More information and registration instructions will be forthcoming, but for now hold the dates of September 6-8.

If you have a good, foundational knowledge of the planned giving instruments and are interested in discussing creative solutions to complex donor situations, this seminar is for you. Using a case-study approach, we will help you develop your skills in finding the right solutions for donor situations—sometimes involving blended gifts and often dealing with complex assets.

To the extent the elements of tax reform are known by the time of the seminar, we will also review changes affecting planned giving and discuss how they may affect future practice.

Our seminar faculty, André Donikian, Frank Minton, Joe Bull, and Claudine Donikian, as well as guest speakers, include recognized leaders in the field that have years of experience in designing and closing gifts.

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Seminar Pricing

Chicago, Illinois
September 6-8

Non-client TBD
Client TBD

Instructors for the 2017 Pentera Planned Giving Seminar

André R. Donikian, JD

André R. Donikian, JD
Founder
Pentera, Inc.

Joe Bull, JD

Joe Bull, JD
Executive Director of Gift Planning
Carnegie Mellon University

Phil Purcell

Phil Purcell
Vice President
Ball State University Foundation

Frank Minton, PhD
Principal
Frank Minton Consulting LLC

Claudine A. Donikian, JD, MBA
President/CEO & CMO
Pentera, Inc.


Pentera seminars are considered the best in the profession.

“All of the speakers were engaging, dynamic, and humorous. They were obviously completely knowledgeable in all aspects of the field but were able to present the information on a level that was relatively easy to digest, even for someone new to planned giving.”

Planned Giving Seminar Registration

Chicago Planned Giving Seminar
September 6-8, 2017

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