Advanced Planned Giving Seminar

Advanced Planned Giving Seminar

Learn from Top Planned Giving Experts

New Location!

  • 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.

Seminar Faculty

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

Seminar Content

  • Using our signature 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.
  • You will find the tentative seminar schedule and list of topics here.

Who Should Attend:

  • 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.

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SCHEDULE & TOPICS »

Seminar Pricing

Chicago, Illinois
September 6-8, 2017

For advanced-level gift planners

Register before
May 1
Register before
June 15
Register before
August 1
Register after
July 31
Non-Client $545* $595* $645* $745*
Client $445* $495* $545* $595*

*$100 discount for each additional registrant from same organization

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Instructors for the 2017 Pentera Planned Giving Seminar

André R. Donikian, JD

André R. Donikian, JD
Founder
Pentera, Inc.

André R. Donikian, JD, attorney and member of the New York Bar, is considered one of planned giving's top five pioneers, and his efforts as an entrepreneur, planned giving expert, and educator have garnered him a national reputation. As a forefather of the field, André was among the first attorneys to interpret the philanthropic implications of the Tax Reform Act of 1969. One of André's most significant professional achievements was founding Pentera, Inc.—a company known for its high-quality and innovative marketing resources—which he started in 1975 and entrusted to his daughter, Claudine A. Donikian, JD, MBA, in the mid-2000s to run and to bring into the digital age. The gifts stimulated by the marketing ideas in Pentera's materials would no doubt total in the billions of dollars.

Much emphasis in planned giving is now on gifts involving retirement funds. André was the very first to discuss the tax cost of passing retirement funds to heirs and the advantages of making charitable gifts with them. He also called attention to the advantages of contributing distributions of company stock from retirement funds.

André is famous for his charisma and engaging public speaking skills. Although he is one of the real technical experts in the field, his advice has never been esoteric but rather has been grounded and pragmatic—with appreciation and empathy for the planned giving professional. His obvious mastery of the subject matter along with his charm and wit make him able to effortlessly engage people in material that doesn't easily lend itself to engagement. He is an industry icon and is truly a "gift planning guru."

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Claudine A. Donikian, JD, MBA

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

Claudine A. Donikian, JD, MBA, is the president/CEO and chief marketing officer of Pentera, Inc., and is regarded as one of the foremost experts in planned giving marketing. She is a sought-after speaker on the national planned giving and AFP circuits and writes and conducts training modules for Pentera training seminars. As Pentera's chief marketing officer, she is the editor-in-chief for client marketing content and personally consults with a select group of Pentera's clients on their marketing strategy and execution. Claudine oversees all aspects of Pentera's business and marketing strategies, as well as new-product development, with an emphasis on digital marketing, and she recently served on the Direct Marketing Association's Digital Innovation Committee. Under her leadership, the interactive department and client base has increased by 500 percent. One of Claudine's professional areas of expertise is women in philanthropy, and she serves as a member of the advisory board for the prestigious Women's Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy and as a member of the board of directors of the National Association of Charitable Gift Planners (CGP).

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Frank Minton, PhD

Frank Minton, PhD
Principal
Frank Minton Consulting, LLC

Frank Minton founded Planned Giving Services, a national consulting firm that was acquired by PG Calc in 2005. Before entering consulting in 1991, he spent more than ten years with the University of Washington, where he served as director of planned giving and executive director of development. He has served both as conference chair and board chair of the National Committee on Planned Giving (formerly the Partnership for Philanthropic Planning and now the National Association of Charitable Gift Planners) and received its distinguished service award.

Frank is a recognized expert on gift annuities and has served as chair of the American Council on Gift Annuities from which he also received a distinguished service award. He is the principal author of Charitable Gift Annuities: the Complete Resource Manual, the co-author of Planned Giving for Canadians, and has made many presentations and published numerous articles on gift planning. He is on the advisory board of Planned Giving Today and is a member of the Seattle Estate Planning Council and the Washington Planned Giving Council.

Frank has been associated with Pentera since the early 1990s.

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Joe Bull, JD

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

Joseph O. Bull is the executive director of gift planning at Carnegie Mellon University. Prior to this appointment, he served as senior vice president for community engagement at the Columbus Zoo and Aquarium, leading the Zoo's philanthropy, strategic partnerships, marketing, communications, government relations, membership, and group sales functions. Previously, he was affiliated with the Worldwide Office of The Nature Conservancy as interim director of philanthropy for strategic gifts and as senior philanthropy officer for global priorities. Bull also provided 16 years of service to his alma mater, The Ohio State University. For 13 of those years he served as the university's director of planned giving.

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Lorraine del Prado, CSPG, CFRE

Lorraine del Prado, CSPG, CFRE
Principal
Del Prado Philanthropy

For the past 25 years Lorraine has led or guided fund development programs that have expanded the philanthropic base of organizations and raised hundreds of millions of dollars in outright and legacy gifts. Prior to founding her consulting company, she served as vice president for Seattle Children's Hospital Foundation and led their principal gift and legacy planning programs. The legacy planning program she built at Seattle Children's was considered among the strongest and most dynamic planned giving programs in Washington State and among children's hospitals in North America. It featured 1500+ legacy society members, 300+ professional advisor volunteers, more than $200 million in realized gifts, and more than $400 million in expectancies. Prior to her role at Seattle Children's, she served as the president of Children's Hospital & Research Center Foundation at Oakland, a fundraiser at the University of California, Berkeley, and senior account executive at New Boston Group, a fundraising consulting and direct marketing company.

Lorraine is very passionate about the role of philanthropy in engaging individuals, families, and organizations in the neverending quest of improving the world. She loves interacting with charitable individuals and guiding and facilitating their philanthropic journey in concert with their professional advisors. She enjoys mentoring nonprofit professionals, volunteers, and organizations on how to build their capacity to generate and inspire greater giving from their constituents. She also encourages and helps wealth advisors to incorporate more charitable planning in their practice, enable their clients to advance their philanthropic goals, and share their expertise with nonprofit organizations.

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Denise Chan Gans, JD

Denise Chan Gans, JD
Senior Director, Office of Gift Planning
The University of Chicago

Denise Chan Gans is the senior director for the Office of Gift Planning at the University of Chicago, where she has worked for the past 14 years. She has served as senior director and managed the gift planning team since 2011. The Office of Gift Planning is responsible for supporting and driving planned gift activity campus-wide, including the professional schools and the University's medical center. The University of Chicago is currently in a $5 billion campaign. Over the past five years, the University has raised an average $100 million/year in planned gifts, which translates to approximately 20% of the University's campaign total to date. Denise is a member of both the Chicago Council on Planned Giving and the National Association of Chairtable Gift Planners (formerly PPP). She has presented to the Chicago Council on Planned Giving and the Chicago Estate Planning Council. Prior to joining the University of Chicago, Denise spent 4 years in private practice with a large law firm in Chicago in the trusts and estates group. In the past, she has volunteered for the Center for Disability & Elder Law and World Relief Chicago.

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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."

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Planned Giving Seminar Registration

Chicago Planned Giving Seminar
September 6-8, 2017

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