Reverse Engineering Charitable Gifts from Uncharitable Clients: Helping Advisers Help You

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Please join the Suburban Chicago Planned Giving Council as Raymond C. Odom, senior vice president and director of wealth transfer strategies for The Northern Trust, presents a compelling methodology for framing conversations with affluent prospective donors who have previously had little or no charitable intent.  For those tired of asking the same old donors to give the same old amount – here is a fresh approach to helping attorneys, CFPs, CPAs, insurance professionals and other wealth advisers with whom you work uncover new donors for your organization. By redefining wealth transfer planning in terms of improved “returns,” many advisers will be successful in unleashing new-found giving from even their most non-charitably inclined clients.

Registration deadline: Friday, March 11, 2016

$30 SCPGC members, $45 non-members

For more information and to REGISTER, visit: Suburban Chicago Planned Giving Council

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