| |
 |
Hotel
Reservations |
|
|
|
|
About
Lynne... |
|
|
|
|
Lynne Marie Kohm, J.D., is the John Brown McCarty Professor of Family Law at Regent University’s School of Law. She earned her law degree from Syracuse College of Law and graduated with a Bachelor of Arts degree in philosophy from Albany University. Professor Kohm teaches family law; wills, trusts and estates; elder law as well as other courses. She is co-author with Attorney Mark L. James of two books, “The Christian Guide to Wills, Trusts and Estate Planning” and “Estate Planning Success for Women.” (At the conference, each member organization will receive a complimentary copy of “Estate Planning Success for
Women”).
|
|
|
|
| |
|
|
|
About
Brian... |
|
|
|
|
Brian L. Dobben, is a partner with the firm of Hoogendoorn & Talbot LLP where he concentrates
on estate and tax planning, and estate and trust administration. He is formerly of Varnum, Riddering, Schmidt & Howlett, Grand Rapids, Michigan, and is a graduate of Valparaiso University. He received his Juris Doctor Degree from Duke University in 1984 and L.L.M in federal taxation from DePaul University College of Law in 1991. He is a frequent lecturer on estate planning and the federal estate tax system.
|
|
|
|
| |
|
|
|
|
|
DETOUR
The
flooding on I-80/94 still exists. Because of
detours please allow at least 5 1/2 hours for travel.
Backups are extensive and the going is VERY SLOW.
We recommend that you check the Indiana Dept. of
Transportation's website prior to your departure.
http://www.in.gov/indot/
Additional information on area road closures can be
found on the Northwest Indiana Times website, www.nwitimes.com
Alternate directions to our office from Michigan
are:
-
Take I-94
to exit 26 - Route 49 and head South approx.
12.5 miles
-
Exit
Route 49 at US 30 heading west (you will be west
on US 30 for approx 30 miles)
-
Take
US 30 west to Illinois Route 394 heading North
approx 5 miles
-
Take
IL Route 394 North to I-80 West
-
Continue
on I-80 to Harlem North
-
Proceed
to our office or the Holiday Inn Convention
Center
US
Route 30 is a 4 lane state highway that passes through
several towns. There are a significant number of
traffic lights. You should expect the heaviest
traffic on US 30 from west of I-65 to
Illinois
394, which is
approximately a 15 mile stretch.
If
you want take the more adventurous route from Michigan
.
-
Take
I 94 to exit 26 (Rt 49 South). Approx. 12
½ miles to US 30 West.
-
Take
US 30 West approx. 15 miles to I 65 South. Take
I-65 South approx. 8 miles to US 231 West.
-
Head
west on 231 through downtown Crown Point ,
follow around the town square and continue west
till it ends at Calumet. ( It will be approx 2
miles west of US 41)
-
Turn
right on
Calumet
going about ½ mile north to Exchange/101st.
-
Turn
left heading West, approx. 4 – 5 miles to 394
North.
-
Take
IL
Route
394 North to I-80 West
-
Continue
on I-80 to
Harlem
North
-
Proceed
to our office or the
Holiday
Inn
Convention
Center
Lynell Dykstra
Marketing
Specialist
Barnabas
Foundation
18601 North Creek Drive,
Suite B
Tinley Park, IL
60477-6238
Phone: 888-448-3040 Fax: 708
532-1217
|
About
the Conference
|
The Barnabas Foundation Planned Giving Conference is designed
especially for member organizations. Whether you are new to development, devote only a portion of your time to planned giving or are a seasoned planned giving
professional, you will find sessions that challenge and encourage you in your work.
Marketing of planned gifts is integral to many presentations and workshops. Your organization’s marketing and promotional staff will benefit from the expertise shared during conference sessions.
The focus of this year’s conference is about how we can reach the growing number of women who support your ministries. As a keynote, we’ve asked Lynne Marie Kohm, a professor at Regent University’s School of Law, to help you understand the unique characteristics of women as they consider charitable gifts and ultimately, their legacy.
|
|
Who
from your member organization should attend?
|
-
CEO/Executive Director
-
Superintendent/Principal
-
Development Director/Director of Advancement
-
Director of Major Gifts
-
Planned Giving Officers
-
Anyone involved in marketing your organization to your supporters
|
| Conference
Schedule |
Tuesday, September
16
2:00 pm – 5:30 pm
Pre-Conference Website Seminar
Barnabas Foundation Building, Tinley Park, IL
6:00 pm – 7:30 pm
"Taste of Chicago"
Barnabas Foundation Building, Tinley Park, IL
Wednesday, September 17
|
8:00 am - 8:45 am |
Register & Breakfast |
|
8:45 am - 9:00 am |
Welcome & Devotions
(Berlin) |
|
9:00 am - 10:15 am |
Plenary Session
(Berlin) |
|
10:15 am - 10:30 am |
Break
(Berlin) |
|
10:30 am - 11:45 am |
Plenary Session
(Berlin) |
|
12:00 pm - 1:30 pm |
Lunch and Barnabas Foundation
Member Business Meeting
(Paris) |
|
1:45 pm - 3:15 pm |
Plenary Session
(Berlin) |
|
3:15 pm - 3:30 pm |
Break
(Berlin) |
|
3:30 pm - 4:30 pm |
Plenary Session
(Berlin) |
|
6:00 pm - 9:00 pm |
Reception and
Banquet
(Paris) |
Thursday, September 18
|
7:30 am - 8:30 am |
Full Breakfast Buffet
(Paris) |
|
8:30 am - 9:45 am |
Breakout Sessions |
|
9:45 am - 10:00 am |
Break |
|
10:00 am - 11:15 am |
Breakout Sessions |
|
11:30 am - 12:15 pm |
Plenary Wrap-up Session
(Paris) |
|
12:15 am - 1:00 pm |
Box Lunches
(Paris) |
|
1:00 pm - 5:00 pm |
Golf Outing |
|
|
|
|
|
Special
Events |
|
Pre-Conference
What can we do to improve our website? How can we best incorporate planned giving information? These are two questions we’re hearing more frequently from member organizations. During this session we will share tips for improving website effectiveness and some “dos” and “don’ts” for online fundraising. We’ll also look at approaches for integrating planned gifts into your site.
In addition, we’ll explore best practices for email communication which includes a few cautions about how some organizations are incorporating its use. Relationship building versus fundraising will be an important dimension of our exploration. The role of social media will also be discussed.
"Taste
of Chicago"
Tuesday 6:00 pm
Barnabas Foundation Office Building
Back by popular demand! Since many of you will be arriving on Tuesday afternoon, please plan to join us for famous Chicago Style Pizza and a special social time on Tuesday evening. Those who register for our pre-conference seminar should plan to stay for the pizza party.
Post Conference
Golf Outing
Thursday Afternoon—1:00 pm
George W. Dunne Nat’l Forest Preserve
Tee Offs Start @ 1:00 pm (Scramble)
$35.00 — 18 hole Golf Course with cart
Recognized by Golf Digest as one of the top public courses, George W. Dunne National golf course is a premier 18-hole course. Whether you play from the tips or are a beginner, you’ll enjoy the challenging terrain that Dunne National offers. Eight lakes, which come into play on eleven of the course’s holes; tree lined fairways; an abundance of wildlife — all help make your golf experience a memorable one.
|
|
|
CONFERENCE PRICING |
| Member Conference Costs |
| Conference Registration
|
$189.00
|
| Non-Member Conference Costs |
| Conference
Registration |
$289.00 |
| Pre-Conference
Marketing Seminar |
$
50.00 |
| Banquet Only
(Wed pm)
(If not registered for Conference) |
$ 50.00 |
| Golf |
$35.00 |
Cancellation
and Substitutions Policy: If you must cancel, you
will be assessed a non-refundable registration fee
of $25.00. You may send a substitute without
penalty.
No refunds after September 2,
2008.
|
|
|
|
|
|
Tuesday
Pre Conference Marketing Seminar
|
| 2:00 pm - 5:30
pm
|
Website
Seminar
|
Barnabas Foundation building, Tinley
Park |
|
| 6:00
pm |
"Taste of Chicago"
|
Barnabas Foundation building, Tinley
Park |
|
|
|
|
Wednesday
Plenary Sessions
|
8:00 am - 8:45 am Registration
& Breakfast
|
|
8:45 am - 9:00 am Welcome
& Devotions, Henry Doorn,
Jr. Exec. Dir.
|
|
9:00 am - 10:15
am
Challenges of Cultivating Women Donors (Plenary Session)
Lynne Marie Kohm, J.D.
|
|
The latest available IRS figures indicate that 3.4 million or 46.39% of the
nation's top wealth holders are women. These statistics document the increasing importance of understanding women’s motivations for giving. They continue to represent a significant force in philanthropy in general, and gift planning in particular. Understanding their unique characteristics, as well as their fears, is critical to helping them achieve their charitable goals and ultimately, their legacy. Lynne will share meaningful discoveries from her extensive background and experience with this important donor segment.
|
10:15 am - 10:30 am Break
|
10:30 am – 11:45 am
Realizing the Potential…Real Life Gifting Opportunities
Facilitated by Lynne Marie Kohm, J.D.
|
Using real life scenarios, Lynne will facilitate a hands-on
session in which in small groups, we evaluate various
situations. What is the best approach to assist women
with their charitable goals in each scenario? This is
an opportunity to apply lessons shared during the
keynote. We will learn from each other and Lynne,
during this stimulating, interactive
experience.
12:00 pm - 1:30 pm Lunch
and Barnabas
Foundation Member Business Meeting
|
1:45 pm - 3:15 pm
Engaging Women Donors…Conversations that Connect
Facilitated by: Cindi Riemersma,
Investment Services Administrator,
Barnabas Foundation
|
|
An intergenerational panel of women who are active charitable supporters will reveal aspects of their decision-making process. We will explore with them influences for their giving. This will include the role of family, friends, churches and organizational marketing methods. Identifying unique giving opportunities and defining real “turn offs” will be elements of our conversation with these women that care.
|
3:15 pm - 3:30 pm Break
|
|
3:30 pm - 4:30 pm
Presidential Election and
Tax Policy: What Does It Mean for your Donors?
Brian Dobben,
J.D., Estate Planning and Estate and Trust Administration,
Hoogendoorn & Talbot LLP
|
|
This fall's presidential
election is likely to have a significant impact on tax
policy for the next 5 - 10 years.
Both income tax laws and estate tax laws
play an important part in the charitable
decision making of many of your
donors. Brian will share the latest
insights from his professional contacts
and experience. This session is
designed to provide information on each
candidate's tax policy proposals and the
potential impact on charitable gifting, as
well as a glimpse at the future of a
Pension Protection Act extension.
Brian's dynamic presentation style
ads a welcome dimension to required
information for up-to-date planned giving
specialists.
|
6:00 pm - 9:00 pm Reception
& Banquet
Following a delicious meal with time to mingle at your banquet tables, we have the privilege of being entertained by David M. Edwards, an author, award-winning songwriter, and world-renowned worship leader whose music and teaching ministry has taken him all across the globe. He was recently named managing editor of “The Worshiper” magazine and is a spokesman for Bible League.
|
|
Thursday
Sessions
|
8:00 am - 8:30 AM Full
Breakfast Buffet
|
|
|
CRC Member Giving Habits…Results from Recent Denominational Survey
Rodger Rice, Director, Calvin Social Research Center (retired);
Good Steward Ministry Consultant |
Offered
8:30
&
10:00
|
|
|
Rodger has been intimately involved with both the latest CRC denominational survey and individual church surveys for the Good Steward Ministry program of Barnabas Foundation. His passion for developing healthy stewards combined with his research expertise, culminates in a presentation of interesting giving trends;
the relationship between giving for Christian School tuition and other giving; and, ultimately defining healthy stewards! Rodger also examines the relationship between giving and spiritual growth and maturity. This presentation will provide insights into characteristics and habits of your organizational supporters.
|
|
|
Unveiling the New Barnabas
Foundation Website
Facilitated by Karen Layland
Featuring: Jon Klinepeter,
Executive Account Manager, CHANGEffect
Melissa Groot, Pencil, Pixel, Picture Princess,
CHANGEffect |
Offered
8:30
&
10:00
|
|
|
For the past several months, Barnabas Foundation has been engaged in the process of developing a new website. The goal of the redesigned site is to provide a positive user experience — an experience that will benefit each of the audiences that Barnabas Foundation serves. The process by which the site is being developed will be shared, as well as the site architecture, wireframes and designs. Of particular interest
to member organizations is a planned giving section of the new website being provided in response to member requests.
|
|
|
Secrets of Securing Referrals
Facilitated by Steven J. Baker,
J.D., Planned Giving Attorney,
Barnabas Foundation
Featuring: Jack Strong, Director of Advancement,
Back to God Ministries International
Donald Van Maanen, Director of Development,
Lynden Christian Schools
Keith Meyering, Director of Planned Giving,
Bethany Christian Services |
Offered
8:30
&
10:00
|
|
|
This session will help answer the question, “How can I use Barnabas Foundation more effectively?” For it is through your donor referrals that Barnabas Foundation can come alongside your organization to accomplish significant gifts. This is an opportunity to learn how leaders of organizations just like yours incorporate planned giving into their development efforts. They will share tips and ideas about how they approach referral development, as well as some interesting case histories.
|
|
|
Back to the Basics: How Barnabas Foundation Works with You to Develop
Planned Gifts
Robert Zeilenga, J.D.,
Planned Giving Attorney, Barnabas Foundation
Donald C. Long, J.D., Planned Giving
Attorney, Barnabas Foundation
|
Offered
8:30
only
|
|
|
Many gifts are not realized because your supporters aren’t aware of their giving options and opportunities. As your partner, Barnabas Foundation assists your donors with our Planned Giving expertise. You need a good understanding of the opportunities and instruments used in Planned Giving in order to maximize your potential for Planned Gifts (among the largest gifts your organization will receive). Various types of gifts will be explained, their respective donor benefits described and when each gift is appropriate. If you’re new to Barnabas Foundation and/or Planned Giving, this session is a must!
|
|
Let’s Examine Some Cold Cases
Amy Bakker Baty, J.D., Planned Giving Attorney, Barnabas Foundation
|
Offered
10:00
only
|
|
|
Last year’s breakout session explaining a day in the life of a Barnabas Foundation planner met with great enthusiasm. This session is a more detailed follow-up in which we will examine some fascinating cases. We’ve called them “cold cases” because in most instances, an estate plan already
existed for these clients. But as we review the situation to determine what benefits both the client and the charity, we recognize that some changes need to be made. This session provides important documentation of the need a continuing relationship with your donors and to “reopen” or update estate plans periodically.
|
9:45 pm - 10:00 pm Break
|
|
There is a second series of Breakout Sessions at 10:00
|
|
|
|
|
11:30 pm - 12:15
pm
Wrap-up Session in the Paris Room
What Makes Barnabas Foundation Unique?
Henry Doorn, Jr., Executive Director, Barnabas Foundation |
|
|
|
A number of our member organizations have asked, “What is the difference between Barnabas Foundation and a local Christian or Community Foundation?” This session will explain the distinctive nature of the services we provide on your behalf. To further explain the differences, Henry will share several scenarios which highlight the uniqueness of our services to your donors.
|
|
|
|
|
|
|
|
If you have any questions or need further
information please call Lynell at
Barnabas Foundation 1-888-448-3040
|
|
|
|
|