AFP Chicago Breakfast Workshop Series

Learn and link with other fundraisers

Professional education and networking go hand-in-hand at AFP Chicago’s breakfast workshop series.  Several times per year, AFP Chicago brings together thought-leaders who share their expertise and insights on some of the most pressing issues facing fundraising professionals today. AFP Members, in 2018 we're excited to offer you a lower registration rate for all of our breakfast programs! $30 for members and $55 for nonmembers. 

Let’s Talk Taxes: First Quarter Revisions, Interpretations, and Local Implications of the Tax Bill

Friday, April 20 | 8:30 am - 10:30 am 
Maggiano's Banquets 111 W. Grand Ave., Chicago, IL 60654

Register now!

On December 22, 2017, President Donald Trump signed the Tax Cuts and Jobs Act into law. The legislation makes significant changes to corporate and personal tax laws, including changes in rates, deductions and credits available to individuals and business entities. These developments may possess an unforeseen impact on cash gifts, gifts of securities, and planned giving.

While the new law likely impacts each of your benefactors differently, one constant is that philanthropy can and should be a part of the conversation about the changes. This session will expose the participants to:

  • The key changes in the Tax Code.
  • Ways to utilize those changes in conversations with potential and actual donors.
  • Possible alterations in giving patterns from past practice.

Tim Bresnahan
Senior Director of Gift Planning for The Chicago Community Trust

Timothy A. Bresnahan is the senior director of gift planning for The Chicago Community Trust. He is responsible for a broad range of matters including charitable contributions, donor advised funds, supporting organizations, agency endowments and other legal, tax and investment aspects of tax-exempt organizations.

Prior to joining the Trust, Bresnahan served as the associate director of Philanthropic Advisory Services for Northern Trust. While at Northern Trust, he advised individuals and families on philanthropy and wealth planning, and managed the Northern Trust Charitable Giving Program.

Bresnahan joined the Trust in 2016. He is a member of the Partnership for Philanthropic Planning, the Chicago Council on Planned Giving and the president of the board of directors for Rivendell Theatre Ensemble.

Bresnahan earned a Bachelor of Science degree in Foreign Service from Georgetown University and a JD degree from the Chicago-Kent College of Law.

Suzanne L. Shier
Wealth Planning Practice Executive & Chief Tax Strategist/Tax Counsel at The Northern Trust

Suzanne L. Shier is the Wealth Planning Practice Executive and Chief Tax Strategist/Tax Counsel for Wealth Management at Northern Trust and serves on the Wealth Management Operating Group. She is responsible for leading Wealth Planning Advisory Services and for providing thought leadership on wealth planning and tax issues of interest to clients, their families and their advisors, with a special emphasis on wealth planning and tax policy, legislation, strategies, trends and developments.

Prior to joining Northern Trust, Suzanne spent 26 years as a partner at Chapman and Cutler LLP in Chicago, ultimately leading the firm’s Trusts and Estates practice.

Suzanne earned her bachelor’s degree with distinction in economics and sociology from the University of Michigan. She received her law degree, cum laude, from the Loyola University Chicago School of Law, and a master of laws in taxation (LLM) from the DePaul University College of Law.

Suzanne has served on the Boards of Directors and Executive Committees of Gads Hill Center, the Chicago Coalition of Women’s Initiatives in Law, Chicago Scholars, a college access program for high potential urban students, and a Trustee and member of the Executive Committee of Hope College.

Moderator: Michael Happ, Assistant Vice President, CCS

$55 for nonmembers ( Or for members after April 16)

Register now!

Family Trees and Giving Trees: Are they Related?

Friday, June 8 | 8:30 am - 10:30 am 
Maggiano's Banquets 111 W. Grand Ave., Chicago, IL 60654

In this session, we will explore how different generations of family educate, engage and inspire one another in their philanthropic giving.
Learn from prominent Chicago philanthropists about the differences in the way generations are giving, how families are thinking about their philanthropic legacy and how they relate.
Hear how organizations should steward/cultivate each generation to achieve the greatest level of engagement possible. 

Lester Coney, Executive Vice President, Mesirow Financial
Chanel Coney, Director of Marketing, CFI Partners

Registration fee:

$55 for nonmembers ( Or for members after June 4 )

Register now!

The Fundraising Effectiveness Project: Debunking the Myth of Efficiency

Friday, October 19 | 8:30 am - 10:30 am
Kellogg School of Management - Wieboldt Hall 340 E Superior St, Chicago, IL 60611

Program details are coming soon! 

Registration fee:
$55 for nonmembers ( Or for members after October 15)

Register now!  

© 2013 Association of Fundraising Professionals Chicago Chapter
1717 North Naper Boulevard Suite 102 Naperville, IL 60563 | Phone: 630-416-1166  | Fax: 630-416-9798