Bi-Monthly Meeting
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Location: Zoom
Date: March 9, 2021
9:00 AM - 10:00 AM – 1st Session
Demystifying Post-Death Administration: A Candid Conversation Between a Fiduciary and a Charitable Bequest Administrator
The estate settlement process can be daunting for charitable beneficiaries. Our presentation consists of a candid conversation between a professional fiduciary who specializes in post-death administration and a planned giving professional who administers bequests for a public charity. Through this dialogue, the presenters will use real-life examples from the administration of estates and trusts that include charitable bequests and distributions to help charitable beneficiaries better understand their rights and responsibilities when an estate or trust gift they have been cultivating for years has “matured” as a result of the donor’s death. The simple idea is to help planned giving professionals better understand the information that is owed to them during the post-death administration process, advise them about the information they may be called upon to provide to the fiduciary, and to set realistic expectations about the length of the process and how long it should typically take for them to receive their distribution following the death. It is also about empowering the charitable beneficiaries to question the actions and decisions of the fiduciary and hold the fiduciary accountable, particularly if such actions or decisions directly or indirectly impact the financial interests of the charitable beneficiaries.
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider.
MCLE: Participants will earn 1 hour of MCLE credit. CCPG is an approved MCLE provider.
SPEAKERS
Fredrick B. Weber, Sr. VP and Sr. Wealth Advisor, National Estate Settlement Services Practice, Northern Trust Company
Fred Weber is the Senior Wealth Advisor for the National Estate Settlement Services practice at the Northern Trust Company. He works on complex, post-death administration of estates and trusts when Northern Trust acts as fiduciary for clients who have died. He also provides advice and guidance to living Northern Trust clients and prospects about the post-death administration process and how to prepare for it. Before he joined Northern Trust, Fred worked for another corporate fiduciary; practiced law as a trust, estate and probate attorney; and worked as a planned giving officer for the Jewish Federation of Metropolitan Chicago. Before law school, Fred worked on Capitol Hill as an aide to the late U.S. Senator Paul D. Wellstone (D-MN). A frequent speaker, Fred has presented for the Illinois Institute for Continuing Legal Education (IICLE®), the American College of Trust and Estate Counsel (ACTEC), the Chicago Estate Planning Council (CEPC), the Chicago Council on Planned Giving, and the National Conference of Charitable Gift Planners. He also developed and taught a one semester course on post-death administration of estates and trusts at the John Marshall Law School. Fred currently serves on the board of the Chicago Estate Planning Council and is a member of the Chicago Council on Planned Giving. He is also a long-time board member and past president of Shalva: A Response to Domestic Abuse in Jewish Homes. An Illinois licensed attorney, he holds a B.A. in International Relations from the University of Minnesota and a J.D. from DePaul University.
Andrew Fussner, Esq., Vice President of Estate Settlement, American Heart Association
Andrew Fussner is the national Vice President of Estate Settlement for the American Heart Association. He oversees the administration of $75 to $100 million in bequest assets annually for the organization. He is based in St. Petersburg, Florida. He previously served as the Vice President of Planned Giving for the AHA’s Florida Affiliate and as the AHA’s Director of Planned Giving for the west coast of Florida. Prior to joining the AHA, Mr. Fussner was an attorney with the Tampa office of the national law firm of Foley & Lardner where he specialized in estate planning, probate/trust administration and tax law. He holds a JD from the University of Florida where he was a member of the Florida Law Review and was inducted into the Order of the Coif. He also obtained a B.S. in Accounting and a B.A. in Political Science from the University of Florida and has been named to UF’s Hall of Fame. In his spare time, he is an avid runner, hiker, non-fiction reader and can often be found at “The Swamp” rooting for his beloved Florida Gators.
10:15 AM - 11:15 AM – 2nd Session
Using Portfolio Reviews to Maximize Planned Gift Activity Across Your Organization
Those of us who work with frontline fundraisers are no strangers to the concept of portfolio management. How can those of us who focus all or more of our work on Gift Planning most effectively support the work of our major gift colleagues as they attempt to move planned giving prospects through the fundraising cycle? One way is to implement a formal portfolio review program. In this session, the presenters will discuss how to design and facilitate portfolio reviews that focus specifically on gift planning opportunities. Attendees will learn about the many benefits (and challenges) associated with this important work, including tips that can be applied in any development shop, regardless of size.
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider.
SPEAKER PANEL
Camille Licklider, Executive Director Gift Planning, Northwestern University
Camille Anderson Licklider earned her bachelor’s degree in Music from DePaul University and a JD from Valparaiso University School of Law. Camille has 20 years of experience in the gift planning field and is delighted to be at Northwestern, where she has led the gift planning team since 2012. As executive director, Camille leads a diverse group of professionals that includes frontline gift officers and gift planning specialists. Camille also serves as a liaison to the Northwestern Pritzker School of Law, Bienen School of Music, School of Communication, and Feinberg School of Medicine. Prior to joining Northwestern University, Camille served as assistant vice president for planned giving at The Florida State University and director of planned giving at DePaul University. She started her career in higher education as an alumni relations officer at DePaul.
Valerie Sherman, Director of Gift Planning Saint Mary's College
Valerie Sherman serves as the Director of Gift Planning at Saint Mary's College. A first-generation college student, she earned her bachelor’s degree from Illinois State University and a JD from DePaul University School of Law. After several judicial clerkships, Valerie began her gift planning career at Northwestern University in 2012 and joined Saint Mary's in 2018. She is a contributor to Planned Giving Today and enjoys collaborating with major gift officers at Saint Mary's on complex giving. Valerie is a proud member of the South Side Giving Circle of the Chicago Foundation for Women.
Cancellations/Refunds: Cancellations must be received by 12:00 pm two business days prior to the event in order to receive a full refund. No refunds will be processed after this time. Cancellations must be in writing and may be submitted to cteed@ccpgonline.org. Additionally, payment is expected from no-shows.
