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Program Schedule
10:00 AM – 11:15 AM
Donor Stewardship and Gift Planning
Speaker: Jennifer McFarland, VP and Managing Group Leader, Wisconsin Foundation and Alumni Association
11:15 AM – 12:15 PM - Lunch break (Complimentary lunch will be provided to in-person attendees)
12:15 PM – 1:30 PM
Choosing the Right Fiduciary for Post-Death Administration
Speakers: Fredrick B. Weber, Counsel, ArentFox Schiff, LLP
Presentation & Speaker Details
Donor Stewardship and Gift Planning
We will be examining core strategies for thinking about and prioritizing efforts to steward gift planning donors; exploring a variety of examples and ideas for stewarding legacy gift donors, and sharing personal experiences across the group.
Jennifer McFarland, VP and Managing Group Leader, Wisconsin Foundation and Alumni Association
Jennifer manages the central development teams of gift planning and stewardship at the Wisconsin Foundation and Alumni Association, and works with a portfolio of principal gift donors. She has over two decades of experience in fundraising on behalf of the University of Wisconsin-Madison, plus a background in Arts Administration. In addition to her work, Jennifer is a violinist who plays with the Verona Area's Community Orchestra and Theater.
Choosing the Right Fiduciary for Post-Death Administration
Identifying the fiduciary who will administer a charitable estate or trust can be a much more critical decision than many donors realize. Fiduciaries may be spouses, adult children, relatives, close friends, or trusted advisors. Donors may also choose professional fiduciaries like banks or trust companies. The choice of a fiduciary to steward one's legacy post-death is not a one-size-fits-all exercise. Individual and corporate fiduciaries both need access to competent legal counsel, skilled tax professionals, experienced financial advisors, valuation experts, and specialized asset managers. Still, even the most well-intended, capable, and sophisticated individuals can struggle to carry out their fiduciary duties, especially if they were close to the deceased donor and are processing their own grief. For estate plans that include charitable legacies, the choice is even more critical as fiduciaries must understand that they owe the same duties and obligations to the charities that they owe to other beneficiaries. This dynamic can get complicated if the fiduciary is also a family member and a beneficiary. For planned giving professionals and other trusted advisors, educating donors about their fiduciary choices may be as important as identifying and choosing their beneficiaries. This presentation will focus on strategies for advising donors about the pros and cons of all available fiduciary options for estate and trust administration. It will also include tools that gift planners can use to demystify the post-death administration process for donors so that donors can make thoughtful and informed decisions aimed at easing the burden of post-death administration for everyone.
MCLE: Pending approval
Fredrick B. Weber, Counsel, ArentFox Schiff, LLP
Fred Weber is Counsel in the Private Client, Trusts, and Estates Group at ArentFox Schiff, LLP in Chicago, where he represents fiduciaries and beneficiaries in matters related to post-death administration of estates and trusts. He also works with clients and their families to help them prepare for post-death administration before a death occurs. Before returning to private law practice in 2022, Fred spent 18 years as a professional fiduciary, first at the JPMorgan Private Bank and most recently with the Northern Trust Company. As a professional fiduciary, Fred guided families through the post-death administration process. Earlier in his career, Fred worked as a planned giving officer and bequest administrator for a large public charity. Prior to law school, Fred worked in Washington, DC, as an aide to the late U.S. Senator Paul D. Wellstone (D-MN). Fred has delivered presentations on post-death administration topics to audiences across the United States. He also developed and taught a full semester course on post-death administration of estates and trusts at the John Marshall Law School (now the University of Illinois at Chicago Law School). Fred is a member of the Chicago Estate Planning Council, the Chicago Council on Planned Giving, the National Association of Charitable Gift Planners, and the Professional Advisory Committee for the Jewish Federation of Metropolitan Chicago. He holds a B.A. in International Relations from the University of Minnesota, a J.D. from DePaul University College of Law, and he is licensed to practice law in Illinois.
