Upcoming Events


 

 

 

The Planned Giving Council of Eastern Wisconsin is a professional association dedicated to increasing charitable gift planning for the benefit of the community.

14th Annual Comprehensive Planned Giving Seminar

Featured Presenters:

Ray Odom, JD, CFP, Director of Wealth Transfer Services, Northern Trust

Ray Odom is a Senior Vice President at Northern Trust - Chicago. He serves as
National Director of Wealth Transfer Services in the Wealth Management business unit. Ray serves as a national subject matter specialis in wealth transfer planning and fiduciary product solutions. Ray works with regional wealth advisory teams and wealth strategists to provide valuable planning ideas to clients, prospects and their advisers. He is an acclaimed speaker on wealth planning and asset protection.

Prior to his current role, Ray served in the dual capacity of Trust Administrator and Wealth Strategist, where he was responsible for the administration of large, complex trusts for individuals and families. His duties often involved working with sensitive family situations, sophisticated estate plans, and complex property transfers.

Robert Driver, Senior Consultant, Gonser Gerber

Robert joined the firm in 2012 after a nearly 25 year career in non-profit and
advancement leadership. He provides advancement consulting services to
hospitals and healthcare organizations, educational institutions and other non-profits nationally.

Robert served as Vice President of Development for the Carle Foundation (IL),
a $1.5 billion healthcare organization. Under his guidance, the advancement
team quadruples its donor base and raised $35 million including successful
completion of the institution's first comprehensive campaign.

Register Now!