You're Invited!
Join us for
A Complimentary Continuing Education Breakfast Seminar
BMO Private Bank and the Community Foundation of the Fox River Valley
are industry leaders in providing clients, donors, and the community
with exemplary service.  Join us for a complimentary breakfast
and panel discussion on the importance of a strong relationship between the Community Foundation and local professional advisors!
Seminar Details
Wednesday
 
October 23, 2013

From 7:30 - 9:00 a.m. 
Hotel Baker
(St. Charles Room)
 
100 West Main St.
St. Charles, IL 60174  
One Credit CFP & CLE Applied For
 
Topics We Will Cover

How to introduce the charitable conversation - and questions to ask your clients

Benefits of a charitable conversation to clients & to advisors

Overview of charitable giving trends and historic data

Comparing private foundations to donor-advised funds

Success stories of referring clients to the Community Foundation

 

To R.S.V.P for this breakfast, 
please email Jeff Hartman by clicking here.
 
Panel Members

Ken Nopar is the Principal at Nopar Consulting.  Nopar Consulting works with community foundations and other organizations to help them establish and deepen relationships with attorneys, wealth advisors, accountants, and other professional advisors in their communities.  Nopar Consulting also advises and trains wealth management firms, banks, and other professional firms. These firms learn how to engage their clients in the charitable planning conversation, how this discussion helps retain and expand current client relationships as well as attract new clients, and why this conversation is so beneficial to their clients.  For a complete list of engagements and resources, please visit www.noparconsulting.com

  
  
 
Bob Nelson is a partner at the law firm of Nelson & Shea in Aurora.  Bob is a champion of philanthropy - both personally and professionally - and has referred numerous clients to the Community Foundation.  Bob's focus is on estate planning and providing clients with the highest level of customer service.  The Community Foundation is grateful for Bob's support,  expertise, and willingness to introduce the "charitable giving" conversation with his clients. 
  
Bob can be reached at 630-892-4344 or by email at nelsonandshea@ameritech.net
  
  
   As the Director of Development for the Community Foundation of the Fox River Valley, Jeff Hartman regularly interfaces with the professional advisor community.
His focus is the implementation of a comprehensive development plan centered on the identification and cultivation of outright and deferred major gift prospects.
 Hartman promotes the advantages - both tax and non-tax - of charitable giving through one's estate, and during their lifetime. He works directly with professional advisors to customize giving opportunities for their clients so they can fulfill their charitable objectives.  To connect with Jeff Hartman on LinkedIn, click here.
About the
Community Foundation of the Fox River Valley

  
The Community Foundation of the Fox River Valley is a non-profit philanthropic organization that administers individual charitable funds from which grants and scholarships are distributed to benefit the citizens of the Greater Aurora Area, the TriCities and Kendall County Illinois. Since its inception, the Community Foundation has received nearly $74 million in lifetime gifts and bequests and has awarded more than $45 million in grants and scholarships.  The Community Foundation currently has $66 million in assets under management.  
 
For more information on the 
Community Foundation of the Fox River Valley, please click here.
  
  
About BMO Private Bank
  

Your needs. Your values. Your aspirations. These are our priorities. For more than 100 years, the experienced professionals at BMO Private Banking have been helping affluent individuals and families preserve and protect wealth. Whether you need assistance with individual components of a financial plan or a comprehensive wealth management strategy, we can develop customized solutions for any stage of your life.

What sets BMO Private Bank apart? When you work with us, you'll find we're

genuinely committed to doing what's best for you, driven by our core values

of honesty and fair dealing. Our goal is to help you make informed decisions

that maximize the potential of your wealth.  
 
For more information on BMO Private Bank, please click here.

  
To R.S.V.P for this breakfast, 
please email Jeff Hartman by clicking here.