November 2019 Board Meeting
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11/5/2019 to 11/6/2019
When: November 5-6, 2019
8:00 AM
Where: The Westin Michigan Avenue Chicago
909 N Michigan Ave
Chicago, Illinois  60611
United States
Contact: Bree Angelo

Online registration is closed.
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Cost: Member registration - complimentary. Board dinner - $135.

Schedule of Events

Monday, November 4

8:00am - 7:00pm
Mentor Series
The Mentor Series brings together leaders in the world of philanthropy and those newer to the profession for a day of educational sessions focused on career skills that will benefit all involved. Learn more and register.

Tuesday, November 5

8:00 - 10:00am
Joint Executive Committee
Room: Addison
9:30 - 10:00am
Coffee Break & Registration
10:30am - 12:00pm
Risk Management 20/20
Polly Forinash, Advancement Resources
Room: Millennium Park
12:00 - 1:00pm
Lunch with Table Discussions
Room: Millennium Park
1:00 - 2:00pm
Metrics and Portfolio Organization
David Lively, Northwestern University
Room: Millennium Park
2:00 - 2:30pm
Best Practices and New Ideas on Sharing the Giving USA Annual Report in Your Community's Discussion
3:00 - 4:00pm
Membership Committee
Room: Addison
Program & Education Committee
Room: Sheffield
4:00 - 5:00pm
Resource Development Committee
Room: Addison
Marketing Committee
Room: Sheffield
5:00 - 6:00pm
Summer Symposium Committee
Room: Sheffield
7:00 - 9:00pm
Reception and Dinner
Wine Room at Fig & Olive
104 East Oak Street
Chicago, IL 60611

Wednesday, November 6

8:00 - 8:30am
Room: Grant Park Foyer 
8:30 - 9:30am
Giving USA Foundation Board Meeting
Room: Grant Park
9:30 - 10:30am
Giving Institute Board Meeting
Room: Grant Park
11:00am - 12:15pm
Leaving a Legacy: A New Look at Today's Planned Giving Donors
Room: Millennium Park

Join Giving USA Foundation and The Giving Institute as experts explore new research and trends in planned giving as revealed in Giving USA's latest Special Report, Leaving a Legacy: A New Look at Today's Planned Giving Donors.

Can't attend the webcast in person? Register here. Webcast powered by Community Brands.


The November meetings will take place at the Westin Michigan Avenue Chicago. We have established a discounted group rate of $249/night + 17.4% tax

To book, please call the hotel directly at 888- 627-8359 or click here to reserve online.

Reservations should be made no later than October 14 and cannot be guaranteed even before this date.


Refunds, minus a $25 administrative fee for all events for which a fee was charged, will be issued on written cancellations received on or before October 21, 2019. Phone cancellations WILL NOT be accepted. Registrants assume full responsibility for notification to and verification of receipt by the Giving Institute 2019 November Meetings. Refunds will be processed 2-3 weeks after the meeting.

Refunds or credits will not be given for failure to attend, late arrival, flight/transportation cancellations, unattended events or early departure. In the rare event of a meeting cancellation, Giving Institute is not responsible for nor will provide refunds for costs associated with travel, airfare, hotel or transportation costs incurred by the registered attendee. It is always recommended that the registrant considering purchasing independent travel insurance.

The Giving Institute registration fees are not tax-deductible as a charitable contribution but may be deductible as a business expense. Consult your tax advisor.

Registration and attendance at or participation in the GI 2019 November Meetings constitutes an agreement by the registrant to GI's use and distribution (both now and in the future) of the registrant or attendee's image or voice in photographs, videotapes, electronic reproduction and audiotapes of such events activities.

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