Robert M. Shafis

Director of Planned Giving Services

313 South Albert Street
Mount Prospect, IL 60056
United States

rshafis@veritusgroup.com

Robert Shafis has been a successful fundraiser, speaker and attorney for over 30 years. He began working in fundraising with the Lutheran Church-Missouri Synod Foundation, where as Senior Vice President he and his staff raised over $100 million a year for various ministries. He also was Director of Planned Gifts for the National Alzheimer’s Association, and for Alexian Brothers Health System Foundation. As Director of Major Gift Planning at Chicago’s Museum of Science and Industry, and Director of Major and Planned Giving for The Field Museum, he participated in campaigns of over $200 Million each. Bob has also taught major and planned giving at North Park University, is on the board of NACGP, and is a member of the CAMOTOP Planned Giving Group. He is also a member of NACGP’s Leadership Institute. He was recently Territorial Director of Planned Giving for the Central Territory of The Salvation Army, working with 10 planned giving programs around the Midwest. He is now Director of Planned Giving Services with the Veritus Group. Mr. Shafis has spoken to many national and local groups about planned giving, estate planning, charitable tax issues, and the process of fundraising.

Leadership Institute, Past CGP Board

CRUT from Alpha to Omega

We are usually presented with the elements of a Charitable Remainder Unitrust, but only from the perspective of what happens while setting it up. This presentation takes us through the creation, initial operation, long term gift management, and termination of a CRUT.

My CGA Donor is a Zombie: Donors who outlive their life expectancy and alternative strategies

CGAs have been a mainstay for planned giving programs for almost a century. A deeper look at how a CGA works, what it costs, and how serving the donor while assuring the charity is protected reveals some surprising details.

When Worlds Collide: Real Estate Crashing into CRTs and CGAs

Real estate is often the best asset for a donor to use to fund a large planned gift. What are the basics of real estate, how is it owned, and what planned gifts work best for this type of gift? This presentation discusses those issues, as well as how the charity can protect itself with good gift acceptance policies and procedures.

Gift Design, Administration, Integrated Planning, Other

Willing to discuss ideas and needs from any council about other desired presentation subjects.

Robert

Shafis

rshafis@veritusgroup.com

Yes

Yes