Log in

Log in

Charitable Transfers: Doing good work by helping the good-hearted do good works

  • Tuesday, February 23, 2016
  • 6:00 PM - 8:00 PM
  • Cooper's Hawk Winery & Restaurant


  • Meeting Sponsors receive two free guest passes.
  • For Admin Use: Non-registered members who attended.
  • Each NWSEPC Member may bring one guest per year for free.

Registration is closed

Join us for our February Dinner Meeting


Topic: Charitable Transfers: Doing good work by helping the good-hearted do good works


Speaker: Susan Mongilio


Sponsor: Danish Home of Chicago


Location: Cooper's Hawk Winery & Restaurant,


798 W. Algonquin Rd., Arlington Heights, IL 60005


Dinner meeting at 6:30 p.m. Registration begins 30 minutes prior to the meeting.



Please register online or to download a registration form, click here




Knowledge about charitable planning techniques affords professional advisors tools to assist clients in meeting their objectives, as well as an opportunities to deepen relationships with clients.  This presentation will focus on different types of charitable transfers and consider ways the professional advisor community and charities can work together.


Speaker Biography:  

Susan M. Mongillo, JD

As vice president of gift planning at Advocate Charitable Foundation, Susan leads the gift planning activities to benefit the hospitals and programs of Advocate Health Care, a not-for-profit, faith-based healthcare system. She helps people consider how to integrate philanthropy at various life stages to realize charitable goals as well as personal and financial ones.  Susan appreciates the importance of collaborating with professional advisors to achieve mutual goals and, to that end, initiated the Advocate Gift Planning Advisory Committee.

Susan serves on the Board of Directors of the Chicago Council on Planned Giving where she currently is vice president. She is also a member of the Chicago Estate Planning Council, Northwest Suburban Estate Planning Council, and Partnership for Philanthropic Planning.   Besides speaking extensively to various Advocate internal and external constituencies, she has presented at the Mid-Iowa Council on Planned Giving and the Axelson Center at North Park University.

Before joining the Foundation, Susan was a partner at the law firms of McGuireWoods and Ross & Hardies; she also managed litigation for Kemper Insurance Companies.  Susan earned her J.D. from Northwestern University School of Law where she served on the Journal of Criminal Law and Criminology and a B.A. from University of Wisconsin-Madison.   She is a member of the Illinois Bar.

Powered by Wild Apricot Membership Software