Bi-Monthly Meeting / Annual Meeting - April 26, 2016

  • 04/26/2016
  • 10:00 AM - 1:30 PM
  • University Club, Cathedral Hall, 76 East Monroe St, Chicago, IL

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Annual Meeting - Bi-Monthly Meeting 2016


OUR PROGRAM - EARLY START - 10:00 AM
CATHEDRAL HALL - 9th Floor

10:00 AM No Nuts & Bolts: this session is combined with Morning Session.

10:00 - 11:45 AM Morning Session

TOPIC:
Best Practices in Planned Giving - A Roundtable Approach

SUMMARY: Using a roundtable approach, we will offer best practice pointers on various planned giving topics. Each roundtable will offer an open discussion facilitated by a practitioner or advisor who knows the topic well. You will have the opportunity to participate in several topic discussions during the session.

ROUND TABLE TOPICS:

Navigating Gifts of Real Estate — What policies to Have in Place and What Relationships Do You Need
Kimm Dodaro, Walter Joseph Group

Working with DAFs
Ken Nopar, American Endowment Foundation

Working with the Children of Donors
Lauren Wolven, Levenfeld Pearlstein, LLC

Playing Well with Others — Creating an Organization-Wide Culture of PG
Julie Captain, Northwestern Lake Forest Hospital

Creative Ideas for Stewardship of PG Donors
Holly Gibout, Northwestern Memorial Foundation

Working with Advisors
Helen Pates, Wells Fargo

Metrics: How to Measure PG Success
Camille Licklider, Northwestern University

Enjoying a Rewarding Career in PG
Joe Like, Joseph A. Like, CFRE

Board, Staff and Volunteer Training for PG Success
Kathy Kielar, WTTW

Gifts of Closely Held Assets
Amy Saban, RMB Capital

PG in Campaigns
Denise Chan, The University of Chicago

Multi-Channel PG Marketing
James Allan, The Art Institute of Chicago

Engaging Diverse Donor Communities
Abbe Temkin, Chicago Community Trust


12:15 – 1:30 PM Afternoon Session

TOPIC:
Estate Planning - Best Practices and Strategies

SUMMARY: Estate planning is an essential component of wealth management. Unfortunately, a surprisingly-high percentage of HNW individuals have not completed an estate plan or don’t feel comfortable with the plans  they have. This presentation will:

  • explore common barriers to making an estate plan

  • provide strategies and tips for each stage of planning

  • explore best practices for encouraging charitably-inclined individuals to include lifetime and testamentary gifts in their overall wealth transfer plans

SPEAKER: Marguerite H. Griffin

Marguerite H. Griffin is a Senior Vice President at The Northern Trust Company, Chicago. As Director of Philanthropic Advisory Services, Marguerite is responsible for the delivery and growth of Northern Trust's philanthropic services to Wealth Management clients. She specializes in administering charitable trusts, private foundations and other tax-exempt entities, and counsels clients regarding charitable giving strategies, nonprofit compliance and risk management, family legacy philanthropy, microfinance, impact investing and international philanthropy.

Marguerite most recently was a Senior Trust Administrator and Relationship Manager where she was responsible for the administration of large, complex trusts for individuals and families, including irrevocable trusts, charitable trusts and supporting organizations. Her duties involved working with sophisticated estate plans, sensitive family situations and complex property transfers.

Prior to joining Northern Trust as a Vice President in November 1999, Marguerite was a Vice President and Trust Administrator within the Private Clients Division of First Chicago, Bank One. Before joining First Chicago, Bank One, she practiced law as an Associate with Vedder, Price, Kaufman & Kammholz where she specialized in estate planning, tax-exempt organizations, charitable trusts and private foundations.

Marguerite received a B.A. degree from Washington University in St. Louis and a J.D. degree from Northwestern University School of Law. She is a member of the Chicago Bar Association and the Chicago Estate Planning Council. Marguerite is admitted to practice before the Illinois Supreme Court. She is a frequent speaker at industry events, addressing topics such as microfinance, impact investing, nonprofit board governance, strategic giving and trends in philanthropy.

Marguerite is an active volunteer, advisor and board member with several civic and cultural institutions, including the Art Institute of Chicago, Audubon, Chicago Region, The Chicago Symphony Orchestra, The Chicago Community Trust, Donors Forum of Illinois, The Ravinia Festival and WTTW/WFMT.

CCPG's BI-MONTHLY SPONSOR


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