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Bi-Monthly Meeting - November 8, 2016

  • 11/08/2016
  • 10:00 AM - 1:30 PM
  • University Club, 76 East Monroe St, Chicago, IL

Registration

  • If you are an active member of CCPG, choose this option.
  • If you are not a member of CCPG, choose this option to register for this event.
  • This requires a special registration code.

Bi-Monthly Meeting- November 8, 2016

10:00 - 10:30 AM - Networking Coffee
(No Nuts & Bolts)

10:30 - 11:45 AM Morning Session

TOPIC:
Gifts Can Be Dangerous: How & Why Gift Acceptance Policies and Procedures are Really Superheroes

SUMMARY:
A good superhero never goes into a dangerous situation without his or her cape and a plan. Similarly, nonprofits should not accept gifts without an acceptance structure or plan outlining what assets they will, or will not, accept.

In this presentation, Cathy R. Sheffield will discuss the primary functions of an organization’s gift acceptance policies and procedures – its “superhero.” 


In this presentation, we will:

  • Highlight considerations that should go into creating gift acceptance policies and procedures.


  • Outline the contents of thorough gift acceptance policies and procedures.
  • Explore the importance and role of gift acceptance committee to review gifts to your organization in conjunction with gift acceptance policies. 

Speaker:  Cathy R. Sheffield, Foundation Director, All Saints Health Foundation







12:15 - 1:30 PM Afternoon Session

TOPIC: 
Building and Sustaining Relationships: Where Professional Advisors and Gift Planners Meet

SUMMARY: 
Gift planners and professional advisors are aware of each other and occasionally have the opportunity to work together on a gift.  This presentation will discuss:

  • The various persons and roles involved in charitable gifts
  • Gift scenarios which exemplify positive working relationships
  • Recent studies of high net worth individuals
  • How we can collectively work together to promote philanthropy

Speaker: Alexandra Brovey, Senior Director of Gift Planning, Northwell Health Foundation





CCPG'S NOVEMBER BI-MONTHLY SPONSOR


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