Bi-Monthly Meeting - September 12, 2017

  • 09/12/2017
  • 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.
  • Limited time offer for Members. Registration for 2017-2018 Season, 5 events included in the price.
    September 12, 2017 Bi-Monthly Meeting
    November 14, 2017 Bi-Monthly Meeting
    January 9, 2018 Bi-Monthly Meeting
    March 13, 2018 Bi-Monthly Meeting
    May 2018 (date tbd) afternoon/evening speaker followed by cocktails.
    Save $50 by paying for the season.
    *Due to the discounted pricing structure, there are no refunds for unused season pass events.
  • If you are not a member of CCPG, choose this option to register for this event.

Bi-Monthly Meeting - September 12, 2017

Location: University Club of Chicago, 76 East Monroe Street, Michigan Room, Second Floor, Chicago, IL 60603

Date: September 12, 2017

10:00 - 10:30 AM - Nuts & Bolts
TOPIC:
Essential Elements of a Successful Planned Giving Program

SPEAKER:
Katrina M. Pipasts, CSPG, Northern Trust








10:30 - 11:45 AM - Morning Session
TOPIC:
Charitable Planning With Retirement Accounts:  Strategies, Traps and Solutions

SUMMARY: 
Charitable bequests are usually viewed as providing estate tax savings but no income tax savings.  Professor Hoyt will demonstrate how every charitable bequest, if properly structured, can reduce the income tax liability of a trust, an estate, and their beneficiaries.  Emphasis will be placed on tax planning for the charitable use of 
retirement assets. 

SPEAKER:
Prof. Christopher R. Hoyt, University of Missouri (Kansas City) School of Law






CFRE: Participants will earn 1.25 hour of CFRE credit. CCPG is an approved CFRE provider.
CFP: Participants will earn 1.5 hour of CFP credit. CCPG is an approved CFP provider.

MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider. 

MORNING SPONSOR:



11:45 - 12:15 PM - Lunch


12:15 - 1:30 PM - Afternoon Session
TOPIC:
What Does It All Mean? Defining Success and Finding The Right Philanthropic Fit With Your Clients/Donors 

SUMMARY:
Whether your donors/clients are seasoned philanthropists or are just embarking on a giving program, there is an abundance of strategies for consideration.  Determining the right fit is a process fraught with potential stumbling blocks. What lessons can professional advisors and development professionals learn from each other to help guide our clients/donors define and achieve success? In this discussion, we will walk through various strategies that are particularly attractive and/or gaining popularity today, and methods for determining what is likely to meet an individual’s specific requirements for success.

SPEAKER:
Clare G. Golla, CFP, Bernstein Private Wealth Management





CFRE: Participants will earn 1.25 hour of CFRE credit. CCPG is an approved CFRE provider
CFP: Participants will earn 1.5 hour of CFP credit. CCPG is an approved CFP provider.
MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider. 


AFTERNOON SPONSOR:



Cancellations/Refunds: Cancellations must be received by 12:00 pm two business days prior to the event in order to receive a full refund. No refunds will be processed after this time. Cancellations must be in writing and may be submitted to cteed@ccpgonline.org. Additionally, payment is expected from no-shows. 

Chicago Council on Planned Giving © 2017 |  Phone: (630) 416-1166  | ccpg@ccpgonline.org

Terms / Privacy / Header images courtesy of The Newberry Library, Chicago