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:
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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.
