Thursday May 25, 2017
Member Rate: $295
By attending the 20th Annual Symposium, you will hear outstanding keynote addresses and take part in sessions specific to planned giving in Beginner, Intermediate and Advanced tracks. Throughout the day there will be opportunities to network with your peers and visit vendors’ exhibits.
Registration and Continental Breakfast - 7:30 - 8:00 a.m.
8:00 a.m. – 9:15 a.m. SESSION 1
Beginner Track: Our Legacy, Our Future
Jonathan R. Heintzelman, Ter Molen Watkins & Brandt, CCPG President 1979-1981
A Panel of CCPG's past presidents will share their reflections and projections for the future of planned giving.
Intermediate Track: The Evolution of Planned Giving: Marketing: Debunking 4 Common Myths
Advanced Track: Raising Blended Gifts
Institutions are challenged to find more donors who can make the large gifts that are needed to meet their ever-increasing goals. Many of these donors will not be able to fund these gifts outright but might be able to make a meaningful impact if they are shown ways in which they can construct a blended gift, one that combines current giving and deferred giving. If charities can be creative and donor-centric in the ways in which they offer philanthropic opportunities to donors, they will have a greater likelihood of presenting proposals that are large, compelling, and successful.
MORNING KEYNOTE ADDRESS - 9:30 - 10:30 a.m.
Lessons from the Field: Kinship as an Intervention
10:45 a.m. – Noon SESSION 2
Beginner Track: Introduction to Planned Giving Essentials, Part 1 of 2Marc Carmichael, J.D.
This two-part presentation provides the basics of charitable gift planning, including prospect profiles, best assets for gift planning, gifts through donors’ estate plans, “life income” gifts such as charitable gift annuities and charitable remainder trusts, and making planned giving work in a small office. Attendees need to register for both the Part I (morning) and Part II (afternoon) sessions and are strongly encouraged to download both the PowerPoint slides and the associated text handout.
Intermediate Track: How to Effectively Partner with Community Foundations
Advanced Track: Reading the Tea Leaves: How Tax Reform Could Impact Future Charitable Planning
Kirk will provide a summary of various tax reform proposals affecting the charitable deduction and charitable tax exemption. He will then discuss how these impact current design of planned gifts, including the need to address possible tax deductibility caps and estate tax repeal in the future. While recognizing that there is no guaranty of any proposals being adopted, Kirk is confident that the charitable deduction exemption will generally remain intact and our nation's long-term philanthropic mindset will endure.
LUNCHEON KEYNOTE ADDRESS - 12:00 - 1:30 p.m.
A Conversation with
Carole & Gordon Segal
In 1962, Carole and Gordon Segal were inspired to create a new, contemporary housewares business by the simple, well designed tableware they had seen traveling in the Caribbean. The Segals thought there were other young couples just like themselves with more taste than money – so they followed their passion and opened Crate and Barrel in an abandoned elevator factory in Chicago’s Old Town neighborhood. After building a highly successful chain of retail stores, they sold Crate and Barrel and established the Segal Family Foundation. [read more]
1:45 p.m. – 3:00 p.m. SESSION 3
Beginner Track: Introduction to Planned Giving Essentials, Part 2 of 2
Intermediate Track: Juicing Up Your CGA Program in a Low Interest Rate Environment: Turning Lemons into Lemonade
Joel Schaffer, CFP, University of Illinois Foundation
Advanced Track: A Practical Discussion of Lead TrustsPaul C. Williamson, Kaspick & Company
Timothy J. Prosser, Kaspick & Company
Imagine a planned gift that can produce immediate and sustained benefit to a charitable organization, enable families to reduce estate taxes (which can translate into more money for heirs), and allow donors to determine the timing of an inheritance. This plan is the charitable lead trust. We will provide an overview of both non-grantor and grantor lead trusts, and will offer ideas for discussing these gifts with donors.
3:15 p.m. – 4:45 p.m. SESSION 4
Beginner Track: Saying Thank You Now: Stewardship of Planned Gifts
As is the case with all areas of development, planned giving is grounded in relationships. Effective stewardship can deepen ties between a donor and an organization and help increase the size of bequests. James Allan will discuss how to implement a stewardship plan regardless of your organization’s size.
Intermediate Track: The Who, What, When and How of Planning and Giving
This session will go into more depth on how to avoid the pitfalls of planning, by surrounding donors with the right advisors both now and in the future.
Advanced Track: Gift Officer Metrics and Funding CampaignsCamille Licklider, Northwestern University
Ambitious fundraising campaigns now include planned gifts as part of their fundraising goals and totals. At the same time, gift planning programs are becoming more pro-active and gift planning officers are finding themselves on the front line more than ever before. This session will showcase one institution’s approach to measuring gift planning officer productivity.
Speakers Dinner Sponsor