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Click here for a Brochure
Thursday,
June 6, 2013 *
8:00 a.m. to 5:00 p.m.
Northwestern Memorial Hospital
Feinberg Pavilion
251 East Huron Street
Chicago, IL 60611
Directions
Discounted parking is available across
the street from Northwestern's Feinberg Pavilion at
Northwestern's Huron/St. Clair Self Park (222 East Huron
Street).
Discounted Rates are below and will be
valid with NMH vouchers distributed at CCPG Symposium
Registration:
0 - 7 hours = $11.00
7 - 24 hours =
$25.00
Discounted parking is also available caddy
corner from Northwestern's Feinberg Pavilion at
Northwestern's Erie/Ontario Self Park (321 East Erie
Street).
Discounted Rates are below:
Early
Bird Special (in between 5:00 a.m. and 9:30 a.m., out by
7:30 p.m.) = $14.00
and the above discounted rates
for Huron/St. Clair are accepted as well with NMH
vouchers distributed at CCPG Symposium Registration.
Play List includes:
Beginner, Intermediate and
Advanced tracks
covering a wide variety of planned
giving topics.
Early Bird Pricing (discount
ends April 30)
Member Rate: $195
Non-member
Rate: $225
Register
For the Symposium
Cancellation Policy: All cancellation
requests must be submitted to Winnie Lu
at
symposium@ccpgonline.org or faxed to
847-256-5601. Phone cancellations will
not be accepted. Refunds will be granted
according to the following schedule:
- Full refund less a $75 processing
fee on or before May 25, 2013.
- No refund will be granted after May
25, 2013, although the registration
may be transferred to a colleague.
Throughout the day there will be
opportunities to visit vendors’ exhibits. These
professionals and their companies are partners with
non-profit organizations in seeking planned gift
revenue.
The Symposium Program is broken up into four sessions
with experience tracks identified by beginner,
intermediate and advanced levels.
View session details.
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REGISTRATION / CONTINENTAL BREAKFAST -
7:30 a.m. – 8:00 a.m.
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Continental
Breakfast and Registration
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Overture - 8:00 a.m. - 9:00a.m.
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"Fine Tuning Your Marketing
Program in Today’s Economy"
Speaker: Viken Mikaelian,
Founder and CEO of PlannedGiving.com, Co-founder
of VirtualGiving.com
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SESSION 1 -
9:15 a.m. – 10:30 a.m.
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Beginner: |
Planned Giving for Beginners
Part 1 of 2
"The Fundamentals of Planned
Giving"
Marc
Carmichael, President, R&R Newkirk Company
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Intermediate: |
"Family Philanthropy"
Pam Lucina, Regional Wealth
Advisor for the Midwest, JPMorgan
Lauren Wolven, Partner, Wealth
Protection Group, Horwood Marcus & Berk Chtd.
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Advanced: |
“How to Keep Your Donors in Tune with
the New Tax Legislation”
Kirk Hoopingarner, Attorney,
Partner, Quarles & Brady LLP
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SESSION 2 - 10:45
a.m. – Noon
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Beginner: |
Planned Giving for Beginners Part 2 of 2
Marc
Carmichael, President, R&R Newkirk Company
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Intermediate: |
"The Art of
the Ask – Striking the Right Chord"
Anne T. Melvin, Deputy Director
of Gift Planning,
Harvard University
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Advanced: |
"Illinois
Planned Giving"
Robert Shafis, JD, CFRE,
Development Director, International Society for
Stem Cell Research
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Keynote Address/Luncheon Noon - 1:45 p.m.
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"21st Century
Philanthropy: Two Perspectives"
John W. Rowe, Chairman
Emeritus, Exelon Corporation, Chairman IIT, New
Schools for Chicago and The Field Museum of
Natural History
Terry Mazany,
President and CEO, The Chicago Community Trust
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SESSION 3 - 2:00 p.m. – 3:15 p.m.
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Beginner: |
"Ethics for Planned Gift Fundraisers –
How Not to Sing the Blues"
Bill
Russell, Gift Planning Advisor,
University of Illinois
Foundation
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Intermediate: |
"Social Media & Fundraising"
Merove Heifetz, Director,
Online Communications, Shedd Aquarium
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Advanced: |
"Are Real Estate
Gifts Worth Your Time?"
Chase Magnuson,
President, Real Estate for Charities
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SESSION 4 -
3:30 p.m. – 4:45 p.m.
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Beginner: |
"Stories from the Trenches –
Dealing with Troublesome Gifts"
Kent C. Weimer, Gift Planning
Officer, Parkland Foundation
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Intermediate: |
"Ten Steps to a Successful Bequest
Administration Program: Leave No Dollar
Behind"
Joel Schaffer, Assistant
Vice President of Special Planned Gifts, DePaul
University
Marilyn B. Schaffer, CAP,Director of Planned Giving, Lincoln Park Zoo
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Advanced: |
"The Advisor and Gift Officer – Let’s
Create Music Together!"
John Hillman, Partner,
Fiduciary Financial Partners LLC
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Click here to register for
the symposium.
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faxed to
847-256-5601. Phone cancellations will
not be accepted. Refunds will be granted
according to the following schedule: