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Bi-Monthly Meeting - September 13, 2016

  • 09/13/2016
  • 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.

OUR PROGRAM

10:00 AM Nuts & Bolts Session

TOPIC:
Planned Giving Telemarketing - A Case Study

SUMMARY: Can telemarketing work for planned gifts? Can it work for your organization? What is the cost and could we do it ourselves? Hear how the University of Chicago used a professional telemarketing firm to successfully identify and qualify planned gift prospects and ideas for other types of planned gift calling programs.

SPEAKER: Denise Chan Gans, Senior Director, Office of Gift Planning, University of Chicago

SPEAKER BIO: Denise Chan Gans is Senior Director of the Office of Gift Planning at the University of Chicago.  She has worked in the Office of Gift Planning for the past 13 years. She oversees a team of 7 individuals dedicated to supporting planned gifts for the entire University, including its professional schools and medical center. The Office of Gift Planning, with other partners, manages a life income program in excess of $100 million and planned gift totals that comprise 20% of the University’s current $4.5 billion campaign. In addition to marketing and educating alumni and friends about a broad range of charitable giving techniques, the Office of Gift Planning administers the Phoenix Society (legacy society), which is set to increase membership by 50% during the campaign. The Office of Gift Planning is also responsible for handling all pledge documentation, gift agreements, gift acceptance and gift counting policies. In her role as Senior Director, Denise works closely with individual donors and their advisors to structure charitable gifts in a manner that will take advantage of tax benefits, complement financial planning and maximize the ultimate impact of a gift. She also advises development colleagues on specific planned gift strategies as well as ways to drive planned gift activity within a specific unit. 

Prior to joining the University, Denise practiced Trusts and Estates at Sidley Austin LLP in Chicago. Denise is a member of both Chicago Council on Planned Giving and Partnership in Philanthropic Planning. Denise received her undergraduate degree from Northwestern University and her law degree from the University of Illinois.


10:30 – 11:45 AM Morning Session

TOPIC:
My Favorite Business Gifts in the Past 25 Years

SUMMARY: Many of your donors own businesses and they want to support your organization with gifts “from” the business and gifts “of” the business. Business owners represent some of the most creative and dedicated donors. I love helping business owners make the charitable gift of their dreams. This session lists my Top 5 favorite gifts by a business owner including a gift of Qualified Intellectual Property. Most involve a DAF or Foundation; some involve a blended gift of a CRT and outright gift. Every gift planning shop needs to understand how to apply and discuss gift planning options that appeal to small business owners. This advanced session will use a Case Study approach of my favorite gifts by business owners using a variety of gift planning tools. Come learn the variety of ways my donors leveraged their business ownership to make the charitable gift of their dreams.

SPEAKER: Gregory W. Baker, Executive Vice President, Renaissance Philanthropic Solutions Group

SPEAKER BIO: Gregory W. Baker, J.D., ChFC®, CFP®, CAP, is Executive Vice President of RenPSG, the nation’s leading third-party administrator of charitable gifts. Mr. Baker is a Board Member of the National Association of Charitable Gift Planners (formerly Partnership for Philanthropic Planning). For the past 25 years, he has provided trust, tax and philanthropic financial planning advice to over 4,000 attorneys and 8,000 development officers and financial planners in all 50 states regarding more than 18,000 charitable remainder trusts, more than 800 charitable lead trusts, numerous foundations, charitable gift annuities and donor-advised funds. Mr. Baker has helped donors contribute over $6 billion to charitable gift plans.


12:15 – 1:30 PM Afternoon Session

TOPIC:
Women’s Philanthropy IS Gift Planning

SUMMARY:
Women have always been the primary prospects for planned gifts because they live longer than men. The most outstanding gift planning officers are effective with women’s giving. New findings and research will inform professionals of all levels about differences in attitudes and approaches to secure gifts from women. This session will focus on strategies for working with women for major and planned gifts, stressing a more holistic approach that integrates women in all facets of the organization’s engagement strategy -- both within the gift planning team and the development operation. This systemic change will secure more money, improve decision-making, enrich leadership, grow long-term donors, and transform the fundraising culture to become more relational and mission-focused.

SPEAKER: Martha Taylor, Vice President, University of Wisconsin Foundation

SPEAKER BIO: Martha A. Taylor, a Vice President of Development for the Wisconsin Foundation and Alumni Association, is a pioneer in the international women’s philanthropy movement. She was a leader in creating the fields of women’s philanthropy and fundraising from women. Co-author of the first and then two more major books on the subject, Taylor co-founded the Women’s Philanthropy Institute, a 23 year old organization that is now part of the Indiana University Lily School of Philanthropy.
Since 1975, she has served the UW Foundation and became the Big Ten’s first woman vice president in 1981. Taylor focuses on major and principal gifts – outright and planned. In 1988, Taylor co-founded the UW Foundation’s Women’s Philanthropy Council, the first women’s major gift program at a co-ed university. In addition to her three award-winning books with Sondra Shaw-Hardy, she has written scores of articles for journals and popular publications around the world. A respected teacher and scholar, she has given more than 100 presentations on women’s philanthropy and other aspects of fundraising. 
In an additional new role, she has recently become an Honorary Fellow of the University of Wisconsin-Madison’s new 4W program: Women Wellbeing Wisconsin and the World, established in 2014.
She has been a proponent of using gift planning as one of the fundamental approaches to inspire women’s philanthropy.

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