Annual Meeting / Bi-Monthly Meeting
Location: University Club of Chicago, 76 East Monroe Street, Michigan Room, Second Floor, Chicago, IL 60603
Date: March 13, 2018
10:00 - 11:45 AM - Morning Session
Peer-to-peer learning is one of the most valuable member benefits of the Chicago Council on Planned Giving. Join us for CCPG’s annual roundtable discussions—always one of our most popular and highly rated luncheons of the year. Attendees are able to participate in discussions of their choosing about planned giving vehicles, marketing, careers and more.
Planned Gifts Gone Awry: When Estate Litigation Challenges Your Donor’s Bequest
David Lieberman, Levin, Schreder & Carey, LTD
Environmental, Social and Governance Investing
Simon Reeves, PNC Capital Advisors
Working with Donor Advised Funds
Ken Nopar, American Endowment Foundation
Collaboration between Major Gifts and Planned Giving Susan Sasvari, Rush University Medical Center
Engagement and Collaboration with Professional Advisors Susan Mongillo, Advocate Charitable Foundation
Stewardship of Planned Giving Donors
Lisa Bakker, Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation
Having a Rewarding Career in Planned Giving
Andy Hibel, Advise Us Foundation
Best Practices for Collaborating with Donors and Financial Advisors
Clare Golla, Bernstein Private Wealth Management
Accepting Gifts of Real Estate for any Size Charity
Kimm Dodaro, Walter Joseph Group, LLC
How the New Tax Law Changes Might Affect Non-Profit Organizations
Abbe Temkin, Chicago Community Trust
Why Make a Charitable Bequest When the Exemption Amounts Are So High
Charles Slamar, Charles Slamar & Associates
11:45 - 12:15 PM - Lunch
12:15 - 1:30 PM - Afternoon Session
The Planned Giving Study: New Insights from Data on Planned Gifts
This session presents findings and recommendations from “The Planned Giving Study,” a multiphase research study commissioned by Ms. Donikian and researched by Indiana University that provides important new insights about actual donors of actual planned gifts and offers helpful recommendations for planned giving programs.
An in-depth analysis of legacy society membership data has been conducted. The study explored the following questions:
· What are the characteristics of legacy society members? Are there any changes in membership profiles over time?
· Who changed, or canceled, their planned gifts after they first joined the legacy society?
· How do age, ethnicity, gender, family structure, and location influence bequest donor behavior?
· Which types of planned giving vehicles and instruments did these members choose?
· How much did members give or plan to give through their
· Which types of programs received their planned gifts support?
Claudine Donikian, JD, MBA President & CEO, Pentera
CFRE: Participants will earn 1.25 hour of CFRE credit. CCPG is an approved CFRE provider.
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 firstname.lastname@example.org. Additionally, payment is expected from no-shows.