Introduction to Planned Giving Essentials
Wednesday, May 30, 2018
Location: Northwestern Medicine Prentice Women's Hospital250 E. Superior Street, Conference Room L (North)
Chicago, IL 60611
This 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 are strongly encouraged to download both the PowerPoint slides and the associated text handout.
CFP: Participants will earn 3 hours of CFP credit. CCPG is an approved CFP provider.
CFRE: Participants will earn 2.5 hours of CFRE credit. CCPG is an approved CFRE provider.
MCLE: Participants will earn 3.5 hours of MCLE credit. CCPG is an approved MCLE provider.
Member Rate - $75
Non Member Rate - $100
Cancellations/Refunds: Cancellations must be received by 12:00 pm on Friday, May 18, 2018 in order to receive a full refund. No refunds will be processed after this time. Substitutions are encouraged. Cancellations must be in writing and may be submitted to email@example.com. Additionally, payment is expected from no-shows.
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