Location: University Club of Chicago, 76 East Monroe Street, Michigan Room, Second Floor, Chicago, IL 60603
Date: November 13, 2018
10:00 - 10:30 AM - Nuts and Bolts
I Hear What You’re Saying
What your donor says are clues to possible gifts. Learn what to listen for and how to apply those statements to a gift conversation. Also, a brief overview of bequests, life income agreements and lead trusts.
Sally Baker, Director, Planned Giving, University of Michigan
10:30 - 11:45 AM - Morning Session
Misericordia: Past, Present and Future
What makes Misericordia unique? The continuum of care and how we were able to evolve to continue to meet the unmet needs of developmentally disabled individuals.
- Our Beliefs - developmentally disabled individuals not only deserve a right to life, but to a life worth living.
- The importance of fundraising in achieving Misericordia's goals through the years.
- The right to choice. Families right to choose what living arrangement is best for their loved one and our efforts to change a national perspective.
Sister Rosemary Connelly, RSM, Executive Director, Misericordia Home
11:45 - 12:15 PM - Lunch
The Russell V. Kohr Award will be presented to Marilyn B. Shaffer, CAP, Lincoln Park Zoo
12:15 - 1:30 PM - Afternoon Session
Estate Planning for Digital Assets
Practical Knowledge and Potential Pitfalls" Facebook, LinkedIn, Gmail, iTunes, Instagram - every day we live a greater portion of our lives online, and so do our donors and clients. This presentation will address what happens to online accounts in the event of disability or death, and suggest strategies for dealing with maintaining and closing accounts under such circumstances. We will also touch on potential policies for connecting with donors and clients through social media.
Patrick Bitterman, Quarles and Brady LLP
CFP: Participants will earn 1.5 hours of CFP credit. CCPG is an approved CFP provider.
MCLE: Participants will earn 1.25 hours of MCLE credit. CCPG is an approved MCLE 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.