Introduction to Planned Giving Essentials
Date: Wednesday, May 29, 2019
Location: Northwestern Medicine Prentice Women's Hospital
250 E. Superior Street, Conference Room L (North)
Chicago, IL 60611
Early Bird Pricing Ends April 26.
Early Bird Member Rate - $65
Early Bird Non Member Rate - $80
Symposium Discounted Rate
Attend both the May 30 Symposium and Introduction to Planned Giving Essentials and receive a discount for Introduction to Planned Giving Essentials!
Bundled Early Bird Member Rate - $35
Bundled Early Bird Non Member Rate - $50
Marc Carmichael, J.D.
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.
Cancellations/Refunds: Cancellations must be received by 12:00 pm on Friday, May 17, 2019 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 firstname.lastname@example.org. Additionally, payment is expected from no-shows.