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Bi-Monthly Meeting - November 12, 2019

  • 11/16/2019
  • 7:30 AM - 11:00 AM
  • University Club, 76 East Monroe St, Chicago, IL


Bi-Monthly Meeting
**Breakfast meeting at new time! 7:30am – 11:00am**

Location:  University Club of Chicago
76 East Monroe Street
Michigan Room
Second Floor
Chicago, IL 60603

  November 12, 2019

: 7:30am - 11:00am

Early Bird pricing ends October 25, 2019

7:30 AM - 8:00 AM - Breakfast

8:00 AM - 8:30 AM – Nuts & Bolts
Best Practices with Gift Agreements

Julie Hynes, Associate Director, Gift Acceptance and Fund Management, Northwestern University

Jenny Carroll, Senior Director, Gift Planning Operations, University of Illinois Foundation

8:40 AM - 9:45 AM - First Session 

Planned Giving in a Capital Campaign

Successful campaigns depend on maximizing donors’ capacity by encouraging gifts that bring both current and future contributions.  This session will explore how to integrate planned giving fundraising into the campaign framework, including gift acceptance and counting policies, marketing and promotion of planned and blended gifts, and measuring results.

Susan Sasvari, Senior Director, Gift Planning and Major Gifts, Rush University Medical Center

CFRE: Participants will earn 1.75 hours of CFRE credit.  CCPG is an approved CFRE provider. 

9:55 AM - 11:00 AM – Second Session

Planned Giving Marketing on a Budget 

“Marketing on a Budget” offers insight and strategies on properly executing marketing efforts for current planned giving donors and potential prospects. With innovative information, vibrant images and engaging exercises, this presentation will surely captivate and benefit all levels in attendance. 


Anne Morgan, Director of Estate and Planned Giving, The Field Museum

CFRE: Participants will earn 1.75 hours 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 cteed@ccpgonline.org. Additionally, payment is expected from no-shows. 

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