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Bi-Monthly Meeting - January 14, 2020

  • 01/14/2020
  • 10:00 AM - 1:30 PM
  • University Club, 76 East Monroe St, Chicago, IL



Bi-Monthly Meeting

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

 January 14, 2020

10:00 AM - 10:30 AM – Nuts & Bolts
Deferred Gift Stewardship

James Allan, executive director of planned giving and special gifts at the Art Institute of Chicago, will discuss the ins, the outs, and the importance of stewarding revocable gifts. James will touch on different types of revocable gifts and offer basic tips to keep donors engaged and keep your institution in their estate plans.


James Allan,
Executive Director of Planned Giving and Special Gifts, The Art Institute of Chicago

10:30 AM - 11:45 AM – Morning Session 

Motivations for Giving

This presentation will review recent research that explores why people donate to charity, and why they often donate in inefficient ways. We will discuss how emotions can motivate giving, but also lead to predictable distortions in giving outcomes and propose interventions that capitalize on donors emotional impulses, while also directing them towards the greatest good.


Emma Levine, PhD,
Assistant Professor of Behavioral Science and Charles E. Merrill Faculty Scholar, University of Chicago Booth School of Business

CFRE: Participants will earn 1.25 hours of CFRE credit. CCPG is an approved CFRE provider. 

11:45 - 12:15 PM Lunch

12:15 - 1:30 PM – Afternoon Session
Engaging the Next Generation in Philanthropy

This session will explore effective strategies to engage donors and younger family members, the “next generation” in philanthropy. This presentation will cover entry points for intergenerational philanthropic conversations, ideas on how to involve family members and lay out a path to help you influence the next generation of donors.


Kellie Garcia, JD,
Associate Director of Philanthropic Advisory Services, Northern Trust

Marguerite Griffin,
Director of Philanthropic Advisory Services, Northern Trust

CFRE: Participants will earn 1.25 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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