Bi-Monthly Meeting - March 10, 2020

Bi-Monthly Meeting

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

Date: March 10, 2020

In lieu of Nuts & Bolts, the morning session will begin at 10:00 AM

10:00 AM - 11:30 AM - Morning Session: Round Table Discussions

10:05 AM – 10:25 AM - 1^st Round
10:30 AM – 10:50 AM - 2^nd Round
10:55 AM – 11:15 AM - 3^rd Round

• STARTING A PLANNED GIVING PROGRAM ON A BUDGET – Fran Caan, Frances S. Caan Non-Profit Consulting Inc.
  
• STARTING PLANNED GIVING CONVERSATIONS WITH DONORS – Chuck Van Hecke, Planned Giving, Loyola University Chicago
  
• PLANNED GIVING STEWARDSHIP ON A BUDGET – Julie Captain, Senior Director, Shirley Ryan AbilityLab
  
• PROJECT MANAGEMENT TOOLS IN GIFT PLANNING ADMINISTRATION  –  Valerie Sherman, Director of Gift Planning, Saint Mary's College
  
• INTERNAL GIFT PLANNING TRAINING  – Jason James Shuba, Director of Gift Planning, University of Illinois Foundation
  
• PLANNED GIVING ADVISORY COUNCILS – Kathy Kielar, Vice President of Development, WTTW
  
• RETIREMENT PLAN/QCD BENEFICIARY FORMS AND DISTRIBUTIONS – James Provenza, James C. Provenza & Associates, PC
  
• OPERATING A CHARITABLE GIFT ANNUITY PROGRAM – Chris Thill, Planned Giving, The Salavation Army
  
• ADVANTAGES AND CHALLENGES OF CGAs and CRTs – Katrina Pipasts, Northern Trust
  
• ILLINOIS TRUST LAW – Patrick Bitterman, Partner, Quarles & Brady LLP
  
• DONOR ADVISED FUNDS – Abbe Temkin, Senior Philanthropic Advisor, Chicago Community Trust
  
• MANAGING PERSONAL PROPERTY GIFTS – Sherri Cohen, Vice President and Director of Valuations, Trusts & Estates, Bonhams
  
• PLANNED GIVING CAREERS, PERSPECTIVES AND JOB SEARCHING – Andy Hibel, Advise Us Foundation
  
• GIFT RESTRICTIONS – Anita Ridge, TIAA Kaspick
  
  

11:15 AM - 12:15 PM   Lunch and CCPG Annual Meeting

12:15 PM - 1:30 PM - Afternoon Session
Topic
The Next Generation of Philanthropists:  Is Your Organization Ready?

Speakers

Shanise A. Evans, Wells Fargo


Patrick Sablich, Wells Fargo

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

Sponsored by:
 

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.