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Bi-Monthly Meeting - March 10, 2020

  • 03/10/2020
  • 10:00 AM - 1:30 PM
  • University Club, 76 East Monroe St, Chicago, IL

Registration

  • If you are not a member of CCPG, choose this option to register for this event.

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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 - 1st Round
10:30 AM – 10:50 AM - 2nd Round
10:55 AM – 11:15 AM - 3rd 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 Ability Lab
  • PROJECT MANAGEMENT TOOLS IN GIFT PLANNING ADMINISTRATION  –  Valerie Sherman, Director of Gift Planning, Saint Mary's College
  • INTERNAL GIFT PLANNING TRAINING  – Jason James Shuba, JD, 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. 


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