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**The January Bi-Monthly Meeting will be VIRTUAL only**
Program Schedule
10:00 AM - 11:15 AM
Planning for Philanthropy When Divorce is Imminent
Marguerite Griffin, Northern Trust and Tim Bresnahan, Chicago Community Trust
11:15 AM – 12:15 PM
Lunch break
12:15 PM - 1:30 PM
Using Your CRM to Maximize Planned Giving Efforts: A Discussion on Best Practices
Lisa Bakker, Ann & Robert H. Lurie Children's Hospital of Chicago, Adoley Jordan, Shriver Center on Poverty Law, Natalie King, Shedd Aquarium
Presentation & Speaker Details
Planning for Philanthropy When Divorce is Imminent
In this session, we will address key questions and issues charitably-inclined couples should consider as they navigate a pending divorce. You will lean when and how to discuss ongoing philanthropic objectives during marital settlement proceedings and best practices for planning for philanthropy post-divorce.
CFRE: Full participation in "Planning for Philanthropy When Divorce is Imminent" is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
CFP: Participants will earn 1.5 hours of CFP credit. CCPG is an approved CFP provider.
MCLE: Participants will earn 1.25 hours of MCLE credit. CCPG is an approved MCLE provider.
Marguerite H. Griffin, Senior Vice President, Northern Trust
As Director of Philanthropic Advisory Services, Marguerite is responsible for the delivery and growth of Northern Trust’s philanthropic advisory services to Wealth Management clients. She specializes in administering charitable trusts and private foundations and facilitating family philanthropy retreats. She also advises clients regarding impact investing, strategic philanthropy, international philanthropy, family succession planning and governance and risk management for nonprofit organizations. Marguerite us an active volunteer and board member with several charitable and cultural institutions including, The Poetry Foundation, Shriver Center on Poverty Law and the Chicago Foundation for Women.
Tim Bresnahan, Senior Director of Gift Planning, The Chicago Community Trust
Tim is responsible for a broad range of matters including charitable contributions, donor advised funds, supporting organizations, agency endowments and other legal, tax and investment aspects of tax-exempt organizations. Prior to joining the Trust, Tim served as the Associate Director of Philanthropic Advisory Services for Northern Trust. While at Northern Trust, Tim advised individuals and families on philanthropy and wealth planning and managed the Northern Trust Charitable Giving Program. He is a member of the Chicago Estate Planning Council, the Chicago Bar Association, the Advancement Network and the Arts Club of Chicago. Tim is a Leadership greater Chicago Fellow and a past President of the Board of Directors for Rivendell Theater Ensemble.
Using Your CRM to Maximize Planned Giving Efforts: A Discussion on Best Practices
This session is a panel discussion on CRM best practices by fundraisers focused on planned giving from three non-profit organizations. Presenters will share how elements of their work to maintain a robust pipeline of planned giving donors interfaces with two different CRM’s (Razor’s Edge and Tessitura).
CFRE: Full participation in "Using Your CRM to Maximize Planned Giving Efforts: A Discussion on Best Practices" is applicable for 1.25 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification
Lisa Bakker, Director, Planned Giving, Ann & Robert H. Lurie Children's Hospital of Chicago Foundation
Lisa Bakker is Director of Planned Giving at Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation. She works in partnership with her colleagues to help donors create legacies of hope and healing. Lisa has been involved in Chicago’s fundraising community for 22 years. In those years she has had the pleasure of helping to advance the missions of the Museum of Contemporary Art and the Chicago Botanic Garden. Lisa has been a member of Chicago Council on Planned Giving since 2012 and served as a member of its Board from 2016-2022.
Adoley Jordan, Senior Major Gifts and Planned Giving Officer, The Shriver Center on Poverty Law
As the Senior Major Gifts and Planned Giving Officer, Adoley supports the Shriver Center’s growth in major gifts and planned giving. Her career in development began in Washington, DC where she worked at an NGO focused on healthcare in West Africa. Most recently Adoley served as the Development Director at Legal Council for Health Justice where she oversaw grants and individual giving. Adoley holds a BA in Political Science and African-American History from the University of Michigan and an MPH from the University of Illinois at Chicago.
Natalie King, Director of Individual & Planned Giving, Shedd Aquarium
As Director of Individual & Planned Giving, Natalie holds primary oversight for growing and sustaining Shedd Aquarium’s individual giving program, from membership & annual giving, to leadership, loyalty, and planned giving. By shepherding a macro approach through data-driven marketing, engagement, and recognition, she serves as a pipeline architect to relaunch the Nautilus Society ahead of Shedd’s centennial in 2030. Prior to Shedd, Natalie led individual and planned giving programs at the Girl Scouts of Greater Chicago & Northwest Indiana, Smart Museum at the University of Chicago, and Alpha Phi Foundation.
Early Bird pricing ends December 28, 2022
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.
