Bi-Monthly Program: Roundtables - March 11, 2025

CCPG's Roundtable Discussions!

(in-person only)

Program Schedule
10:00 AM – 10:05 AM  Brief Welcome
10:05 AM – 10:30 AM  1st Round
10:35 AM – 11:00 AM  2nd Round
11:05 AM – 11:30 AM  3rd Round
11:35 AM – 12:00 PM  4th Round
12:00 PM – 1:00 PM    Lunch and CCPG Annual Meeting*

*The roundtables are an in-person event. However, we have a virtual option for CCPG members who would like to participate in the Annual Meeting from 12:30pm to 1:00 pm. Please email Chris Teed at christine@frontlineco.com and a link will be provided to you.

Topics will include:

1. Success in Legacy Match Giving – George Rattin, Executive Director of Development, Rosalind Franklin University of Medicine and Science
2. Maximizing Collaboration with Major Gift Officers – Candice Cole, Associate Director, Gift Planning, The University of Chicago
3. Navigating Charitable Gift Annuities – Lauren Suarino, Manager, Philanthropy - Planned Giving, Northwestern Medicine
4. Keys to Planned Giving Marketing – Phillip Zielinski, Director, Philanthropy, Mercy Home for Boys & Girls
5. Starting a Planned Giving Program from Scratch – Beth Lye, Director of Gift Planning, University of Illinois Foundation
6. Engaging Donors with a Financial Advisor Perspective – Patrick Dillon, Client Portfolio Manager, Community Capital Management, LLC
7. Helping DAF Holders with Their Legacy Planning - Abbe Temkin, Senior Philanthropic Advisor, The Chicago Community Trust
   
8. Gift Agreements - Patrick Bitterman, Partner, Quarles & Brady LLP