MORNING KEYNOTE ADDRESS - Management Lessons Learned in Philanthropy
Carol Lavin Bernick, CEO, Polished Nickel Capital  

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AFTERNOON KEYNOTE ADDRESS  - Gift Planning Without Tax Incentives
Frank Minton, Principal, Frank Minton Consulting, LLC
MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider.
CFP: Participants will earn 1 hour of CFP credit. CCPG is an approved CFP provider.

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Introduction to Planned Giving Essentials - May 29, 2019
Marc Carmichael, J.D.
CFRE: Participants will earn 2.5 hours of CFRE credit.  CCPG is an approved CFRE provider. 
MCLE: Participants will earn 3 hours of MCLE credit. CCPG is an approved MCLE provider.
CFP: Participants will earn 3 hours of CFP credit. CCPG is an approved CFP provider.

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CLICK HERE FOR HANDOUTS - Powerpoint Presentation

Beginner Track: Bequest Administration: The Tortoise that Rarely Wins 
Rob Smitherman, Northwestern University
MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider.
CFP: Participants will earn 1.5 hour of CFP credit. CCPG is an approved CFP provider.

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Intermediate Track: Donor Advised Funds: Beauty is in the Eye of the Donor
Carlos Bryne, CAP, BNY Mellon Wealth Management
MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider.
CFP: Participants will earn 1.5 hour of CFP credit. CCPG is an approved CFP provider.

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Advanced Track: Calming Troubled Waters: Eliminate Delays when Requesting IRA Death Proceeds
Johni Hays, Thompson & Associates
MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider.
CFP: Participants will earn 1.5 hour of CFP credit. CCPG is an approved CFP provider.

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Beginner Track: Starting a Planned Giving Program: Building a Budget & Timeline
Sandy Macnab, FAHP, CFRE, Alexander Macnab & Co. 
MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider.

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CLICK HERE FOR HANDOUTS

Intermediate Track: Social Media's Impact on Planned Giving Marketing
Steve Maughan, The Humane Society of the United States

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Advanced Track: Impact Investing: Friend or Foe of Fundraising
Phil Cubeta, The American College of Financial Services
MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider.
CFP: Participants will earn 1.5 hour of CFP credit. CCPG is an approved CFP provider.

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Beginner Track: Fantastic Prospects and Where to Find Them
Anne Morgan, JD, LLM, Edward E. Ayer Society/Field Museum
MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider.

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Intermediate Track: Donor Insights: Why Planned Gifts Remain Secret
Katy Kotlarczyk & Gordon Trafton, University of Colorado - Office of Gift Planning
MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider.
CFP: Participants will earn 1.5 hour of CFP credit. CCPG is an approved CFP provider.

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CLICK HERE FOR HANDOUTS

Advanced Track: Creating Legacies of Significance
Michael G. Stuart, JD, CPA 
MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider.
CFP: Participants will earn 1.5 hour of CFP credit. CCPG is an approved CFP provider.

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CLICK HERE FOR HANDOUTS Beginner Track: The Wonderful World of Gift Acceptance Policies
Payson Wild, Wild Associates
MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider.
CFP: Participants will earn 1.5 hour of CFP credit. CCPG is an approved CFP provider.

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Intermediate Track: Risky Business? Mitigating Risks with Real Estate Gifts - Panel Discussion
Joseph Like, CFRE, Loyola University Chicago
Meg Cline, University of Illinois Foundation 
Chase Magnusen, Realty Gift Fund
Allen Thomas, Thomas Charitable Advisors, LLC
CFP: Participants will earn 1.5 hour of CFP credit. CCPG is an approved CFP provider.

CLICK HERE FOR HANDOUTS - Gifts of Real Estate Checklist
CLICK HERE FOR HANDOUTS - Isolate the Risks in Real Estate Gifts
CLICK HERE FOR HANDOUTS - UIFoundation Farmland Booklet
CLICK HERE FOR HANDOUTS - Real Estate Powerpoint Slides

Advanced Track: My CGA Donor is a Zombie: CGA's outliving their life expectancy and alternative strategies
Robert Shafis, The Salvation Army - USA Central Territory
MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider.
CFP: Participants will earn 1.5 hour of CFP credit. CCPG is an approved CFP provider.

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