Thursday May 31, 2018
8:00 a.m. to 5:00 p.m.
Northwestern Pritzker School of Law
375 E. Chicago Ave
Chicago, IL 60611

Member Rate: $295
Non-Member Rate: $395

By attending the Annual Symposium, you will hear outstanding keynote addresses and take part in sessions specific to planned giving in Beginner, Intermediate and Advanced tracks.  Throughout the day there will be opportunities to network with your peers and visit vendors’ exhibits. 

This year Introduction to Planned Giving Essentials presented by Marc Carmichael, J.D.  will be offered the day before the Symposium, May 30, 2018, and requires a separate registration. This presentation provides the basics of charitable gift planning, including prospect profiles, best assets for gift planning, gifts through donors’ estate plans, “life income” gifts such as charitable gift annuities and charitable remainder trusts, and making planned giving work in a small office.  
Click here for more information and to register.

Registration and Continental Breakfast - 7:30 - 8:00 a.m.

MORNING KEYNOTE ADDRESS  9:30 - 10:30 a.m.
Robert Sharpe, CEO, Sharpe Group

The Brave New World of Gift Planning – Where Do We Go From Here?

This presentation will explore the powerful forces underlying trends that are now and will continue to impact charitable estate planning.  These factors include the economic impact of the Great Recession and its aftermath, the elimination of federal estate and gift taxes for 99.9% of Americans, the aging of the Baby Boomer generation, the possibility of taxation of charitable gifts, the role of planned gifts in capital campaigns and the re-emergence of charitable trusts as key planning tools for high net worth individuals.  According to the Giving USA 2017 report, gifts from living individuals and gifts from corporations and foundations were all up in 2016, while inflation-adjusted bequest income declined just over 10%.  There has been little real growth in bequest income over the past 15 years.  How much longer will we experience flat income from estates when the Great American Wealth Transfer has reportedly been underway since 1998?  Are we entering a period of continued decline in planned gifts or are we witnessing the dawn of the Golden Age of Gift Philanthropy led by the “Gerontrophilanthroplutocracy”?

Lynn Malzone Ierardi, JD, The University of Pennsylvania and Chair Elect, NACGP Board of Directors

Storytelling: Once upon a time...

There will always be new trends and challenges in planned giving and philanthropy.  Trends such as changing demographics, blended gifts and blended responsibilities, increasing use of DAFs, metrics, and technology advances - all continue to change the environment and influence how we operate.  Perhaps one of our biggest current challenges is the Tax Cuts and Jobs Act of 2017.  One surefire way to successfully navigate trends and challenges is to share your planned giving stories. Storytelling will help you to live happily ever after!

Beginner Track: Building a PG Program, Timeline and Budget  8:00 - 9:15 a.m.
Sandy Macnab, FAHP, CFRE, Alexander Macnab & Co. 

A basic primer for non-technical development professionals, agency executives and program personnel, this session is a good refresher for experienced development professionals, but is designed for small and one-person shops. Learn how planned gifts work, which ones to promote, and how a program to attract them can be established quickly and inexpensively. In addition to resource-rich handouts, participants will be guided to build a relevant budget and timeline that can be implemented anywhere.

Beginner Track: Donor Cultivation Strategies  10:45 - 12:00 p.m.
Amanda Kiernan Martin, Episcopal Diocese of California

A veteran fundraiser discusses strategies to focus donor identification and cultivation from a small organization perspective. Learn how to overcome the challenges faced from limited resources or volunteer fatigue and increase donor involvement and support of the organization. Special focus on donor identification before and during a capital campaign.

Beginner Track: Stewardship of Planned Giving Donors: Preserving Revocable Gifts  1:45 - 3:00 p.m.
Marilyn Schaffer, Lincoln Park Zoo

We all want to increase the number of members of our legacy societies, but getting those members is just the beginning. Since most estate gifts are revocable, you need an effective stewardship plan to hold and hopefully grow those future commitments. This session will give you the tools to develop and implement a successful stewardship program for all of your planned giving donors no matter the size of your planned giving program.

Beginner Track: Power Prospecting: Finding Your Planned Giving Opportunities for the Future  3:15 - 4:30 p.m.
Jay Frost, DonorSearch

One of our greatest challenges is identifying and researching individuals with the capacity to give a significant gift today, tomorrow, or through their estate. In “Power Prospecting,” Jay Frost explores how to find these people within your constituency, throughout your community, and around the world. This workshop will explore the key indicators of capacity and propensity, uncover the resources that will increase your effectiveness and efficiency, and show you how to learn what your current and future donors are willing and able to do to make your mission possible. 

Intermediate Track: 5 Hidden Joys of Being a Planned Giving Professional  8:00 - 9:15 a.m.
Rich Goode, DePaul University 

Like any profession, being a planned giving professional comes with its challenges.  Successfully navigating those challenges takes most of our time and, for the most part, is the subject of this Symposium.  Take a break and join us in reflecting on the joys of our profession.  Rich will bring his top five but looks forward to hearing yours as well.

Intermediate Track: Bankers and Lawyers and CPAs -- Oh my! Collaborating with Advisors 10:45 - 12:00 p.m. 
Rebecca Rothey, CFRE, CAP, Greater Washington Community Foundation

“I need to talk with my advisor first.” With those words, gift officers embark on the sometimes-dreaded path into the dark forest of working with donors’ professional advisors. In this session, Rebecca will share what she has learned during one-on-one meetings with over 500 estate planning attorneys, CPAs, financial advisors and trust officers and from her certification as a Chartered Advisor in Philanthropy┬«. She will discuss advisors by their specialty areas, clients’ net worth categorizations, and knowledge of philanthropy. What do advisors want from us? How can we best get what we need from them? This brisk jaunt will include detailed charts, handouts, quotes, and examples to increase your knowledge and confidence when working with donors’ professional advisors. We’re off to be the wizards …

Gain a deeper understanding of professional advisers by specialty area (estate planning attorney, CPA, financial adviser, and trust officer) as relates to your donors' and prospects' net-worth categorization by those advisers.
Learn about advisers' understanding of and views about philanthropy by specialty area and clients' net worth and how to use this information to more effectively help your donors consult with their advisers when considering gifts.
Understand, through specific examples and stories, what advisers often do and sometimes don't like about professional fundraisers and how to improve your interactions with and marketing to advisers based on this knowledge.

Intermediate Track: How to Implement a Legacy Challenge at Your Institution 1:45 - 3:00 p.m.
Courtney Tsai, JD, George Washington University
Sara Eigenberg, JD, US Holocaust Memorial Museum

Legacy Challenge match programs are a growing trend in the gift planning field. These matching programs are different from traditional matching gift challenges, in that they are meant to promote newly established or newly documented planned gifts instead of new outright gifts. These match programs can work at many different types of nonprofit organization and we will demonstrate how our programs worked at a museum and a large University.  This session may inspire attendees to create their own Legacy Challenge match programs, prepare them for the challenges that they program may face, and excite them for the success that they will enjoy.

Intermediate Track: Creating and Implementing Effective Planned Giving Program Policies and Procedures  3:15 - 4:30 p.m.
Philip M. Purcell, J.D., M.P.A., CFRE, Philanthropy, LLC & Indiana University Maurer School of Law and Lilly School of Philanthropy

This session will explain what policies and procedures are – and why they are important to nonprofit organizations.  In addition, we will explore when to consider creating or updating policies and procedures.  A detailed explanation of how to prepare a policy manual will be shared.  A thorough review of what to include in a comprehensive manual will include sample policies, assets for gifts, planned gift vehicles, documentation, recognition, gift crediting and more!  A sample appendix will list important documents to consider such as gift agreements, gift routing sheets, acceptance checklists and other important forms.  Time will be allowed for questions and discussion of best practices.

CFP: Participants will earn 1.5 hour of CFP credit.  CCPG is an approved CFP provider.

MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider.

Advanced Track Topic: Donation of Real Estate 8:00 - 9:15 a.m.
Fred "Skip" Jones, ALSAC St. Jude Children's Hospital

Real estate donations can be a boon or a bust for a charity. In either case, the charity can count on spending money to process the donation, manage the property and to ultimately sell it or develop it. An understanding of each step of the process will help the charity to determine if the real estate donation will enhance the charity’s mission. This includes an understanding of common pitfalls as well as rare problems that may arise. The speaker will go through the steps with a focus on both living and deceased donors.

CFP: Participants will earn 1.5 hour of CFP credit.  CCPG is an approved CFP provider.
 Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider.

Advanced Track: Alternative Gift Options Under the New Tax Laws  10:45 - 12:00 p.m.
Nelson Wittenmyer, Jr., J.D., L.L.M., The Cleveland Clinic Foundation

Advanced Track: Charitable Giving After the Tax Cuts and Jobs Act: Who's Right and How to Cope?  1:45 - 3:00 p.m. 
Carleen L. Schreder, Leven Schreder & Carey Ltd.

The Tax Cuts and Jobs Act changed individual tax rates and increased the standard deduction while eliminating or limiting many typical itemized deductions except charitable contributions.  It also doubled the estate and gift exemption to over $11 million per individual.  Some speculate that these changes will cause charitable giving to substantially decrease, while others maintain it will have little impact.  What does it all mean for your organization and what can you do to respond?

CFP: Participants will earn 1.5 hour of CFP credit.  CCPG is an approved CFP provider.

Advanced Track: Strategic Planning with Charitable Trusts  3:15 - 4:30 p.m. 
Amy Margolin Harwood, McDermott Will & Emery
Victoria Ose, McDermott Will & Emery

Symposium Sponsors

Speakers Dinner Sponsor

Exhibition Sponsors

Chicago Council on Planned Giving ┬ę 2017 |  Phone: (630) 416-1166  | ccpg@ccpgonline.org

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