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• Bi-Monthly Program: Roundtables - March 11, 2025

  • When
    03/11/2025
  •  
    10:00 AM - 1:00 PM
  • Location
    Northern Trust Global Conference Center, 50 S. LaSalle, Chicago, IL
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  • Registered
    65 registrants

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  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

  
  

   

  
  

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