Thursday May 30, 2019
Early Bird Member Rate: $250
After April 26:
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.
Introduction to Planned Giving Essentials - May 29, 2019
After huge success in 2018, CCPG will be offering Introduction to Planned Giving Essentials as a Pre-Symposium session on May 29, 2019. This session provides the basics to charitable gift planning with focus on 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. This session requires an additional registration fee; however, take advantage of our Symposium bundling savings. Attend both the Introduction to Planned Giving Essentials and Symposium and SAVE. Click here for more information and to register now.
MORNING KEYNOTE ADDRESS 9:30 a.m. - 10:30 a.m.
Carol Lavin Bernick, CEO, Polished Nickel Capital Management
Lessons Learned in Philanthropy
Carol Lavin Bernick, former executive chairman of international conglomerate Alberto Culver, has invested significant time and talent in the founding, development and growth of philanthropic organizations and foundations. Her strength as an executive is matched equally by her commitment to family, community and giving back.
Bernick will share excerpts from her new book, Gather As You Go: Lessons Learned Along the Way highlighting why she is so passionate about helping others, valuable lessons she’s learned from her philanthropic endeavors, and how life’s ups and downs can be channeled to create good in the world.
AFTERNOON KEYNOTE ADDRESS 12:45 p.m. - 1:30 p.m.
Frank Minton, Frank Minton Consulting LLC
Gift Planning Without Tax Incentives
Tax incentives for charitable giving, though still substantial, are less than they once were. If those incentives disappeared entirely, would gift planning continue as a profession? To contemplate that question is to ask what fundamentally drives charitable giving. Without minimizing the benefits of tax incentives to encourage giving at a higher level, this session focuses on the humanistic aspects of gif planning - how fundamentally it is about personal fulfillment, the quest for meaning, and the power of hope.
Session Time: 8:00 a.m. - 9:15 a.m.
Beginner Track: Bequest Administration: The Tortoise that Rarely Wins
Rob Smitherman, Northwestern University
Intermediate Track: Donor Advised Funds: Beauty is in the Eye of the Donor
Carlos Bryne, CAP, BNY Mellon Wealth Management
Advanced Track: Calming Troubled Waters: Eliminate Delays when Requesting IRA Death Proceeds
Johni Hays, Thompson & Associates
Session Time: 10:45 a.m. - 12:00 p.m.
Beginner Track: Starting a Planned Giving Program: Building a Budget & Timeline
Sandy Macnab, FAHP, CFRE, Alexander Macnab & Co.
Intermediate Track: Social Media's Impact on Planned Giving Marketing
Steve Maughan, The Humane Society of the United States
Advanced Track: Impact Investing: Friend or Foe of Fundraising
Phil Cubeta, The American College of Financial Services
Session Time: 1:45 p.m. - 3:00 p.m.
Beginner Track: TBD
Anne Morgan, JD, LLM, Edward E. Ayer Society/Field Museum
Intermediate Track: Donor Insights: Why Planned Gifts Remain Secret
Katy Kotlarczyk & Gordon Trafton, University of Colorado - Office of Gift Planning
Advanced Track: Creating Legacies of Significance
Michael G. Stuart, JD, CPA
Session Time: 3:15 p.m. - 4:30 p.m.
Beginner Track: The Wonderful World of Gift Acceptance Policies
Payson Wild, Wild Associates
Intermediate Track: Gifts of Real Estate Panel
Joseph Like, CFRE, Meg Cline, Chase Magnusen, Allen Thomas
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