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2020 Annual Symposium 
Thursday, May 28, 2020
Northwestern Pritzker School of Law

Northwestern Pritzker School of Law
375 E. Chicago Ave
Chicago, IL 60611



Early Bird Pricing:
Member Rate: $250
Non Member Rate: $295

After April 24, 2020

Member Rate: $295
Non Member Rate: $395




Join us at CCPG’s Annual Symposium to hear outstanding keynote speakers, take part in educational sessions tailored to your interests and level of experience, interact with vendors,  share ideas your peers, and expand your professional network.

 

Introduction to Planned Giving Essentials - May 27, 2020

CCPG will be offering Introduction to Planned Giving Essentials as a Pre-Symposium session on May 27, 2020.  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 $20. 

Early Bird Pricing: 
Member Rate: $80 ($60 if attending Symposium)
Non Member Rate: $95 ($75 if attending Symposium)

After April 24, 2020
Member Rate: $95 ($75 if attending Symposium)
Non Member Rate: $115 ($95 if attending Symposium)
 
                                                                                                             




MORNING KEYNOTE ADDRESS  9:30 a.m. - 10:30 a.m.


AFTERNOON KEYNOTE ADDRESS  12:45 p.m. - 1:30 p.m.


Session Time: 8:00 a.m. - 9:15 a.m. 

Beginner Track: Topic - Ethics
Charles Slamar, Thompson & Associates

Intermediate Track: Gather, Hold & Spend: How Smart Policies Enhance Sustainability
Katrina Pipasts, Northern Trust
Alison Hefele Bonney, Northern Trust

Advanced Track: Topic - Blended gifts in capital campaigns
Arthur A. Klein, MD, Mount Sinai Health Network


Session Time: 10:45 a.m. - 12:00 p.m. 

Beginner Track: Topic - Cues and Clues
Pamela Jones Davidson, Davidson Gift Design

Intermediate Track: Topic - Working with Professional Advisors Panel Discussion
Lisa Bakker, Ann & Robert H. Lurie Children's Hospital of Chicago
Kathy Kielar, WTTW / WMFT
Ken Nopar, American Endowment Foundation

Advanced Track: Wealth Planning for Modern Families
Kim Kamin, Gresham Partners


Session Time: 1:45 p.m. - 3:00 p.m.

Beginner Track: Topic - CGA's
Robert Shafis, Veritus Group

Intermediate Track: Building a Toolkit to Improve Your Organization's Revocable Deferred Gift Performance
Jason J. Shuba, JD, University of Illinois Foundation

Advanced Track: Topic - Inclusion and Diversity in Hiring and Retention
Marian DeBerry, Campbell & Company


Session Time: 3:15 p.m. - 4:30 p.m.

Beginner Track: Topic - Stewardship
James Allan, Art Institute of Chicago

Intermediate Track: Topic - Charitable Lead Trusts
Pamela Yang, State Street Global Advisors

Advanced Track: Topic - Donor Advised Funds
TBD

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