2020 Annual Symposium
Thursday, May 28, 2020
We are monitoring the information on the coronavirus closely and are working to ensure all precautionary measures as recommended by global health organizations and government agencies are taken. We will send updates, as needed, should circumstances change. Refunds will be issued if the CCPG 2020 Annual Symposium is cancelled. For the most up-to-date information, please refer to the Centers for Disease Control and Prevention (CDC) website and specifically the CDC Interim Guidance for Mass Gatherings.
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: Cues and Clues: What Prospects Are Telling You and What You Need to Say
Pamela Jones Davidson, Davidson Gift Design
Intermediate Track: Is Your Non-profit on the Right Path with Professional Advisors?
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