Bi-Monthly Meeting - March 12, 2019

Bi-Monthly Meeting

Location: University Club of Chicago, 76 East Monroe Street, Michigan Room, Second Floor, Chicago, IL 60603

Date: March 12, 2019

10:00 AM - 10:30 AM - Networking Coffee

10:30 AM - 11:30 AM - Morning Session 
TOPIC:
Gift Planning Metrics: An Update from the National Association of Charitable Gift Planners (CGP) Task Force

SUMMARY:
Join us for an update on current findings from CGP’s task force on gift planning metrics followed by an interactive panel discussion on metrics and key performance indicators for successful gift planning programs

SPEAKER:
Joseph Bull, JD, Chair of the National Association of Charitable Gift Planners (CGP) National Metrics Task Force and Assistant Vice President of Development at Carnegie Mellon University






11:30 AM - 12:15 PM - Panel Discussion
TOPIC: 
Panel Discussion on Gift Planning Metrics 

PANELISTS:
Camille Anderson Licklider, Northwestern University
John Holmberg, Advocate Charitable Foundation
Laura Musgrove, Grenzebach Glier and Associates
Garry Sloan, Lake Forest Academy
Joseph Bull, JD, Carnegie Mellon University - Moderator/Facilitator

CFRE: Participants will earn 1.75 hours of CFRE credit.  CCPG is an approved CFRE provider. 


12:15- 1:00 PM - Lunch

1:00 - 1:30 PM - Afternoon Session / Annual Meeting

SPONSOR:

Cancellations/Refunds: Cancellations must be received by 12:00 pm two business days prior to the event in order to receive a full refund. No refunds will be processed after this time. Cancellations must be in writing and may be submitted to cteed@ccpgonline.org. Additionally, payment is expected from no-shows.