January 13, 2015
Bi-Monthly Meeting

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Bi-monthly Meeting

Tuesday, January 13, 2015

University Club
76 East Monroe St
Chicago, IL

Register for the Januay Program

Click here if you prefer to fax or mail your registration.

10:00am Nuts & Bolts
Topic: Seven Key Investment Principles for Successful Philanthropic Investing
Speaker: Gregory S. Jordan, CFA®, National Philanthropic Investment Officer, Wells Fargo Bank, N.A.

10:30am Morning Session
TOPIC: "Market Transformations and Risks"
Speaker: H. Cameron Hinds, CFA, Regional Chief Investment Officer, Wells Fargo

  • Overview of the economic and market outlook for 2015
  • Investing in the 6th year of an economic rebound/bull market is potentially different from the past few years
  • Review of significant investment themes for 2015
  • Investment/economic trends impacting charitable investing

12:30 pm Afternoon Session
TOPIC: "A Fresh Look at Charitable Lead Trusts"
Speaker: Brian Whitlock, CPA, JD, LLM, Tax Partner, Plante Moran

Low Interest Rates and recent changes in the income tax laws have created some interesting opportunities using Charitable Lead Trusts. Learn about how to structure Lead Trusts to pass assets to family members, lower federal and state income taxes, and benefit charity all at the same time. You will be surprised by potential benefits in this often overlooked tool.

Our Speakers:

H. Cameron Hinds, CFA

Brian Whitlock: A partner with Plante Moran, Brian applies his legal and tax expertise to the asset-protection and tax-minimization needs of families, closely-held businesses, philanthropic individuals, and not-for-profit organizations. A faculty member at the University of Illinois at Urbana-Champaign, Brian brings an educator’s mindset and down-to-earth style to his client engagements. He uses these skills to clarify complex tax and wealth-transfer concepts and offer tactical next steps. Numerous CPA, bar, financial planning, and other trade associations invite Brian to speak on income, estate, and not-for-profit tax issues. He has a B.A. from Northwestern University, a JD from IIT/Chicago–Kent College of Law, and an LLM in Taxation from IIT/Chicago-Kent.

Gregory Jordan is a Senior Vice President and National Philanthropic Investment Officer. He is the thought leader for philanthropic investment management across Wells Fargo and partners with the investment thought leadership and fiduciary leaders in the development of investment strategies and solutions for charitable and nonprofit clients. Mr. Jordan has more than 22 years of experience in the financial services industry with an emphasis on investment and portfolio management for institutions and high-net-worth clients. Previously, he served as a Regional Investment Manager for The Private Bank in Chicago, IL and Jacksonville, FL. Mr. Jordan earned his Bachelor of Arts degree in Economics from the University of Michigan and a Master of Business Administration in Finance from Wayne State University. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the Investment Analyst Society of Chicago. Mr. Jordan works closely with regional wealth partners and their philanthropic clients and prospects to communicate and foster our philanthropic investment philosophy and approach.

To register, click here.

$55 for CCPG members/$85 for non-members if registration is received the Friday prior to the program.

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In The News

On January 1, 2013, many provisions of the "American Taxpayer Relief Act" (HR 8) impact charitable giving opportunities and the individual financial and tax situation now faced by the donors with whom we assist with their philanthropic planning. To learn more, we encourage you to read a summary distributed at the January 8, 2013 CCPG bimonthly program's Nuts and Bolts Session titled "The Fiscal Cliff...What's Next in the Philanthropic World?" written by CCPG member and former board member, Payson Wild.


CCPG Awards and Nominations

View the recipients of these awards.

CCPG has two awards that it presents in most years to outstanding individuals in the Planned Giving-Gift Planning field. The awards are Chicago-centric. Awardees may live outside the Chicago area but the awards are made to people whose work and influence in the planned field were notable when they were in Chicago. The CCPG Nominating Committee reviews and recommends candidates for the awards for approval by the CCPG Board of Directors. The Nominating Committee invites CCPG members to submit nominations to consideration by using this form. You may nominate more than one person for each award. If you do, please attach an additional page to your award nomination form.

If you have questions, please contact
Julie Captain at jcaptain@lfh.org or 847-535-6933.

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