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Bi-Monthly Meeting - March 14, 2017

  • 03/14/2017
  • 10:00 AM - 1:30 PM
  • University Club, 76 East Monroe St, Chicago, IL

Registration

  • If you are an active member of CCPG, choose this option.
  • If you are not a member of CCPG, choose this option to register for this event.

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Bi-Monthly Meetings - March 14, 2017

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

Date: March 14, 2017

Time: 10:00 - 10:30 AM - Nuts & Bolts
10:30 - 11:45 AM - Morning Session
11:45 - 12:15 PM - Lunch
12:15 - 1:30 PM - Afternoon Session

Early Bird pricing ends March 10, 2017

10:00 - 10:30 AM - Nuts & Bolts

TOPIC: Gifts, Grants & Pledges: Dealing with Donor Advised Funds

SPEAKER: Abbe Temkin, Chicago Community Trust





10:30 - 11:45 AM - Morning Session

TOPIC: Charitable Gift Planning for Baby Boomers

SUMMARY: The baby boomer generation is now the second largest demographic group in the U.S., but a recent study found that baby boomers make 40% of all charitable contributions.  This presentation will review the many charitable giving options, including lifetime gifts, life income gifts, trusts and estates and beneficiary designations that can help baby boomers accomplish their personal financial and estate goals while supporting their favorite charitable organizations.

SPEAKER: Laura Hansen Dean, Assistant Vice President, Gift Planning and Principal Gifts, University of Texas Medical Branch of Galveston





CFRE: Participants will earn 1.25 hour of CFRE credit. CCPG is an approved CFRE provider.
CFP: Participants will earn 1 hour of CFP credit. CCPG is an approved CFP provider.

MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider. 



12:15 - 1:30 pm - Afternoon Session

TOPIC:
Hit the Easy Button with Gifts of Complex Assets

SUMMARY: 
It's becoming more common for donors to offer the charities they care about donations of assets that are far more sophisticated than the typical gift of cash or securities. And they may be looking to you for guidance. Uncover the mystery behind gifts of complex assets in this session. Johni Hays, J.D. will discuss an array of complex assets, outlining the various tax advantages-and disadvantages-for the donor, and highlight any issues they may bring to your organization. You'll learn a methodology to determine when a gift of each type makes sense for the donor and for your organization.

SPEAKER: Johni Hays, Senior Director, Thompson & Associates









CFRE: Participants will earn 1.25 hour of CFRE credit. CCPG is an approved CFRE provider.
CFP: Participants will earn 1 hour of CFP credit. CCPG is an approved CFP provider.

MCLE: Participants will earn 1.25 hour of MCLE credit.  CCPG is an approved MCLE provider. 

CCPG'S MARCH BI-MONTHLY SPONSOR


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