Thursday May 25, 2017 
8:00 a.m. to 5:00 p.m.
Northwestern Memorial Hospital
251 East Huron Street
Chicago, IL 60611

Member Rate: $295
Non-Member Rate: $395

By attending the 20th Annual Symposium, you will hear outstanding keynote addresses and take part in sessions specific to planned giving in Beginner, Intermediate and Advanced tracks.  Throughout the day there will be opportunities to network with your peers and visit vendors’ exhibits. 

Registration and Continental Breakfast - 7:30 - 8:00 a.m.

Morning Sessions


8:00 a.m. – 9:15 a.m. SESSION 1

Beginner Track: Our Legacy, Our Future

Jonathan R. Heintzelman, Ter Molen Watkins & Brandt, CCPG President 1979-1981
Charles Slamar, Thompson & Associates, CCPG President 1981-1984 and 1997-1999
Robert Shafis, The Salvation Army, USA Central Territory, CCPG President 1999-2001
Elizabeth Roghair, Consultant, CCPG President 2001-2003
Moderator Payson Wild, Wild Associates 

A Panel of CCPG's past presidents will share their reflections and projections for the future of planned giving. 

Intermediate Track: The Evolution of Planned Giving: Marketing: Debunking 4 Common Myths 

Nathan Stelter, The Stelter Company


Advanced Track: Raising Blended Gifts

Paul C. Williamson, Kaspick & Company
Timothy J. Prosser, Kaspick & Company

Institutions are challenged to find more donors who can make the large gifts that are needed to meet their ever-increasing goals.  Many of these donors will not be able to fund these gifts outright but might be able to make a meaningful impact if they are shown ways in which they can construct a blended gift, one that combines current giving and deferred giving.  If charities can be creative and donor-centric in the ways in which they offer philanthropic opportunities to donors, they will have a greater likelihood of presenting proposals that are large, compelling, and successful.

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

Lessons from the Field: Kinship as an Intervention

The Rev. Gregory J. Boyle, S.J., is the founder and executive director of Homeboy Industries in Los Angeles, CA.  He is the author of the 2010 New York Times-bestseller Tattoos on the Heart: The Power of Boundless Compassion. [read more]


10:45 a.m. – Noon   SESSION 2

Beginner Track: Introduction to Planned Giving Essentials, Part 1 of 2

Marc Carmichael, J.D.


This two-part presentation provides the basics of charitable gift planning, including 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. Attendees need to register for both the Part I (morning) and Part II (afternoon) sessions and are strongly encouraged to download both the PowerPoint slides and the associated text handout.

Intermediate Track: How to Effectively Partner with Community Foundations

Abbe Temkin, Chicago Community Trust
Kristin Carlson Vogen, Oak Park/River Forest Community Foundation
Dave McGowan, DuPage Foundation
Moderator Patrick Bitterman, Quarles & Brady


Advanced Track: Reading the Tea Leaves: How Tax Reform Could Impact Future Charitable Planning

Kirk A. Hoopingarner, Quarles & Brady LLP

Kirk will provide a summary of various tax reform proposals affecting the charitable deduction and charitable tax exemption.  He will then discuss how these impact current design of planned gifts, including the need to address possible tax deductibility caps and estate tax repeal in the future.  While recognizing that there is no guaranty of any proposals being adopted, Kirk is confident that the charitable deduction exemption will generally remain intact and our nation's long-term philanthropic mindset will endure.

LUNCHEON KEYNOTE ADDRESS - 12:00 - 1:30 p.m.   

A Conversation with
Carole & Gordon Segal

In 1962, Carole and Gordon Segal were inspired to create a new, contemporary housewares business by the simple, well designed tableware they had seen traveling in the Caribbean. The Segals thought there were other young couples just like themselves with more taste than money – so they followed their passion and opened Crate and Barrel in an abandoned elevator factory in Chicago’s Old Town neighborhood. After building a highly successful chain of retail stores, they sold Crate and Barrel and established the Segal Family Foundation.  [read more]

Afternoon Sessions

 

1:45 p.m. – 3:00 p.m.   SESSION 3

Beginner Track: Introduction to Planned Giving Essentials, Part 2 of 2

Marc Carmichael, J.D.


This two-part presentation provides the basics of charitable gift planning, including 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. Attendees need to register for both the Part I (morning) and Part II (afternoon) sessions and are strongly encouraged to download both the PowerPoint slides and the associated text handout.


Intermediate Track: Juicing Up Your CGA Program in a Low Interest Rate Environment: Turning Lemons into Lemonade

Joel Schaffer, CFP, University of Illinois Foundation 
Marilyn Schaffer, CAP Lincoln Park Zoo

In this continuing time of low interest rates many charities have had challenges promoting their gift annuity program. In this session we will explore how you can breathe new life into your program by strategically marketing and soliciting immediate, deferred and flexible gift annuities. We will also review gift annuity guidelines that should be in place to protect and expand your fundraising efforts.


Advanced Track: A Practical Discussion of Lead Trusts

Paul C. Williamson, Kaspick & Company
Timothy J. Prosser, Kaspick & Company

Imagine a planned gift that can produce immediate and sustained benefit to a charitable organization, enable families to reduce estate taxes (which can translate into more money for heirs), and allow donors to determine the timing of an inheritance.  This plan is the charitable lead trust.  We will provide an overview of both non-grantor and grantor lead trusts, and will offer ideas for discussing these gifts with donors.


3:15 p.m. – 4:45 p.m.   SESSION 4

Beginner Track: Saying Thank You Now: Stewardship of Planned Gifts

James Allan, Art Institute of Chicago

As is the case with all areas of development, planned giving is grounded in relationships.  Effective stewardship can deepen ties between a donor and an organization and help increase the size of bequests.   James Allan will discuss how to implement a stewardship plan regardless of your organization’s size.

Intermediate Track: The Who, What, When and How of Planning and Giving

Nora Garvey, U.S. Bank 

This session will go into more depth on how to avoid the pitfalls of planning, by surrounding donors with the right advisors both now and in the future.

Advanced Track: Gift Officer Metrics and Funding Campaigns

Camille Licklider, Northwestern University
David Lively, Northwestern University

Ambitious fundraising campaigns now include planned gifts as part of their fundraising goals and totals.   At the same time, gift planning programs are becoming more pro-active and gift planning officers are finding themselves on the front line more than ever before.  This session will showcase one institution’s approach to measuring gift planning officer productivity.

Symposium Sponsors














Speakers Dinner Sponsor



Exhibition Sponsors





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