Bi-Monthly Meeting
Location: University Club of Chicago, 76 East Monroe Street, Michigan Room, Second Floor, Chicago, IL 60603
Date: September 12, 2018
10:00 - 10:30 AM - Nuts and Bolts
TOPIC:
State Registrations: What You Need to Know
SUMMARY:
Nonprofit organizations generally have some level of state regulatory compliance requirements associated with particular gifts or fundraising activities. Whatever your role, it's good to have an idea of the types of requirements that exist.
SPEAKER:
Laura Knitt, Senior Consultant, Sharpe Newkirk
10:30 - 11:45 AM - Morning Session
TOPIC:
Gift Planning in Major Development: Is a happy marriage possible?
SUMMARY:
Whether the organizational chart shows major gifts and planned gifts as two departments or one, true fundraising success depends at least somewhat on a happy union of the two programs. We will discuss the perspectives of both the major gift professional and the gift planning professional to identify shared goals, appropriate roles, and what skills, culture, and counseling this marriage needs to be happy and productive.
SPEAKER:
Shari Fox, Senior Vice President for Principal Gifts, Gift Planning & Trust Services, University of Illinois Foundation
CFRE: Participants will earn 1.25 hour of CFRE credit. CCPG is an approved CFRE provider.
11:45 - 12:15 PM - Lunch
12:15 - 1:30 PM - Afternoon Session
TOPIC:
"A Very Significant Donor Died - - - Now What?"
SUMMARY:
This presentation seeks to broaden the understanding of death-related administration of estates and trusts from the point of view of a professional fiduciary, who also happens to be a recovering trust and estate attorney and a former planned giving officer. Through increased knowledge of death-related administration, the goal is to provide planned giving professionals with tools to help them advocate more effectively for their organizations, better understand their rights and how to protect them, and enhance their ability to communicate with the fiduciaries responsible for the delivery of charitable gifts following the death of a donor.
SPEAKER:
Fred Weber, JD, Senior Vice President and Estate Settlement Services Practice Lead, Northern Trust
CFP: Participants will earn 1.5 hours of CFP credit. CCPG is an approved CFP provider.
CFRE: Participants will earn 1.25 hours of CFRE credit. CCPG is an approved CFRE provider.
MCLE: Participants will earn 1.25 hours of MCLE credit. CCPG is an approved MCLE provider.
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.
