Bi-Monthly Meeting - January 8, 2019

Bi-Monthly Meeting

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

Date: January 8, 2019

Early Bird pricing ends December 21, 2018

Peer-to-peer learning is one of the most valuable member benefits of the Chicago Council on Planned Giving.  Join us for CCPG’s annual roundtable discussions — always one of our most popular and highly rated luncheons of the year.  Attendees are able to participate in discussions of their choosing about planned giving vehicles, marketing, careers and more.

10:00 am – 10:30 am -  1^st Round
10:30 am – 11:00 am  - 2^nd Round
11:00 am – 12:00 pm -  Lunch
12:00 pm – 12:30 pm - 3^rd Round
12:30 pm – 1:00 pm  - 4^th Round
1:00 pm – 1:30 pm -  5^th Round

• CCPG Branding Update – Andy Hibel, Advise Us, Sarah Rutledge, Lincoln Park Zoo and Katy Solomon, University of Chicago Medical Center
  
• How to work with Financial Advisors – Abbe Temkin, Chicago Community Trust (morning only)
  
• Charitable Gift Annuities – Mary Anderson, Northwestern University
  
• Charitable Remainder Trusts –  Anne Morgan, Field Museum
  
• Charitable Lead Trusts – Patrick Bitterman, Quarles & Brady
  
• Donor-Advised Funds – Laura Sowatsky, Northwestern University
  
• Importance of Database Maintenance  – Alan Paberzs, DePaul University College of Law
  
• Endowments – Laura Knitt, SHARPE newkirk
  
• Blended Gifts – Susan Sasvari, Rush University Medical Center
  
• Planned Giving Marketing – Lisa Bakker, Lurie Children’s Hospital
  
• The Impact of Generational Giving – Shanise Evans, Wells Fargo Private Bank
  
• Real Estate – Meg Cline, University of Illinois
  
• Retirement Assets – Camille Licklider, Northwestern University
  
• Stewardship/ Recognition Societies – James Allan, Art Institute of Chicago
  
• Life Insurance – Kathy Kielar, WTTW
  
• Database Maintenance - Alan Paberzs, DePaul University College of Law
  
• Economic Outlook & Market Update - David Faircloth, Northern Trust
  
• IRA (QCD) Rollovers - Jordan Fish, Oliver Nazarene University
  
• Personal Property - Kathy Kielar, WTTW