CCPG Roundtable Discussions - April 9, 2024

CCPG members receive discounted rates on programs. Not a CCPG member? Join or renew today!

Roundtable Discussions

Program Schedule
10:00 AM – 10:10 AM - Welcoming Remarks
10:10 AM – 10:40 AM - 1^st Round
10:45 AM – 11:15 AM - 2^nd Round
11:20 AM – 11:50 AM - 3^rd Round

• How to do Planned Giving When Planned Giving is a Small Part of Your Job  – Beth Lye, University of Illinois Foundation 
  
• Prospecting Techniques for Planned Gifts and Blended Gifts – Jill Doherty, Rosalind Franklin University of Medicine and Science
• Best Practices Working with Wealth Advisory Firms – Chris Boyce, Schwab Charitable
  
• Gift Acceptance Policies  – Julie Buck, Community Foundation of Grundy County
  
• Best Practices on Gift Agreements  – Kale Brinkoetter, University of Illinois Foundation
  
• Marketing and Stewardship – Kevin Longstreth, Ann & Robert H. Lurie Children's Hospital of Chicago

Thank you to our 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.