Bi-Monthly Meeting

May 8, 2012
The University Club, 76 East Monroe, Chicago
10:30 a.m. - 1:30 p.m.
Optional Nuts & Bolts Session: 10:00 a.m.

Session 1
Women & Philanthropy
Speaker: K. Sujata,
President, Chicago Foundation for Women

This presentation will explore characteristics of giving by women, why women give, the role of the Chicago Foundation for Women in women’s philanthropy and why investing in women is important.

Session 2
Managing Volunteers in a Planned Giving Program
Speaker: Steven A. Rosenblum, JD,
Director of Planned Gifts Saint Louis Zoo St Louis, Missouri

Volunteers can play an important and innovative role in your plans to advance a planned giving program. This presentation demonstrates how to create a planned giving advisory committee, a planned giving seminar series and a corps of solicitors for the planned gift phase of a comprehensive campaign. You will learn how to train volunteers to solicit others for planned gifts and how to create a focus group to review your current planned giving program needs.

Nuts & Bolts
"In a Relationship? - with professional advisors"
Speaker: David S. Terrill, CFRE,
Director of Gift Planning
Northwest Community Hospital Foundation

Explore with Dave Terrill some of the following questions - What does the professional advisor want from a relationship? What do you as the gift planner want from a relationship? Do you need a "pre-nup"?

Program Bonus: Win a Free Registration to
the CCPG Symposium!

During our May 8 program, we'll hold a drawing for a free registration ($195-$225 value) to this year's CCPG Symposium on May 31. You must be present to win!

To register, click here.

$45 for CCPG members/$65 for non-members if registration is received the Friday prior to the program.

Not a member? Click here to join CCPG





In The News

On December 20, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act.

This act includes an extension of the IRA Charitable Rollover until December 31, 2011 and includes extensions of other tax provisions. For more information about this Act, please click here.




Announcements

2012 Nomination Form

The Chicago Council on Planned Giving is looking for a few good planned giving professionals to be active on its board of directors. You may nominate a colleague or yourself. Please check with your colleague before submitting a nomination on their behalf. All nominees need to be members in good standing with the Chicago Council on Planned Giving and be employed as a planned giving professional, either with a for-profit or non-profit company.

2012 Nomination Form

If you have questions, please contact Joseph Like, CFRE, at jlike@aap.org or 847-434-4740.

Nominations are due February 28.

 
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