Chicago Council on Planned Giving

Set aside this day for a fun filled adventure that will benefit your organization and donors!

There will be a wide variety of travel options including Beginner, Intermediate and Advanced tracks covering a wide variety of gift planning topics.

Two of our top destinations include:
Sessions led by nationally recognized gift planning speakers and consultants
Marc Carmichael and Andre Donikian.

And an in-flight meal with Keynote Speaker,
Rick Mattoon, Senior Economist and Economic Advisor with the Federal Reserve Bank of Chicago.

Online Symposium Registration

The Symposium will take place in the Conference Center on the third floor of Northwestern Memorial Hospital’s Feinberg Pavilion at 251 East Huron Street in Chicago. The Symposium will be held on Thursday June 3rd, 2010 from 8:00 a.m. to 5:00 p.m.

The Symposium pricing is $225 per person for members of CCPG, AFP Chicago and FPA, $195 for a non-member guest sponsored by a member, $250 per person for non-members.

Cancellation Policy: If you make a reservation and are unable to attend the program, please call 847-251-1400 to cancel your reservation. Reservations not canceled at least one week prior to the event will be billed for the full cost of the event.

Nat Carmichael
Co-Chair
Symposium Committee

Dennis Conroy
Co-Chair
Symposium Committee

Exhibits

Throughout the day there will be opportunities to visit vendors’ exhibits. These professionals and their companies’ partner with non-profit organizations to support planned giving programs.

Networking Session

New this year is an optional networking session. When you register, be sure to enter a topic that you might want to discuss.

Symposium Program

The Symposium Program is broken up into four sessions with experience tracks identified by beginner, intermediate and advanced levels.

Morning Itinerary
REGISTRATION / CONTINENTAL BREAKFAST - 7:30 a.m. – 9:00 a.m.
	8:00 a.m. – 9:00 a.m. NETWORKING SESSION Optional Networking Session. Submit a topic for discussion when you register.
SESSION 1 - 9:00 a.m. – 10:15 a.m.
Beginner:	Planned Giving for Beginners Session Part 1 of 2 Learn fundamentals of Planned Giving Marc Carmichael, President, R&R Newkirk Company
Intermediate:	"Why, and How, to Pursue Real Estate Gifts During Challenging Times" Dennis P. Bidwell, President, Bidwell Advisors
Advanced:	“Paris is a Movable Feast – Gift Planning Adventures from Journeys Around the Globe” Andre R. Donikian, President, Pentera, Inc.
10:15 a.m. – 10:30 a.m. BREAK WITH EXHIBITORS
SESSION 2 - 10:30 a.m. – 11:45 a.m.
Beginner:	Planned Giving for Beginners Session Part 2 of 2 Learn fundamentals of Planned Giving Marc Carmichael, President, R&R Newkirk Company
Intermediate:	"Understanding the Needs and Objectives of Women’s Philanthropic Giving, Including Planned Gifts" Katharine Swank, Consultant, Blackbaud Target Analytics
Advanced:	"Prudent Asset Management for Gift Planning" Denise M. Baranowski, Financial Advisor, Morgan Stanley Smith Barney Ron Schwartz, Senior Vice President & Financial Advisor, Morgan Stanley Smith Barney
11:45 a.m. – 12:00 p.m. BREAK WITH EXHIBITORS
Afternoon Excursions
LUNCHEON SESSION - 12:00 p.m. – 1:45 p.m.
"The Economic Outlook at the Mid-Point of 2010: Recovery, the New Normal and Implications for Philanthropy" Rick Mattoon, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago
1:45 p.m. – 2:00 p.m. BREAK WITH EXHIBITORS
SESSION 3 - 2:00 p.m. – 3:15 p.m.
Beginner:	"Gifts of Stocks" Marc Hoffman, Founder, Planned Giving Design Center
Intermediate:	"No Zagat Guide: Delightful Little Cafés Only the Locals Know" Unique attention-getting perspectives about communicating to your constituents on estate planning. Timothy S. Midura, Attorney, Huck Bouma, PC
Advanced:	"Common Issues Arising in the Administration of Charitable Trusts" Elisa Rizzo, Managing Director and Trust Counsel, Fiduciary Trust Company International
3:15 p.m. – 3:30 p.m. BREAK WITH EXHIBITORS
SESSION 4 - 3:30 p.m. – 4:45 p.m.
Beginner:	"Beginning a Gift Planning Program: Building a Timeline and Budget" Alexander Macnab, President, Alexander Macnab & Co.
Intermediate:	"The Stewardship Journey: Staying on Track" Elizabeth Roghair, Senior Director, Gift Planning, Northwestern University Marilyn Schaffer, Director of Planned Giving, Lincoln Park Zoo
Advanced:	"Current Developments and Strategies in Charitable Giving" David A. Berek, Director, Family Wealth Management, Credit Suisse
Breakfast and Lunch options are included with the registration fee.

Click here to register for the symposium.