AFP Chicago Breakfast Workshop Series

Learn and link with other fundraisers

Professional education and networking go hand-in-hand at AFP Chicago’s breakfast workshop series.  Several times per year, AFP Chicago brings together thought-leaders who share their expertise and insights on some of the most pressing issues facing fundraising professionals today. AFP Members, in 2018 we're excited to offer you a lower registration rate for all of our breakfast programs! $30 for members and $55 for non members.

Schedule:
8:30 a.m. - 9:00 a.m    •   Registration, Breakfast, Networking
9:00 a.m. - 10:30 a.m.   •   Program 

November Breakfast Workshop

Friday, November 1, 2019 | 8:30 am - 10:30 am
Maggiano's Banquets, 111 West Grand Ave., Chicago, IL 60654

Finish Strong: Using Gift Planning Strategies to Boost Year End Giving

Join us for a conversation with Anne Morgan of the Field Museum and Meg Cline of the University of Illinois Foundation on maximizing year-end giving potential through a focus on planned giving vehicles and strategies.

According to Giving USA 2019: The Annual Report on Philanthropy for the Year 2018, American individuals, bequests, foundations and corporations gave an estimated $427.71 billion to U.S. charities in 2018, nearly half of which was given in the last four months of the year. December alone accounts for 30% of annual giving and in fact, the last three days of December account for 10% of giving, making it more important than ever to capitalize on the diverse methods of giving in anticipation of year end deadlines. Additionally, as fundraisers prepare for an estimated transfer of $30 trillion in wealth from Baby Boomers through wills and estate plans, including planned gift discussions in your donor conversations is critical.

Our presenters, both members of the Chicago Council on Planned Giving Board of Directors, will:

  • Highlight ways to market stock Gifts, IRA Rollover, Charitable Gift Annuities, wills, and trusts to your donors;
  • Share ideas for cultivating blended gifts with current bequest donors to ensure that your organization looks back at the month of December as a success;
  • Explore some end of the year practicalities, such as processing gifts, out of office messages with critical giving information, and developing your marketing plan for 2020; and of course,
  • Answer your burning questions about planned gifts at year-end and throughout the solicitation cycle.

REGISTRATION FEE:
$30 for members 
$55 for non-members

This program is approved for 1.5 CFRE points.

 

 

 

PRESENTERS:

Meg Cline, CFA, CFP
Vice President for Gift Planning & Trust Services, University of Illinois Foundation

 

 

 


Anne Morgan, JD, LLM
Director of Estate and Planned Giving, Field Museum

 

 

 

 


 

 Please use this tracker form for your CFRE credits     

 
 
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