CCPG September Bi-Monthly Meeting 

Please join us Tuesday, September 9th for the September Bi-Monthly meeting.

PROGRAM INFORMATION

Nuts & Bolts Session:
TOPIC: The Young and The Restless Prospect: Gift planning for donors under 60
Speaker: David P. Novak, JD Director of Gift Planning, Valparaiso University 

10:30 am Morning Session:
TOPIC: The CRUT:Alpha to Omega
Speaker: Robert Shafis

A Charitable Remainder Unitrust can last for years, even decades. What happens during the time from creation to termination. 

• What are the important initial decisions which affect how the trust will operate?
• How does the trust operate year after year, and what happens when it finally ends? 
• From Alpha to Omega-the  journey from setting up to breaking down a CRUT 

12:30 pm Afternoon Session:
TOPIC: The Charitable Landscape and Donor-Advised Funds
Speaker: Amy Danforth, President, Fidelity Charitable

SPEAKER INFORMATION

Amy Danforth 
Amy Danforth is president of Fidelity Charitable®, an independent public charity that has helped donors support more than 180,000 nonprofit organizations with nearly $17 billion in grants since 1991. Prior to assuming her current position, Ms. Danforth served as senior vice president of marketing and program for Fidelity Charitable and was responsible for setting and executing strategy for marketing, analytics and research, investments and program management.  Earlier, Ms. Danforth served in increasingly senior positions in several Fidelity Investments companies, responsible for marketing, high net worth services and digital initiatives. She has also held positions at Boston Private Financial Holdings Company and Boettcher and Company. Ms. Danforth received her Bachelor of Arts degree from the University of Colorado.  She currently serves on the advisory board for Room to Grow, a charity focused on enriching the development of babies born into poverty. 

Robert Shafis
Robert Shafis has been a successful fundraiser, speaker and attorney for over 25 years.  He began working in fundraising at the Lutheran Church-Missouri Synod Foundation, where as Senior Vice President he and his staff raised over $100 million a year for various ministries.  He has also served as Director of Planned Gifts for both the National Alzheimer’s Association, and Alexian Brothers Health System Foundation; as Director of Development for a medical research group; and as Director of Major Gift Planning at The Museum of Science and Industry.  In that position he participated in a successful campaign which raised over $200 million.  He is currently Director of Major and Planned Giving at The Field Museum of Natural History.  Mr. Shafis also has spoken to many national and local groups about planned giving, estate planning, charitable tax issues, and the process of fundraising, and he teaches major and planned giving at North Park University.

See you on September 9, 2014!  

Susan Mongillo and Chuck Van Hecke, Program Committee  Co-Chairs                         

Register Now!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 the day prior to the event will be billed for the full cost of the event.