Charitable Gift Planning in a Post-COVID World: What is the New Normal?

May 15, 2020
12:00 PM - 1:00 PM
 Add to Calendar

Zoom Meeting


 Directions

Uncertainty seems to be the only “guarantee” in our world today. Regardless of the organization you represent, your size, or your mission, how your organization adapts its fundraising practices could have a significant impact on achieving your organization’s mission in the years ahead. Join the University of Illinois Foundation's Meg Cline for an interactive presentation and discussion on strategies you might employ to virtually engage with your donor community while also discussing how the newly signed CARES Act may present charitable planning opportunities for donors to your organization. A Zoom Meeting link will be provided by e-mail to registrants 5/14/2020.

Margaret A. Cline, CFA, CFP®

Margaret A. (Meg) Cline serves as the Vice President for Gift Planning and Trust Services at the University of Illinois Foundation where she is responsible for the team of professional staff that oversee all aspects of gift planning, deferred gift administration, and all gift documentation for the University of Illinois System and its three universities.  Prior to assuming this role in February 2015, Meg served for five years as the Associate Dean for Advancement for the College of Agricultural, Consumer and Environmental Sciences (ACES) at the University of Illinois at Urbana-Champaign.  Before joining the University in 2005, Meg worked for the Missouri State Employees’ Retirement System (MOSERS) in Jefferson City, Missouri where she assisted in the management of institutional investment portfolios and was the key liaison for all communication and education on investment matters with the Board of Trustees, retirees, the press, and general public.  Prior to this time, she worked in the fee-only financial planning industry as a financial advisor.

Meg received a Bachelor of Science degree and MBA from the University of Illinois at Urbana-Champaign.  She holds the Certified Financial Planner® designation and the Chartered Financial Analyst designation.  Meg is a member of many professional associations including the Chartered Financial Analyst Institute, a current board member for the Chicago Council on Planned Giving, the National Association of Charitable Gift Planners, the Eastern Illinois Estate Planning Council; The Lincoln Academy of Illinois; and P.E.O.  She is past president of the Illinois 4-H House Alumni Association.  Raised on a farm in Stark County, Illinois, Meg now resides in the Champaign-Urbana community with her husband, Scott, and their sixteen-year-old daughter.

Tickets

$0.00 Free Registration

$0.00 Free Registration