Session 1
Gifts of Illiquid Assets and Cryptocurrency
Elizabeth Summers, J.D., Wells Fargo & Melisa Seyhun, Esq., ArentFox Schiff
Session 2
Career Paths in Planned Giving - What is Possible?
Moderator: Laura Sowatsky
Panelists: Andy Hibel, Paddy Homan, Kea Gorden, PhD
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Date: March 8, 2022
9:00 am - 10:00 am
Gifts of Illiquid Assets and Cryptocurrency
The program will provide an overview of issues associated with charitable contributions of real estate, closely held business interests, art, and cryptocurrency.
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider.
SPEAKERS:
Elizabeth A. Summers, J.D.
Senior Wealth Planning Strategist
Wells Fargo
Liz serves as a trusted advisor and educational resource to financial advisors and clients on wealth transfer planning, gift and estate tax law, philanthropy and pre-liquidity planning. She received her J.D. from the Washington and Lee University School of Law and her B.A. in English from Kenyon College. In her spare time, she enjoys running, yoga and exploring Chicago with her husband and rescue dog.
Melisa Seyhun, Esq.
ArentFox Schiff
Melisa is a trusts and estates attorney with a focus on ultra-high net worth tax and estate planning. She advises clients on existing and potential tax savings, charitable and deferred compensation planning, and investment strategies. She also has experience counseling on grantor and non-grantor trust planning, business succession planning, and using decanting and non-judicial settlement agreements to modify irrevocable trusts. Melisa is a graduate of GW Law School in Washington, D.C. and earned an LL.M. in Taxation from Loyola Law School of Loyola Marymount University in Los Angeles, CA.
10:00 am - 10:30 am
Annual Meeting
In addition to our two keynote presentations, the March meeting will also include CCPG's Annual Meeting. Please join us to hear important updates from the CCPG Board, including the presentation of a new slate of board members, the annual financial report, and updates on CCPG’s strategic priorities. We encourage you to attend to stay informed as a valued member of the CCPG community.
10:30 am - 11:30 am
Career Paths in Planned Giving - What is Possible?
Come learn from three distinguished planned giving professionals about their experiences in the field! Moderated by Laura Sowatsky, Northwestern University, this panel discussion will illustrate the wide array of roles and work responsibilities that a planned giving professional might assume, as well as the diverse paths that one can take to arrive in a position that focuses on planned giving. Our panelists bring experience from small and large non-profits, as well as the private sector.
Audience members will come away with a distinct sense of the skills and characteristics that are crucial to success in the planned giving profession.
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider.
Moderator:
Laura Sowatsky, Director, Gift Planning, Northwestern University
Laura earned a bachelor’s degree from Northwestern University in 1988. Prior to joining Alumni Relations and Development at Northwestern in 1996, Laura worked for the Santa Fe Railway Company in marketing and sales. Over her more than 25-year career at Northwestern, she has been involved in Campaign Planning, worked on the Principal Gifts team, created and managed the department responsible for gift acceptance and gift agreements, and served as a front-line gift planner. NU’s hybrid model allows her to work independently as well as support colleagues across the University with their planned giving needs. Laura loves puzzles of all kinds and
could see herself as a detective if she didn’t love being a fundraiser so much.
Panelists:
Andy Hibel, Chief Operating Officer and Co-Founder, HigherEd Jobs
After starting their first jobs in higher education at Penn State University, Andy and his co-founders, desired to find a better way to view and post jobs in higher ed. With this simple vision, they founded HigherEdJobs.com in 1996 and have helped employers and candidates find one another over the past 26 years. Since 2009, Andy has hosted online interviews with higher ed experts for the Higher Ed Careers feature and is the co-host of the brand new HigherEdJobs Podcast. Andy holds a Bachelor of Arts and a Master of Education (Higher Education) from the University of Illinois, Urbana and a Juris Doctor from Indiana University, Indianapolis.
Paddy Homan, Senior Director of Philanthropy, Plymouth Place Senior Living
Paddy Homan has worked in the field of Philanthropy since 2011, and currently serves as Senior Director of Philanthropy at Plymouth Place- a 5 star Life Plan community in La Grange Park. In this role he oversees a pool of Annual, Major and Planned Giving Prospects. Prior to that, Homan worked as a Geriatric Social Worker in Chicago, and before that as a Child Protection Social Worker in Ireland. Homan also performs as a professional Irish Tenor across the country. He sought to integrate his love of music with his passion to serve seniors and so went back to graduate school in 2010 to do masters in philanthropy, using music as a way of storytelling for non- profits, while also seeking to integrate his social work and music skills in connecting with donors in a meaningful way. His self created one man show, I AM IRELAND- which tells the story of Ireland’s road to Independence was written as part of his Philanthropy studies at De Paul University’s School for New Learning and was released in 2021 across over 270 PBS stations. It will air again on WTTW on March 17th at 9pm.
Kea L. Gorden, PhD, Associate Director of Gift Planning, University of Chicago
Kea is Associate Director of Gift Planning for the University of Chicago, working with prospects living in the western region of the United States. She began her career in planned giving at the Rotary Foundation. Prior to working in planned giving, Kea acted as a consultant authoring government contract proposals for clients in the Chicagoland area. Her early career was in academia, where she was an assistant professor and a researcher in the fields of international development and political science. Kea received her B.S. from Cornell University and her Ph.D. from University of California, Santa Cruz, and was a Peace Corps Volunteer in Zimbabwe.
Cancellations/Refunds: Cancellations must be received by 12:00 pm two business days prior to the event in order to receive a full refund. No refunds will be processed after this time. Cancellations must be in writing and may be submitted to cteed@ccpgonline.org. Additionally, payment is expected from no-shows.
