CCPG members receive discounted rates on programs. Not a CCPG member? Join or renew today!
Program Schedule 10:00 AM – 11:15 AM
Blended Gifts, Bigger Impact
Speaker: Mary Peterson, Founder, Databasey and the Hey Fundraiser Podcast, Strategic Partner, Alford Group
11:15 AM – 12:15 PM - Lunch break (Complimentary lunch will be provided to in-person attendees)
12:15 PM – 1:30 PM
Early-Stage Planned Giving: Growing a Sustainable Program
Speaker: Mary Peterson, Founder, Databasey and the Hey Fundraiser Podcast, Strategic Partner, Alford Group and Karen Bippus, Director, Endowment Gifits and Planned Giving, Chicago Symphony Orchestra Association
1:30 PM – 2:30 PM
After Hours Discussion
We invite those who attend in-person to stay for an After Hours informal discussion and networking time with your colleagues. More information will be included in your email confirmation.
Presentation & Speaker Details
Blended Gifts, Bigger Impact
Join fellow Major Gift and Planned Giving Officers in Chicago for a dynamic, hands-on session designed to unlock the transformative power of blended gifts and elevate your organization’s fundraising impact. Led by seasoned fundraising coach Mary Petersen, who brings over 25 years of experience securing complex, high-impact gifts, this session will equip you with the confidence and tools you need to navigate donor conversations that seamlessly integrate current and planned giving while honoring donor intent, strengthening relationships, and maximizing lifetime value.
Whether you’re new to blended giving or just looking to sharpen your approach, you’ll walk away with:
- Proven strategies to initiate and guide donor conversations around major and planned giving
- Language that resonates with donors, even in uncertain times
- Opportunities for meaningful discussion and collaboration between MGOs and PGOs in the Chicago area
- Real-world donor scenarios you can share with colleagues
- Renewed clarity, confidence, and inspiration to elevate your fundraising efforts
To get the most from this experience, MGOs and PGOs are encouraged to attend this session together to strengthen cross-functional collaboration. Don’t have a partner? No problem — this session is still designed with you in mind! If you have any questions or topics you'd like covered during the session, please feel free to reach out to Mary Petersen directly at mary@heyfundraiser.com. CFRE: pending approval.
Early-Stage Planned Giving: Growing a Sustainable Program
Early Bird Registration Fees -- Ends October 29
$55 Member
$85 Non-member
Registration Fees -- Starting October 30
$65 Member
$95 Non-member
