21st ANNUAL SYMPOSIUM 

Thursday May 31, 2018
8:00 a.m. to 5:00 p.m.
Northwestern Pritzker School of Law
375 E. Chicago Ave
Chicago, IL 60611

Early Bird Rate Ends April 25
Member Rate: $250
Non-Member Rate: $295

After April 25
Member Rate:
$295
Non-Member Rate: $395


By attending the Annual Symposium, you will hear outstanding keynote addresses and take part in sessions specific to planned giving in Beginner, Intermediate and Advanced tracks.  Throughout the day there will be opportunities to network with your peers and visit vendors’ exhibits. 

This year Introduction to Planned Giving Essentials presented by Marc Carmichael, J.D.  will be offered the day before the Symposium, May 30, 2018, and requires a separate registration. This presentation provides the basics of charitable gift planning, including prospect profiles, best assets for gift planning, gifts through donors’ estate plans, “life income” gifts such as charitable gift annuities and charitable remainder trusts, and making planned giving work in a small office.  Click here for more information and to register.


Annual Symposium Scholarship - Now Accepting Applications
The application for this year’s CCPG Annual Symposium Scholarship Program is now available.  Up to four scholarships will be awarded to experienced fundraising professionals who are new to planned giving, as well as allied professionals who work with the nonprofit community.  We also encourage participation from organizations that may develop planned giving as a fundraising strategy in the near future.

Applications are due to the CCPG office no later than 5:00 p.m. CT on Friday, April 27, 2018 and recipients will be notified by May 11, 2018.  Click here for further information and to download the scholarship application.


Registration and Continental Breakfast - 7:30 - 8:00 a.m.

MORNING KEYNOTE ADDRESS  9:30 - 10:30 a.m.
Robert Sharpe, CEO, Sharpe Group

Changing Environment of Planned Giving

AFTERNOON KEYNOTE ADDRESS  12:45 - 1:30 p.m.
Lynn Malzone Ierardi, JD, Chair Elect, NACGP Board of Directors

Storytelling: Once upon a time...

There will always be new trends and challenges in planned giving and philanthropy.  Trends such as changing demographics, blended gifts and blended responsibilities, increasing use of DAFs, metrics, and technology advances - all continue to change the environment and influence how we operate.  Perhaps one of our biggest current challenges is the Tax Cuts and Jobs Act of 2017.  One surefire way to successfully navigate trends and challenges is to share your planned giving stories. Storytelling will help you to live happily ever after!

Beginner Track: Building a PG Program, Timeline and Budget
Sandy Macnab, FAHP, CFRE, Alexander Macnab & Co. 

A basic primer for non-technical development professionals, agency executives and program personnel, this session is a good refresher for experienced development professionals, but is designed for small and one-person shops. Learn how planned gifts work, which ones to promote, and how a program to attract them can be established quickly and inexpensively. In addition to resource-rich handouts, participants will be guided to build a relevant budget and timeline that can be implemented anywhere.

Beginner Track: Donor Cultivation Strategies
Amanda Kiernan Martin, Episcopal Diocese of California
Christina Mathis, CCS Fundraising

Two veteran fundraisers discuss strategies to focus donor identification and cultivation from a small organization perspective. Learn how to overcome the challenges faced from limited resources or volunteer fatigue and increase donor involvement and support of the organization. Special focus on donor identification before and during a capital campaign.

Beginner Track: Stewardship of Planned Giving Donors: Preserving Revocable Gifts
Marilyn Schaffer, Lincoln Park Zoo

We all want to increase the number of members of our legacy societies, but getting those members is just the beginning. Since most estate gifts are revocable, you need an effective stewardship plan to hold and hopefully grow those future commitments. This session will give you the tools to develop and implement a successful stewardship program for all of your planned giving donors no matter the size of your planned giving program.

Beginner Track: 
Bill Tedesco, DonorSearch



Intermediate Track: 5 Hidden Joys of Being a Planned Giving Professional
Rich Goode, DePaul University 

Like any profession, being a planned giving professional comes with its challenges.  Successfully navigating those challenges takes most of our time and, for the most part, is the subject of this Symposium.  Take a break and join us in reflecting on the joys of our profession.  Rich will bring his top five but looks forward to hearing yours as well.

Intermediate Track: Creating and Implementing Effective Planned Giving Program Policies and Procedures
Philip M. Purcell, J.D., M.P.A., CFRE, Philanthropy, LLC & Indiana University Maurer School of Law and Lilly School of Philanthropy

This session will explain what policies and procedures are – and why they are important to nonprofit organizations.  In addition, we will explore when to consider creating or updating policies and procedures.  A detailed explanation of how to prepare a policy manual will be shared.  A thorough review of what to include in a comprehensive manual will include sample policies, assets for gifts, planned gift vehicles, documentation, recognition, gift crediting and more!  A sample appendix will list important documents to consider such as gift agreements, gift routing sheets, acceptance checklists and other important forms.  Time will be allowed for questions and discussion of best practices.

Intermediate Track: Bankers and Lawyers and CPAs -- Oh my! Collaborating with Advisors
Rebecca Rothey, CFRE, CAP, Greater Washington Community Foundation

“I need to talk with my advisor first.” With those words, gift officers embark on the sometimes-dreaded path into the dark forest of working with donors’ professional advisors. In this session, Rebecca will share what she has learned during one-on-one meetings with over 500 estate planning attorneys, CPAs, financial advisors and trust officers and from her certification as a Chartered Advisor in Philanthropy┬«. She will discuss advisors by their specialty areas, clients’ net worth categorizations, and knowledge of philanthropy. What do advisors want from us? How can we best get what we need from them? This brisk jaunt will include detailed charts, handouts, quotes, and examples to increase your knowledge and confidence when working with donors’ professional advisors. We’re off to be the wizards …

Gain a deeper understanding of professional advisers by specialty area (estate planning attorney, CPA, financial adviser, and trust officer) as relates to your donors' and prospects' net-worth categorization by those advisers.
Learn about advisers' understanding of and views about philanthropy by specialty area and clients' net worth and how to use this information to more effectively help your donors consult with their advisers when considering gifts.
Understand, through specific examples and stories, what advisers often do and sometimes don't like about professional fundraisers and how to improve your interactions with and marketing to advisers based on this knowledge.

Intermediate Track: How to Implement a Legacy Challenge at Your Institution
Courtney Tsai, JD, George Washington University
Sara Eigenberg, JD, US Holocaust Memorial Museum

Legacy Challenge match programs are a growing trend in the gift planning field. These matching programs are different from traditional matching gift challenges, in that they are meant to promote newly established or newly documented planned gifts instead of new outright gifts. These match programs can work at many different types of nonprofit organization and we will demonstrate how our programs worked at a museum and a large University.  This session may inspire attendees to create their own Legacy Challenge match programs, prepare them for the challenges that they program may face, and excite them for the success that they will enjoy.


Advanced Track Topic: Donation of Real Estate
Fred "Skip" Jones, ALSAC St. Jude Children's Hospital

Real estate donations can be a boon or a bust for a charity. In either case, the charity can count on spending money to process the donation, manage the property and to ultimately sell it or develop it. An understanding of each step of the process will help the charity to determine if the real estate donation will enhance the charity’s mission. This includes an understanding of common pitfalls as well as rare problems that may arise. The speaker will go through the steps with a focus on both living and deceased donors.

Advanced Track: Charitable Giving After the Tax Cuts and Jobs Act: Who's Right and How to Cope?
Carleen L. Schreder, Leven, Schreder Carey

The Tax Cuts and Jobs Act changed individual tax rates and increased the standard deduction while eliminating or limiting many typical itemized deductions except charitable contributions.  It also doubled the estate and gift exemption to over $11 million per individual.  Some speculate that these changes will cause charitable giving to substantially decrease, while others maintain it will have little impact.  What does it all mean for your organization and what can you do to respond?

Advanced Track Topic: New Tax Law Impact on Charitable Trusts
Amy Margolin Harwood, McDermott Will & Emery

Advanced Track Topic: Life Insurance
Nelson Wittenmyer, The Cleveland Clinic Foundation


Symposium Sponsors














Speakers Dinner Sponsor



Exhibition Sponsors





Chicago Council on Planned Giving ┬ę 2017 |  Phone: (630) 416-1166  | ccpg@ccpgonline.org

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