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Attend CCPG’s events to expand your expertise.  Whether you are new to planned giving or a season planned giving professional, CCPG offers something for everyone.  CCPG’s bi-monthly programs include presentations, optional Nuts & Bolts session and an opportunity to network with colleagues in the field over lunch.  
Our Annual Symposium is a day-long event offering multiple sessions in beginner, intermediate and advanced tracks. Click here to learn more.


2020 Annual Symposium 
Thursday, May 28, 2020
Northwestern Pritzker School of Law



Upcoming events

    • 03/10/2020
    • 10:00 AM - 1:30 PM
    • University Club, 76 East Monroe St, Chicago, IL
    Register

    Bi-Monthly Meeting

    Location: University Club of Chicago, 76 East Monroe Street, Michigan Room, Second Floor, Chicago, IL 60603

    Date: March 10, 2020

    In lieu of Nuts & Bolts, the morning session will begin at 10:00 AM

    10:00 AM - 11:30 AM - Morning Session: Round Table Discussions

    10:05 AM – 10:25 AM - 1st Round
    10:30 AM – 10:50 AM - 2nd Round
    10:55 AM – 11:15 AM - 3rd Round

    • STARTING A PLANNED GIVING PROGRAM ON A BUDGET – Fran Caan, Frances S. Caan Non-Profit Consulting Inc.
    • STARTING PLANNED GIVING CONVERSATIONS WITH DONORS – Chuck Van Hecke, Planned Giving, Loyola University Chicago
    • PLANNED GIVING STEWARDSHIP ON A BUDGET – Julie Captain, Senior Director, Shirley Ryan Ability Lab
    • PROJECT MANAGEMENT TOOLS IN GIFT PLANNING ADMINISTRATION  –  Valerie Sherman, Director of Gift Planning, Saint Mary's College
    • INTERNAL GIFT PLANNING TRAINING  – Jason James Shuba, JD, Director of Gift Planning, University of Illinois Foundation
    • PLANNED GIVING ADVISORY COUNCILS  Kathy Kielar, Vice President of Development, WTTW
    • RETIREMENT PLAN/QCD BENEFICIARY FORMS AND DISTRIBUTIONS  James Provenza, James C. Provenza & Associates, PC
    • OPERATING A CHARITABLE GIFT ANNUITY PROGRAM  Chris Thill, Planned Giving, The Salavation Army
    • ADVANTAGES AND CHALLENGES OF CGAs and CRTs  Katrina Pipasts, Northern Trust
    • ILLINOIS TRUST LAW  Patrick Bitterman, Partner, Quarles & Brady LLP
    • DONOR ADVISED FUNDS Abbe Temkin, Senior Philanthropic Advisor, Chicago Community Trust
    • MANAGING PERSONAL PROPERTY GIFTS  Sherri Cohen, Vice President and Director of Valuations, Trusts & Estates, Bonhams
    • PLANNED GIVING CAREERS, PERSPECTIVES AND JOB SEARCHING  Andy Hibel, Advise Us Foundation
    • GIFT RESTRICTIONS  Anita Ridge, TIAA Kaspick

    11:15 AM - 12:15 PM   Lunch and CCPG Annual Meeting


    12:15 PM - 1:30 PM - Afternoon Session
    Topic
    The Next Generation of Philanthropists:  Is Your Organization Ready?

    Speakers


    Shanise A. Evans
    , Wells Fargo


    Patrick Sablich, Wells Fargo

    CFRE: Participants will earn 1.25 hours of CFRE credit.  CCPG is an approved CFRE provider. 

    Sponsored by:
     

    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. 


    • 05/27/2020
    • 1:00 PM - 4:00 PM
    • Northwestern Medicine Prentice Women's Hospital 250 E. Superior Street, Conference Room L (North) Chicago, IL 60611
    Register

    Introduction to Planned Giving Essentials

    Date: Wednesday, May 27, 2020

    Location: Northwestern Medicine Prentice Women's Hospital 
    250 E. Superior Street, Conference Room L (North)
    Chicago, IL 60611

    Early Bird Pricing Ends April 24. 

    Early Bird Member Rate - $80
    Early Bird Non Member Rate - $95

    Symposium Discounted Rate
    Attend both the May 28 Symposium and Introduction to Planned Giving Essentials and receive a discount for Introduction to Planned Giving Essentials!

    Bundled Early Bird Member Rate - $60
    Bundled Early Bird Non Member Rate - $75


    SPEAKER:

    Joe Chickey, Sharpe Group



    Cancellations/Refunds: Cancellations must be received by 12:00 pm on Friday, May 15, 2020 in order to receive a full refund. No refunds will be processed after this time. Substitutions are encouraged. Cancellations must be in writing and may be submitted to cteed@ccpgonline.org. Additionally, payment is expected from no-shows.

    • 05/28/2020
    • 8:00 AM - 5:00 PM
    • Northwestern Pritzker School of Law 375 East Chicago Avenue, Chicago, IL 60611
    Register



    2020 Annual Symposium

    Date and Time: Thursday, May 28, 2020, 8:00 AM - 5:00 PM

    Location: Northwestern Pritzker School of Law
    375 East Chicago Avenue, Chicago, IL 60611

    Click here for more information

    Early Bird Member Rate - $250
    Early Bird Non-Member Rate - $295

    Early Bird Discount ends April 24


    Cancellations/Refunds: Cancellations must be received by 12:00 pm on Friday, May 15, 2020 in order to receive a full refund. No refunds will be processed after this time. Substitutions are encouraged. Cancellations must be in writing and may be submitted to cteed@ccpgonline.org. Additionally, payment is expected from no-shows.

Chicago Council on Planned Giving © 2017 |  Phone: 630-416-1166  | ccpg@ccpgonline.org  

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