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2021-2022 Bi-Monthly Programs
CCPG is pleased to announce an exciting lineup of presenters for its 2021-2022 Season. More than ever, CCPG is committed to providing exceptional educational programming and networking opportunities. Bi-Monthly Meetings will continue to be held virtually through January 2021, but we look forward to gathering in-person again for our March 2022 Bi-Monthly Meeting. We hope to see you there!

Miss networking with your colleagues? CCPG now offers Affinity Groups for members to connect with peers, grow their networks and exchange ideas throughout the year. Become a member to join an Affinity Group and receive discounts on CCPG programs!
 



Interested in speaking at a future CCPG Program? Fill out our Speaker Application Form.

    The Chicago Council on Planned Giving is committed to providing exceptional educational programming and networking opportunities, and until we can once again gather in person, we're proud to extend our reach virtually. If you're able to help by donating, we would be grateful for your support right now to sustain our excellence for the community that we serve.  CLICK HERE to support CCPG.

    Upcoming events

      • 10/14/2021
      • 08/11/2022
      • 6 sessions
      • Zoom Conference
      Register

      Sign up now to join a CCPG Affinity Group!

      CCPG is pleased to offer Affinity Groups as a free, exclusive benefit to our members. Affinity Groups provide connection, community, and a space for sharing best practices and expertise with one another. Affinity Groups offer participants an opportunity to network with colleagues throughout the year and discuss a range of topics. Not a CCPG member? Join or renew today!

      CCPG hosts meetings via Zoom and assigns members to breakout rooms based on which group they choose to join.

      Affinity Group sections include:  Arts/Culture/Environment/Animal; Professional Advisors and Community Foundations; Healthcare; Higher Education; Religious; K12 Education; Social Services; General (multiindustry); Planned Giving Beginners


      Affinity Group Meeting Dates:

      October 14, 2021
      December 9, 2021
      February 10, 2022
      April 14, 2022
      June 9, 2022
      August 11, 2022

      All Affinity Group meetings will be hosted by CCPG via Zoom from 9:00 – 10:00 a.m. CDT.


      • 11/09/2021
      • 9:00 AM - 11:15 AM
      • Zoom Conference
      Register

      Session 1
      Gift Agreements and Documentation
      Phil Purcell, JD, The Salvation Army
      Session 2
      DEI in the Fundraising Space
      Kat Walsh, University of Michigan


      Not a CCPG member? Join or renew today for discounted rates!

      Location: Zoom

      Date:
       November 9, 2021

      9:00 AM - 10:00 AM – 1st Session

      Gift Agreements and Documentation
      This program will review the legal and administrative best practices for gift agreements and documentation.  Specific agreements reviewed will include those for endowments, pledges, gift designations, contracts to make a will, planned gift vehicles (trusts, gift annuities, remainder interests), and more.

      SPEAKER: 

      Phil Purcell, JD, Central Territory Director of Gift Planning, The Salvation Army
      Phil Purcell has enjoyed a thirty-year career in planned giving and currently serves as the Director of Planned Giving for the Central Territory of the Salvation Army.  In this role, he is the directional leader of over 30 planned giving officers in 11 states who close approximately $70 million in planned gifts each year.  Phil teaches courses on law and philanthropy, nonprofit organization law and planned giving as adjunct faculty for the Indiana University Maurer School of Law and Lilly School of Philanthropy and The Fundraising School.  He serves as Vice Chair of the Legislation Committee of the American Bar Association’s Charitable Giving and Organizations Group and as a member of the Tax-Exempt Organization Advisory Council for the Internal Revenue Service (Great Lakes states).  He currently serves on the board of directors (president-elect) of the American Council on Gift Annuities and formerly on the board of directors for the National Association of Charitable Gift Planners. Phil received his B.A. degree from Wabash College (magna cum laude) and his J.D. and M.P.A. degrees (with honors) from Indiana University.  

      CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider. 
      MCLE:
      Participants will earn 1 hour of MCLE credit. CCPG is an approved MCLE provider.


      10:15 AM - 11:15 AM – 2nd Session
       
      DEI in the Fundraising Space
      In response to feedback from community members and an increased national consciousness around racism, many higher education institutions made public commitments to creating a more diverse, equitable, and inclusive society, starting with their campus. As we work to merge this commitment with our philanthropic efforts, many fundraisers are struggling with how to identify strategies for approaching their own work with an equity lens. In this session, we will explore how to incorporate principles of diversity, equity, and inclusion into your fundraising practices, ranging from fundraising for DEI-related initiatives to diversifying your donor base to hiring for your team. You will leave the session with a clear understanding of the business case for DEI in advancement and with some key strategies to consider applying in your own work.

      SPEAKER: 

      Kat Walsh, Executive Director, DEI, University of Michigan

      Ms. Walsh oversees the execution of the diversity, equity, and inclusion strategic objectives within the University of Michigan Office of Development, is the key fundraising liaison for the Vice Provost for Equity, and Inclusion, and serves on faculty at the Gerald R. Ford School of Public Policy. During her fifteen-year tenure at Michigan, Ms. Walsh developed the nationally award-winning Development Summer Internship Program (D-SIP). D-SIP introduces college students to fundraising as a career path through work placement in a fundraising office across the U-M campus, course work for credit, and a rigorous professional development component. In addition, Ms. Walsh developed the first comprehensive student giving program at U-M, resulting in 10,000+ students donating over $2 million during the Victors for Michigan Campaign, and oversaw the Telefund operation for five years. Finally, Ms. Walsh is certified trainer in the Intercultural Development Inventory, Emotional Intelligence and Diversity, Unconscious Bias, and Training Design for Intercultural Learning.

      CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider. 



      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. 


      • 01/11/2022
      • 9:00 AM - 11:15 AM
      • Zoom Conference

      Session 1
      Latest Trend in Philanthropy
      Bill Stanczykiewicz, Ed.D., IU Lilly Family School of Philanthropy
      Session 2
      Economic Outlook
      Carl Tannenbaum, Northern Trust Company


      Not a CCPG member? Join or renew today for discounted rates!

      Location: Zoom

      Date:
       January 11, 2022

      9:00 AM - 10:00 AM – 1st Session

      Latest Trend in Philanthropy

      SPEAKER: Bill Stanczykiewicz, Ed.D., Senior Assistant Dean for External Relations; Clinical Associate Professor; Director, The Fund Raising School, IU Lilly Family School of Philanthropy

      CFRE: Pending Approval 


      10:15 AM - 11:15 AM – 2nd Session

      Topic: Economic Outlook

      SPEAKER: Carl Tannenbaum, the Northern Trust Company

      CFRE: Pending Approval 



      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. 


      • 02/08/2022
      • 9:00 AM - 10:00 AM
      • Zoom Conference

      Testementary Capacity and Undue Influence
      Kirk Hoopingarner, Quarles & Brady LLP


      Not a CCPG member? Join or renew today for discounted rates!


      Location: Zoom

      Date: February 8, 2022

      9:00 AM - 10:00 AM 

      Testementary Capacity and Undue Influence

      Speaker: Kirk Hoopingarner, Quarles & Brady LLP

      CFRE: Pending Approval

      Cost: Free for CCPG Members, $35 for Non-Members

      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.    

      • 03/08/2022
      • 9:00 AM - 11:15 AM
      • Chicago Bar Association

      Session 1
      Gifts of Illiquid Assets and Cryptocurrency
      Elizabeth Summers, Wells Fargo & Melisa Seyhun, Schiff Hardin
      Session 2
      Career Panel
      Catherine Marquis, Facilitator, Andy Hibel, HigherEdJobs, TBD


      Not a CCPG member? Join or renew today for discounted rates!

      Location: Chicago Bar Association 

      Date:
       March 8, 2022

      1st Session 
      Gifts of Illiquid Assets and Cryptocurrency

      SPEAKERS: Elizabeth Summers, Wells Fargo & Melisa Seyhun, Schiff Hardin

      CFRE: Pending Approval 

      LUNCH

      2nd Session 
      Career Panel

      Panelists:
      Catherine Marquis, Facilitator
      Andy Hibel, HigherEdJobs
      TBD

      CFRE: Pending Approval 



      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. 


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