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2022-2023 Bi-Monthly Programs
CCPG is pleased to announce an exciting lineup of presenters for its 2022-2023 Season. This year’s Bi-Monthly Programs will be hosted in a hybrid format, so you have the option to attend virtually or in-person. In-person programs will be hosted at a new venue—the Discovery Partners Institute, 200 South Wacker Drive. All in-person attendees will also receive a boxed lunch, complimentary with event registration.

CCPG members may sign up for the Season Pass, which includes registration to all four Bi-Monthly Program and two Nuts & Bolts webinars for an additional discount. Not a member? Join today! 

We hope to see you there!

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

    Upcoming events

      • 12/08/2022
      • 08/10/2023
      • 5 sessions
      • Zoom Conference

      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:

      December 8, 2022
      February 9, 2023
      April 13, 2023
      June 8, 2023
      August 10, 2022

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

      • 02/14/2023
      • 9:00 AM - 10:00 AM
      • Zoom Conference

      CCPG members receive discounted rates on programs. Not a CCPG member? Join or renew today!

      Pre-arranged Sales and Charitable Remainder Trusts
      Speaker:  Amina Saeed, River Valley Law Firm

      Presentation & Speaker Details

      Pre-arranged Sales and Charitable Remainder Trusts
      One of the most frequent and devastating problems occurs when a donor owes tax on the sale proceeds of their charitable gift upon the sale of the asset by the trustee of a CRT where the donor was deemed by the IRS to have “sold” the property prior to the gift.

      The donor no longer owns or controls the asset and the sale proceeds from that disposition belong to some other party (usually the trustee of the charitable trust). The sale proceeds are inaccessible to the taxpayer (donor) who must then pay the tax bill out of his or her pocket.

      The financial pain experienced by the donor can reverberate back to the planner who structured or approved the deal and can create a poor relationship between the donor and the charity. The IRS has been litigating these cases since 1930. It is an issue that won’t go away any time soon so it is important to understand it.

      Amina Saeed, River Valley Law Firm
      After several years of practicing law in litigation and appeals, and community advocacy as director of a nonprofit, in 2006, Amina opened her estate planning law firm. She serves individual clients and nonprofit organizations, providing practical and creative estate planning, representing many high-net-worth clients, and crafting innovative charitable solutions for both tax planning and philanthropy goals. Although Amina spends most of her hours at her office, she loves outdoor adventures. She's been chased by a buffalo at Custer State Park, found herself on the same path as a bear when hiking in Canada while five months pregnant, enjoyed ice fishing on Lake Superior, and, last year, braved high heat warnings to trek down deep into the Grand Canyon. Amina and her family are always up for a memorable National Park adventure so if you have a recommendation, she would love to hear it.

      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.    

      • 03/14/2023
      • 10:00 AM - 1:30 PM
      • Discovery Partners Institute, 200 S. Wacker Dr., 19th Floor, Chicago, IL & Zoom

      CCPG members receive discounted rates on programs. Not a CCPG member? Join or renew today!

      Program Schedule
      10:00 AM - 11:15 AM
      Panel on Intergenerational Family Philanthropy and Family Dynamics
      Speakers: Elizabeth Summers, Lead Wealth Planning Strategist, Gary Shunk, Lead Family Dynamics Specialist & Patrick Sablich, Family Dynamics Consultant all with Wells Fargo

      11:15 AM – 12:15 PM
      Lunch break (Complimentary boxed lunches will be provided to in-person attendees)

      12:15 PM - 1:30 PM
      Family Dynamics - Learning About Family Philanthropy
      Panelists: Frank Baiocchi, Hunter Family Foundation and Ruth Perlman, Harriette and Ted Perlman Family Foundation. Moderator: Francia Harrington, Open Door Advisor Philanthropy

      Early Bird pricing ends February 28, 2023

      Presentation & Speaker Details

      Panel on Intergenerational Family Philanthropy and Family Dynamics
      Liz Summers will moderate a panel with Gary Shunk and Patrick Sablich regarding best practices to engage and unite multiple generations around philanthropic goals and create deep, sustainable relationships.

      CFRE: Pending approval

      Patrick Sablich, Family Dynamics Consultant, Wells Fargo Advisors

      Patrick Sablich is responsible for providing philanthropic thought leadership to help enhance advisor capabilities and deepen client relationships. Central to this work is the identification and integration of philanthropic strategies into the broad suite of Wells Fargo advice specialties to effectively meet the unique needs and objectives of each client. Patrick has 18 years of experience in philanthropy including having served as a program officer for a private foundation, nonprofit executive director and head of philanthropic services for a large community foundation. Before joining Family Wealth and Culture Services, Patrick served as a Senior Philanthropic Specialist with Wells Fargo Private Bank. In this role, he helped clients define and achieve their philanthropic objectives as part of their overall wealth plans, including gift and tax planning, multi-generational philanthropy, donor advised funds, private foundations and charitable trusts. Patrick graduated cum laude and earned a Bachelor of Science from the University of Dayton with a concentration in public affairs and minors in business administration and entrepreneurial business. He is an alumni of the Denver Metro Chamber of Commerce Impact Denver and Leadership Denver, the Regional Institute of Health and Environmental Leadership and the United States Golf Association Fellowship in Leadership and Service.

      Gary Shunk, Family Dynamics Consultant, Wells Fargo Advisors
      Gary S. Shunk is a family dynamics consultant for Family Wealth and Culture Services (FWCS). Mr. Shunk plays a leadership role in developing the Family Wealth and Culture Services program, and is responsible for helping high-net-worth clients successfully address their concerns at the intersection of the financial and non-financial issues families of wealth face. Prior to joining Wells Fargo, Mr. Shunk ran his own family enterprise consulting and coaching practice. Additionally, he was an associate in the Family Business Center of the Quinlan Business School at Loyola University Chicago where he co-designed and co-taught custom programs for business owning families on the issues present in the family business environment. He also coached next generation family leaders, and facilitated intergenerational family institutes. Gary is a certificate holder in Family Business Advising and Family Wealth Advising with the Family Firm Institute, as well as Positive Psychology from Kripalu. He further holds a certificate in Ontological Coaching from the Newfield Network. He received his Bachelor of Arts degree in psychology from Governors State University, and his MSW from the University of Illinois.

      Elizabeth A. Summers, Lead Wealth Planning Strategist, Wells Fargo Advisors
      Liz Summers is a Senior Wealth Strategist with Wells Fargo Wealth & Investment Management located in the Midwest Division. 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 reviews documents and structures and performs holistic analysis with the goal of ensuring that the plan accurately reflects the client’s philosophy, needs and objectives. She liaises with attorneys, accountants and other advisors to oversee the implementation of proposed planning. 

      Family Dynamics - Learning About Family Philanthropy
      This panel discussion will highlight the role of family dynamics in philanthropy. From the perspective of multi-generational family foundations, panelists will speak about how they think about philanthropy and leaving a legacy. Attendees will also get an insider’s look at how their family foundations operate, how they consider new charitable initiatives, and how decisions are made.

      CFRE: Pending approval

      Frank Baiocchi,  Executive Director, Hunter Family Foundation
      Frank Baiocchi (he/him) believes in the power of philanthropy to move communities to understanding and to action. He is the executive director of the Hunter Family Foundation and serves on the board of directors for the Movement Advancement Project and Wide Angle Research (founding chair). Previously he served as the executive director of the Johnson Family Foundation and as a senior program officer with the Polk Bros. Foundation. Frank’s leadership in public-private partnerships has helped create new nonprofits, including Ingenuity and AMPT: Advancing Nonprofits, and multiple successful collective impact initiatives. Frank started his professional career in the arts as an administrator, educator, and performer, including working on Broadway (Miss Saigon).  He holds a BA from New York University and an MA from the Crown Family School at the University of Chicago.

      Ruth Perlman, Singer, Actress, Community Volunteer
      Ruth Perlman, a graduate of Northwestern University, is an accomplished actress and singer who worked professionally Off Broadway and regionally across the United States. As an Artist-in- Residence with the Whirlwind Performance Company, she brought the arts into Chicago Public Schools. To supplement her performance career, she also worked as the Publications Coordinator in the Marketing Department of Arthur Andersen’s World Headquarters in Chicago and subsequently as a freelance copyeditor and proofreader. Ruth now feels most blessed to sing for and connect with the elderly at nursing homes and senior centers, as well as performing in various concerts and charity events. Her past philanthropic endeavors include serving as a Director on the North Suburban Medical Research Junior Board of Children’s Memorial Hospital in Chicago; a Trustee for Am Shalom Synagogue in Glencoe, Illinois; and the PTO Vice President of Education and Cultural Arts Programming for Glencoe School District 35. Currently, she is an Executive Vice President of the Perlman Family Foundation Founded by Anita and Louis Perlman; a Director on the Board of Beber Camp in Mukwonago, Wisconsin; and is actively involved with the American Committee for the Weizmann Institute of Science. Ruth is the proud mother of Emily 28, Jack 24, and Alec 21.

      Francia Harrington, Senior Consultant, Open Door Advisors Philanthropy
      The majority of Ms. Harrington's career was spent as a senior leader at JPMorgan Chase and its Chicago legacy banks. She held managerial positions working with all lines of business and geographies globally. In her last role, she served in the Office of the Chairman. leading Civic Affairs and Corporate Responsibility, heading annual philanthropic giving of approximately $24 million, civic partnerships, corporate sponsorships and voluntarism for the 15,000 Chicago employees.

      She moved to healthcare, joining Lurie Children's Hospital Foundation as President and Chief Development Officer. Next, she served as President and Chief Strategy Officer for Better Media. She returned to finance with Fifth Third Bank Chicago as Director of Civic Engagement and Strategic Partnerships.

      Ms. Harrington is a social impact entrepreneur and co-founder of the Community Food Navigator with Margot Pritzker. Created with a human­centered design approach, the project is building technology and collaborations in support of food access and equity.

      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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