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2026-2027 Bi-Monthly Programs

CCPG is working on an exciting lineup of presenters for its 2026-2027 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 with the exception of the March Roundtable Program which will be in-person only. All in-person attendees will also receive lunch, complimentary with event registration. Our in-person programming will be taking place at the Chicago Bar Association at 321 S. Plymouth, Chicago. 

2026-2027 Program Year Save the Dates:

September 9th, 2026

Strategies for Planned Gift Marketing

Presented by Phil Purcell, J.D., Central Territory Director of Planned Giving, The Salvation Army Central Territory


Engaging Volunteers and Board Members in Planned Giving 

Presented by Sarah Rutledge, Director of Planned Giving, Lincon Park Zoo & Kristin Short, Resource Development Director, Bridge Communities

October 27, 2026 at 9am - Virtual Nuts & Bolts

Gifts of Retirement Plan Assets (Including Qualified Charitable Distributions)

Presented by Timothy J Prosser, JD, Senior Relationship Manager, TIAA Kaspick

November 10th, 2026

Old People Aren't as Old as They Used to Be (and other truisms still relevant today)

Presented by Julie Captain, Rich Goode, Doug Hutchings and Bob Shafis: Four CCPG “veterans” reflect on navigating a career in planned giving, lessons learned, what’s changed/what hasn’t among other things that are relevant in 2026.

Intergenerational Philanthropy Q & A 
Q & A with Ashley Duchossois Joyce, Chairman, Duchossois Capital Management; Chairman, The Duchossois Family Foundation
Moderator: Jared Wilhelm, Sr. Director of Gift & Estate Planning, The Salvation Army North and Central Illinois

January 12th, 2027

Economic Outlook 2027
Presented by Jeremy James Heer, Managing Director, Investment Research and Engagement, University of Illinois Foundation

Studies on High Net Worth Individuals
Presented by Chuck Van Hecke, Ph.D., Consultant & Nonprofit Advancement Professional, Infinite Hope

February 9th, 2027 - Virtual Nuts & Bolts

Featuring Paul Caspersen, Vice President - Charitable Solutions, LLC

March 9th, 2027 – Roundtables – In-person only

Roundtable Discussions – In-person only

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

    • CCPG Nuts & Bolts Webinar- October 27, 2026

      • 10/27/2026
      • 9:00 AM - 10:00 AM
      • Zoom - Virtual Meeting
      Register

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

      Gifts of Retirement Plan Assets (Including Qualified Charitable Distributions)

      Speaker: Timothy J. Prosser, JD, Senior Relationship Manager, TIAA Kaspick

      Donors hold a large portion of their net worth in retirement plan accounts, including IRA, 401(k) and 403(b) accounts.  We will discuss the financial and tax benefits of using these assets to fund charitable gifts, including life-income gifts, both during life and at death. Participants will understand how to structure gifts of retirement plan assets, including QCDs, and how to avoid common planning pitfalls.



      Show details

    • Bi-Monthly Program - November 10, 2026

      • 11/10/2026
      • 10:00 AM - 1:30 PM
      • The Chicago Bar Association, 321 S. Plymouth Ct, Chicago, IL or via Zoom
      • 8 registrants
      Register

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

      Program Schedule
      10:00 AM – 11:15 AM
      Session Topic: The Aging Timeline Is Shifting (and other truisms relevant today)

      Speakers: 

      Julie Captain, CAP® Director, Philanthropy, CHEST (American College of Chest Physicians)

      Rich Goode, AVP, Principal and Planned Giving, DePaul University

      Doug Hutchings, Retired Vice President, Development, Advocate Charitable Foundation, Advocate Health

      Bob Shafis, Retired Planned Giving Professional


      11:15 AM - 12:15 PM - Lunch Break (complimentary lunch will be provided to in-person attendees)

       12:15 PM – 1:30 PM 

      Session Topic: Intergenerational Philanthropy Q7A

      Speaker: Ashley Duchossois Joyce, Chairman, Duchossois Capital Management and Chairman, The Duchossois Family Foundation

      Moderator: Jared Wilhelm, Sr. Director of Gift & Estate Planning, The Salvation Army North and Central Illinois

      Presentation Details

      Old People Aren't as Old as They Used to Be (and other truisms still relevant today)

      Four CCPG veterans reflect on navigating a career in planned giving, lessons learned along the way, what has changed, what has remained consistent, and the enduring principles that continue to guide successful gift planning work. This interactive discussion will offer practical insights and perspectives relevant to both emerging and experienced professionals.

      Intergenerational Philanthropy Q&A

      Join us for a conversation exploring philanthropy across generations, family values, charitable decision-making, and the evolving role of donors in shaping lasting impact. Attendees will have the opportunity to hear firsthand perspectives on family philanthropy and engage in a moderated discussion with audience questions.

      Early Bird Registration Fees -- Ends November 2

      $55 Member
      $85 Non-member 
      Registration Fees -- Starting October 21
      $65 Member
      $95 Non-member 

      Show details

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