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CCPG is going virtual in 2020!

In light of the COVID-19 pandemic and constantly shifting health guidelines, the CCPG Board has decided to host all Bi-Monthly Meetings for the 2020-2021 season virtually. Going virtual will allow CCPG to reach an expanded audience while keeping our members and speakers safe.

Miss networking with your colleagues? CCPG members now have the option to join an Affinity Group to connect with peers regularly throughout the year. Become a member to join an Affinity Group and receive discounts on Bi-Monthly programs. 

    More than ever, 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

      • 12/03/2020
      • 9:00 AM - 10:00 AM (CST)
      • Zoom Conference
      Register

      Nuts and Bolts

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

      Location: Zoom

      Date: December 3, 2020

      Time: 9:00 AM - 10:00 AM 

      Charitable Gift Annuity Insights
      A look into CGAs and how to market for them.

      SPEAKER
      Steven Walker, Crescendo 
      Steven Walker represents Crescendo Interactive as the Central Integrated Marketing Specialist. In the time he has been with Crescendo, he has opened the doors to numerous planned giving programs; introducing marketing strategies and concepts. He comes from a long history of sales and marketing, working for companies like Spirited Foods and The Coca-Cola Company. His primary goal is to help non-profits expand their brand recognition and help educate their donors on charitable planned giving.

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

      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.    

      • 01/12/2021
      • 9:00 AM - 11:15 AM (CST)
      • Zoom Conference
      Register

      Bi-Monthly Meeting

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

      Location:
       Zoom

      Date: January 12
      , 2021

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

      SUMMARY
      Investment Outlook

      SPEAKER
      tbd

      CFRE: Pending approval. CCPG is an approved CFRE provider. 


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

      Phoenix Society: Best  Practices for a Legacy Society

      UChicago’s legacy society, the Phoenix Society, has recently celebrated its twentieth anniversary.  Denise Chan Gans will share lessons learned and best practices developed from nearly 15 years of experience running a successful legacy society, including data management, branding, events, leadership, goal-setting and most importantly, continuity and community.  The highlight of the program will be a conversation with Brenda Lee Johnson, Director of Marketing and Stewardship, and Mary Lou Gorno, Chair of the Phoenix Society and University of Chicago Trustee, who will share her experience and passion for stewarding planned gift donors.

      SPEAKERS
      Denise Chan Gans, Executive Director, University of Chicago
      Brenda Lee Johnson
      , Director of Marketing and Stewardship, University of Chicago
      Mary Lou Gorno, Chair of the Phoenix Society and University of Chicago
       
      CFRE: Pending approval. 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. 

       

      • 02/02/2021
      • 9:00 AM - 10:00 AM (CST)
      • Zoom Conference
      Register

      Nuts and Bolts

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

      Location: Zoom

      Date: February 2, 2021

      9:00 AM - 10:00 AM 

      Donor Stories in Marketing—To Use or Not to Use?
      The planned giving industry assumes that donor stories are an effective way to inspire other donors and to increase engagement, including response, in marketing materials. There has been no formal, large-scale research study conducted on planned giving marketing materials to support or counter those assumptions—until now. The Pentera research study to be presented analyzes two key metrics: the click-through rate and the response rate in tens of thousands of e-newsletters that went to millions of prospective donors over several years. The study includes one surprising key finding: certain types of donor stories can actually decrease response rates. Based on the findings of the study, we will recommend when to use donor stories in marketing materials and when not to, as well as what types to avoid. Attendees will receive guidelines for writing effective donor stories and using donor blurbs to get the best response rates possible.

      CFRE: Pending approval. CCPG is an approved CFRE provider. 


      SPEAKER
      Claudine Donikian
      , Pentera, Inc. 
      Claudine A. Donikian, JD, MBA, is the president/CEO and chief marketing officer of Pentera, Inc., and is regarded as one of the foremost experts in planned giving marketing. She is a sought-after speaker on the national planned giving and AFP circuits and writes and conducts training modules for Pentera training seminars. As Pentera's chief marketing officer, she is the editor-in-chief for client marketing content and personally consults with a select group of Pentera's clients on their marketing strategy and execution. One of Claudine's professional areas of expertise is women in philanthropy, and she serves as a member of the advisory board for the prestigious Women's Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy and as a member of the board of directors of the National Association of Charitable Gift Planners (CGP).

      Claudine oversees all aspects of Pentera's business and marketing strategies, as well as new-product development, with an emphasis on digital marketing, and she recently served on the Direct Marketing Association's Digital Innovation Committee. Under her leadership, the interactive department and client base has increased by 500 percent.

      Claudine graduated Phi Beta Kappa and with highest distinction from Indiana University, received an MA in French from New York University, and holds a JD and an MBA from Boston College. She serves on the board of directors of the Philanthropic Planning Group of Greater New York in Manhattan (PPGGNY), the Massachusetts Children's Trust Fund (a child abuse prevention agency), and the Brookview House (which provides housing for homeless women and children). She is an active member of CGP, PGGNE, and PPGGNY. Fluent in French, Claudine has also taught French for colleges, corporations, and adult education centers, where she was regarded as one of the top motivating teachers.


      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.    

      • 03/09/2021
      • 9:00 AM - 11:15 AM (CST)
      • Zoom Conference
      Register

      Bi-Monthly Meeting

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

      Location: Zoom

      Date: March 9, 2021

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

      SUMMARY
      Estate administration. 

      SPEAKER
      Fred WeberAttorney/Trust Officer, Northern Trust Company 

      CFRE: Pending approval. CCPG is an approved CFRE provider. 

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

      SUMMARY
      Portfolio reviews and pipeline management. 

      SPEAKER PANEL
      Valerie Sherman, Director of Gift Planning Saint Mary's College
      Camille Licklider, Executive Director Gift Planning, Northwestern University

      CFRE: Pending approval. 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.    

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