CCPG Nuts & Bolts Webinar- October 27, 2026 (10/27/2026)

Tue, 27 Oct 2026 14:00:00 GMT

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.

Bi-Monthly Program - November 10, 2026 (11/10/2026)

Tue, 10 Nov 2026 16:00:00 GMT

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

Chicago Council on Planned Giving upcoming events

CCPG Nuts & Bolts Webinar- October 27, 2026 (10/27/2026)

Bi-Monthly Program - November 10, 2026 (11/10/2026)