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Virtual Learning Days
Wednesday, May 27, 2020 &
Thursday, May 28, 2020

Registration is FREE and open to members and non members. Don't miss this opportunity to join CCPG and receive three free months of membership click here and complete the membership application.  

Click Here to make a gift to support CCPG. Your gift will help us provide high quality programming and attract nationally recognized speakers. We can also expand scholarship programs to grow the next generation of planned giving professionals.

CCPG would like to thank
University of Illinois Foundation for the generous donation of their Zoom account to make Virtual Learning Days possible.  Please note U of I will not be retaining any information provided when registering.

Wednesday, May 27

9:30 am - 10:30 am
Speaker: Nathan Stelter, Stelter Company
Session Title: Planned Giving Marketing During & After Covid-19: A Chance to Pivot or Truly Change?
Session Description:  
The Covid-19 pandemic and corresponding economic impact have created a once-in-a-lifetime scenario wherein everyone in every industry is feeling the impact in some way or another. With the continued uncertainty around our health, our finances and our future, donors are battling a variety of emotions and anxiety leaving gift planners struggling to find the right messaging for the moment. Through Stelter’s experience working with nonprofits from all industries across the country, as well as data we’ve received from fundraisers like you, this presentation aims to provide you with clarity and ideas for paving a way forward.

In this presentation you will learn:

  • The complexity of emotions that donors are being faced with and what that means to your marketing
  • The subtle art of adjusting your planned giving messaging during the pandemic and economic downturn
  • Which of these adjustments should inform your outreach and program goals going forward

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

11:00 am - 12:00 pm
Speaker: Joe Chickey, MBA, CFP, Sharpe/Newkirk
Session Title: Key Tips and Strategies for Major and Planned Gifts During This Uncertain Environment
Session Description: 
This session will address the fundamentals of gift planning such as noncash gifts, life income plans and beneficiary designations while sharing lessons learned during challenging times in our history.

Additional topics will include relationship building with our best donors, a new sense of urgency in the estate planning field, blended gifts and some marketing ideas effective today.

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

Thursday, May 28

9:00 am - 10:00 am
Pamela Yang, State Street Global Advisors
Session Title: Is a Charitable Lead Trust Appropriate for my Organization?
Session Description: This session will help you learn about charitable lead trusts and how they can help both donors and your organization.

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

10:30 am - 11:30 am
Speaker: Dr. Arthur Klein, President of the Mt. Sinai Health Network
Session Title: Harnessing Relationships for Fundraising Success
Session Description: In this presentation, attendees will learn how to practice key relationship moves with donors / key influencers in advancing the mission of the organization. Hear some real life stories from Dr. Arthur Klein, President of the Mt. Sinai Health Network.  

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

2:00 pm - 1:00 pm
Speaker: Felicia Davis, President and CEO, Chicago Foundation for Women
Session Title:
Building Community Through Philanthropy
Session Description:  Philanthropy is changing. The increased popularity of crowdfunding and giving circles create new ways to harness and practice collective giving. These practices also create community, a sense of belonging and invaluable support for the most important causes. Felicia Davis, President and CEO of Chicago Foundation for Women, will explore how the power of collective giving brings about the power of community.

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

Affinity Groups - 1:15 pm -2:15 pm
Small Group Breakout Sessions 
Topics will include:
Arts & Culture
Higher Ed
K-12 education
Social Services

2:30 pm - 3:30 pm
Speaker: Lisa Johnson, Operations, Inc.
Session Title: Engaging & Managing Remote Teams
Session Description:  Managing and engaging employees outside of an office environment can be challenging. This program will provide the guidance, strategies, and tips needed to help business leaders keep employees motivated, engaged, and productive when working remotely:

  • Structure & Expectations – Guidance on setting expectations for employee availability, output, etc., as employees manage working from home.
  • Engagement & Connectivity – Strategies and tactics to keep employee engagement and connectivity at high levels.
  • Work-Life Balance – Tips for helping workers balance work and homelife responsibilities.
  • Home Office Setup – Home office setup and ergonomic tips and best practices.
  • Maintaining Company Culture – Strategies to maintain company culture with teams operating outside of an office environment.

4:00 pm - 5:00 pm  
Speakers: Joseph A. Like, CFRE, Like & Associates

     Christopher McGurn, PNC

Session Title: What History Tells Us about Fundraising in Difficult Economic Times
Session Description: This session will discuss the correlation between charitable giving and the broader economy, with a focus on fundraising through adverse scenarios. The presenters will discuss the research and their personal experiences through these challenging times

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









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