Chicago Council on Planned Giving - 2021 Virtual Annual Symposium

Save the Date for the 2022 Annual Symposium
Philanthropy Infusion: Planned Giving Recipes for All
May 16-20, 2022

CCPG Virtual Annual Symposium
Evolving Philanthropy: Building a Strong Foundation
During Changing Times
May 26 & 27, 2021

Missed our Virtual Annual Symposium? Full recordings and presentation slides now available on-demand!

CCPG hosted its Virtual Annual Symposium: Evolving Philanthropy During Changing Times, featuring fantastic speakers including Dr. Russell James, Marian DeBerry and Robert Shafis.

If you missed out, don’t worry! CCPG is offering a special package deal for non-attendees including access to recordings of all 12 Symposium sessions available on-demand.

Pricing
$80 Members
$150 Non-Members

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

May 27 – Virtual Annual Symposium: Evolving Philanthropy: Building a Strong Foundation During Changing Times

Symposium registration includes six on-demand sessions available a week before Symposium opens in addition to six live sessions and networking opportunities.

Schedule

May 26
10:00 - 11:30 AM
Reimagining Planned Giving Workshop
This 90 minute workshop and discussion is intended to reimagine the opportunities in planned giving as we move beyond Covid. Workshop presenters will explore endowment giving, donor insights, collaboration with internal and external partners, marketing, stewardship and positive suggestions for moving ahead. Specific examples will be given including “Create a Jewish Legacy” program and the “Gresham Challenge”.
Speakers: Stuart Barnes Jamieson, Rachel Sherman, Jewish United Fund/Jewish Federation of Metropolitan Chicago and Deborah Sullivan Roberts, JD, The Trust for Public Land

May 27
8:30 - 9:30 AM
Case Studies in Philanthropic Planning: A Closer Look at Complex Gift Opportunities Under the SECURE ACT, CARES ACT, and Consolidated Appropriations Act
Join two seasoned gift planning professionals, John Woods with The Ohio State, and Mike Degenhart with Penn State, as they discuss complex gift planning cases and opportunities they have utilized in structuring gifts with donors to take advantage of nuances stemming from tax legislation passed in 2019 under the SECURE Act and then modifications introduced in 2020 and 2021 under subsequent legislation impacting charitable gift alternatives. Cases will be shared in advance of the session. The session will be moderated by Meg Cline with the University of Illinois Foundation. Join us for an interactive session exploring unique opportunities and potential pitfalls to avoid in structuring these gifts.
Speakers: John C. Woods, The Ohio State University and Mike J. Degenhart, Penn State University. Moderator: Margaret Cline, CFA, CFP, University of Illinois Foundation
MCLE: Participants will earn 1 hour of MCLE credit. CCPG is an approved MCLE provider.
CFP: Participants will earn 1 hour of CFP credit. CCPG is an approved CFP provider.

9:45 - 10:45 AM
Estate and Charitable Planning Considerations for Modern Families
As the traditional nuclear family has changed because of evolving social and legal norms and scientific and technological developments, planned giving advisors must be prepared both for issue spotting and thoughtful problem solving for issues clients face. The discussion will touch upon a potpourri of issues to consider, including: divorce and blended families, unmarried couples, adoption and nonmarital children, supplemental needs planning, assisted reproductive technologies and posthumous reproduction, digital assets, racial, cultural and religious diversity. . . and more!
Speaker: Kim Kamin, Gresham Partners
MCLE: Participants will earn 1 hour of MCLE credit. CCPG is an approved MCLE provider.
CFP: Participants will earn 1 hour of CFP credit. CCPG is an approved CFP provider.

11:00 - 12:00 PM - Keynote
Using Storytelling in Major and Planned Gifts Fundraising
Using storytelling in major and planned gifts fundraising: New findings, ancient origins, and practical tips. Connecting with the donor’s life story in the right way can be a powerful trigger for legacy giving. But, how do we do that? Professor James shows how understanding the ancient origins and the latest research findings leads to simple, effective, practical techniques that anyone can use to more effectively encourage major gifts and gifts in wills.

Keynote Speaker:
Russell James, J.D., Ph.D., CFP
Texas Tech University

12:30 - 1:15 PM - Affinity Groups/Networking

1:30 - 2:30 PM
Dementia, Philanthropy and the Audit: What to Know, What to Have, What to Plan For
Nonprofit institutions risk litigation, negative media, loss of reputation or worse if they are not prepared with sound policies, procedures and a trained professional staff when working with people who may have cognitive impairment due the onset of dementia and its common form, Alzheimer's Disease. A panel of charitable gift planning professionals who led a summit on philanthropy and dementia in 2019 will provide attendees an update on research and discuss one community foundation's redress to an audit. They will also share their work to craft a "Dementia in Philanthropy Guidebook'' with related case studies, suggested policies and preferred practices. Attendees will work together to review situational case studies and test Guide Book recommendations.
Speakers: Lani McCollar, Bentz Whaley Flessner and Robert Hoffman, M.A., CFRE, University of Minnesota Duluth

3:00 - 4:00 PM - Keynote
Inclusive Recruitment and Retention
Data show that inclusive and diverse teams often produce stronger and more effective organizations. We will discuss ways to create opportunities to cultivate and foster diversity and inclusion, including recruitment, onboarding, and mentoring.

Keynote Speaker:
Marian DeBerry,
Campbell & Company

4:15 - 5:15 PM
The Pandemic and the Future of Planned Giving
As the pandemic (hopefully) eases, what have we learned about how to work with our donors and our fundraising colleagues? And how will the way we do our work change as we ease back into normalcy, especially concerning planned giving marketing, donor relations, and gift management?
Speaker: Robert Shafis, JD, Veritus Group
MCLE: Participants will recieve 1 hour CLE credit. CCPG is an approved MCLE provider.

On-Demand Recorded Presentations - available to registrants May 17

The Pandemic and Development: How the 2020-21 Crises Have Amplified the Wealth Divide, and How Charitable Gift Planners Need to React
Over the past four decades, nonprofits have come to rely more and more on ever-larger gifts from fewer donors. The wealth divide has grown consistently wider, while the percentage of donors within the overall population has dropped significantly. The Covid pandemic, the resulting economic disruption, and the “K-shaped recovery” of recent months have created a pattern of dramatic winners and losers, with the winners gaining vast wealth, and many who have suffered dire consequences no doubt falling out of the pool of donors for the foreseeable future. How are gift planners to react? On one hand, we need to increase our focus on the top donors – and we simultaneously need to increase expectations in terms of the size and nature of those gifts. Meanwhile, for the broader population, planned giving will gain importance, even as the annual gifts of many shrink. And, in general, we as a profession need to be more honest and assertive with our donors and the public as to societal needs and the role philanthropy must play if we are to recover fully as a nation. We must call out abuses and ineffective philanthropy even as we praise transformational gifts and commitments.
Speaker: Alan Cantor, Alan Cantor Consulting

COVID & Philanthropy One Year Later: Reimagining Fundraising for the Future
It’s been more than a year since the start of the pandemic, and the nonprofit landscape looks remarkably different than it did at the start of 2020. Organizations have recalibrated and reimagined their programmatic, operational, and philanthropic activity in response to the pandemic— leveraging technology to navigate a rapidly evolving environment, pivoting activity to meet the diverse needs of their communities, and developing innovative pathways to fundraise. As we continue to embrace opportunities to be more strategic and innovative, we must also embrace opportunities to demonstrate the human touch, building trust and empathy among our donors and within our teams.Join CCS Fundraising as we reflect on how the philanthropic landscape has evolved during this unique time for humanity, and strategies to move forward with a lens of empathy for a successful 2021 and beyond.
Speakers: Elizabeth Abel, and Becky Kiely, CCS Fundraising

Internal Marketing: Engaging the Fundraising Team to Leverage Gift Planning
Our panel will discuss how seemingly small moves and efforts within your organization are critical steps in building donor centric relationships and positioning donors for deferred and/or blended gifts. They will share examples of “internal marketing” at Lurie Children’s and beyond that can help shops of all sizes with raising the visibility of gift planning and increasing collaboration to meet your organization’s fundraising goals.
Speakers: Lisa Bakker, Erin Markuson and Ruthann Neumeier, Ann & Robert H. Lurie Children's Hospital of Chicago and Kathryn Miree, Kathryn Mirree & Associates, Inc.

Everything You Wanted to Know About the CFRE Exam But Were Afraid to Ask
Does the idea of sitting for the CFRE exam put a knot in your stomach? Don't let it put you off earning our sector's only globally-recognized, accredited certification for fundraising professionals. CFRE International staff member Ashley Gatewood will walk you through everything you need to know for a positive test-taking experience. She'll explain the ins and outs of the exam and what you need to know to feel confident and prepared for exam day, including: how the exam is structured, topics covered, a sample question, formulating your study plan, free study resources, what to expect on exam day, and more.
Speaker: Ashley Gatewood, CFRE International

Planned Giving in Campaigns
With most of the focus on major gift fundraising, planned giving is an often-overlooked component of fundraising campaigns. This presentation will show why planned giving should be a key part of your campaign beginning with the campaign design process. We will also discuss practical suggestions for keeping planned giving top of mind throughout the campaign, as well as how planned giving can be leveraged to fill the major gifts pipeline for gifts late in the campaign.
Speaker: Jennifer Winnett Denniston, Esq., Plan International USA

Life Income Gifts - Freeing Your Friends to "Give More"
Life income gifts are powerful tools enabling your supporters to give more while accomplishing their own income goals. You can raise more money while providing great satisfaction and peace of mind for your donors. Learn when and how to introduce these gift options in a way that gets to “yes”!
Speaker: Jim Bakke, Barnabas Foundation
MCLE: Participants will earn 1 hour MCLE credit. CCPG is an approved MCLE provider.