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CCPG Virtual Annual Symposium

CCPG is spicing things up with this year's virtual Symposium, Philanthropy Infusion: Planned Giving Recipes for All! We will dish out 1-hour sessions twice a day for the week of May 16-20. Sessions will feature a buffet of topics and speakers, so whether you are new to the field or a master chef, we have something for you!

Share your recipe for success! All attendees will receive a “recipe” book full of tips from your planned giving peers.


Monday, May 16

9:30 AM- 10:30 AM
From Soup to Nuts: Planned Giving Basics
Speakers: Patricia Broughton, CFRE, Senior Consultant and Jamie Klobuchar, Executive Vice President, Evolve Giving Group

In this session, participants will learn the fundamentals of planned giving, including five key ingredients for planned giving success, how “mise en place” makes planned giving easier, and what fixins you need to cook up a delicious planned giving feast. Participants will walk away with a recipe for a robust planned giving program and their inner chef primed to start cooking.
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider.

12:30 PM - 1:30 PM
Ingredients of Successful Planned Giving Stewardship
James Allan, Executive Director, Philanthropy, The Art Institute of Chicago
Beth Lye, M.Ed., CFRE, 
Mercy Home for Boys & Girls
Kyle J. Daniels, CAP, Wabash College
Jessica Noe, Director, Development and Planned Giving, Feeding America

Stewardship is a key part of any planned giving society. Hear from four panelists on their ingredients towards successful stewardship. The panelists span nonprofits that are all sizes and with a variety of missions. Panelists also represent those whose main focus is planned giving and those for whom planned giving is just one of many things that they do.
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider.

Tuesday, May 17

9:30 AM- 10:30 AM
Stirring Up the Best Recipe for Advisors and Gift Planning Officers
Speakers: Kathy Kielar, Vice President of Development, WTTW and WFMT and Patrick Bitterman, Partner, Quarles & Brady LLP

Learn the secret ingredients to working with advisors to achieve the best results for your organization and your donors. Explore the benefits of a multitude of viewpoints and areas of expertise from a development officer and advisor to find out what makes the relationship beneficial for both. Discover how you might start a Planned Giving Advisory Committee and how it will further help your organization.
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider.

12:30 PM - 1:30 PM
Ethical Issues in Charitable Gift Planning
Speaker: Charles Slamar, Jr., JD, LLM, FCEP, Senior Vice President, Thompson & Associates

This session will explore the meaning of “ethics” and “liability”, as well as the need for professional practice in gift planning; anticipate the situations where application of professional standards may be required; and study a proven process for ethical decision-making.
CFRE: Participants will earn 1 hour of legal/ethics Professional Responsibility CFRE credit. CCPG is an approved CFRE provider.

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. 

Wednesday, May 18

9:30 AM- 10:30 AM
Accelerating Your Revocable Deferred Giving Through an Improved Resource Toolkit
Speaker: Jason James Shuba, JD, Director of Gift Planning, University of Illinois Foundation

You can't be everywhere at once. Whether gift planning is part of your responsibilities in an organization of three or you're a full-time gift planner surrounded by dozens of gift officers, you need to prepare your colleagues to advance revocable deferred gift conversations as best they can in situations when you're not available. Are your colleagues prepared to respond effectively if a donor mentions he's thinking of including your organization in his will or via a retirement plan? What if a donor has already provided for your institution in his living trust and is wary of sharing further information? If your answer is "I'm not sure," you're not alone. Thinking about these and similar questions, the University of Illinois Foundation gathered its assorted recommendations and guidelines into a toolkit designed to empower our colleagues in this portion of their donor work, however large those responsibilities may be. The result has rolled out to advancement management praise and gift officer gratitude. This session will (1) tap our toolkit component resources (including a "Choose Your Own Adventure"-style donor-interaction guide) to help you kickstart your own effort, and (2) feature a workbook you can use to help translate these resources to a toolkit customized for your shop's unique needs.
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider.

12:30 PM - 1:30 PM
Blend Your Mixes to Perfection:  Exploring The Effective Interaction Between Major and Planned Gifts To Increase Philanthropic Success
Moderator: Meg Cline, CFA, CFP, Vice President for Gift Planning and Trust Services, University of Illinois Foundation
David P. Novak, JD, Vice President, Advancement, Lutheran Social Services of Illinois
Robert L. Cummings, Principal, Rob Cummings Consulting
Jon Salvani, Assistant Dean for Advancement, University of Illinois at Urbana-Champaig

Join a panel discussion on how to blend discussions between major gifts and planned gifts to maximize successful outcomes.  Whether you are part of a large organization with many departments focused on key elements or an organization with one or just a handful of staff wearing all the hats, come learn more about effective ways to collaborate, engage in effective blended gift conversations, and reach successful outcomes.
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved 

4:30 - 5:30 PM
CCPG's End of Year Celebration

Join us for an afternoon of recognition, celebration, and networking as we gather with colleagues to honor our CCPG Scholars, sponsors, volunteers and 2022 CCPG award recipients: Andrew Hibel, Russell V. Kohr Award Recipient and Laura Knitt, Jonathan Heintzelman Service Award Recipient. 

Thursday, May 19

9:30 AM- 10:30 AM
The Changing Landscape of Food Insecurity in Chicago and Cook County
Speaker: Jill Zimmerman, Chief Philanthropy Officer, Greater Chicago Food Depository

This session will provide an overview of how food insecurity impacts many families and children in Chicago and Cook County. We will discuss the work of the Food Depository and our network in response to the growing need. Finally, how individuals and institutions can join our collective effort to end hunger in our community.
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider.

12:30 PM - 1:30 PM
A Seat at the Table: Understanding the Impact of Farm and Food Nonprofits
Speaker: Amy Cook, JD, MA, Attorney, Amy Cook Law LLC

This session will present an overview of Illinois food-based nonprofit organizations working in the areas of sustainability, entrepreneurship (particularly for women and communities of color), and increasing accessibility of locally-grown and raised foods. We’ll discuss the short and long-term impact this area of philanthropy has on our communities’ health and economic viability.
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider.

Friday, May 20

9:30 AM- 10:30 AM
Too Many Cooks in the Kitchen? How Giving Circles Bring Flavor to Philanthropy
Speakers: Akira Barclay, Founder, Fresh Philanthropy and Valerie Sherman, Director of Gift Planning, Colby College

Giving Circles are perfect examples of how donors with modest wealth make powerful impacts on society. In conversation with Valerie Sherman, Akira Barclay will demystify the giving circle model, explore connections between collective giving and gift planning, and share the inspirational story of the South Side Giving Circle. 
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider.

12:30 PM - 1:30 PM
Nourishing the Soul: Faith & Planned Giving
Moderator: Julianne Buck, Executive Director, Community Foundation of Grundy County
Rev. Dr. Roy Backus, Lead Pastor, First Presbyterian Church, Morris
Charley Dobrusin,
Practicing Estate Planner and Partner, Patzik, Frank & Samotny

Regardless of the faith community you were raised in, charitable giving and caring for one another is a central theme to all (?) world faiths.  How do these lessons intersect with philanthropy today?  What do we planned giving professionals need to know for deepening our relationships with donors of different faiths - is it even relevant?  Faith leaders and planned giving professionals talk with donors about death, dying, and legacy - is there a connectedness there that we can draw upon?  Is understanding world faiths and cultures integral to a successful planned giving program? 

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

Click Here to view Speakers Bios

         Click Here to download the 2022 CFRE Tracking Form.  CCPG is an approved CFRE provider.   











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