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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.

Speakers

Monday, May 16

9:30 AM- 10:30 AM
From Soup to Nuts: Planned Giving Basics
Speakers:
Patricia Broughton, CFRE,
Senior Consultant, Evolve Giving Group
In her 30 years as a front-line fundraiser, Patricia Broughton, CFRE, successfully started planned giving programs at three Chicago non-profits. As a consultant for Evolve Giving Group, she is committed to passing on the secrets of fruitful planned giving and coaching clients to successfully implement planned giving programs.

Jamie Klobuchar is the Executive Vice President at Evolve Giving Group with more than 20 years of major and planned giving experience at local and international health organizations.  She enjoys helping clients build strong donor relationships and speak confidently about all forms of giving. 



Jamie Klobuchar, Executive Vice President, Evolve Giving Group
Jamie Klobuchar is the Executive Vice President at Evolve Giving Group with more than 20 years of major and planned giving experience at local and international health organizations.  She enjoys helping clients build strong donor relationships and speak confidently about all forms of giving. 





12:30 PM - 1:30 PM
Ingredients of Successful Planned Giving Stewardship
Panelists:
James Allan, Executive Director, Philanthropy, The Art Institute of Chicago 
James has been with the Art Institute for more than 20 years in positions of increasing responsibility with the museum, School, and Gene Siskel Film Center. James currently serves as on the museum’s principal gifts team as executive director, philanthropy. Prior to his current role, James was executive director of planned giving and major gifts. James has a BSFS from Georgetown University with a focus on humanities in international affairs.  His coursework included art history, architectural history, and art and culture.  In addition to his work at the Art Institute, James is a docent with the Chicago Architecture Center.  


Beth Lye, M.Ed., CFRE, Mercy Home for Boys & Girls
Beth has been a professional in the field of philanthropy for her entire career, and a lover of humanity long before that.  She has worked as an ESL teacher and job coach, managed volunteer programs, and raised money for worthy organizations through direct mail, email campaigns, personal solicitations, and planned gifts.  As a former CCPG Scholarship recipient, she is eager to welcome new people into this field, and to help small-shop fundraisers find success.


Kyle J. Daniels, CAP, Wabash College
Kyle J. Daniels, CAP® is the Major and Planned Gifts Officer at Wabash College. Prior to his current role, he was the Planned Giving Coordinator at the Field Museum. Kyle also has 10 years of experience in Financial Services with J.P. Morgan, a Bachelor's degree from Chicago State University in Business Administration/Marketing, and a Chartered Advisor in Philanthropy (CAP®) designation with The American College of Financial Services.


Jessica Noe, Director,
Development and Planned Giving, Feeding America
Jessica has over 18 years of project management and fundraising experience working with nonprofit organizations. She has been with Feeding America for over 13 years and currently serves as Director, Development and Planned Giving. During her tenure at Feeding America she has helped develop and enhance the planned giving program and has contributed to the robust growth of a major gifts program with over 200 prospects in active portfolio management. She recently earned the Fellow in Charitable Estate Planning (FCEP) credential through the Charitable Estate Planning Institute. She is a graduate of Northern Illinois University and lives in Chicago.



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
Kathy Kielar is the Vice President of Development at WTTW and WFMT. She has more than 20 years of experience in planned and major giving. Kathy leads WTTW and WFMT’s major gift annual fund, WFMT pledge drive, and gift planning team, where she works with professional advisors

in numerous capacities. Kathy is active in CCPG and CGP where she has held leadership roles. She is currently a member of the Hibel Family Foundation’s Planned Giving Initiative Advisory Council.



Patrick  Bitterman, Partner, Quarles & Brady LLP
Patrick Bitterman is the Chair of the Estate, Trust & Wealth Preservation Practice Group of Quarles & Brady LLP. His practice focuses on advising individuals and families on estate planning strategies, including the preservation of inter-generational wealth. Patrick also advises public charities and individuals on a broad range of planned giving tools, as well as creation and modification of gift agreements. 




12:30 PM - 1:30 PM
Ethical Issues in Charitable Gift Planning
Speaker:
Charles Slamar, Jr., JD, LLM, FCEP, Senior Vice President, Thompson & Associates
In addition to his consulting with Thompson & Associates, a charitable estate planning firm working with non-profits, Charlie is an attorney in private practice advising individuals on tax, estate, and charitable planning, as well as social security disability; charitable organizations on governance, gift planning, reporting, and litigation; and corporate fiduciaries on tax exemption.  A founding member of the Chicago Council on Planned Giving and two-time past President, Charlie was awarded its Russell V. Kohr Memorial Award for Excellence in Planned Giving. 

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
Based in Chicago, Jason liaisons with multiple units at the University of Illinois Urbana-Champaign to help alumni and friends make complex, deferred, and non-cash gifts to benefit the University of Illinois. Since joining the University of Illinois Foundation in January, 2018, he's helped facilitate over $80 million in new gift commitments to benefit the University, launched the Illinois Legacy Challenge, and rolled out to his advancement colleagues an internally-developed, best-in-class gift planning resource suite, including one-of-a-kind, revocable-deferred-gift guidance materials. Jason previously served as a Senior Gift Planning Officer with the American National Red Cross where he reinvigorated the organization's dormant Greater Chicago gift planning program. He arrived in the field after managing the advancement vertical for Academic Impressions, a Denver-based higher-education professional development company. Jason earned his Juris Doctor from Case Western Reserve University and Bachelor of Arts cum laude from Denison University. He keeps an active Illinois law license, runs six days a week, and really wants to talk with you about the "Black Mirror" episode "San Junipero."

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
Margaret A. (Meg) Cline serves as the Vice President for Gift Planning and Trust Services at the University of Illinois Foundation where she is responsible for the team of professional staff that oversee all aspects of gift planning, deferred gift administration, and all gift documentation for the University of Illinois System and its three universities.  Prior to assuming this role in February 2015, Meg served for five years as the Associate Dean for Advancement for the College of Agricultural, Consumer and Environmental Sciences (ACES) at the University of Illinois at Urbana-Champaign.  Before joining the University in 2005, Meg worked for the Missouri State Employees’ Retirement System (MOSERS) in Jefferson City, Missouri where she assisted in the management of institutional investment portfolios and was the key liaison for all communication and education on investment matters with the Board of Trustees, retirees, the press, and general public.  She started her fundraising career at the University of Missouri-Columbia.  Prior to this time, she worked in the fee-only financial planning industry as a financial advisor.  Meg received a Bachelor of Science degree and MBA from the University of Illinois Urbana-Champaign.  She holds the Certified Financial Planner® designation and the Chartered Financial Analyst designation.  Meg is a member of many professional associations including the Chartered Financial Analyst Institute, current President for the Chicago Council on Planned Giving, the National Association of Charitable Gift Planners, the Eastern Illinois Estate Planning Council where she has served as President and a board member; Regent of The Lincoln Academy of Illinois; and P.E.O. where she has served on several state committees.  She is past president of the Illinois 4-H House Alumni Association.  Raised on a farm in Stark County, Illinois, Meg now resides in the Champaign-Urbana community with her husband, Scott, and their daughter.

Panelists:
David P. Novak, JD, Vice President, Advancement, Lutheran Social Services of Illinois
David P. Novak, JD, serves Lutheran Social Services of Illinois as Vice President, Advancement and Executive Director, The Cornerstone Foundation, overseeing the philanthropic efforts of both organizations. Previously, David served Valparaiso University as Director of Gift Planning, assisting university alumni in all matters relating to major gifts and charitable estate planning.  David also has held executive positions with the ELCA Foundation.  He has over 30 years of fundraising experience.  Prior to his nonprofit work, David worked as an attorney in private practice in Chicago, specializing in the areas of estate planning and probate.  





Robert L. Cummings, Principal, Rob Cummings Consulting
One of America's most trusted fundraising experts, Rob has served many of Chicago's oldest and best-known institutions. Today, Rob Cummings Consulting guides capital campaigns, coaches advancement teams and helps nonprofit organizations nationally build strong, sustainable fundraising programs. He is the author of The Weekend Briefing, shared since 2008 with now 1,600 subscribers throughout the United States and 7 countries around the world. The Briefing combines best practice with an inspiring message that resonates with senior professionals and new fundraisers alike. Winning: The Five Truths of Fundraising is the long-anticipated book from this respected fundraising expert, available in print, eBook and audiobook on Amazon.com. Rob's second book, Major and Planned Gifts Unmasked, will be published in Fall, 2022.

Jon Salvani, Assistant Dean for Advancement, University of Illinois at Urbana-Champaign
Jon is currently the Assistant Dean for Advancement and Chief Advancement Officer for the College of Fine and Applied Arts at the University of Illinois at Urbana-Champaign. As a higher education advancement professional for almost 17 years, Jon is a proven fundraiser, successfully raising gifts at the annual, major, and principal gift levels, along with many years of managing advancement professionals and teams. Jon is a member of the Association of Fundraising Professionals, serving as a member of the board of directors for the East Central Illinois chapter. He is also a long-time member of the President’s Council for the Museum of Science and Industry in Chicago, along with Pi Sigma Epsilon, the national professional sales and marketing fraternity, having held several national leadership positions with them, and is currently the chair of their National Educational Foundation. In addition, Jon serves on several community boards and organizations, including Champaign County CASA and Champaign Rotary Club. Jon received his Bachelor of Science degree in Corporate Communication from Northern Illinois University, along with a Master of Science degree in Management from the University of Illinois at Urbana-Champaign.

Thursday, May 19

9:30 AM- 10:30 AM
KEYNOTE
The Changing Landscape of Food Insecurity in Chicago and Cook County
Speaker:
Jill Zimmerman, Chief Philanthropy Officer, Greater Chicago Food Depository
Jill has served as the Chief Philanthropy Officer for the Food Depository for the past 10 years. In this role, she leads a team that is responsible for raising $56M annually from individuals, corporations and foundations. Prior to joining the Food Depository, Jill served as VP of the Alford Group, a consulting group to nonprofits, where she managed a diverse portfolio of clients. She has worked for a variety of organizations in the human service area and lived abroad as a consultant to UNICEF Liberia. Jill currently serves on the board of the Student Sponsorship Programme US affiliate. Jill has served on for-profit boards and in advisory roles in non-profit organizations. Jill has a B.A. in Psychology and Philosophy from UC Santa Barbara and a M.A. in Social Work from the Crown School of Social Work, Policy and Practice.


12:30 PM - 1:30 PM
KEYNOTE
A Seat at the Table: Understanding the Impact of Farm and Food Nonprofits
Speaker: 
Amy Cook, JD, MA, Attorney, Amy Cook Law LLC
Amy Cook is the principal attorney at Amy Cook Law LLC, focusing on nonprofits and small businesses with a particular interest in working with food folks. She currently serves on the board of Illinois Stewardship Alliance and is the chair of the Chicago Bar Association Food Law Committee. As the previous executive director of Spence Farm Foundation/Farmer Chef Alliance, and as an attorney and consultant to nonprofits, she has served nonprofits from a variety of angles. Cook also recently completed a fellowship at Chicago Lawyers Committee for Civil Rights providing legal services to nonprofit organizations.



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
Akira Barclay champions the significance of giving circles and the everyday giver to expand and reorient conventional thinking about philanthropy. With over 20 years of experience in the nonprofit sector, Akira’s areas of expertise include Grantmaking, Fundraising, Strategic Partnerships, Media and Marketing. She led the AT&T Imagine Your STEM Future project at Girl Scouts of the USA, earning recognition from the White House Council on Women and Girls, published research on giving circles and raised hundreds of thousands of dollars for small youth serving organizations. Akira holds a Master of Science in Fundraising and Grantmaking from New York University and is a proud member of the South Side Giving Circle of the Chicago Foundation for women.

Valerie Sherman, JD CFP, Director of Gift Planning, Colby College
Valerie Sherman, JD CFP® has worked in gift and estate planning for 12 years and currently serves as the Director of Gift Planning at Colby College in Waterville, Maine. She previously served on the gift planning teams at Northwestern University and Saint Mary’s College and is a board member of CCPG. Valerie is a member of the South Side Giving Circle of the Chicago Foundation for Women, which funds nascent non-profits that help women and girls on the south side. 




12:30 PM - 1:30 PM
Nourishing the Soul: Faith & Planned Giving
Moderator: 
Julianne Buck, Executive Director, Community Foundation of Grundy County
Julianne Buck, CAP®, is one of those kids who grew up rural, went away to university, had a career in urban America, and then came home to work and raise her family, so hometown quality of life is very important to her.

For the past 19 years, she has been the first and only Executive Director of the Community Foundation of Grundy County. She has taken the Foundation’s assets from $0 to $14.5 million and has ingrained the Foundation as a partner throughout the region.

Throughout her career, Mrs. Buck has served on the boards of a number of nonprofits and professional associations.  Most recently, she serves on the Board of Directors of the Chicago Council on Planned Giving, teaches a Certificate of Nonprofit Administration at Joliet Junior College, and has launched Nonprofit Brains & Brawn, LLC, a consulting firm dedicated to nonprofits, donors, and professional advisors.  Julianne became a Chartered Advisor in Philanthropy® in 2020.


Panelists:
Rev. Dr. Roy Backus, Lead Pastor, First Presbyterian Church, Morris
The Dr. Roy C. Backus is a minister in the Presbyterian Church (USA). He has a Ph.D. in Historical Theology from Marquette University, Milwaukee, WI., an M.Div. in Pastoral Studies from McCormick Theological Seminary, Chicago, IL, with additional studies at eight seminaries in the Chicago area, and a B.A. in Bible and Koine Greek from Howard Payne University, Brownwood, TX.  Dr. Backus’ career includes pastoral leadership in the Midwest; developing a religious studies/philosophy minor at Olivet College, Olivet, MI; and teaching Philosophy and World Religions at community and liberal arts colleges. Roy’s foci center on patristics, American denominational history, crisis cults and millenarian movements, biblical studies, lay directed stewardship, and down-to-earth, practical conversations about human values.



Charley Dobrusin, Practicing Estate Planner and Partner, Patzik, Frank & Samotny
Charles E. Dobrusin is a partner in the firm’s Estate Planning group. Charley has extensive experience in: creation and administration of complex trust systems, having served as a trustee and as counsel to beneficiaries; resolution of family disputes involving trust litigation and arbitration; private trust company formation administration; design and implementation of values-based, tax efficient trust and estate plans; advising family office principles and staff members and collaborating with their other professional advisors; counseling executors, trustees, and beneficiaries on post death administration matters; and creation and representation of charitable entities. Charley has practiced trust and estate law for more than forty years, first as a partner of two Chicago law firms and most recently, since 2006, as founder and president of Charles E. Dobrusin & Associates Ltd., a trust and estate boutique. Charley graduated from Boston Latin School (1970), Brandeis University (B. A. magna cum laude 1974) and New York University School of Law (1979). He was admitted to the Illinois bar in 1979. He was ordained as a Rabbi by the Jewish Theological Seminary of America in 1980. Currently, Charley participates in the following philanthropic activities: the Professional Advisory Committee and the Philanthropic Funds Committee of the Jewish Federation of Metropolitan Chicago; the Planned Giving Committee of the Chicago Chapter of the American Technion Society; and the Board of Directors of the Bernard Heerey Family Foundation. He is also a member of the Chicago and American Bar Association; the Chicago Estate Planning Counsel; the Chicago Board of Rabbis and the Rabbinical Assembly.



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