May 24 - Virtual Presentation
3:00 p.m. - 4:30 p.m. 
Separate Registration Required: $75



Planned Giving 101 - Getting Your Passport Ready
Speakers: Shay Upadhyay & Greg Whitney, Alford Group
Learn foundational concepts of planned giving during this 1.5 hour virtual session with consultants from Alford Group. In this session, we will discuss common planned giving terms and gift types, explore marketing basics and how to identify prospects, and review crafting policies and procedures so you feel prepared to confidently start or revitalize your own planned giving program. This interactive session is designed to give you the planned giving basics you need to help you get ready (and excited) for the Symposium the next day!
CFRE: Full participation in Planned Giving 101 - Getting Your Passport Ready is applicable for 1.5 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification." 

MORNING KEYNOTE
9:30 a.m. - 10:30 a.m.

One Donor’s Journey: Tales of Won and Lost Planned Giving Possibilities
Speakers: Dianne Belk, philanthropist and Founding Chair of Juliette Gordon Low Society of the Girl Scouts of the USA
Drawing on her experiences as a donor and volunteer, Dianne will share three stories about how the professionals won and lost planned giving possibilities. 

AFTERNOON KEYNOTE
12:30 p.m. - 1:15 p.m.

A Boarding Pass to Change
Speaker: Muhi Khwaja, MPA, CFRE, CFRM, Co-Founder, American Muslim Community Foundation
A Boarding Pass to Change is a guided discussion on Muhi Khwaja’s journey as the Co-Founder of the American Muslim Community Foundation and how his path is a relevant framework for all Planned Giving practitioners as they focus on the future of family philanthropy.

BREAKOUT SESSIONS

Session Time: 8:00 a.m. - 9:15 a.m. 

Beginner Track
Creating a Roadmap for Effective Planned Giving Asks
Speakers: Anne Morgan, Senior Director, Office of Gift Planning and Endowments, University of Missouri and Margaret Cline, Vice President for Gift Planning and Trust Services, University of Illinois Foundation
Many believe that successful fundraising outcomes depend on a wealthy prospect base, charisma, or just plain luck, but in reality the key to fundraising success lies in the preparation leading up to a transformational ask. This session focuses on how planned giving officers can set the table for successful planned giving asks by first looking inside themselves to focus their discipline in their work, then taking the necessary steps to prepare for a donor visit. With reference to the National Standards of Gift Planning Success, we will focus on integrating gift planning into the donor experience, embracing discipline and accountability for data management and providing ethical and timely information to maximize the donor’s charitable impact and personal benefit.

Intermediate Track
Racial Equity Conversations in Philanthropy
Kristin Carlson Vogen, Interim Vice President of Philanthropic Services, LeAnn Pedersen Pope; Jessyca Dudley, Founder + CEO, Bold Ventures
As philanthropic professionals, how can we utilize our expertise, experiences, and relationships to prioritize equity in our work and in our institutions? Join us for a conversation about racial equity in philanthropy and how we can work together to eliminate disparities and translate intention into impact.

Advanced Track
Traverse The Treacherous Terrain of Gifting
Speaker: Michael Ripani, Handler Thayer, LLP
This program will assist the planned giver understanding various aspects of protecting donors from undue influence, including how to recognize vulnerabilities of donors to undue influence, investigate suspicions of undue influence including pursuing legal actions for undue influence. In addition, this program is designed to educate the planned giver about proactive steps that he or she can take to prevent undue influence of donors.
MCLE: Participants will earn 1.25 hours of MCLE credit. CCPG is an approved MCLE provider.

Session Time: 10:45 a.m. - 12:00 p.m. 

Beginner Track
What Should We Say? Tips for Effective Communication With Gift Planning Donors
Speaker: Chuck Van Hecke, Infinite Hope, LLC
Effective communication with donors is critical to being a successful advancement professional. This session concerns knowing what to say, when to say it and when to listen or say nothing in conversations with gift planning donors. Skilled communication is an art form that can be learned with practice. It's key to building trusting long-term relationships with donors and being viewed by them as reliable partners in the process of making charitable gift plans. The session can benefit newer gift planners or serve as a refresher for those who want to improve their conversational style.

Intermediate Track
Panel Discussion: Charting Your Flight Plan: Careers in Planned Giving
Panelists: Jill Doherty, Senior Director of Gift Planning, Division of Institutional Advancement, Rosalind Franklin University of Medicine and Science, Breahan Pautsch, Legacy Giving Manager, PBS Wisconsin; Tony Martinez, CEO, Oak Park-River Forest Community Foundation;  Moderator: Paddy Homan, Plymouth Place
There are many career paths within the field of Planned Giving. During this session members of our community will discuss how they arrived where they are today. What inspired them? What would they do differently? Panelists were chosen based on differing career paths and being different phases in their career.

Advanced Track
Navigating the World of Public Policy with Forefront as Your Tour Guide
Speakers: Suzy Lee, Director of Programs and Alec Lopata, Policy & Government Affairs Coordinator, Forefront
Forefront's Policy team will provide the inside scoop on how the world of public policy works, provide examples that are relevant to planned giving professionals, and connect current issues to the effort to advance racial equity in Illinois and around the US.
MCLE: Participants will earn 1.25 hours of MCLE credit. CCPG is an approved MCLE provider.


Session Time: 1:45 p.m. - 3:00 p.m.

Beginner Track
Panel Discussion: Picking Your Flight: Planned Giving Prospect Tracking
Panelists: Natalie Edwards, Director of Major and Planned Giving, Newberry Library; Kevin Longstreth, Senior Planned Giving Officer, Ann & Robert H. Lurie Children's Hospital of Chicago Foundation; Sarah Edelstein, Associate Director, Prospect Management, University of Chicago; Sacha Urban, Director of Individual and Planned Giving, AIDS Foundation of Chicago; Moderator: Alan Paberzs, DePaul University College of Law
How does your organization track and identify planned giving prospects? The panelists share how their organizations approach prospect identification and tracking. Come hear what has worked for them, what hasn't and what they hope they try. You'll leave the session with new ideas.

Intermediate Track
Reviewing Your Data - Your Guidebook for Your Trip
Speaker: Robert Shafis, Director, Planned Giving Services, Veritus Group
Bob will describe the processes and results of his review of 1.2 million names for plane giving assessment purposes. He will show what is often buried in a hypothetical database, and how organizations can utilize his methods as well as the National Standards for Gift Planning Success to look at the data at their own charity. 

Advanced Track
Oh, The Places You Might Go! Donor Opportunities Created by Special Circumstances
Speaker: Shari Fox, Principal, Fox Philanthropic Advisors
Taxable events, such as the sale of a business or asset, create opportunities for individuals to make special gifts. In this session, we will review the basic technical knowledge so that we are positioned to act on these opportunities, helping donors solve problems and achieve multiple goals.
CFP: Participants will earn 1.5 hours of CFP credit. CCPG is an approved CFP provider.
MCLE: Participants will earn 1.25 hours of MCLE credit. CCPG is an approved MCLE provider.


Session Time: 3:15 p.m. - 4:30 p.m.

Beginner Track
Starter Day Trips into the Big World of Planned Giving for Small Nonprofits
Speaker: Julianne Buck, CEO, Community Foundation of Grundy County
When you are a small and/or rural nonprofit, stepping into the big world of planned giving can be scary, confusing, and overwhelming. You think you need to know all of the technical terms and products - but you don't. Planned giving is more about relationships and being able to tell good stories about how your small nonprofit has big impact.

Intermediate Track
Insights from Recent Research on Donor Advised Funds
Speaker: Dr. Danielle Vance-McMullen, Assistant Professor, DePaul University and Donor-Advised Fund Research Collaborative
In the United States today, more than 10 percent of individual giving is handled through Donor Advised Funds. In this presentation, Dr Vance-McMullen will provide a clear overview of this important philanthropic vehicle, share insights from academic research on DAF donors and their giving patterns, and make recommendations on fundraising from DAF donors.
CFP: Participants will earn 1.5 hours of CFP credit. CCPG is an approved CFP provider.

Advanced Track
Panel Discussion: Wild Gift Safari
Panelists: Brian Kasal, FourStar Wealth Advisors LLC; Sara Acosta, Vice President for University Advancement, Dominican University; Rob Smitherman, Northwestern University; and Anne Morgan, Senior Director, Office of Gift Planning and Endowments, University of Missouri
Panel discussion on odd and challenging gifts and the ability to complete them, or to say "NO".





         Click Here to download the 2023 CFRE Tracking Form.  CCPG is an approved CFRE provider. 

RECEPTION: 4:30 p.m. - 6:00 p.m.
Please join us at the Northwestern University Pritzker School of Law immediately following the Symposium for a special reception to honor the 2023 CCPG award recipients: 

Russell V. Kohr Award Julie Captain, CFRE, CAP® Senior Director, Advancement Shirley Ryan Ability Lab The Russell V. Kohr Award honors a leader in the planned giving field in the Chicago area, someone who is respected as a mentor to others and an accomplished professional from whom others seek counsel and wisdom.

Jonathan Heintzelman Service Award Holly Gibout Chief Development Officer Foundation for Women’s Cancer The Jonathan Heintzelman Service Award is given in recognition of the recipient’s extraordinary service on behalf of the Chicago Council on Planned Giving.

SPONSORS:

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To learn more about sponsoring the CCPG Annual Symposium click here.