September 9, 2014
Bi-Monthly Meeting

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Scholarship Applications due August 29!

The Chicago Council on Planned Giving has established the Chicago Council on Planned Giving Scholarship Program (CCPG Scholarship Program) to offer educational opportunities to the community of fundraising and charitable gift planning professionals in an effort to promote philanthropic planning techniques among a broad base of individuals interested in expanding their professional expertise in this arena.

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Bi-monthly Meeting

Tuesday, September 9, 2014

University Club
76 East Monroe St
Chicago, IL

Register for the September Program

Click here if you prefer to fax or mail your registration.

10:00am Nuts and Bolts Session
TOPIC: The Young and The Restless Prospect: Gift planning for donors under 60
Speaker: David P. Novak, JD Director of Gift Planning, Valparaiso University

10:30am Morning Session
TOPIC: The CRUT:Alpha to Omega
Speaker: Robert Shafis

A Charitable Remainder Unitrust can last for years, even decades. What happens during the time from creation to termination.

  • What are the important initial decisions which affect how the trust will operate?
  • How does the trust operate year after year, and what happens when it finally ends?
  • From Alpha to Omega-the journey from setting up to breaking down a CRUT

12:30 pm Afternoon Session
TOPIC: The Charitable Landscape and Donor-Advised Funds
Speaker: Amy Danforth, President, Fidelity Charitable

Speaker Information

Amy Danforth
Amy Danforth is president of Fidelity Charitable®, an independent public charity that has helped donors support more than 180,000 nonprofit organizations with nearly $17 billion in grants since 1991. Prior to assuming her current position, Ms. Danforth served as senior vice president of marketing and program for Fidelity Charitable and was responsible for setting and executing strategy for marketing, analytics and research, investments and program management. Earlier, Ms. Danforth served in increasingly senior positions in several Fidelity Investments companies, responsible for marketing, high net worth services and digital initiatives. She has also held positions at Boston Private Financial Holdings Company and Boettcher and Company. Ms. Danforth received her Bachelor of Arts degree from the University of Colorado. She currently serves on the advisory board for Room to Grow, a charity focused on enriching the development of babies born into poverty.

Robert Shafis
Robert Shafis has been a successful fundraiser, speaker and attorney for over 25 years. He began working in fundraising at the Lutheran Church-Missouri Synod Foundation, where as Senior Vice President he and his staff raised over $100 million a year for various ministries. He has also served as Director of Planned Gifts for both the National Alzheimer’s Association, and Alexian Brothers Health System Foundation; as Director of Development for a medical research group; and as Director of Major Gift Planning at The Museum of Science and Industry. In that position he participated in a successful campaign which raised over $200 million. He is currently Director of Major and Planned Giving at The Field Museum of Natural History. Mr. Shafis also has spoken to many national and local groups about planned giving, estate planning, charitable tax issues, and the process of fundraising, and he teaches major and planned giving at North Park University.

To register, click here.

$55 for CCPG members/$85 for non-members if registration is received the Friday prior to the program.

Not a member? Click here to join CCPG

In The News

On January 1, 2013, many provisions of the "American Taxpayer Relief Act" (HR 8) impact charitable giving opportunities and the individual financial and tax situation now faced by the donors with whom we assist with their philanthropic planning. To learn more, we encourage you to read a summary distributed at the January 8, 2013 CCPG bimonthly program's Nuts and Bolts Session titled "The Fiscal Cliff...What's Next in the Philanthropic World?" written by CCPG member and former board member, Payson Wild.


CCPG Awards and Nominations

View the recipients of these awards.

CCPG has two awards that it presents in most years to outstanding individuals in the Planned Giving-Gift Planning field. The awards are Chicago-centric. Awardees may live outside the Chicago area but the awards are made to people whose work and influence in the planned field were notable when they were in Chicago. The CCPG Nominating Committee reviews and recommends candidates for the awards for approval by the CCPG Board of Directors. The Nominating Committee invites CCPG members to submit nominations to consideration by using this form. You may nominate more than one person for each award. If you do, please attach an additional page to your award nomination form.

If you have questions, please contact
Julie Captain at or 847-535-6933.

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