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  • 06/13/2017 12:01 AM | Rob Freedman (Administrator)

    Americans continue to support charities more generously than in previous years despite concerns that some had voiced about a possible decline in giving. While the rate of increase is modest, the total still reached an all-time high of $390.05 billion. According to Giving USA 2017, giving to nonprofits is up in every category.

    Click here to download the Giving USA 2017 Press Kit.


  • 12/06/2016 8:59 AM | Ronald Gallagher (Administrator)

    View the photo gallery

    The Chicago Council on Planned Giving hosted its Bi-monthly Meeting on Tuesday, November 8, 2016 at the University Club of Chicago in Chicago, Illinois. The Council presented the 2016 Russell V. Kohr Award to H. Kenwood Lewis for his long-time service and excellence in planned giving as part of the meeting.


  • 06/14/2016 9:26 AM | Ronald Gallagher (Administrator)

    The news this morning is very, very good. Not only was 2015 America’s most generous year ever, but for the second year in a row charitable giving was at a record level. The 2015 estimate is $373.25 billion

    The attached press release that was embargoed until just a few minutes ago notes that. Please click here to download/read the press release!

    This report provided courtesy of Alexander "Sandy" Macnab. Please contact Sandy at sandy@alexandermacnab.com with any questions or for more details on this report.

  • 06/14/2016 8:49 AM | Ronald Gallagher (Administrator)

    View the photo gallery

    The Chicago Council on Planned Giving hosted its Annual Symposium on Thursday, June 2, 2016 in the Conference Center of the Feinberg Pavilion at Northwestern Memorial Hospital in Chicago, Illinois.

      

  • 05/23/2016 4:07 PM | Ronald Gallagher (Administrator)

    View the April 26 Photo Gallery

    The Chicago Council on Planned Giving hosted its Bi-Monthly Meeting / Annual Meeting on Tuesday, April 26, 2016 at the University Club of Chicago in Chicago, Illinois. The meeting featured roundtable discussions on "Best Practices in Planned Giving" and a presentation by Marguerite H. Griffin on "Estate Planning - Best Practices and Strategies."

  • 04/19/2016 8:32 AM | Ronald Gallagher (Administrator)

     In memory of our fellow board member and planned giving colleague, the CCPG Board has established a symposium scholarship to honor JP’s work in the planned giving community. 

    The announcement was made at the Annual Meeting on April 26th and the first Janie Petersen Memorial Symposium Scholarship recipient will be introduced on June 2nd at the Symposium.

    JP was elected to the CCPG Board in 2011 and at the time of her death, she was serving her second term. From 2012-2015, she served as the Co-Chair of the Outreach & Community Collaborations Committee and was instrumental in establishing the original mentoring program between the Mentor and the CCPG Scholar. She interviewed other councils on how they ran their programs, created guidelines and basic understandings so that this would be a mutually enjoyable professional experience for both mentor and mentee. Now, the program has expanded to include not only scholarship recipients, but also CCPG members who wish to participate. 

    JP spent her freshman and sophomore years at Lawrence University and transferred to Northern Illinois graduating with a Bachelor of Science. She received her Master’s degree in Theology from the Catholic Theological Union at Chicago. Her professional career as a Development Officer started at Northwest Community Healthcare Foundation and in future years, she worked as the Director of Major and Planned Gifts at Harper College, Associate Director of Gift Planning at Northwestern University and received the professional designation of Certified Specialist in Planned Giving. Her most recent position was the Director of Individual Giving for Canine Companions for Independence.

    JP is greatly missed by her loving parents: Robert and Doris Petersen, her siblings: Kris, Karen, Kate, Dan and Bill, their spouses, numerous nieces, nephews, aunts, uncles, cousins and countless extended family and friends. Her passion for helping others is evident through her career and the number of lives she touched and inspired cannot be imagined. She was known for her quick wit, sense of humor, and generous smile. The world will also miss her creative talents as a writer, knitter, avid gardener and devoted animal lover. Rest in peace, dear JP.

    Katrina Pipasts, CCPG Treasurer


  • 03/09/2016 8:45 AM | Ronald Gallagher (Administrator)

    View the March 8th photo gallery.

    The Chicago Council on Planned Giving hosted its March Bi-Monthly Meeting on Tuesday, March 8, 2016 at the University Club of Chicago in Chicago, Illinois. The 2016 Jonathan R. Heintzelman Service Award was presented to Robert M. Shafis, JD of the Field Museum in recognition to his continued service to the organization.


  • 01/15/2016 5:01 PM | Ronald Gallagher (Administrator)

    (12-21-2015) The new law retroactively reinstates the IRA Charitable Rollover provision for all of 2015 but also removes any expiration date on the provision, thereby permanently extending the Rollover into the future.

    (12-18-2015) The Partnership for Philanthropic Planning (PPP) announced Friday, December 18th, “that Congress has now officially approved tax legislation that will permanently extend the IRA Charitable Rollover. The legislation now heads to President Obama who has indicated he will sign the measure into law.

    Updates will be posted on the Chicago Council for Planned Giving website.

    (11-30-2015) Congress is currently negotiating a major year-end tax bill that we expect will address the IRA Charitable Rollover provision that expired at the end of 2014. The bill is taking shape now, and PPP is asking all members to reach out to their respective Members of Congress this week to voice support for a permanent Rollover provision. Click here for full details.




  • 11/16/2015 12:01 PM | Ronald Gallagher (Administrator)

    Chicago Council on Planned Giving (CCPG) membership consists of professionals from a variety of fields who share a common interest in charitable planning. In addition to gift planning and major gift officers, estate planning officers, financial planners, wealth managers, trust officers and other allied professionals belong to CCPG. 

    To promote partnership and continuing education, CCPG has initiated Host a Member Program, a program in which a CCPG member (“Guest”) has the opportunity to learn more about another profession by connecting with another CCPG member (“Host”). The Program is coordinated by the Outreach Committee of CCPG.

    The pairing may take the form of an individual meeting and/or might include a job shadowing experience. Guests are expected to make the initial contact with their Hosts and Hosts are expected to be available for at least one face to face meeting.

    Click here for more information and a link to participate.


  • 07/30/2015 10:38 AM | Ronald Gallagher (Administrator)

     Several dozen members and guests attended CCPG’s 3rd annual summer social gathering on July 28 at the offices of Quarles & Brady. This was a great opportunity to catch up with existing friends and meet new ones, and we look forward to doing it again next year. Thank you to Quarles & Brady and Association Services for ensuring that the details were arranged!

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