CCPGOnline.org

2017-2018 CCPG Scholarship Program


2017-2018 CCPG Scholarship Program Description

The Chicago Council on Planned Giving offers the Chicago Council on Planned Giving Scholarship Program to provide educational opportunities to the community of fundraising and charitable gift planning professionals and to promote philanthropic planning techniques among a broad base of individuals interested in expanding their professional expertise in this arena.

Another goal of the Program is to ensure the vast and diverse population of nonprofit organizations in Chicagoland have the opportunity to learn how charitable gift planning can benefit their organizations and their donors in an effort to cultivate philanthropy that will enrich the broader community. Ultimately, the program will help instill greater philanthropic gift planning knowledge in the nonprofit sector resulting in an increase in philanthropy for the Chicago nonprofit community.

The Program is available to experienced fundraising professionals who are new to planned giving or professionals with little fundraising experience who are now responsible for all or part of a nonprofit’s fundraising, including planned giving. Furthermore, the Program is also available to allied professionals who work with the nonprofit community. Successful applicants will demonstrate a commitment to expanding his/her fundraising knowledge and/or an interest in transitioning his/her career to one with an emphasis in planned giving.

Additionally, CCPG wishes to encourage participation from organizations that have not developed planned giving as a fundraising strategy, but where potential exists for growth in this area.

CCPG encourages applications from individuals from diverse backgrounds or professionals who represent organizations serving traditionally underserved and/or under-represented individuals.

A maximum of four scholarships will be awarded for the 2017-2018 CCPG Scholarship Program. Three scholarships will be awarded to fundraising professionals. One scholarship will be awarded to an allied professional within the planned giving community.

Benefits of Participation

The Program provides annual CCPG and National Association of Charitable Gift Planners membership; attendance at bimonthly CCPG programs; and attendance at the annual CCPG symposium.  Scholarship award winners will also receive a personally-matched mentor, if so desired.

Expectations of Award Winners

Scholarship award winners are expected to attend and participate at those programs/events for which a scholarship has been awarded. At the conclusion of the year, award winners are encouraged to maintain their membership and involvement with CCPG.

Eligibility Requirements for Fundraising Professionals

  • Be responsible for fundraising in a Chicagoland 501(c)(3);
  • Have the full support of his/her supervisor and the organization’s leadership to participate in this educational opportunity;
  • Be committed to attending the programs and events supported through the CCPG Scholarship Program.

Eligibility Requirements for Allied Professionals

  • Work as an accountant, estate planner, financial planner, attorney or related allied professional with various Chicagoland 501(c)(3) organizations;
  • Have the full support of his/her supervisor and the organization’s leadership to participate in this educational opportunity or be self-employed;
  • Be committed to attending the programs and events supported through the CCPG Scholarship Program.

The 2017-2018 CCPG Scholarship Program will run from September 1, 2017 to August 31, 2018. A detailed calendar of educational programs and meetings will be provided and regular attendance is expected. Please note that if you are selected, you or your organization will be required to provide a $50 non-refundable annual enrollment fee.

To apply, applicants must complete and electronically submit the application and supporting documentation to CCPG ccpg@ccpgonline.org by 5:00 p.m. CDT, on Tuesday, August 29, 2017. Applications will be reviewed by a selection committee and scholarship winners will be notified electronically by September 6, 2017, and introduced at the bimonthly luncheon program on September 12, 2017 at the University Club in Chicago.

For additional information about the Chicago Council on Planned Giving Scholarship Program, please contact our Outreach Committee Chair, Michelle DeMent, via email at dementconsulting@icloud.com or by phone at (773) 859-1613 or CCPG’s Administrative Manager, Christine Teed via email at cteed@ccpgonline.org or by phone at (630) 599-7103.

Past CCPG Scholar Testimonials

Alan Paberzs - Over the past several years, one of my primary goals was to become an expert in planned giving and thanks to the Chicago Council on Planned Giving, I am closer to meeting this goal now more than ever. For starters, being selected as a 2015-16 CCPG Scholar was one of the highlights of my career. In addition to the relationships I developed with fellow Scholars, my mentor, Board members, and fellow CCPG members, I gained so much knowledge from CCPG bi-monthly meetings that I always went back to the office full of energy and ideas on how to strengthen our organization’s planned giving efforts. My time with CCPG is already paying dividends – I am more confident when meeting with planned giving prospects and am prepared to take a leadership role in the development and implementation of my organization’s planned giving strategy. Whether you are looking to better understand the nuts and bolts of planned giving, learn about the latest trends in estate planning, or expand your network, there is something for everyone at CCPG. I am grateful for all that CCPG has done and continues to do for my career and encourage all fundraisers, no matter their experience level, to learn more about how CCPG can help take your career or organization to the next level.


Keenya Lambert - Joining CCPG Scholars Program has added tremendous value to my professional development. By attending the meetings, I have acquired transferable skills to execute effective gift planning and major gifts fundraising. Each speaker is exceptionally knowledgeable in their field and accessible for questions weeks after their presentation. The Mentoring Program provides in-depth guidance to assess your organizational needs and apply skills attained to your meet your annual targets. I highly recommend this program. After one year of membership, I have expanded by network, developed new friendships, and move from theory into practice.

Scott Wozencraft - I am a relatively new major gift officer. In my short time, I have especially enjoyed getting to work with donors considering a planned gift or with an established planned gift. Their commitment and often long history with the organization are really inspiring, and you can usually learn a thing or three from them.

That said, conversations around these gifts were also challenging for me. Sometimes these conversations involved just plain difficult subject matter (end of life planning, for example) and I was also not well versed with the giving vehicles. Acronyms abound and the information on taxes is probably meant to be handled by someone who has done more than file the standard deduction before.

Despite this, I kept finding myself in more of these conversations and really enjoying having (or at least starting) them with donors. With that, a colleague (who has often helped finish these conversations) presented the idea of applying for the Chicago Council on Planned Giving Symposium Scholarship. After giving the website a look and talking to a few colleagues who had been before, I dusted off my resume and sent in the application. And you can certainly count me grateful that I did.

Marc Carmichael’s intro sessions were terrific and did a nice job presenting the lay of the land. I walked away knowing more about what giving vehicles are available and who they might be right for. Marc, and really all of the presenters, also sprinkled in readily implementable project ideas throughout their presentations. Marilyn Schaffer’s session on stewardship for planned giving donors was especially helpful in this regard. The team I work on recently had a mid-year check in and one of our priority projects to implement in the last half of the year was inspired by an idea in Marilyn’s presentation.

The substance of the conference and experts were exactly what I had hoped for. Beyond that though, the other attendees were also terrific conference partners. Eager to learn and eager to share, everyone was friendly and willing to help one another.

The conference was a tremendous learning and networking experience, and generally a wonderful introduction to the Chicago Council on Planned Giving. I am looking forward to getting more involved with them going forward.

Scott Wozencraft, Development Manager
Advocate Lutheran General Hospital

Nanette M. Scoville - Thank you very much for the scholarship to the CCPG Symposium that I was able to attend yesterday. Words can’t express the gratitude in my heart for your generosity in selecting me for the sponsorship. I enjoyed every session. The facilitators were very well versed in the subject matter, were very prepared and made sure that they imparted as much information as possible during each session. I learned quite a bit from every session and some things were confirmations that we are moving in the right direction. This is very encouraging to me. Also, every facilitator offered to make themselves available by email and phone, should we have any questions in the future. They are all very generous professionals and they have a genuine interest in our success. I would also like to especially thank you for your selection of the keynote speaker, Louis Nanni, from University of Notre Dame. His presentation was very educational, inspiring and moving.

Nanette M. Scoville, Director of Development
Youth Services of Glenview/Northbrook

Chicago Council on Planned Giving © 2017  |  Phone: (630) 416-1166  | ccpg@ccpgonline.org

Terms / Privacy