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Individual membership dues are:
$95 for the first member from your organization;
$85 for each additional member from the same
organization; and
$75 for all first-time memberships.
For further membership information or a membership
application, please contact:
Winnie Lu
or call
(847) 251-1400.
CCPG is the Chicago area affiliate of the National Committee on Planned Giving. Membership in CCPG brings you
- first-rate educational programs tailored to the needs of planned-giving officers and allied professionals;
- a forum for discussion of planned giving issues with fellow professionals from the Chicago metropolitan area; and
- Model Standards of Practice that provide an ethical framework for planned giving.
Get Involved
There are currently over 300 members of CCPG, drawn from a diverse range of educational, artistic, religious, health care and social service institutions—and from allied fields such as law and finance. Members are encouraged to participate in the work of the Council through its many committees and to contribute directly to the development of its programs. This type of active involvement fosters collegiality and meaningful dialog among members.
All members are required to subscribe to the Model Standards of Practice for the Charitable Gift Planner, as adopted by the National Committee on Planned Giving and the
American Council on Gift Annuities(ACGA) . Prospective members are also asked to complete a brief membership application.
At the core of CCPG’s
mission are live educational
programs, with opportunities to meet and interact
with outstanding experts in the planned giving
field. The Annual Symposium, Master's Seminar,
Beginner Class and bi-monthly luncheon meetings are first-class
opportunities to network with fellow professionals
while enhancing your planned giving expertise.
The Annual Symposium is a
full day educational event intended to sharpen the
skills of all members, whether newcomers to
the field or seasoned professionals. Drawing
nationally recognized speakers, the Symposium covers
a wide range of topics, including the psychology of
giving, the financial aspects of giving, and the tax
framework. Attendees design their own class
schedules by choosing which sessions they would like
to attend. Click here for more information on
the Annual Symposium.
CCPG hosts
five half-day programs for its members in January,
March, May, September and November, running from
10:00 a.m. to 1:30 p.m. and held at The University
Club, 76 East Monroe in Chicago. Each meeting, which
includes lunch, has four segments, and, depending on
time constraints, members may choose to attend
all—or only one or two. (Speakers are asked to
provide outlines for each informational session.)
- Nuts & Bolts session (10:00-10:30), a basic
introduction to the planned giving topics that are the focus of the
program;
- Morning speaker (10:45-11:45), Planned Giving Topic
A.
- Lunch (11:45-12:30)
- Luncheon speaker (12:30 – 1:30), Planned Giving
Topic B.
Click
here to see our calendar.
Seminar
The Master's
Seminar is a half-day program designed for the most
experienced and technically proficient members—those
planned giving officers and allied professionals who
can benefit from exposure to sophisticated planned
giving techniques and developments. Held in July,
the Master's Seminar features speakers who are familiar
with the needs of this audience and who can deliver
informative, fast-paced sessions. Speakers are asked
to provide comprehensive outlines.
Click here to
see our calendar.
The Beginner Class is a
half-day program designed for those members who are
new to full-time planned giving—or for whom planned
giving is only part of their job description.
Presented by one or more experts drawn from our
membership, this very practical overview covers the
hows, whys and whats of planned giving and
typically includes real-life examples and case
studies. Speakers are asked to provide an
introductory outline.
Click here to
see our calendar.
Members are eligible to use the
Career Resources feature of our website, which
provides a regularly updated listing of available
planned giving positions in the metropolitan Chicago
area. This career forum provides an opportunity for
members to post new job openings at their
organizations, thereby gaining immediate access to a
pool of qualified candidates. Whether you are new to
the field or an experienced old-timer, there is no
better way to become familiar with career
possibilities as they become available. An opt-in
email feature is also available, bringing you a
monthly email of job postings.
Also available at Career
Resources is a direct link to the Resource Center of
the National Center for Planned Giving website,
including an on-line research library with an
extensive database. Virtual seminars and CD seminars
are also available at the NCPG site.
CCPG Membership offers
its members access to the Council’s Professional
Support Network. The objective of the network is to
further the Council’s mission of serving as a
professional resource for the gift planning
community of the greater Chicago land area. Network
members are council members who are experts in
planned giving who have volunteered to provide
professional support to other council members.
Login
If you are interested in
establishing or are currently working with a Planned
Giving Advisory Board at your charity, the
Affiliated Professionals/Advisory Council Volunteer
Listing is a valuable resource available to CCPG
members.
This CCPG membership benefit
provides all Council members with access to a list of
experienced and creative planned giving professionals in
the for-profit sector who are interested in sharing
their knowledge and expertise to support and enhance
your charity's planned giving efforts. Login
CCPG welcomes those who are
active in the planned giving community, whether as
planned giving officers at a local non-profit or as
allied professionals in fields such as law,
accounting, finance, or insurance. To become a CCPG
member, you must complete the Membership Application
and agree to comply with the Model Standards of
Practice for the Charitable Gift Planner, as
promulgated by the National Committee on Planned
Giving and the American Council on Gift Annuities
(ACGA).
Your initial membership fee
will be due at the time you submit your application.
Separate fees are charged to cover the cost of each
event, including the CCPG Bi-Monthly luncheon
programs, the Annual Symposium, the Master's Seminar and
the Beginner Class.
CCPG is a powerful tool
that enables you to participate more fully in the
planned giving community, while at the same time
giving you the resources you need to reach your full
potential as a planned giving professional.
- The Annual CCPG
Symposium brings you the best minds in
planned giving –for a full day of educational
programs and professional networking.
- The Bi-monthly CCPG
Luncheon Programs, the CCPG
Master's Seminar and the CCPG Beginner Class
are an opportunity to enhance your skills in
substantive sessions with subject-matter experts
from Chicago and across the nation.
- CCPG Career Resources is your local
career resource, whether for job postings or for
cutting-edge career materials.
- The Expert Center is a local
network of planned giving experts who have
volunteered to provide professional support to CCPG
members.
- The
Affiliated Professionals/Advisory Council
Volunteer Listing is a list of local
for profit planned giving experts who are
interested in assisting your charity by serving
on a non profit Planned Giving Advisory Board.
- Membership Directory.
CCPG membership provides you with access to a
current listing of CCPG members and allows you
to edit your membership record.
For more than a decade,
Association Services, Inc. (an unrelated for-profit
entity) has provided administrative services to
CCPG, including reservations, accounting and program
coordination. Association Services employees
currently assigned to CCPG are
Winnie Lu, Joni
Brown, Carrie Polales, Lori Stone and Walter Keats.
Please feel free to contact Association Services if
you have questions about CCPG and its upcoming
programs.
Consider this website
your gateway to CCPG membership.
If you are new to CCPG,
you can get the new member acceptance process
underway by submitting a New Member Application.
If you are renewing your CCPG membership, please
submit the Membership Renewal Application.
To join CCPG or renew your membership click here.
To help make your CCPG
membership—and this website—an even more valuable
adjunct to your career, we ask that you complete the
following five-question survey. Thank you for your
participation.
Click here to
complete new member survey.
Click here to complete renewal
member survey.
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