Grant Recipients
The Planned Giving Initiative works to foster the careers and education of individuals working in the field of planned giving or serving blended roles in development. The following grants have been given to increase access to planned giving tools, resources and internships to further professional development and increased use of planned giving as a whole.
EDUCATIONAL OPPORTUNITIES

Lilly Family School of Philanthropy PGI is proud to support IU’s Lilly Family School of Philanthropy to support the curriculum design of a stand-alone Certificate for Planned Giving.
Indiana University School of Law Indianapolis Planned Giving Scholarships to Help Cover Law School Costs for Prospective Estate and Gift Planning Attorneys PGI funds a planned giving scholarship at Indiana University School of Law Indianapolis. This endowed scholarship was established in 2018, to assist lawyers who are pursuing careers in nonprofit law to afford law school. First preference for the scholarship is given to students who have a stated interest in a career in charitable gift planning.
FELLOWSHIP and INTERNSHIP OPPORTUNITIES


 Delaware State University and Norfolk State University Planned Giving Fellowships to Address Inequities in Planned Giving Programs Fellowships to Delaware State University (DSU) and Norfolk State University (NSU) were created to establish a partnership, which also includes a Fellow at the University of Illinois Foundation, to develop a pathway between peers for better understanding of the special challenges planned giving programs face.  Bridging the strengths and the needs between the 3 institutions and learning opportunities between the Fellows will allow each to reap the systemic benefits that an inclusive and comprehensive planned giving program can offer.
University of Illinois Endowment with Annual Supplement for a Planned Giving Intern This endowment supports internships at the University of Illinois at Urbana-Champaign. Originally supporting academic professionals in the College of Education Graduate School, the endowment was repurposed in 2021 to support a planned giving intern in partnership with the Council for the Advancement and Support of Education Association (CASE) program at the University of Illinois Foundation (UIF).
PGI/CASE Planned Giving Internships As with the U of I Foundation intern, PGI partnered with CASE to bring 8-week summer internships to the following organizations and educational institutions:

  • Virginia Tech
  • Howard University
  • Jewish United Fund of Chicago
  • Frank Lloyd Wright Foundation Taliesin West
  • Oregon Community Foundation in partnership with Oregon State University

Interns are able to work one-on-one with planned giving’s seasoned experts in the field, as well as take part in a comprehensive curriculum for advancement professionals and career development through the CASE track.

  •  Boston College

PGI also supports a 10-week summer internship, specifically in planned giving, at Boston College as part of BC’s robust internship program. Again, PGI’s BC intern takes advantage of hands-on learning from skilled professionals and other BC interns as well as expanded learning through collaboration with PGI’s other past and present interns, building on a network of up-and-coming professionals in planned giving.

The intern experience for all interns also includes a PGI-designed Planned Giving Workshop. During this one-day workshop, the interns are able to connect with founders, Andy and Elizabeth Hibel and one another, network with and learn from leaders in the industry, as well as hear from past PGI interns about their experiences and how it’s helped them in their current roles.
WITHIN NATIONAL AND LOCAL PLANNED GIVING COUNCILS

National Association of Charitable Gift Planners Grants to Councils Program The events and circumstances of the year 2020 provided many challenges to organizations causing a disruption in current operations as well as creating a need to rethink and perhaps adapt future operations to address the current state of affairs. In light of these challenges, PGI wanted to provide support to local planned giving councils through a grant to the National Association of Charitable Gift Planners (CGP), who in turn, sent out requests for grant support to help the local councils in whatever way they were most impacted. Since 2021, PGI has funded just over $100,000 to 33 local planned giving councils.
National Association of Charitable Gift Planners Endowment for National Conference Scholarships PGI maintains an endowment with CGP to cover the cost to send four participants to the national conference each year as well as an annual membership to CGP.
National Association of Charitable Gift Planners Diversity, Equity and Inclusion Grant PGI recognizes the need for action and thought around DEI efforts. In support of these efforts, PGI has created a grant with CGP for yet to be determined areas of funding.
Chicago Council on Planned Giving Hibel National Conference Scholarship Through the Hibel National Conference Scholarship, CCPG is able to offer its membership one scholarship to attend the National Association of Charitable Gift Planners Annual Conference. The Scholarship includes attendance at the National Conference and a one-year CGP membership.
Chicago Council on Planned Giving Bequest Intention PGI recognizes that planned giving professionals need viable resources to learn and network. Local planned giving councils offer this service, and to many, have been a lifeline in their professional work. In order for these professional councils to remain strong and continue to be a viable resource to planned giving professionals, PGI endeavors to institute a bequest program. Currently, the founders of PGI have initiated this program by creating their own bequest intention to their local council, the Chicago Council on Planned Giving.

2023 Intern

“I have always considered working in higher ed after I graduate from college. Thanks to the Planned Giving Initiative, I was able to work in the Planned Giving department at BC for the summer to get a taste of what that’s like. My favorite thing that I have been able to work on is preparing for the new campaign launching in the Fall. A lot of planning is put into it, so I have loved to be a part of it and contribute to successful fundraising efforts for the next several years! I have worked with my supervisor to help forecast what the planned giving department needs to contribute, which has been really exciting to work on as I have learned about forecasting in some of my Economics classes! I can’t wait to see how the campaign goes, especially for the Gift Planning team!”

Devin Kline
2023 Boston College Intern

2023 Intern

“Thank you for the incredible opportunity to spend the summer in a stunning building and top-notch work environment.  I will cherish these weeks forever.”

Sam Plusker
2023 University of Illinois Foundation CASE Advancement Intern

Planned Giving Round Table of Northern Nevada

“With the grant from the National Association of Charitable Gift Planners through the Planned Giving Initiative, the Planned Giving Round Table of Northern Nevada was able to grow gift planning awareness in our region and expand PGRT’s membership base.”

Intern Sponsor

“Without this support, Virginia Tech would not have pursued this opportunity. However, as a result of PGI’s investment, we were able to expose a talented student to a career in Advancement in general and planned giving in particular. We were able to complete two projects that we have needed for some time. And perhaps most importantly, we have gained important experience in how to operate an internship – something that will be extremely valuable as we continue to grapple with talent pipeline issues that so many Advancement offices face.”

Steve T. Clark
Assistant Vice President for Gift Planning, Virginia Tech

Program Partner

“We are enthusiastic to continue partnering with you in the years to come through the internship and graduate trainee programs!  Your commitment is inspiring, and we are eager to collaborate further to make an even greater impact on our profession and beyond.”

Sue Cunningham
President and CEO, CASE

Program Partner

“Since the National Historically Black Colleges and Universities Alumni Associations Foundation (NHBCUAAF) began partnering with PGI, it is the beginning of beneficial enhancements for our HBCUs. It is a way to support the missions and goals of HBCUs, to support our current and future students, increase planned giving, and diversify program offerings. Because philanthropic planned giving is new to some HBCUs, it is supplying the tools necessary to help them increase legacy giving.”

Ty Couey
President, NHBCUAA

Charitable Gift Planners of Kentuckiana

“Scores of smaller nonprofit organizations operating with a very small (one-to-three person) development offices are vital to the nonprofit community due to the variety of humanitarian and life-enhancing services they provide. Yet, it is critical for these thinly stretched staffs at these organizations to understand the importance of gift planning for their long-term financial stability. CGPK is grateful to the Hibel Foundation’s Planned Giving Initiative and to CGP for assisting CGPK to reach more deeply into this targeted membership area and bring diverse and useful programming to expand professional planned giving knowledge and services.”

Host PGI/CASE Internship Program

“Without this support, Virginia Tech would not have pursued this opportunity.  However, as a result of PGI’s investment, we were able to expose a talented student to a career in Advancement in general and planned giving in particular.  We were able to complete two projects that we have needed for some time.  And perhaps most importantly, we have gained important experience in how to operate an internship – something that will be extremely valuable as we continue to grapple with talent pipeline issues that so many Advancement offices face.”

Steve T. Clark
Assistant Vice President for Gift Planning, Virginia Tech

National Association of Charitable Gift Planners Conference Scholarship Recipient

“Thank you for the scholarship to attend!  It made a huge difference in my mindset about how long I plan on staying in the fundraising world because I learned so much!  Thank you! “

Kristen Sullivan Lynch

Grant Recipient

“We’re so grateful that you have kept BandWith in mind over the past several years, lifting up our mission with your support and advocacy.  It is a daily blessing to be able to share the gift of music with our peers and our community and we are humbled by the generosity that helps allow that to happen.”

Annie Palomino
BandWith Chicago Founder and Executive Director

Planned Giving Certificate Grant

“There is great enthusiasm on our team as we design an engaging and effective planned giving curriculum, validated by rigorous research.  The goal is to make the knowledge of the craft more accessible, enabling more nonprofits to flourish.”

Amir Pasic
Eugene R. Tempel Dean, IU Lilly Family School of Philanthropy

Grant Recipient

“We’re so grateful that you have kept BandWith in mind over the past several years, lifting up our mission with your support and advocacy. It is a daily blessing to be able to share the gift of music with our peers and our community and we are humbled by the generosity that helps allow that to happen.”

Annie Palomino
Founder and Executive Director, BandWith Chicago

2023 Intern

“During my time working with the Frank Lloyd Wright Foundation through the CASE Advancement Internship in Summer 2023 I was able to be exposed to a career field that I previously did not have much knowledge on. I was able to understand the inner workings of advancement and with my insight in this career field I can use that in any career I decide to pursue. CASE allowed for me to make wonderful professional connections with other interns and the Frank Lloyd Wright Foundation helped me to relate to donors and work under a great organization. I truly would not have been able to have this valuable experience if it was not for the Planned Giving Initiative and I am forever grateful.”

Khaliyah Davis
2023 Frank Lloyd Wright Foundation CASE Advancement Intern

National Capital Gift Planning Council

“Thanks to the previous support of the Planned Giving Initiative, National Capital Gift Planning Council has been able to incorporate a wider range of speakers for its programs and compensate them fairly for their time.  The diverse nature of our programming has resulted in new members to our Council from HBCUs, an important sector in our area.”

Ann Kolakowski
CAP®, CFRE, NCGPC Immediate Past President

Planned Giving Round Table of Northern Nevada

“With the grant from the National Association of Charitable Gift Planners through the Planned Giving Initiative, the Planned Giving Round Table of Northern Nevada was able to grow gift planning awareness in our region and expand PGRT’s membership base.”

Charitable Gift Planners of Kentuckiana

“Scores of smaller nonprofit organizations operating with a very small (one-to-three person) development offices are vital to the nonprofit community due to the variety of humanitarian and life-enhancing services they provide.  Yet, it is critical for these thinly stretched staffs at these organizations to understand the importance of gift planning for their long-term financial stability.  CGPK is grateful to the Hibel Foundation’s Planned Giving Initiative and to CGP for assisting CGPK to reach more deeply into this targeted membership area and bring diverse and useful programming to expand professional planned giving knowledge and services.”

Los Angeles Council of Charitable Gift Planners

“With the assistance provided by CGP and PGI’s grant award, Los Angeles Council of Charitable Gift Planners was able to complete a DEI audit and are now poised with recommendations to implement educational and networking opportunities directly to organizations, and build a bottom-up strategy that will create a pipeline of future Council leadership and a strong and diverse pool of subject matter experts.”

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