On December 22, the Tax Cuts and Jobs Act of 2017 was signed into law, bringing with it the most wide-ranging changes in the federal tax code in over three decades. With this new tax law, many charitable gift planners and development professionals are wondering, what now?
This session will discuss new tax updates, and how we can effectively educate our donors in the new giving environment. The speakers will also discuss the best ways to respond to donor concerns and share ways to maximize gift opportunities.
Lynn Malzone Ierardi, JD, Director of Gift Planning, University of Pennsylvania
Anne Hennessy, CAP, Vice President, Center for Financial Insight, Senior Resident – Philanthropy, PNC Asset Management Group
Mary-Helen McCulloch, Director of Planned Giving & Major Gift Officer, Malvern Preparatory School
Luncheon Session (1:00 p.m. – 2:00 p.m.)
"Breaking Down the Major Gifts and Planned Giving Silos"
For some new and seasoned development professionals, planned giving can be intimidating due to its complexities and technicalities. As a result, charitable gift planners are constantly seeking opportunities to partner with and educate development colleagues on the topic. This panel discussion will provide insight on how to achieve the ideal major gift/planned gift collaboration and will crack the Da Vinci code to breaking down silos.
Jessica Kowal, Chief Development Officer, Inspira Health Network
Ellen Krivchenia, Major Gifts and Planned Giving Officer, Deborah Hospital Foundation
Nancy Mansfield, Chief Development Officer, St. John of God Community Services Archbishop Damiano School
Moderated by Dr. Scott Janney, CFRE, Chief Development Officer, Bancroft
Registration Fees: PGCGP Members: No Charge (included in your annual membership dues)
Non-Members: $50 per person
CE Credits: Two education credits will be offered for CFRE, PACE and PA CLE.
On December 22, the Tax Cuts and Jobs Act of 2017 was signed into law, bringing with it the most wide-ranging changes in the federal tax code in over three decades. Now, donors and clients are seeking clarity on how the new tax law will impact them, and non-profit boards and CEOs are wondering how the tax changes will impact their organizations. In times like these non-proft leaders not only seek the advice of outside counsel, but they rely on the ready advice and expertise of their planned giving staﬀ. The Planned Giving Course can help prepare you to be that resource for your organization!
The course provides a foundation in planned giving tools and techniques, relevant tax and estate laws, planned giving program management and donor engagement. Te course is geared toward front-line fundraising professionals and professional advisors who want to broaden their skill sets, small-shop non-profits that want to add or enhance a planned giving program and leadership volunteers who want to increase their knowledge to support their non-profit’s legacy giving program.
The course is taught by faculty with advanced academic and professional credentials in topics of law and in the field of philanthropy. Continuing education credit is available for CFRE, CLE, and PACE. Space is limited, so register early to guarantee your spot.
Our Theme for the 2018 Planned Giving Day Conference is “Growing Common Good”as we remain resilient and ever vigilant of the increasing array of social, economic and political challenges within our philanthropic landscape. The planned giving community remains undaunted; confident that donors will continue to provide support, and aware that planned giving retains its prominent role as donors consider the benefits of deferred along with current giving strategies. Our conference is a destination for personal and professional growth and the authenticity necessary for our collaborative efforts with individual philanthropists, large and small, crafting charitable legacies for tomorrow.
Planned Giving Day provides an understanding of various planned giving options and the necessary information to structure and implement these charitable giving strategies. We encourage you to submit presentations which address the current environment – such as the changing demographics, challenges in the financial market place, shifting national priorities and politics, blended gifts, and new marketing tools – and to illustrate their impact on philanthropic planning strategies.
The Planned Giving Day Conference offers masters, intermediate and fundamentals tracks for seasoned gift-planning professionals, attorneys and financial planners, as well as those just starting in planned giving. Attendees will expand their understanding of a broad range of topics during 60-minute workshops, making this conference the best and most cost-effective one-day seminar on planned giving you will find!
Conference registration covers access to all sessions, roundtable discussions, continental breakfast, lunch, and the popular “Networking Happy Hour.”
Continuing Education Credits for CFRE, PACE, and CLE (Pennsylvania) will be offered at this conference.