Please join us for a variety of roundtables during our morning session:
“Professional Advisors – Do’s and Don’ts” Facilitator: James Gold - Director of Gift Planning, CHOP Round table will discuss how to avoid pitfalls with professional advisors and build genuine relationships that leads to closed gifts.
“Getting Visits” Facilitator: Olga Briker, Ph.D. – Director of Gift Planning, Haverford College Securing a special or a planned gift from a donor often may be traced to an in-person meeting with a gift officer. This roundtable will share strategies (and real stories) for getting in the door as a necessary prelude for getting a gift.
“Metrics” Facilitator: Steve Grourke, CAP, CFRE – Executive Director, Office of Gift Planning, Villanova University It’s common to hear managers say “if it’s not in the system, it doesn’t exist. “So what metrics should be used to track the progress and outcomes of planned giving professionals? And how are these metrics similar to, and different from, those used for major gift professionals? Bring your thoughts and experiences to this interactive discussion.
“Planned Giving in a Small Shop” Facilitator: Patrick J. Manion, MBA – National Director of Legacy Gifts, Muscular Dystrophy Association In a Small Shop, it can be a challenge to incorporate Planned Giving in your fundraising plans. Let’s share some ideas on how to kick start or jumpstart Planned Giving in a Small Shop!
“Real Estate” Facilitator: David J. Toll, J.D. – Senior Associate Vice President, Gift Planning, Drexel University How to take donations of Real Estate while protecting your institution.
Luncheon Session (1:00 p.m. – 2:00 p.m.)
"Thinking Outside the Envelope – Marketing for Gift Planners"
A little creativity, paired with some marketing fundamentals, can increase the engagement level of your planned giving prospects and help grow your Gift Planning program. Meryl Cosentino has worn many hats during her legal and philanthropic career, and regardless of her role, solid and creative marketing strategies have proved to be the backbone of her success. During this presentation Meryl will share marketing insights gleaned from her experiences as well as strategies you can employ at your own organization.
Meryl R. Cosentino, J.D. has more than 30 years of estate and gift planning experience and is currently the Senior Director of Gift Planning at Stony Brook University, a role she has enjoyed for the past three and a half years. Meryl joined the Stony Brook Advancement team after spending five years as the Director of Planned Giving at St. Francis Hospital. Prior to that, Meryl honed her philanthropic skills at The Nature Conservancy on Long Island.
As a practicing attorney, Meryl specialized in representing parents of children with disabilities and it was this work (tailoring estate plans to meet the specialized needs of her clients) that sparked her interest in pursuing a career in Gift Planning.
Meryl is a member of the Board of the National Association of Charitable Gift Planners (NACGP); has been a faculty lecturer at the National Conference on Philanthropic Planning in both 2011 and 2015; and is the Immediate Past President of PPGGNY. Meryl has served on the PPGGNY Board since 2011.
Meryl received her B.A. from Indiana University and her J.D. from Brooklyn Law School, where she was an editor of the Brooklyn Law Review. In her free time Meryl enjoys quilting, baking and is an avid sports fan. Meryl is also delighted to share that she is now a certified Spinning instructor!
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.
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.