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President's Message - March 2020

Monday, March 16, 2020 8:16 PM | Anna Matheson (Administrator)

Written by: Anat Becker, JD

Dear Colleagues,

Welcome to another issue of the Planned Giving Council of Greater Philadelphia e-newsletter. We have several excellent articles covering legislative, technical and ethical topics that are especially pertinent to our field at the moment. David Toll, Esq., covers the SECURE Act’s implications for our donors. You will find great pieces by Bob Fogal, Aruna Pappu, and Mark Smith that are timely and helpful.

When I initially wrote this letter, I was eager to share with you a full slate of spring programming, including our education program, originally scheduled for March 27th, and the Planned Giving Course, originally scheduled for April 2nd and 3rd.   

Due to concerns surrounding the Coronavirus (COVID-19), our education programs will take place in the late fall on Thursday, December 3rd. We hope that the education programs currently planned for June 4th will take place as scheduled. Of course, we will keep you posted.

Similarly, the Planned Giving Course has been rescheduled to September 24th and 25th and I am pleased to share the following updates to the Planned Giving Course:

*The Course will take place on two consecutive days in the fall.

*We have updated the course. In addition to offering current technical and legal information, we will discuss practical ways for planned giving officers to approach prospective donors. Participants will complete the Course with concrete solicitation techniques.

*We will host a reception following the first day's sessions for the instructors and participants, providing additional opportunities to network and socialize.

*The Course offers continuing education credit for CFRE, CLE and PACE.

To register for the Course, please click here.

With best wishes for a healthy spring!

P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (267) 597-3817
Fax: (856) 727-9504
E-mail: info@pgcgp.org

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