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President’s Message – August 2020

Wednesday, August 12, 2020 4:30 PM | Anna Matheson (Administrator)

Written by: Anat Becker, JD

Dear Friends,

I hope you are safe and well. We've missed seeing you at the educational events of the Planned Giving Council of Greater Philadelphia, and we were glad that so many of you joined us online in March and June. September is right around the corner, and with it our traditional kick-off to Fall programming. You will see that we've adapted our programs and courses to today's realities. 

The PGCGP has a robust lineup of programs scheduled for the Fall, including a Planned Giving Day keynote presentation on Diversity and Philanthropy. Please see a summary of this extremely important and timely session directly below. We hope that these educational programs will be helpful to your work in the greater Philadelphia philanthropic community.   

On September 11 we will hold a webinar featuring Russell James, J.D., Ph.D., CFP®. Russell is a professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). Russell will review 100 years of data about charitable bequests.

On September 24 and 25 the
Planned Giving Course will take place online. This course is designed for new and emerging planned giving professionals and development officers who want to add planned giving conversations into their interactions with donors, and wealth advisors and financial professionals who seek to increase their understanding of charitable planning strategies.

Our Planned Giving Day Series
is arriving Wednesday, October 14, with two educational sessions scheduled every Wednesday through November 18. While we'll miss seeing everyone at the Union League, we are pleased to offer pertinent topics by renowned speakers.

Finally, another educational program will take place on December 3. Additional information will be shared closer to that date.

I invite you to enjoy these topics and to sign up for these programs at your earliest convenience. Registration is available at
pgcgp.org and via emails that are ongoing. I also encourage you to join one of our many committees that encompass membership, programming, sponsorships and much more.

Best wishes to you all.

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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