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Registration fee for PGCGP's three luncheon programs ($60 per program) is included in the council membership fee of $175 per year. 

    • Wednesday, October 14, 2020
    • 1:00 PM (EDT)
    • Wednesday, November 18, 2020
    • 3:30 PM (EST)
    • Zoom Webinar Series

    2020 Planned Giving Day Conference - "Passport to Philanthropy"   

    Arriving Wednesday, October 14, 2020, two educational sessions scheduled every Wednesday through November 18, 2020. Mark your calendar and welcome aboard! We deeply appreciate the support of our sponsors and faculty. All sessions will be recorded and recording links will be shared with registrants.   

    The confirmed schedule for this year's conference is as follows:

    Wednesday, October 14
        1:00 p.m.

        KEYNOTE: "Diversity and Philanthropy: Building a Diverse Talent Pipeline in   
        Gift Planning"
    presented by
    Crystal Thompkins, CAP®,CSPGCM,
        Director, Gift Planning Services,
    BNY Mellon Wealth Management and Dien
        Yuen, JD/LLM, CAP®, Assistant Professor of Philanthropy, The American
        College of Financial Services

       2:30 p.m.

       "The Resilience of Planned Giving during a Global Pandemic and Economic
       Crisis" presented by Jordana Cohen, Executive Director, CCS Fundraising and
       Ian Swedish, Corporate Vice President, Analytics and Client Strategy,

    Wednesday, October 21
       1:00 p.m

       "Growing Your Legacy Society – Why Aren’t We Asking"
    presented by Anthony
        R. Alonso,
    President, Catapult Fundraising

       2:30 p.m.
       "Planned Giving Stewardship: Staying Connected" presented by Scott Schultz, 
    Schultz & Williams

    Wednesday, October 28
       1:00 p.m.

       “Options and Opportunities -- Matching Donor Objectives with Different  
       Planned Giving Arrangements”
    presented by Timothy J. Prosser, J.D., TIAA

       2:30 p.m.
       “Planned Giving Marketing During & After Covid-19: A Chance to Pivot or  
       Truly Change?”
    presented by Nathan Stelter, President, The Stelter Company

    Wednesday, November 4
       1:00 p.m.

    "Youth in Philanthropy" presented by Mary Fischer-Nassib, CAP®, Co-Founder
       and President, Sow Good Now
    Sheryl Seller, Assistant Director for the
       Sillerman Center for the Advancement of Philanthropy, Brandeis
       University’s Heller School for Social Policy and Management
    and Emily
       Williams,  Philanthropic Athlete and Youth Mental Health Advocate,
    Sow Good


        2:30 p.m.
       "Calming Troubled Waters: Getting IRA Death Proceeds Paid in A Timely
    presented by Johni Hays, J.D., FCEP,  Senior Vice President,    
       Thompson and Associates

    Wednesday, November 11
       1:00 p.m.

       "How to Use Donor Advised Funds to Promote Planned Giving" presented by
       Fernando Gonzalez, Regional Director Mid-Atlantic, National Philanthropic

       2:30 p.m.
    "The Power of Love: Best Practices in Business and Psychology in Generating
       Legacy Gifts"
    presented by Beth Delaney, Director of Gift Planning at the
       University of Pennsylvania

    Wednesday, November 18
       1:00 p.m.

       "CGA Program Management: Underwater Gifts"
    presented by Chip Giese,
       Planned Giving Client Product Specialist, PNC Institutional Advisory Solutions 
    Melissa Sylvester, CFA, CAIA, AIF®, Senior Planned Giving Investment
       Specialist, PNC Institutional Asset Management® 

       2:30 p.m.
       "Why You Should Promote IRA Rollover and Donor Advised Fund Gifts" 
       presented by Matt O’Neill, Integrated Marketing Specialist, Crescendo
       Interactive, Inc. 

    • Thursday, December 03, 2020
    • 11:00 AM - 11:50 AM (EST)
    • Zoom Meeting
    • 491

    PGCGP Connections

    PGCGP’s community of planned giving and allied professionals offers amazing networking opportunities and a depth of expertise. As we continue to live in an increasingly virtual environment, connection and community are more important than ever. That is why PGCGP is thrilled to offer a networking session for members only as part of our December program. We’ll start with a breakout session organized by Affinity Group, and then a second breakout session organized by subject.

    You’ll have an opportunity to network with colleagues and discuss a range of topics. Facilitators and discussion questions will help you get the conversation started, and we will use Zoom breakout rooms so everyone can participate. Don’t miss this chance to connect with ideas and people that will inspire you! These sessions are free but advanced registration is required.

    First breakout Affinity Groups will include:

    • Arts and Culture
    • Environment and Animal
    • Allied Professionals, Consultants, and Community Foundations
    • Healthcare and Education
    • Religious and Social Services
    • Beginners (with less than 3 years’ experience)

    Second breakout discussions will include:

    • Virtual Visits – How are you managing?
    • Legacy Societies and Stewardship – What do you have planned?
    • Q & A - Bring your planned giving questions/issues
    • Career – Share how you’re navigating next steps, successes, and struggles
    • Chat/Social – free discussion (an opportunity to network or share your plans to manage the holidays!)
    • Thursday, December 03, 2020
    • 12:00 PM - 1:00 PM (EST)
    • Zoom Webinar
    • 491

    Donor Behavior in Disrupted Times

    Laura MacDonald (Board Chair, Giving USA Foundation) will share insights informed by past disruptions such as 9/11, the Bernie Madoff scandal, and the Great Recession, as well as policy changes like the Tax Cuts and Jobs Act. Relying on data from Giving USA and other sources, she will discuss how giving patterns shifted then, and what we might expect as a result of current economic, social, and policy disruptions.  

    Laura MacDonald has been a leader in the nonprofit sector for three decades. Since launching Benefactor Group 20 years ago, she has used her fundraising expertise to counsel more than 200 clients—ranging from Big Ten universities to startup community organizations to global NGOs. Her mission, and the firm’s mission: to serve those who serve the common good.

    Prior to establishing Benefactor Group, Laura served as Chief Development Officer at The Ohio State University’s Wexner Center for the Arts, where
    she helped the organization secure its largest-ever corporate and foundation sponsorship grants, as well as its highest membership. She also held a senior role in the university’s $1.2 billion capital campaign.

    Laura’s passion for philanthropy shines through in the insights she contributes to professional publications such as
    Advancing Philanthropy and Nonprofit Quarterly, as well as popular publications such as New York Times, Ms. Magazine, Penta Barron’s, and the Chronicle of Philanthropy. She has been engaged by the Association of Fundraising Professionals, the American Alliance of Museums, American Museum Development Association, Fundraising Bootcamp, and hundreds of nonprofit boards.

    Laura chairs the board of the Giving USA Foundation, which publishes
    Giving USA: The Annual Report on Philanthropy—the seminal study of the sources and uses of charitable giving in the United States. She is a member of the Association of Fundraising Professionals and was named the Central Ohio Chapter’s “Fundraising Professional of the Year” in 2007.

Past events

Thursday, October 01, 2020 October 1 Educational Program
Thursday, September 24, 2020 Virtual Planned Giving Course 2020
Friday, September 11, 2020 September Lunch and Learn Educational Program
Thursday, June 18, 2020 June 18 Lunch and Learn Educational Program
Thursday, June 04, 2020 June 4 Lunch and Learn Educational Program
Friday, March 27, 2020 WEBINAR: Planned Giving in the Time of Coronoavirus – Sharing Ideas from Your Peers
Wednesday, February 12, 2020 Planned Giving Course 2020: SNEAK PEEK
Wednesday, November 13, 2019 AFP – Eastern PA Chapter Event
Wednesday, October 30, 2019 2019 Planned Giving Day
Wednesday, October 30, 2019 2019 Planned Giving Day Sponsorships
Wednesday, September 25, 2019 AFP – Eastern PA Chapter Event
Friday, September 13, 2019 September Educational Program
Thursday, June 06, 2019 June Educational Program
Friday, April 05, 2019 Planned Giving Course
Friday, March 22, 2019 March Educational Program

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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