How the Savviest Nonprofits are Navigating Planned Giving in 2020

As we close 2020 and ready for 2021, we’ll take on some of the key questions facing planned giving teams:

• How and when should nonprofits ask for donations during the Coronavirus pandemic without being insensitive?
• How will donors respond to requests for gifts?
• How can nonprofits keep donor relationships strong and sustain engagement over the next six months without in-person meetings or events?
• How can nonprofits be supportive of donors without making a direct ask?
• How can I fundraise if my organization isn’t doing work related to COVID-19?

Patrick W. Schmitt is the co-founder of FreeWill, a social venture which has helped organizations raise nearly $2B in new planned gifts and qualified charitable distributions. Patrick and his co-founder Jenny were recently named two of the Top 50 Philanthropists in the World by Town & Country.

From 2009-2010, Patrick ran email fundraising for President Obama, where his team invented many of the existing best practices in digital fundraising. He served as Head of Innovation at Change.org, helping to grow that organization to 200 million members in just four years. 

Patrick received his BS from Georgetown University and MBA from Stanford University. 

"Passport to Philanthropy"

Arriving Wednesday, October 14, 2020, two educational sessions scheduled every Wednesday through November 18, 2020. The Planned Giving Council of Greater Philadelphia is pleased to announce important enhancements to our sponsorship opportunities! We now offer the following upgrades available with our annual sponsorship packages:

Year-long exposure to the universe of PGCGP members!

• Co-Branding with PGCGP for Platinum, Gold, Silver and
Bronze Sponsors
• Recognition of annual sponsorship at all council events
• Recognition of annual sponsorship at the annual
Planned Giving Course

• Your company logo with hyperlink on the PGCGP website
• Access to conference attendee list and networking options
• Company sponsored session retained as a resource on the
PGCGP website

Click here to download the sponsorship prospectus.

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.

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, National
    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, CSS Fundraising  and
   Ian Swedish, Corporate Vice President, Analytics and Client Strategy, CSS 
   Fundraising

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

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
   Trust

Morning Session (11:00 a.m. - 12:00 p.m.)

Luncheon Session (12:30 p.m. - 2:00 p.m.)