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, 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, CCS Fundraising and
   Ian Swedish, Corporate Vice President, Analytics and Client Strategy, CCS 
   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

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!)

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.