It’s a new year! Is planned giving on your list of resolutions?

This free session is designed for those who are new to planned giving, experienced fundraisers seeking to expand their skills, or organizations looking to start or reinvigorate a planned giving program.

Join us as we cover the very basics: what is planned giving and why is it so important? Is your organization ready? Are you?

There will be plenty of time for questions during the “ask me anything” portion of the program. So, bring your toughest questions to the session!

Attendees will get a “sneak peek” at the more in-depth content to be offered at the 2-day Planned Giving Course on April 2 and 3 - and a special $25 tuition discount if you register for the full course by March 1.

Facilitators: 

Lynn Malzone Ierardi, JD, Director of Gift Planning, The University of Pennsylvania                           

David Toll, JD, Sr. Associate VP, Gift Planning, Drexel University

Click here for facilitator bios.

*This event is complimentary, but registration is required. Seating is limited to the first 35 registrants. The site is a short walk from 30^th Street Station and garage parking is available nearby. Please bring your own lunch – we will provide cookies!

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

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

Join the Planned Giving Council of Greater Philadelphia on Thursday, April 2 and Friday, April 3 for a two-day interactive Planned Giving Course.

This course is designed for new and emerging planned giving professionals, 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.

Why take the Planned Giving Course? You will master the basics of planned giving and increase your comfort level with the various tools and techniques you’ll need to successfully secure planned gifts. In addition, you will learn from seasoned professionals about:

• Relevant tax and estate planning laws
• Planned Giving program management and best practices
• Marketing Planned Giving and donor engagement
• Real life donor scenarios and case studies

Past Planned Giving Course attendees have had this to say:

“As a new fundraiser at a small charity, the planned giving course helped me to become a valuable resource internally on all things planned giving. It has advanced my career and visibility in my organization with our board.”

“It is important for me to stay abreast of new trends and thinking around Planned Giving. I have been part of our planned giving team for more than 5 years and I left the course with new ideas on how to market and engage our donors through planned giving. The speakers were great and the information provided was practical for everyday donor conversations.”

Attend the SNEAK PEEK session and receive a $25 discount on your registration for the full two-day course! Additionally, we hope you’ll join us at a networking reception at a nearby location (cash bar) immediately following the first day of the course (Thursday evening, April 2) where all registrants will have the opportunity to network with course instructors and colleagues.

Planned Giving Course attendees will be eligible for discounted PGCGP membership, as well as a connection to a seasoned planned giving mentor and other benefits provided by the Council.

Continuing education credit is available for CFRE, CLE, and PACE. Space is limited, so register early to guarantee your spot.

GUEST DISCOUNT FOR PGCGP MEMBERS:

BRING A FRIEND, GET A DISCOUNT!  PGCGP Members are invited to bring a guest (member or non-member) for a discounted fee of $400 per person.  

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

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

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

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

2020 Planned Giving Day

Our annual Planned Giving Day Conference is a unique opportunity to learn about important trends in philanthropy while enriching our own efforts with benefactors, clients and colleagues. 

More details coming soon!