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

David Toll, JD is the Senior Associate Vice President of the Office of Gift Planning at Drexel University, where he is responsible for the development and implementation of university-wide planned giving efforts for Drexel University, Drexel University College of Medicine, the Tom Kline School of Law and the Academy of Natural Sciences at Drexel University.

David is also a Senior Consultant with Gift Planning Development, LLC. Widely considered a leader in the field of higher education gift planning, David has the unique ability to articulate very technical gift planning techniques in understandable terms for donors.

At Drexel, David provides strategic leadership on the consistent use of “combination gifts” to increase an individual’s giving potential. David and his office are tasked with an overall combined gift planning goal of $20 million annually. The gift planning program under David’s direction has raised over $400 million in complex outright gifts, life-income gifts and realized estate gifts. He is a key member of the senior management team that is currently working on Drexel University’s $750 million comprehensive campaign.

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

Philadelphia’s Leadership in American Charitable Gift Planning

Few people realize the leading role Philadelphia has played in the history of charitable gift planning in America.

Bequests and gifts of complex assets were essential for The Pennsylvania Hospital, founded in 1751 by Benjamin Franklin and Dr. Thomas Bond.  John Trumbull's painting of Jefferson presenting his Declaration to Congress in Independence Hall in 1776 was saved through a gift annuity in 1831.  The U.S. Supreme Court found charitable trusts to be illegal, until a bequest to found Girard College changed its mind in 1844.  And best practices from the 1920s created by actuary George Huggins of Philadelphia remain our core values for gift planning.

Hear these and other true stories, such as why Tax Reform Acts in 1969 and 1986 led to our national association of charitable gift planners, and how demographics of wealth and age will dramatically change American gift planning for decades to come.

Participants will understand Philadelphia’s leadership, and the foundational gifts, best practices, legislation, and court decisions that shape gift planning today; unlock a treasure chest of useful, illuminating, and entertaining donor stories; and gain a powerful perspective on the roots of current events in gift planning.

Ronald A. Brown is the author of A History of Charitable Gift Planning (Amazon 2017) and many articles posted at www.giftplanninghistory.org.  He served as director of gift planning at Princeton University, Fordham, Pratt Institute, United Way of America, and the National Wildlife Federation, and was a senior philanthropic advisor at Columbia University.  He was a board member and chair of the Research Committee for ACGA (2008-2016).  He served on the board of NCPG (now the National Association of Charitable Gift Planners), was president of the Gift Planning Council of NJ, a board member of the Philanthropic Planning Group of Greater NY (which selected him for a distinguished service award in 2019), and is a member of Princeton’s Planned Giving Advisory Committee. 

Ron received an AB degree from Princeton University and an MA degree from the University of Chicago, where he studied the history of ideas and edited the newsletter of the Oriental Institute.  A retired Commander in the US Naval Reserve, he received two Navy and Marine Corps Achievement Medals for writing and research while serving with the US Naval Historical Center.  He has two children and two grandchildren, and lives in Brooklyn.

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!

REQUEST FOR SPEAKERS

The Planned Giving Council of Greater Philadelphia invites you to submit a request to speak and present at the 2020 Planned Giving Day Conference. This all-day conference scheduled for October 29th 2020 at the historic Union League, has become a “must attend” event in the philanthropic community. Last year, the conference drew over 200 participants. Our carefully selected group of over 20 highly qualified speakers provide a comprehensive day of instruction on the most basic to the most advanced strategies in planned giving, using simultaneous break-out sessions throughout the day.  Click here to download the speaker RFP.

"The Power of Legacy"

The Planned Giving Council of Greater Philadelphia is pleased to announce important enhancements to our sponsorship opportunities! In consultation with our valued partners, we now offer the following upgrades in our available Planned Giving Day 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 three council luncheon events
• Recognition of annual sponsorship at the annual Planned Giving Course

Improved Sponsorship Experience at Planned Giving Day Conference:

• Longer breaks between sessions for more face time with attendees
• Business card drop system for each sponsor/exhibitor
• Premium table at breakout session rooms
• Improved layout of all exhibitor tables

Download the sponsorship prospectus for more information on the various levels of sponsorship and associated benefits.