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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. 

    • Thursday, October 01, 2020
    • 1:00 PM - 2:00 PM (EDT)
    • Zoom Webinar
    • 169

    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. 

    • Wednesday, October 14, 2020
    • 9:00 AM (EDT)
    • Wednesday, November 18, 2020
    • 3:00 PM (EST)
    • Zoom Webinar Series

    "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
    Destination Passport Enhancing your Sponsorship Experience with our Virtual Planned Giving Day Series
    • 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

    • 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.

    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, CSS 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
    and Sheryl Seller, Assistant Director for the
       Sillerman Center for the Advancement of Philanthropy, Brandeis
       University’s Heller School for Social Policy and Management


        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 - 2:00 PM (EST)
    • The Racquet Club, 215 South 16th Street, Philadelphia, PA 19102
    • 99

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

    Watch for more information coming soon!

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

    Watch for more information coming soon!

Past events

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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