Morning  Session
11:00 a.m.  - 12:00 p.m.
Estate Planning and Philanthropy

Michael Berardi will discuss different options and benefits of charitable gifting when it comes to estate planning. He will share how to best identify which planned giving approach would work best for your organization and for your donor's needs.
Michael Berardi is a Financial Professional with New York Life Insurance Company. Michael started his career at NYL in 1999.

Michael specializes in helping high-net-worth individuals prepare for their retirement needs, leveraging New York Life’s suite of financial products to create customized strategies focused on wealth preservation, tax efficiency, and philanthropic giving. Michael works closely with clients to build financial strategies that sustain their lifestyles, protect their legacies, and support the causes they care about most.

Michael serves on multiple Boards in addition to the Planned Giving Council of Greater Philadelphia. He is also an elected official of PA serving as a School Board Director of Lower Moreland Township where he resides with his wife Maria and 3 daughters.

Luncheon Session

2025 Planned Giving Day Conference

Our Theme this year, “Pathways to Legacy Giving,” embodies the enduring power of legacy giving for today and tomorrow. Given the increasing array of social, economic and political challenges within our philanthropic landscape, the planned giving community remains confident that donors will continue to provide generous support. Planned giving retains its prominent role as donors consider the benefits of deferred along with current giving strategies. Our conference is a destination for personal and professional growth and the authenticity necessary for our collaborative efforts with individual philanthropists, large and small, crafting charitable legacies for tomorrow. Planned Giving Day provides an understanding of various planned giving options and the necessary information to structure and implement these charitable giving strategies. We encourage you to submit presentations focused on the current environment – such as changing demographics, challenges in the financial market place, shifting national priorities and politics, blended gifts, and new marketing tools – and to illustrate their impact on philanthropic planning strategies.

Early-Bird Registration is Open

Accommodations are available at the Inn at Villanova, the Radnor Hotel and the Residence Inn Conshohocken.