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Events

Registration fee for PGCGP's three luncheon programs ($60 per program) is included in the council membership fee of $175 per year. 

    • Thursday, January 05, 2023
    • 12:00 AM
    • Thursday, January 04, 2024
    • 12:00 AM
    Register
    • Thursday, March 23, 2023
    • 11:00 AM - 2:00 PM
    • The Racquet Club, 215 South 16th Street, Philadelphia, PA 19102
    • 77
    Register

    Morning  Session
    11:00 a.m.  - 12:00 p.m.
    The Legacy Giving Donor’s Journey from Prospect to Committed Donor: Four Case Studies from Greater Philadelphia Institutions Panel Discussion

    How do our legacy giving donors move through the journey of prospect to closed planned gift? What specific steps do we as frontline fundraisers take to move these relationships forward?

    This panel will present four different planned giving donor case studies from four different Philadelphia institutions discussing the specific steps for acquisition, cultivation, solicitation and stewardship. We’ll discuss themes across the institutions, difficult lessons learned along the way, and simple ideas for improving the donor journey.

    Adrienne Webb Schulman, MPA, CAP®, Legacy Giving Manager, WHYY

    Adrienne Webb Schulman is fortunate to serve as WHYY’s Legacy Giving Manger where she facilitates relationships with members from all backgrounds who wish to include public media in their plans. Prior to this role, Adrienne worked for a decade in various development positions in Greater Philadelphia including five years at WHYY where she received national recognition from the PBS Foundation for leading change and developing new revenue streams.  

    Adrienne is a Charter Advisor in Philanthropy and received a Master of Public Administration from Villanova University and holds a B.A. from Bryn Mawr College.

    Tara Prakash, Director of Planned Giving and Gifts of Works of Art, Philadelphia Museum of Art

    Tara Prakash has worked at the Philadelphia Museum of Art since 2018 and is the Director of Planned Giving and Gifts of Works of Art. She has been a fundraiser for nearly 20 years with leadership roles in K-12 schools, higher education, and the arts. She is passionate about connecting donors with the institutions that are making a difference in our communities and finds real inspiration in donor stories and their eagerness to make an impact. Tara is a native of the Philadelphia region, proud Penn alumna, and lives with her husband and daughter in Malvern.

    Jennifer M. Brier, Esq., Director of Planned Giving and Endowments

    Jen joined the Jewish Federation of Greater Philadelphia’s Planned Giving and Endowments team in December of 2006, and was promoted to Director in 2020.  Prior to joining Jewish Federation, she worked for 10 years in private practice with Fox Rothschild, LLP, specializing in trusts and estates law.  In addition, Jen was awarded a one-year Independence Foundation public interest law fellowship which she served at the Senior Law Center, helping address abuse and financial exploitation of vulnerable seniors.

    Jen earned her law degree at Georgetown University Law Center and received a B.A. in Psychology from Emory University.

    Aruna K. Pappu, Esq. LLM-TaxAssociate Director, Planned Giving, AACR Foundation

    Aruna is the Associate Director, Planned Giving at the American Association for Cancer Research (AACR).  Aruna has advised Donors/Clients on Philanthropic, Tax and Estate matters at various notable firms over the years.  Aruna received her J.D. from Rutgers School of Law-Camden and her LLM-Tax from Temple University Beasley School of Law and resides in Cherry Hill, NJ.


    Luncheon Session
    12:15 - 2:00 p.m.
    Love my job. Love my team. Creating an Environment of Success for the Long Run

    Organizations are regularly seeking to find and retain high performing planned and major gift officers.  MGOs and PGOs are looking for organizations that will help to grow their knowledge and experience.  Backed by data and experience, this presentation considers five core elements that make for a successful, loyal, and exceptional fundraising professional and engaged team.

    Lise Detwiler, MBA, CFRE, CAP has been in professional fundraising and
    development for more than three decades, many of which were spent within complex healthcare organizations. Her areas of fundraising expertise include strategic planning, management, principal/major gifts, planned giving, special
    events, and annual funds. Lise is president of Generate Philanthropic Services, LLC – a fundraising consulting firm focused on coaching, training and assisting nonprofits to create and implement a balanced fundraising program. Previously she held leadership positions in independent schools, and numerous healthcare and academic organizations in Philadelphia and Lehigh Counties, PA. Lise’s volunteer activity includes service as past president and chair for the Greater Philadelphia Chapter of the Association of Fundraising Professionals where she was honored as “fundraiser of the Year” in 2008. An AFP Certified Master Teacher, she is an adjunct faculty member at Villanova University for the Principles of Fundraising certificate program. She holds MBA from St. Joseph’s University in Philadelphia, the Chartered Advisor in Philanthropy designation from the American College of Financial Services and maintains her Certified Fundraising Executive credential.
    • Thursday, June 22, 2023
    • 11:00 AM - 2:00 PM
    • The Racquet Club, 215 South 16th Street, Philadelphia, PA 19102
    • 100
    Register

    Save the Date

    More information regarding speakers and program topics coming soon!

    • Thursday, September 14, 2023
    • 11:00 AM - 2:00 PM
    • The Racquet Club, 215 South 16th Street, Philadelphia, PA 19102
    • 100
    Register

    Save the Date

    More information regarding speakers and program topics coming soon!

Past events

Wednesday, October 12, 2022 2022 Planned Giving Day Conference - "Reflecting on Tomorrow"
Friday, September 16, 2022 September Education Programs
Friday, June 24, 2022 June Education Programs
Friday, April 01, 2022 April Educational Program
Friday, March 25, 2022 March Educational Program
Saturday, January 01, 2022 2022 Sponsorships
Friday, December 03, 2021 December Educational Program
Wednesday, October 27, 2021 2021 Planned Giving Day Conference - "The Power of Legacy"
Thursday, September 30, 2021 September Educational Program
Wednesday, June 23, 2021 June AFP-PGCGP Program
Thursday, June 10, 2021 June Educational Program
Wednesday, May 26, 2021 May PGCGP Connections (Members Only)
Thursday, April 29, 2021 April Educational Program
Friday, March 26, 2021 March Educational Program
Friday, March 26, 2021 March PGCGP Connections (Members Only)
Thursday, February 25, 2021 February Educational Program
Thursday, January 28, 2021 January Lunch & Learn Educational Program
Thursday, January 28, 2021 January PGCGP Connections (Members Only)
Friday, January 01, 2021 2021 Sponsorships
Thursday, December 03, 2020 December Lunch & Learn Educational Program
Thursday, December 03, 2020 December PGCGP Connections (Members Only)
Wednesday, October 14, 2020 2020 Planned Giving Day Conference - "Passport to Philanthropy"
Thursday, October 01, 2020 October 1 Educational Program
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


Address:
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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