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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, June 22, 2023
    • 11:00 AM - 2:00 PM
    • The Racquet Club, 215 South 16th Street, Philadelphia, PA 19102
    • 60
    Register

    Afternoon  Session
     National Standards for Gift Planning Success

    12:15 - 2:00 p.m.

    The National Association of Gift Planners has developed the National Standards for Gift Planning Success (GPS). The Standards represent the best practices in the industry from beginning a program, developing support from the top of the organization, developing the ability and capacity to execute a gift planning program (no matter the size or scale), and create donor-centric engagement and management. With the advent of advanced computation and “big data”, metrics to measure fundraising activities are prevalent throughout all types of organizations. When it comes to measuring the effectiveness of a gift planning program, what are the best measures? When it comes to measuring the work of an individual gift planner, how does that differ from measuring the work of a major gift officer? The Standards dive into metrics and bring the best practices in the industry to a complex problem that plagues nonprofits big and small. We will look at the Standards and discuss best practices around metrics.

    Christy Butler Eckoff is a Senior Vice President and Senior Trust Advisor at Wells Fargo Private Bank. Christy works with clients to integrate fiduciary, trust, philanthropic, business transition, and investment knowledge into each client’s custom wealth plan to help grow and preserve assets, while working toward the client’s overall wealth management goals. Christy is an expert on trusts and estate law, tax and gift planning, asset-based giving, impact investing, philanthropic vehicles, legislative changes and laws surrounding private foundations, supporting organizations, donor-advised funds, and nonprofit taxation. She was the founder of Significance Ventures, LLC, a full-service philanthropy, non-profit endowment and investment, and gift planning consulting firm. Previously, Christy served as chief foundation officer of the Atlanta Jewish Foundation, managing director, philanthropic counsel at the Community Foundation for Greater Atlanta and served as senior director of gift planning at Georgia State University. She has over 15 years’ experience as a tax attorney dealing with complex trusts, estates, and income tax planning. Christy is currently the co-chair of the National Standards for Gift Planning task force of the National Association of Charitable Gift Planning. She is past-president of the Georgia Planned Giving Council and past-president of the Association of Fundraising Professionals (AFP) Greater Atlanta chapter. She is currently a member of the Atlanta Estate Planning Council, Board member of Georgia Planned Giving Council, North Carolina bar and a trustee of the endowment of the Junior League of Atlanta. Christy was a board member of AdNet (the Advancement Network for Community Foundations), the Atlanta Estate Planning Council, the National Association of Charitable Gift Planners (Secretary) and the Association of Fundraising Professionals PAC board. Christy graduated from Duke University, earned her J.D. at the University of North Carolina at Chapel Hill and LL.M. in Taxation at the University of Washington where she graduated first in her class. Christy is a CFRE Certified Fundraising Executive and a CAP® Chartered Advisor in Philanthropy.

    Morning  Session
    Generate More PG Conversations with an Actionable Plan
    11:00 a.m.  - 12:00 p.m.

    Being intentional and committed to building a sustainable and thriving planned giving program is much easier when you follow a written, actionable plan. Joe will guide participants through the critical components of a planned giving plan including, infrastructure, board strategy, donor strategy, messaging, donor work and stewardship. Participants will leave with an outline that they can put into action immediately.

    Joseph Tumolo, CAP, started his practice in 2011 and since then has helped over 100 organizations of all sizes in all sectors build sustainable gift planning programs. He believes planned giving is everyone’s business and when all gift officers are equipped with the right mindset, behavior and skillsets, fundraising goals are met and exceeded.

    In addition to working with clients and running the business, within the past 8 years, Joe has served part-time as a major and planned gifts officer for Salesian Missions based in New Rochelle, NY, Director of Gift Planning at Geisinger Health Foundation, Danville, PA, and Dementia Society of America in Doylestown, PA.

    Joe has written several books on fundraising and speaks around the country delivering a practical, simple message that inspires people to take action. 

    See Joe in action on Youtube

    • Thursday, September 14, 2023
    • 11:00 AM - 2:00 PM
    • The Racquet Club, 215 South 16th Street, Philadelphia, PA 19102
    • 90
    Register

    Save the Date

    More information regarding speakers and program topics coming soon!

    • Wednesday, October 25, 2023
    • 8:00 AM - 5:30 PM
    • The Inn at Villanova University, 601 County Line Road, Wayne, PA 19087
    Register

    Mark Your Calendar



    Early-bird registration expires on Friday, September 8, 2023. 

    Accommodations are available at the Inn at Villanova

Past events

Friday, April 28, 2023 Planned Giving Course
Thursday, March 23, 2023 March Educational Program
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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