Quick Links For Members
Log in

planned Giving day handouts


2020 Planned Giving Day Conference - "Passport to Philanthropy"
Handout Library

 We deeply appreciate the support of our sponsors and faculty.

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,
National Director, Gift Planning Services,
BNY Mellon Wealth
and Dien Yuen, JD/LLM, CAP®, Assistant Professor of Philanthropy, The American College of 
    Financial Services
- Handout / Presentation

   2:30 p.m.

   "The Resilience of Planned Giving during a Global Pandemic and Economic
Crisis" presented by Jordana
    Cohen, Executive Director, CCS Fundraising  and
Ian Swedish, Corporate Vice President, Analytics and
    Client Strategy,
Fundraising - (No Handout) / Presentation

Wednesday, October 21
   1:00 p.m

   "Growing Your Legacy Society – Why Aren’t We Asking"
presented by Anthony R. Alonso, President,
    Catapult Fundraising
(No Handout) / Presentation

   2:30 p.m.
   "Planned Giving Stewardship: Staying Connected" presented by Scott Schultz,  President, Schultz &
(No Handout)

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 Kaspick -
(No Handout) / Presentation

   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
(No Handout) / Presentation

Wednesday, November 4
   1:00 p.m.

"Youth in Philanthropy" presented by Mary Fischer-Nassib, CAP®, Co-Founder and President, Sow Good
, Sheryl Seller, Assistant Director for the Sillerman Center for the Advancement of Philanthropy,
    Brandeis University’s Heller School for Social Policy and Management and Emily Williams, Philanthropic
    Athlete and Youth Mental Health Advocate,
Sow Good Now - Handout 1, Handout 2, Handout 3, /

   2:30 p.m.
   "Calming Troubled Waters: Getting IRA Death Proceeds Paid in A Timely Manner"
presented by Johni
    Hays, J.D., FCEP
,  Senior Vice President, Thompson and Associates - Handout / Presentation

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 Trust - Handout / Presentation

   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
- Handout / Presentation

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 and
Melissa Sylvester, CFA, CAIA, AIF®, Senior Planned
   Giving Investment Specialist, PNC Institutional Asset Management®
(No Handout) / Presentation
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.
- (No Handout) / Presentation

P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (267) 597-3817
Fax: (856) 727-9504
E-mail: info@pgcgp.org

Site by Merge Creative Inc

Powered by Wild Apricot Membership Software