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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
    Management 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, CCS 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 &
    Williams (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

Wednesday, November 4
   1:00 p.m.
   "Youth in Philanthropy" presented by Mary Fischer-Nassib, CAP^®, Co-Founder and President, Sow Good
    Now, 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. (No Handout)

   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

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

   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 and 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.

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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