2021 Planned Giving Day Conference - "The Power of Legacy"
Wednesday, October 27, 2021
Handout Library
MORNING KEYNOTE: "The Urban League of Philadelphia and Its Important Impact on the Greater Philadelphia Area" presented by Andrea L. Custis (President & CEO) - (No Handout) / Presentation
Session I
Fundamentals
"Advantages of Donating Life Insurance and Charitable Giving from A to Z" presented by Michael Bernardi - Handout 1, Handout 2, Handout 3 / Presentation
Intermediate
"Generate More PG Conversations with an Actionable Plan" presented by Joseph Tumolo, CAP®
- Handout / Presentation
Masters
"Situations Raising Ethical Issues for Gift Planners" presented by Donald W. Kramer
- Handout / (No Presentation)
Session II
Fundamentals
"What COVID-19 Taught Us About Increasing Our Planned Giving Outreach" presented by Gwen Paxon - (No Handout) / Presentation
Intermediate
"Doing Good and Doing Well: How to Create a Socially Responsible Approach to Planned Giving" presented by Mimi Blackwell and Scott Schultz - (No Handout) / Presentation
Masters
"Real Estate Case Study: The Watershed Gift" presented by Tim Prosser - Handout / Presentation
LUNCHEON KEYNOTE: "The Pandemic and Philanthropy – What Have We Learned and Where Do We Go from Here?" presented by Robert F. Sharpe, Jr. (CEO of Encore, a development consulting firm) - (No Handout) / Presentation
Session III
Fundamentals
"Everyone Can Make a Planned Gift & Everyone Can Solicit a Planned Gift" presented by Beth Delaney
- (No Handout) / Presentation
Intermediate
"How a Pandemic Magnified the ‘Why’ in Planned Giving" presented by Nathan Stelter - (No Handout) / Presentation
Masters
"Creative Planning with CGAs" presented by Chip Giese and David Toll - (No Handout) / Presentation
Session IV
Fundamentals
"Stick Figure Planned Giving" presented by Greg Wilson - Handout / Presentation
Intermediate
"Women and Wealth: How Fundraisers Can Better Meet the Needs of Women" presented by Peggy DeAngelo, Chris Polito and Elizabeth Wagner - (No Handout) / Presentation
Masters
"Gather, Hold & Spend: How Smart Policies Enhance Sustainability" presented by Melissa Novak and Katrina Pipasts - Handout 1, Handout 2, Handout 3 / Presentation
We deeply appreciate the support of our sponsors and faculty.
