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planned Giving day handouts

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, CAPĀ®
 
 - 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.


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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