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planned Giving day handouts

Please click on the links below to download the handouts for the 2019 Planned Giving Day.  Handouts will only be provided electronically.  Hard copies will NOT be available at the conference.

Breakfast Keynote

"Gift of Life Donor Program: Inspired to Save More Lives" presented by Jan L. Weinstock, Esq.

Session 1

Session 2 

Luncheon Keynote 

Planned Giving Donors – Who Are These Wonderful People?” presented by John Jensen, CFP

Session 3 

  • Fundamentals – “Understanding the Major Trends that Impact Donors Today” presented by Nathan Stelter (NO HANDOUT PROVIDED)
  • Intermediate – “The Anatomy of a Complex Gift” presented by David J. Toll, JD & David L. Unruh
  • Masters – “Women and Philanthropy” presented by Pamela Yang, CPA, CFA
  • Roundtable Session – “Working with Professional Advisors” presented by Greg Johnson, CFP, Monique Castillo, FA and E. Nego Pile, Esq.  (NO HANDOUT PROVIDED)

Session 4

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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