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SPEAKER RFP

Request for Speakers

2024 Planned Giving Day Conference in Philadelphia

“Legacy Giving – A Harvest of Gratitude”

October 16, 2024

The Planned Giving Council of Greater Philadelphia invites you to submit a request to present a relevant session at the 2024 Planned Giving Day Conference. This all-day conference scheduled for October 16th 2024 at the Inn at Villanova, has become a “must attend” event in the philanthropic community.  Typically, the conference registers over 200 participants. Our carefully selected group of over 20 highly qualified speakers provides a comprehensive day of instruction on the most basic to the most advanced strategies in planned giving, using simultaneous break-out sessions throughout the day. 

The Planned Giving Day Conference is invaluable not only for planned giving and fundraising professionals but also for philanthropists, executive directors, family foundation managers, and financial and legal advisors for nonprofits and wealthy families.

Our Theme this year, “Legacy Giving – A Harvest of Gratitude,” embodies the enduring power of legacy giving for today and tomorrow. Given the increasing array of social, economic and political challenges within our philanthropic landscape, the planned giving community remains confident that donors will continue to provide generous support. Planned giving retains its prominent role as donors consider the benefits of deferred along with current giving strategies. Our conference is a destination for personal and professional growth and the authenticity necessary for our collaborative efforts with individual philanthropists, large and small, crafting charitable legacies for tomorrow. Planned Giving Day provides an understanding of various planned giving options and the necessary information to structure and implement these charitable giving strategies. We encourage you to submit presentations focused on the current environment – such as changing demographics, challenges in the financial market place, shifting national priorities and politics, blended gifts, and new marketing tools – and to illustrate their impact on philanthropic planning strategies.

Applications for speakers are due by April 30th 2024. Conference presentations include topics related to planned and charitable giving, and speakers should feel free to propose topics that address not only the technical aspects of planned giving but also donor relationships as well as implementation issues or experiences. Conference speakers are asked to donate their time as well as travel expenses. Due to the large number of proposals we receive, and the need to choose topics that are diverse and of widest appeal, we regret that not all speakers can be chosen (and if not, then please re-apply next year).

Please complete this form and submit it, electronically, to the Chair of the Faculty Committee, Delia G. Perez and also copy, Kara Chickson, Co-Chair of the 2024 Planned Giving Day Conference. All information must be typewritten and you may type directly on the electronic form.

Delia G. Perez, CFRE, CAP                                     Kara Chickson, JD
Director of Planned Giving                                                          Fiduciary Specialist            
Fairleigh Dickinson University                                                  Wells Fargo       
503 Wesley Avenue         Cell (215) 704-8368
National Park, New Jersey 08063   kchickson@me.com
Office (856) 251-9733

dgperez@erols.com
                                                                                                                                                                                         

    Click here to download the Speaker RFP


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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