Prospective Audience
The PGCGP has almost two hundred members from the Philadelphia, New Jersey, and Delaware metro region, including members from many of the region’s largest not-for-profit organizations and universities. Our programs also attract those new to planned giving, generalists whose duties include planned giving, major gift officers and allied professionals such as philanthropic advisors, estate attorneys, certified public accountants, and financial advisors.
Educational Programs: PGCGP educational programs are usually scheduled between 11:00am to 2:00pm and include an expert speaker on topics related to planned giving and philanthropy. PGCGP educational programs will take place in March, June, and September at the Racquet Club of Philadelphia.
Summer Networking Event: During the summer, join the Planned Giving Council's past and current
members in a second annual networking event (limited to 50 attendees) held at the Great American
Pub in Conshohocken, PA. With the success and demand of last year, the council will be hosting
another summer meet-up for both new and experienced planned-giving fundraisers in the western
sub-burbs of Philadelphia. The attendees will meet other planned giving professionals, attorneys,
accountants, consultants and other sponsors. Please inquire within about joining the new committee
to help with organizing!
Planned Giving Day Conference: We will host our annual premier educational annual conference , the 2025 Planned Giving Day Conference, on Wednesday, October 22, 2025, at the Inn at Villanova. This all-day conference will feature two keynote speakers and four educational tracks for all levels of experience. Attendees typically number 150+ and include members and non-members from the Philadelphia metropolitan area as well as individuals from neighboring states. In 2024, the in-person conference attracted attendees and vendors regionally and nationally. Our theme this year, “Pathways to
Legacy Giving”, embodies the many options and opportunities our donors and constituents have for legacy
giving.
Planned Giving Course: Planned Giving Course: The Planned Giving Course provides a foundation for
fundraising professionals just entering the field of Planned Giving as well as technical knowledge for
financial advisors and attorneys regarding how to incorporate charitable giving in an overarching
financial and estate plan for their clients. The Course, which was not offered in 2024, has been
revamped to ensure that sessions and content support the needs and expectations of participants
while reflecting changes in the nonprofit sector. The PG Course will be offered in-person on April 8,
2025, at the American College of Financial Services offices in King of Prussia, PA. Sponsors will be
recognized in the Planned Giving Course materials and during introductions.
Newsletter and Communicating with our Members: We communicate with our members and colleagues in many ways including the PGCGP Newsletter as well as via Eblast and LinkedIn postings. Regular Eblasts are sent to our membership database, as well as hundreds of others who requested to be included in our distribution list. LinkedIn postings are seen by those who are linked with PGCGP and who follow us on the platform.
Website: Our website is visited by hundreds weekly. Members access the site for information about and registration for upcoming programs, to download handouts from previous programs, and sponsor-driven Whitepapers. Members also frequently access the job opportunities and newsletter page.
Sponsor Benefits
Every sponsor will receive these benefits and recognition opportunities:
✓ The opportunity to submit topic/speaker suggestions
✓ Opportunity to include links to Whitepapers and Articles in our newsletter, on the
PGCGP website and Eblast
✓ Receive advance notice of program speakers and attendees
✓ Your logo on the website’s Sponsor page as well as materials
Other Sponsorship Benefits
Scholarship Sponsors: Consider sponsoring a PGCGP scholarship for $500 to cover the cost of a member’s national (NACGP) membership, local PGCGP membership, PG Day, and other membership benefits. Award eligibility is prioritized for furloughed or unemployed colleagues, and then those whose nonprofit budgets do not cover professional development opportunities.
Contact Us
Committee Chairs:
Jessica Brookstein: Jessica.brookstein@use.salvationarmy.org
Dan Greenspon: dan@philanthro.tech
Administrator: info@pgcpg.org
PGCGP reserves the right to refuse and/or revoke participation by any sponsor or exhibitor in the event of a violation of industry ethical standards.
