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  • 2020 Planned Giving Day Conference - "Passport to Philanthropy"

2020 Planned Giving Day Conference - "Passport to Philanthropy"

  • Wednesday, October 14, 2020
  • 1:00 PM
  • Wednesday, November 18, 2020
  • 3:30 PM
  • Zoom Webinar Series

Registration


Register

2020 Planned Giving Day Conference - "Passport to Philanthropy"   

Arriving Wednesday, October 14, 2020, two educational sessions scheduled every Wednesday through November 18, 2020. Mark your calendar and welcome aboard! We deeply appreciate the support of our sponsors and faculty. All sessions will be recorded and recording links will be shared with registrants.   

The confirmed schedule for this year's conference is as follows:

Wednesday, October 14
    1:00 p.m.

    KEYNOTE: "Diversity and Philanthropy: Building a Diverse Talent Pipeline in   
    Gift Planning"
presented by
Crystal Thompkins, CAP®,CSPGCM,
National
    Director, Gift Planning Services,
BNY Mellon Wealth Management and Dien
    Yuen, JD/LLM, CAP®, Assistant Professor of Philanthropy, The American
    College of Financial Services


   2:30 p.m.

   "The Resilience of Planned Giving during a Global Pandemic and Economic
 
   Crisis" presented by Jordana Cohen, Executive Director, CCS Fundraising and
   Ian Swedish, Corporate Vice President, Analytics and Client Strategy,
CCS 
   Fundraising

Wednesday, October 21
   1:00 p.m
.

   "Growing Your Legacy Society – Why Aren’t We Asking"
presented by Anthony
    R. Alonso,
President, Catapult Fundraising

   2:30 p.m.
   "Planned Giving Stewardship: Staying Connected" presented by Scott Schultz, 
   President,
Schultz & Williams

Wednesday, October 28
   1:00 p.m.

   “Options and Opportunities -- Matching Donor Objectives with Different  
   Planned Giving Arrangements”
presented by Timothy J. Prosser, J.D., TIAA
   Kaspick

   2:30 p.m.
   “Planned Giving Marketing During & After Covid-19: A Chance to Pivot or  
   Truly Change?”
presented by Nathan Stelter, President, The Stelter Company

Wednesday, November 4
   1:00 p.m.

  
"Youth in Philanthropy" presented by Mary Fischer-Nassib, CAP®, Co-Founder
   and President, Sow Good Now
,
Sheryl Seller, Assistant Director for the
   Sillerman Center for the Advancement of Philanthropy, Brandeis
   University’s Heller School for Social Policy and Management
and Emily
   Williams,  Philanthropic Athlete and Youth Mental Health Advocate,
Sow Good
   Now

   

    2:30 p.m.
   "Calming Troubled Waters: Getting IRA Death Proceeds Paid in A Timely
   Manner
"
presented by Johni Hays, J.D., FCEP,  Senior Vice President,    
   Thompson and Associates

Wednesday, November 11
   1:00 p.m.

   "How to Use Donor Advised Funds to Promote Planned Giving" presented by
   Fernando Gonzalez, Regional Director Mid-Atlantic, National Philanthropic
   Trust

   2:30 p.m.
  
"The Power of Love: Best Practices in Business and Psychology in Generating
   Legacy Gifts"
presented by Beth Delaney, Director of Gift Planning at the
   University of Pennsylvania


Wednesday, November 18
   1:00 p.m.

   "CGA Program Management: Underwater Gifts"
presented by Chip Giese,
   Planned Giving Client Product Specialist, PNC Institutional Advisory Solutions 
   and
Melissa Sylvester, CFA, CAIA, AIF®, Senior Planned Giving Investment
   Specialist, PNC Institutional Asset Management® 


   2:30 p.m.
   "Why You Should Promote IRA Rollover and Donor Advised Fund Gifts" 
   presented by Matt O’Neill, Integrated Marketing Specialist, Crescendo
   Interactive, Inc. 



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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