Join the Planned Giving Council of Greater Philadelphia on Thursday, September 24 and Friday, September 25 for a two-day virtual Planned Giving Course.

This course is designed for new and emerging planned giving professionals and development officers who want to add planned giving conversations into their interactions with donors, and wealth advisors and financial professionals who seek to increase their understanding of charitable planning strategies.

Why take the Planned Giving Course? You will master the basics of planned giving and increase your comfort level with the various tools and techniques you’ll need to successfully secure planned gifts. In addition, you will learn from seasoned professionals about:

• Relevant tax and estate planning laws
• Planned Giving program management and best practices
• Marketing Planned Giving and donor engagement
• Real life donor scenarios and case studies

Past Planned Giving Course attendees have had this to say:

“As a new fundraiser at a small charity, the planned giving course helped me to become a valuable resource internally on all things planned giving. It has advanced my career and visibility in my organization with our board.”

“It is important for me to stay abreast of new trends and thinking around Planned Giving. I have been part of our planned giving team for more than 5 years and I left the course with new ideas on how to market and engage our donors through planned giving. The speakers were great and the information provided was practical for everyday donor conversations.”

Planned Giving Course attendees will be eligible for discounted PGCGP membership, as well as a connection to a seasoned planned giving mentor and other benefits provided by the Council.

Continuing education credit is available for CFRE and PACE.

Please click here for the revised agenda.

A limited number of scholarships are available for this course. To be eligible, please complete and submit the application by Thursday, September 10, 2020.
If you are a PGCGP member interested in supporting scholarships with a donation, please contacts us at info@pgcgp.org.