2025 Planned Giving Course®
The Planned Giving Council of Greater Philadelphia announces the return of the Planned Giving Course® on April 8, 2025 at The American College of Financial Services in King of Prussia, PA.
Schedule:
8:30 - 9:00 a.m. - Registration and Breakfast
9:00 a.m. - 4:15 p.m. - PG Course Sessions with a Break for Lunch
4:15 - 5:30 p.m. - Networking Reception
CFRE, PACE and CLE offered
Please note that there is a maximum capacity of 36 registrants for the in-person course and if we exceed that number, there will be a waiting list. The last time the Course was offered it sold out, so be sure to register early to save your seat!
Who will benefit from taking The Planned Giving Course®?
- Those new to the field of planned giving
- Professionals at cash-based fundraising departments who want to increase planned gifts
- Seasoned fundraising professionals looking to refresh their knowledge of and gain new ideas for planned gifts
- Board members and volunteers who fundraise for charitable organizations
- Financial advisors and attorneys interested in building philanthropy into financial and estate plans
- Anyone interested in learning more about planned giving while networking with like-minded professionals!
Curriculum (in-person)
- Ethical Considerations When Working with Clients and Donors – Model Standards of Practice, Donor Bill of Rights, conflicts of interest, issues of competency
- Best Practices – infrastructure, gift acceptance policies, fundraising campaigns
- Taxes and Terminology – tax-incentivized gifts, charitable trusts, life income gifts
- Tools and Rules – endowments, investment policies, resources and guidance
- Estate Administration – the “Who, How and When” of realizing philanthropic intentions, navigating obstacles and solutions during the administration timeline
A networking reception will follow the conclusion of the final session.
Nearby accommodations:
Hyatt Place Philadelphia/King of Prussia
SpringHill Suites Philadelphia Valley Forge/King of Prussia
Fairfield Inn Philadelphia Valley Forge/King of Prussia
Registration Fees: $275 PGCGP members / $325 non-members
Breakfast, lunch and networking reception included in the registration fee. Parking is free.
