12:15 - 2:00 p.m.
Interactive Conversations on Planned Giving Topics Facilitated by PGCGP Members

PGCGP is pleased to offer a special opportunity for interactive conversations focusing on planned giving topics and facilitated by PGCGP members. There will be two 30-minute rounds allowing participants to sample two topics of interest at different tables. The roundtables are designed for small group, topic-driven discussions where colleagues with similar interests can meet and share experiences with the help of a facilitator.
Topics and Facilitators:
Tax Update: David J. Toll, J.D., Senior Associate Vice President Gift Planning, Drexel University
Marketing: Megan Cantalupo, Director of Estates Administration & Strategy, University of Delaware
CGAs: Gregory E. Johnson, MPA, CFP®, Senior Director of Gift Planning, University of Pennsylvania
Bequests & Related Gifts: Anat Becker, JD, National Director of Legacy Giving, Hebrew Union College
Bequests & Related Gifts: Michael Berardi, Financial Services Professional, New York Life Insurance Company
Stewardship: Shelley A. Speirs, MBA, Senior Director, Development and Alumni Relations, East Stroudsburg University Foundation
PG Administration: Jonathan Boiskin, CAP, CFRE, Executive Director, HIAS Foundation
Campaigns: Justin Rodstrom, Gift Planning Lead, Scouting America National Office