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Events

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  • June Education Programs

June Education Programs

  • Thursday, June 12, 2025
  • 11:00 AM - 2:00 PM
  • The Racquet Club, 215 South 16th Street, Philadelphia, PA 19102
  • 69
  • 21 registrants

Registration

Register

Morning  Session
11:00 a.m.  - 12:00 p.m.
Estate Planning and Philanthropy

Michael Berardi will discuss different options and benefits of charitable gifting when it comes to estate planning. He will share how to best identify which planned giving approach would work best for your organization and for your donor's needs.
Michael Berardi is a Financial Professional with New York Life Insurance Company. Michael started his career at NYL in 1999.

Michael specializes in helping high-net-worth individuals prepare for their retirement needs, leveraging New York Life’s suite of financial products to create customized strategies focused on wealth preservation, tax efficiency, and philanthropic giving. Michael works closely with clients to build financial strategies that sustain their lifestyles, protect their legacies, and support the causes they care about most.

Michael serves on multiple Boards in addition to the Planned Giving Council of Greater Philadelphia. He is also an elected official of PA serving as a School Board Director of Lower Moreland Township where he resides with his wife Maria and 3 daughters.

Luncheon Session

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


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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