Planned Giving Council of Greater Philadelphia

01/11/2021

PGCGP is hosting a members only networking event at 11 am on January 28, 2021. Join us to reflect on reflect on the past year and share your hopes for 2021.

Immediately following, Jonathan Tidd, Esq. will present his Gift Planning Quiz for the first time in Philadelphia! This session is designed to test and increase your knowledge of gift planning.

Please visit our website for additional details and to register for both sessions. https://pgcgp.org/Events

12/23/2020

From the PGCGP family to yours, we wish you a joyous holiday season and togetherness in 2021.

12/16/2020

The Planned Giving Council of Greater Philadelphia is excited to welcome Jonathan Tidd, Esq. to the January Lunch and Learn virtual program on Thursday, January 28, 2021.

Please visit our website to register. https://pgcgp.org/Events

12/01/2020

Join the PGCGP for its final educational opportunity of 2020, this Thursday beginning at 11 am with a connections event for members, immediately followed by "Donor Behavior in Disrupted Times," with Laura MacDonald.

Please visit the website, https://pgcgp.org/Events, for additional details and to register.

"See" you on Thursday!

11/06/2020

Please mark your calendars for December 3, 2020 for the Planned Giving Council of Greater Pennsylvania final lunch and learn for 2020.

11 am begins a members only, affinity group based virtual networking opportunity.

Then, join us at 12 noon for "Donor Behavior in Disrupted Times," with Laura MacDonald, Board Chair of the Giving USA Foundation.

For additional information and to register, please visit the PGCGP website.

Registration fee for PGCGP's three luncheon programs ($60 per program) is included in the council membership fee of $175 per year. 

10/20/2020

Join PGCGP for tomorrow's Passport to Philanthropy sessions:

10/21/2020 at 1:00 pm: "Growing Your Legacy Society - Why Aren't We Asking" presented by Anthony Alonso, President, Catapult Fundraising

10/21/2020 at 2:30 pm: "Planned Giving Stewardship: Staying Connected" presented by Scott Schultz, President, Schultz & Williams

For additional details and to register, please see the PGCGP website. https://lnkd.in/gWfVUyx

10/13/2020

Passport to Philanthropy: Wednesday, October 14, 2020 at 2:30 pm

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

Blended giving requests are an effective tool in a Campaign focused on Endowment fundraising. Through a case study of an Endowment Campaign that paused active fundraising during the Covid-19 pandemic, this presentation will discuss the important role of planned giving in driving a successful Endowment Campaign; the global health and economic crisis that caused the Campaign to pause; and the Campaign’s performance – including the durability of planned and blended gifts – half a year later.

Please visit the PGCGP website for additional details and to register. https://pgcgp.org/

10/06/2020

assport to Philanthropy: 10/14/20, 1:00 pm

"Diversity and Philanthropy: Building a Diverse Talent Pipeline in Gift Planning" presented by Crystal Thompkins,CAP®,CSPG (she/her), National Director, Gift Planning Services, BNY Mellon Wealth Management and Dien Yuen, JD/LLM, CAP®, AEP®, Assistant Professor of Philanthropy at The American College of Financial Services.

The gift planning sector is grappling with the impact of new technology, new laws and regulations, changing donor expectations, and shifting organizational budgets. During these unsettling times, organizations need to attract and retain seasoned gift planning professionals, but also more diverse and hybrid types of talents – to bring in fresh ideas and approaches. By ensuring that the make-up of our board, staff, and volunteers reflect an increasingly diverse constituent and donor base, we can be more effective in our work. In this session, we will examine trends from donors of color, the current data on diversity in the fundraising profession, how you and your organization can promote diversity and inclusion, how to be a good ally in the gift planning sector, and reap the resulting benefits.

09/25/2020

Invest in Your Career and Register for the 2020 PG Day Conference: Sessions will occur every Wednesday from October 14, 2020 through November 18, 2020

Early Bird Discount Extended through October 2nd

Please visit the Planned Giving Council of Greater Philadelphia website to register. https://pgcgp.org/Events

09/24/2020

Join us on Thursday, October 1, 2020 for Patrick Schmitt's "How the Savviest Nonprofits are Navigating Planned Giving in 2020"

As we close 2020 and ready for 2021, we'll take on some of the key questions facing planned giving teams.

To register and for additional details for this and other upcoming events, please visit the Planned Giving Council of Greater Philadelphia website. https://pgcgp.org/Events

09/04/2020

Fall 2020 brings several exciting professional development opportunities for fundraising and nonprofit staff. Join us for our lunch and learn with Dr. Russell James on Sept. 11, the Planned Giving Course on Sept. 24 and 25, and the Passport to Philanthropy on Wednesdays from Oct. 14 through Nov. 18 (taking the place of this year's annual Planned Giving Day Conference).

Visit the PGCGP website for details and to register.
https://pgcgp.org/Events

07/29/2020

Please join us virtually on Friday, September 11, 2020 from 12:00 to 1:00 pm for a lunch and learn featuring Russell James, J.D., Ph.D., CFP®

Free for members; $20.00 for guests

Register: https://lnkd.in/gvFkSTJ

"New Results from 100 Years of National Data on Charitable Bequest Gifts"

Understanding how to be effective in legacy gift fundraising starts with reality. How are these gifts made? Who makes them and who doesn't? When do they get added or dropped? Who is your competition? Where does the money really come from? Who should I be talking to? When should I be talking with them? This presentation answers these question by reviewing the most pleasant, and the most painful, realities of charitable estate giving across 100 years of data.

;