PPGC is pleased to offer two scholarships to the Emerging Philanthropy Conference in September. If you are interested in learning more about PPGC and gaining knowledge of philanthropic planning techniques, we encourage you to apply. Preference for the scholarships will be given to individuals demonstrating an interest in charitable gift planning who meet any of the following criteria:
The deadline to apply for the PPGC Conference Scholarship is August 1, 2023. Click here for more information and to apply.
PPGC members were recently sent a poll to determine whether a text notification service would be useful. We want to hear from you! Click here to provide your feedback.
In an effort to embrace transparency and diversity in our education breakout session selection, the Emerging Philanthropy Conference education committee has elected to use a RFP process for this year’s conference.
Please utilize this link to participate in the process, which we plan to close on May 15, 2023 at midnight. Learn more about the conference by visiting emergingphilanthropy.org.
Join the Pittsburgh Planned Giving Council on Tuesday May 09, 2023 for the webinar: Gifts of Real Estate: They Don't Have to Be Perfect presented by Pete Sommerfeld. Learn more and register at https://ppgc.net/event-5044133
Membership Dues News
At CGP, we are always thinking about the future and how we can best enrich members’ work and careers through education, resources and advocacy. In moving forward after these difficult recent years, we’re seeking a refreshed understanding of what our members and councils find useful and relevant. The survey mentioned above is only one piece of a substantial forthcoming research effort. In partnership with YOU, the CGP national board and staff will develop an updated long-range plan on how to best serve our membership in the years ahead.
As we embark on this effort alongside our existing programs and technologies, including the return of an in-person CGP Conference, we must ensure continued resources to sustain our work. Effective January 1, 2023, annual individual membership dues will increase to $195.
For our November 2022 program, Greg Wilson, CFRE will present "Speaking in Ages: Understanding the Communications Needs of our More Senior Donors."
In his nearly 25 years of frontline fundraising and managing frontline fundraisers, Greg has served in many and various leadership positions at Good Shepherd Rehabilitation Network, Muhlenberg College, East Stroudsburg University Foundation, the Boy Scouts of America, and more. While he’s held literally every position possible in fundraising planned giving is Greg’s favorite area – helping ordinary people make extraordinary gifts! Greg is a Certified Fundraising Executive (CFRE), earned the Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services, and a MS in nonprofit management from Eastern University. You’ve probably also seen Greg in various Planned Giving Marketing YouTube videos focused on practical planned giving fundraising.
Click here to add this event to your calendar.
It was great! You should have been there. The annual conference for the National Association of Charitable Gift Planners was held in Reno, Nevada from October 26-28, with twelve representatives from the Pittsburgh area in attendance. Kate McKenzie from the Pittsburgh Foundation co-presented a breakout session "Become the Tip of the Spear: Maximize Fundraising Success Leveraging Trusted Advisors," receiving great reviews. Probably the highlight of the conference was the the closing keynote featuring Dr. Russell James and Bryan Clontz in a hilarious yet informative presentation "How to Capture New Noncash Opportunities." Truly a great experience all around.
Next year, the conference will be held in Chicago, IL on November 1-3, 2023. Mark your calendars--this is one conference you don't want to miss!
Kate McKenzie, David DelFiandra and Shana Bielich
It was great! You should have been there. Our annual Emerging Philanthropy Conference was held on October 14th at the RLA Learning & Conference Center in Cranberry Township. More than 150 people registered to attend our first in-person conference since 2019, and we received positive feedback across the board.
Thank you to all of the sponsors and vendors that helped make the conference a success. We are already in the planning stages for next year's conference, so look for more information in the coming months.
Your client or donor is ready to sell her business but faces looming tax issues. What if she could use accumulated goodwill to convert taxable ordinary income assets into capital gains taxed assets? That could lead to significant tax savings on the sale of business assets while helping her favorite charity!
Join the Pittsburgh Planned Giving Council community and Randy A. Fox, CFP®, AEP®, author of Charitable Planning CSI Style – Goodwill Hunting, to hear about charitable donations of goodwill, and how they can be used to reduce your client’s taxable income. Randy’s presentation will last about 50 minutes, with the opportunity to ask questions afterwards.
Randy is the founder of Two Hawks Consulting, LLC, and is the editor in chief of the Planned Giving Design Center, a national newsletter and website for philanthropic advisors. He is a nationally known wealth strategist, philanthropic estate planner, educator and speaker, and has a personal goal to help facilitate $10B in charitable gifts before retirement.
We anticipate one hour of substantive CLE credit (distance learning) for Pennsylvania attorneys.
Members of the Pittsburgh Planned Giving Council and the following allied professional organizations may attend for free. Please check with your chapter for the registration code.
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Our membership and program committees are looking for your feedback on how we can improve our programs and your membership experience. Please take a few minutes to complete our survey at https://forms.gle/b3CYC21aN6HR3GRr9
Pittsburgh Planned Giving CouncilPO Box 14852Pittsburgh, PA 15234
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