Pittsburgh Planned Giving Council
Learn. Lead. Serve.

Upcoming events

    • December 15, 2022
    • 1:00 PM - 2:00 PM
    • https://charitablegiftplanners.org/december-15-2022-advocacy-update-0

    null

    CGP Advocacy Update Call

    Thursday, December 15, 1 p.m. ET

    FREE to anyone that registers

    The end of the year is quickly approaching, and the government funding deadline is even sooner. As the Senate continues negotiations and waits for the outcome of the Georgia Senate race, a short-term continuing resolution will likely be required to determine if an omnibus bill can be put together and passed in the final days of the 2022 session. CGP will report on current activities and provide the latest information on what may be included in any legislation passing in the final days of the 117th Congress.

    REGISTER NOW

    Attendees will receive call access instructions 24 hours before the event. Registration for the live event closes at 1 p.m. ET on December 15. 


    • January 10, 2023
    • 11:45 AM - 1:00 PM
    • The Rivers Club
    Register


    Join us in January when Amy B. Razem, CAP® and Sara Swaney will present “Picture Your Legacy--and Help your Donors Do the Same”

    “Picture Your Legacy®”, a product of 21/64 Inc., is a deck of colorful image cards that guides individuals, groups, and families toward articulating a legacy. Images can help stimulate this process by tapping into the right side of your brain and revealing how you aspire to be in the world. We recognize that it’s difficult to start with a blank sheet of paper and write down a vision for your legacy from scratch. How should you approach your giving and wealth planning? Do you engage the next generation(s) in the process? How? When is the right time? Use these cards to catalyze creative conversations among individuals, groups, and families of any age and across generational divides.

    Our presenters will facilitate the “Picture Your Legacy” activity and discuss how the framework is used with donors, advisors and community members.

    For directions on how to get to the Rivers Club and where to park, please visit https://ppgc.net/rivers.

    Click here to add this event to your calendar.

    • March 14, 2023
    • 11:45 AM - 1:00 PM
    • The Rivers Club
    Register


    Donor-advised funds are fast becoming a favorite charitable giving vehicle, with millions of Americans using DAFs to efficiently and effectively support the causes most important to them through grantmaking.  On March 14, Join National Philanthropic Trust’s Mid-Atlantic Regional Director Fernando Gonzalez and Development Manager Joe Enten as they provide an engaging and informative primer on donor-advised funds, their flexible uses and benefits, and how to engage with donors using DAFs.

    Fernando Gonzalez is the Regional Director of Development, Mid-Atlantic at National Philanthropic Trust covering PA, DC, DE, MD, WV, OH, MI and IN. Mr. Gonzalez has eleven years of wealth management experience, as well as five years’ experience in real estate and mortgage consultancy, and a rich history of finance, governance, and community engagement. Prior to joining NPT, he was Vice President and Relationship Strategist for PNC Wealth Management in the Philadelphia region. Earlier in his career, he served as a Financial Advisor for Merrill Lynch, and as a Senior Mortgage Consultant with Prudential Fox & Roach Realtors. Mr. Gonzalez has served in leadership positions for a wide range of volunteer organizations, most recently as outgoing President of the Board for the Delaware Valley Legacy Fund. He holds a Master of Business Administration from the University of Maryland, focusing on Finance and Global Business, and a Bachelor of Music from Colorado State University.

    Joe Enten is a Development Manager at NPT, with more than a decade of nonprofit experience, with eight years at nonprofits in the Pittsburgh area. He has a SIE certification and a Master’s in Nonprofit Leadership from the School of Social Policy and Practice at the University of Pennsylvania, where he was awarded the Emerging Leader Award. Joe attended the University of Pittsburgh for his Undergraduate degree in Political Science, with Certificates in African Studies and Latin American Studies. He currently resides in Scranton, PA with his wife Kate, son Anders, dog Benny and cat Keak the Sneak. He is also the Shooting Guard/Power Forward for the Sammy’s Soldiers team at the JCC recreational basketball league.

    For directions on how to get to the Rivers Club and where to park, please visit https://ppgc.net/rivers.

    Click here to add this event to your calendar.

    • May 09, 2023
    • 12:00 PM - 1:00 PM
    • Webinar


    Webinar: Gifts of Real Estate: They Don't Have to Be Perfect
    When a donor offers your organization a gift of real estate, the response is not always excitement. Apprehension, frustration and downright negativity can also be expressed. Lack of understanding, previous experiences (both good and bad) or lack of vision can color management’s opinion as to the value of such gifts. At the same time, proffered gifts are not always as they seem. Some may look like gems but are laden with problems. Some may look to be too complicated, even fatally flawed, but turn out to be transformative. After briefly laying out suggested guidelines for accepting gifts of real estate, the major portion of this session will center on a discussion of several actual gifts, both accepted and declined. The focus will be on the factors that helped guide the decisions, and the results. Participants will invited to share cases from their own experience in advance of the program for discussion and guidance during the webinar. All participants will leave the session with tools to help initiate, or refine, their processes for evaluating, receiving and managing gifts of real property.

    Pete Sommerfeld

    SENIOR PHILANTHROPIC ADVISOR, OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION

    Pete Sommerfeld joined the gift planning team at Oregon Health & Science University Foundation in October 1996. In December, 2010, he was named the Foundation’s first Senior Philanthropic Advisor, having previously served as its Senior Director of Gift Planning. In total, he has over 30 years of experience in the field. During his tenure with OHSU Foundation, he has collaborated with donors and their advisors to design and close a variety of gifts in support of all aspects of OHSU’s mission. Pete is a former Board member of the Northwest Planned Giving Roundtable, and holds membership in the National Association of Charitable Gift Planners and its Leadership Institute. In 2015 Pete received the Distinguished Service Award from the Roundtable in recognition of his contributions to the organization. In 2001 he earned designation as a Certified Specialist in Planned Giving (CSPG) from the American Institute of Philanthropic Studies at California State University, Long Beach.

    Note: This session was pre-recorded on 2/22/2022.

    Click here to add this event to your calendar.

    • July 11, 2023
    • 11:45 AM - 1:00 PM
    • The Rivers Club
    • September 12, 2023
    • 11:45 AM - 1:00 PM
    • The Rivers Club
    • November 14, 2023
    • 11:45 AM - 1:00 PM
    • The Rivers Club

Past events

December 07, 2022 CGP webinar / Easy Self-Care Hacks with Dr. Smita
November 15, 2022 Speaking in Ages: Understanding the Communications Needs of our More Senior Donors
October 27, 2022 14th Annual Financial Four'um
October 26, 2022 NACGP Conference 2022 (Reno, NV)
October 14, 2022 2022 Emerging Philanthropy Conference: Refresh, Renew & Reconnect
September 29, 2022 Career Checkpoint: The Long and Winding Road of Estate and Gift Planning
September 27, 2022 Business Exit Planning and Goodwill Hunting
July 26, 2022 Neighborhood Block Party
May 03, 2022 Spring Webinar--Philanthropy for the Modern Family
April 12, 2022 Spring Webinar--Mine Your Own Business! Employing Your Data, Discovering Prime Prospects
March 29, 2022 The Ins and Outs of IRAs: What Every HNW Advisor Should Know
January 26, 2022 Friends for Life: Stewarding Planned Gifts
December 14, 2021 Holiday Luncheon
November 10, 2021 2021 Emerging Philanthropy Conference: THRIVE
September 07, 2021 Neighborhood Block Party
August 24, 2021 Gift Acceptance Models that Work: Building on Opportunities for Noncash Gifts
July 13, 2021 How We Do It: Making the Internal Case for a Gift Planning Program
May 18, 2021 Donor Stories in Planned Giving Marketing–To Use or Not to Use
March 31, 2021 Digital Branding: Advancing Your Outreach, Engagement and Storytelling
January 19, 2021 Three Charitable Strategies for Clients with IRAs and Retirement Plans
December 08, 2020 Three Research-based Methods to Turbocharge Your Planned Giving Program
October 06, 2020 2020 Emerging Philanthropy Conference: A Vision for Pittsburgh
September 08, 2020 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
August 11, 2020 Stuck in the Middle With You: Donor, Planner, Business Officer
July 28, 2020 Cues and Clues...Responding Now to What Prospects Tell You Are Impediments to Giving
July 14, 2020 Disasters, Crises and Downturns: Policies to Protect Giving
June 09, 2020 The SECURE Act Planning for Impact on Inherited IRAs
March 03, 2020 The Cryptocurrency Contingency: Planning for Digital Gifts
January 14, 2020 Ask a Senior Officer Panel Discussion
November 12, 2019 Talking with Donors About Their Legacy (and Creative Planned Giving Solutions!)
September 10, 2019 Tax Info Every Gift Planner Should Know
July 09, 2019 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
April 24, 2019 2019 Emerging Philanthropy Conference: Power Up!
March 12, 2019 For Better Result Break the Pattern: Control the Process and Maximize Your Donor Relationships
January 08, 2019 Planned Giving Marketing
November 13, 2018 Qualifying Planned and Major Gift Donors in One Easy Visit
September 11, 2018 A Family Album: Snapshots from A History of Charitable Gift Planning
July 10, 2018 Planned Giving 101
April 26, 2018 2018 Emerging Philanthropy Conference: What's on Your Mind?
March 13, 2018 Estate and Charitable Planning Under the Tax Cuts and Jobs Act
January 09, 2018 Tax Reform Updates
November 14, 2017 The 2016 Planned Giving Study: New Insights from Data on Planned Gifts
September 12, 2017 Transferring Value and Values: The Role of Philanthropy in Creating Responsible Heirs
July 11, 2017 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
June 13, 2017 Planned Giving 101
April 27, 2017 2017 Emerging Philanthropy Conference: Who's Driving the Car?
March 14, 2017 Partners in Crime: Major Gifts and Planned Giving
January 10, 2017 From Data to Design – A practical application of how market research can help drive your organization’s creative proces
November 08, 2016 Gift Planning Metrics: The Empire Strikes Back or A New Hope?
September 20, 2016 What's Love Got to do With It? Choosing or Serving as an Executor of an Estate
July 19, 2016 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
April 29, 2016 2016 Emerging Philanthropy Conference: Love & Logic in Fundraising
March 22, 2016 Nonprofit Investment Management in the Current Market Environment
January 19, 2016 The Art of Talking to Donors About Planned Giving
November 10, 2015 Advocating for the Non-Profit Sector
September 08, 2015 Let’s Hang Out Above the Line
July 14, 2015 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
April 24, 2015 2015 Emerging Philanthropy Conference: Finding Passion in Fundraising
March 10, 2015 Questions to Start Gift Planning Conversations.
January 13, 2015 Planning for an Individual with Special Needs Presented by Stephen A. Hall, Esquire, & Nicole Bazzy, Esquire of Burns White, LLC
November 11, 2014 Including Charity in Estate Plans with Individual Retirement Accounts
September 09, 2014 Charitable Giving Using Life Insurance - the Good, the Bad, and the Ugly
July 08, 2014 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
May 02, 2014 2014 Emerging Philanthropy Conference: Navigating Change
March 11, 2014 Wag More Bark Less: There Is Money Out There.
January 14, 2014 The Power of Donating Complex Assets - Trends, Opportunities and Considerations
November 12, 2013 Millennials and Philanthropy
September 10, 2013 Charitable Planning for Nontraditional Families
July 09, 2013 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
April 25, 2013 2013 Emerging Philanthropy Conference: Relationships Matter
March 12, 2013 Endowments: Why have them and considerations in investing them
January 08, 2013 Wealth, Philanthropy and the Global Financial Crisis.
November 13, 2012 A Time for Thanks: Planned Giving Stewardship Discussion
September 11, 2012 Planned Giving with Personal Property
July 10, 2012 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
April 26, 2012 2012 Emerging Philanthropy Conference: Making It Work
March 13, 2012 Maintaining and Enhancing Your Stream of Charitable Giving While Working Smarter, not Harder.
January 10, 2012 Maximize Your Message with Multichannel Marketing; Eliminating the Silos in Your Marketing Programs
November 08, 2011 How Changing Donor Demographics Impact How Charities and Advisors Work Together
September 13, 2011 Get Out the Door! A Presentation for Any and All Fundraising Staff
July 12, 2011 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
April 27, 2011 2011 Emerging Philanthropy Conference: Step-Up - a New Decade of Philanthropy
March 08, 2011 The New Estate Tax Law- How it will affect Charities and Non-Profits
January 11, 2011 Estate Planning for Royalties
November 09, 2010 The 13 Sins of Planned Giving Marketing
September 14, 2010 How Much is Enough: Will Your Inheritance Be a Blessing or a Burden
July 13, 2010 Appraisals of Charitable Property: The Right Way the Wrong Way and Some Examples
May 11, 2010 Dialing for Deferred Gifts: Why third-party planned giving calling programs could be your new best friend.
March 24, 2010 2010 Emerging Philanthropy Conference: Igniting Passion
January 12, 2010 Non-Profit Fraud: Case Examples, What Happened and Why
November 10, 2009 Metrics for Measuring Planned Giving Success in Small and Large Shops
September 08, 2009 Tax Planning for 2010 and Beyond
July 14, 2009 Special Needs and Special Needs Strategies
April 22, 2009 2009 eMerging Philanthropy Conference
March 19, 2009 Planned Giving 101 - Joint Meeting with AFP Chapter
January 13, 2009 Uncovering Philanthropic Opportunities
November 11, 2008 Millionaire Next Door Prospects or Attracting Younger Prospects (40s and 50s)
September 09, 2008 Using the new 990 as a Public Relations Tool
July 08, 2008 Using Educational Seminars as a Planned Giving Tool
April 23, 2008 2008 PPGC/AFP Summit
March 11, 2008 Due Diligence Checklist for Gifts of Closely Held Business Interests
January 08, 2008 Can’t We Just Get Along – Working with advisors
November 13, 2007 Ten Ways to Enhance Your Planned Giving Program
September 11, 2007 Case Studies from the Trenches That Will Curl Your Toes: Seemingly Harmless Fact Patterns that are Horribly Wrong
July 10, 2007 Charitable Gift Annuity Tune-up
May 25, 2007 2007 PPGC/AFP Summit
March 13, 2007 Legal Updates
January 09, 2007 Overcoming the Stigmas of Opportunity Development
November 14, 2006 The 10 Myths of Marketing Planned Gifts
September 12, 2006 Wealth & the Family: The Art of Questions
July 13, 2006 Ethical Issue For Fundraising Professionals Serving On Non-Profit Boards
May 17, 2006 2006 PPGC/AFP Summit
March 14, 2006 Managing Your Career
January 12, 2006 The Two Faces of the Big Ask
September 13, 2005 Charitable Giving as a Side Dish
July 12, 2005 Secure planned gifts from women
May 10, 2005 Tax updates and Impacts
April 20, 2005 2005 PPGC/AFP Summit
March 08, 2005 Donor Panel Discussion
January 11, 2005 Valuing Gifts of Life Insurance
November 09, 2004 Updates in Planned Giving: Donor Managed Investment Accounts, Car and Patent Donations, Life Insurance, The No Care Act and Other Such Nonsense
September 14, 2004 Working Effectively with Advisors
July 14, 2004 Pittsburgh Philanthropy Then and Now
May 11, 2004 Becoming a CFRE: A Practical How-To Guide
April 21, 2004 2004 PPGC/AFP Summit
March 09, 2004 How to Effectively and Efficiently Use Outside Legal Counsel.
January 13, 2004 Charities and allied professionals should be proactive in soliciting gifts of real estate from donors and clients.
November 18, 2003 CAPA: The Collaborative Effort That Succeeded!
September 09, 2003 The Family Wealth Paradigm: Integrating Family Values with Wealth Planning for a Lasting Legacy
August 27, 2003 Tax Law for Gift Planners
July 08, 2003 Life Insurance and Charitable Gift Planning Options
May 13, 2003 You Make Me Want to be a Better Donor
March 11, 2003 Introduction to Qualified Plans And Distribution Planning
January 14, 2003 How to Evaluate Your Planned Giving Program When There Are Too Many Other Things To Do
November 12, 2002 Goals for 2003
September 10, 2002 Preparing for the Biggest Year End Ever!
July 09, 2002 Spectacular Stewardship (NCPG Educational Video Series)
May 14, 2002 Charitable Gift Planning and Tax Exempt Organization Issues
March 12, 2002 Planned Giving in an Uncertain Economy
January 08, 2002 How to Explain Charitable Remainder and Charitable Lead Trusts to the Lay Person
September 11, 2001 The 2001 Tax Act and its Effects on Charitable Giving
July 10, 2001 Video: Stone Soup Planned Gift Marketing – B.Y.O. Ingredients!
May 08, 2001 Hot Issues In Charitable Giving
March 13, 2001 Maximizing Charitable Bequests
January 09, 2001 Winning the Ultimate Challenge
September 12, 2000 Developments Affecting Charitable Planning
July 11, 2000 2000 National Conference Video
May 09, 2000 How The Psychological and Financial Concerns of Older Adults Affect How They Live With Their Planned Giving Choices!
March 14, 2000 Increasing Your Personnel Effectiveness
January 11, 2000 Valuing Gifts From A Donor’s Perspective

Pittsburgh Planned Giving Council
PO Box 14852
Pittsburgh, PA 15234

office@ppgc.net     *     412-206-1447

The information contained on this site is not intended as legal or tax advice and is provided solely for informational purposes to the members of the Pittsburgh Planned Giving Council.

Powered by Wild Apricot Membership Software