PPGC News and Updates

Please see this email from the National Association of Charitable Gift Planners. Note that it only affects those who are a part of the national organization and does not impact your local dues at the Pittsburgh Planned Giving Council.

At CGP, we are committed to the future of charitable gift planning and work tirelessly to support the professional success of our members. Our focus is on three strategic priorities: Building Awareness and Increasing Influence, Defining and Developing Competence, and Creating a Supportive Environment. CGP has dedicated significant resources to enhance the value of your membership. Over the past year, CGP has expanded its advocacy activities, conducted two major surveys, introduced new educational programming, grown the CGP conference, and launched a new website platform for our partner councils. Looking ahead, we plan to enhance member engagement, offer partner program discounts, improve technology for accessing educational resources, and continue developing programming based on the National Standards for Gift Planning Success. We are excited about the future of charitable gift planning. This is a crucial time to invest in your programs and professional skills to ensure that your organizations can effectively participate in the ongoing wealth transfer. As your partner, CGP supports you in advocating for your program, offers high-quality education, and has established a professional network of individuals and businesses to help you advance your career. To help support these initiatives, effective January 1, 2025, individual annual membership dues will increase to $225. However, you can renew your membership at the current rate of $195 until the end of the year, regardless of when your membership expires. If you have questions or need assistance with your membership renewal, please contact Jessica or Carey. Thank you for being a valued member of the CGP community.

Michael Kenyon President and CEO Nicole Engdahl Chair, Board of Directors

Qualified Charitable Distributions (QCDs) just got a boost with the latest cost-of-living adjustments (COLA) for 2025.

A QCD allows you to roll funds directly from your IRA to a qualified charity, satisfying your Required Minimum Distributions (RMDs) without impacting your taxable income—even without itemizing. Here’s what’s new:

QCD Limit Increased: The maximum annual amount you can donate through a QCD has risen to $108,000 in 2025 (up from $105,000 in 2024).

Split-Interest Options Under SECURE 2.0: Now, you can make a one-time QCD election to a charitable gift annuity or charitable remainder trust, with an inflation-adjusted limit of $54,000 in 2025 (up from $53,000 in 2024).

These adjustments offer more flexibility and tax-efficient giving options for donors. Make sure that your donors are kept informed! 

Have you taken our survey?

We invite you to complete this brief survey to help the Pittsburgh Planned Giving Council (PPGC) better tailor its programming to support your professional needs. As a thank you, responses received by October 11, 2025 will be entered into a drawing for a free one-year membership to PPGC, (a $125 value), which can be used for yourself or a colleague.

https://ppgc.net/survey

CGP is delighted to announce the Hall of Fame 2024 inductees. Three outstanding professionals were selected for the 2024 Hall of Fame Award: Angela Woo Sosdian, Bruce Bigelow, PhD, and posthumously, Alice Pinsley, PhD. Over the course of their careers, they continue the mission of charitable gift planning through their dedication to philanthropy and impact on the organizations they've served.

Congratulations to the new inductees!

Click here to read more.

Dear Members and Friends,

As we reach the halfway mark of 2024, I am thrilled to share the progress and highlights of our council's activities. Since assuming my role as president in January, it has been a rewarding experience to see the dedication and enthusiasm of our members in advancing the mission of planned giving in our community. I would like to take this opportunity to reflect on the events we've hosted so far this year and provide a preview of our upcoming activities.

Highlights of 2024 Events

1. Philanthropy is a Team Sport (January 9, 2024) Mike Bell emphasized the collaborative nature of philanthropy, highlighting the crucial roles of the CEO, Chief Development Officer, and Board members. He discussed the importance of leveraging leadership visibility to promote philanthropy, and the need for seamless collaboration between gift planning officers and other fundraisers.
2. Understanding Taxation & Philanthropy from a Gift Officer’s Perspective (March 19, 2024) Natalie Taylor & Richard Peyser, provided gift officers and financial advisors with a primer on tax-wise giving covering taxation, tax rates, standard deduction vs. itemizing, capital gains impact, and utilizing assets to maximize philanthropic impact.
3. Promises Made, Promises Kept, and a Promising Future (May 14, 2024) Saleem Ghubril & Chan-Elle Vassell presented "Promises Made, Promises Kept, and a Promising Future," a discussion highlighting the evolution and impact of The Pittsburgh Promise, which has awarded nearly 12,000 scholarships worth $174 million. The speakers discussed lessons from their journey and the future direction of the organization, emphasizing the importance of local voices in fundraising and social change.

Upcoming Events

1. PPGC Summer Social (July 16, 2024) Join us for an evening of networking and celebration at our Summer Social Event at the East Side Campus of the Humane Animal Rescue Pittsburgh. This gathering will be a fantastic opportunity to connect with other fundraising professionals, share experiences, and enjoy a relaxing evening together. Hors d'oeuvres, light refreshments and a tour of the facility will be offered! Attendance is free and you don’t have to be a member to attend—we look forward to seeing you there!
2. Emerging Philanthropy Conference (September 27, 2024) Mark your calendars for our flagship event, the Emerging Philanthropy Conference. This annual conference will feature a stellar lineup of speakers, interactive workshops, and networking opportunities. It promises to be an enriching experience for all attendees, providing the latest insights and trends in the world of philanthropy and planned giving. Registration is now open!

Thank you!

I would be remiss if I did not also extend my heartfelt gratitude to our board members and other volunteers for their continued support and participation. Your commitment to PPGC and to advancing planned giving in our community is truly inspiring.

As we move forward, I encourage you to stay engaged, share your ideas, and participate in our upcoming events. Together, we can make a significant impact and continue to foster a culture of giving in Pittsburgh.

Thank you for your dedication, and I look forward to seeing you at our future events.

Warm regards,

Matthew Clark
PPGC President

The 2024 CGP Conference scholarship window is open through July 15. Each scholarship includes complimentary conference registration and a one-year CGP membership. Scholarships are restricted to first-time conference attendees. Scholarships are funded through the generosity of individual donors and companies dedicated to supporting the broader profession of charitable gift planning. The goal of the scholarship fund is to promote philanthropic planning techniques among a broad base of individuals. Learn more about the process and submit an application below. CGP Scholarship

Join us for a conversation on Diversity, Equity, and Inclusion (DEI) in Planned Giving on May 15 at 1 p.m. ET. Hosted by CGP’s DEI Committee, this discussion will explore the latest trends, emerging practices, and future outlooks in the realm of planned giving. No matter your role in planned giving, don’t miss this opportunity to engage with the DEI Committee, share insights, and chart a course toward a more inclusive and impactful philanthropic future. May 2024 15 1 p.m. ET

Register Now

Giving Docs has announced the 2024 Giving Docs biennial DEI in Planned Giving survey. Launched in 2022, this survey is a cornerstone of our mission to monitor industry trends and share effective practices in planned giving fundraising. Your participation is essential in helping us gather valuable insights and continue our collective pursuit of inclusive excellence.

Survey Details

Eligibility: Open exclusively to fundraisers currently employed in non-profit roles (please note, this survey is not intended for consultants or professional advisors).

Confidentiality: Your responses will be kept confidential. While individual comments will remain anonymous, we may publish summarized data and non-attributable quotes.

Thank you for helping us gather this important data that will provide greater insights on DEI practices in planned giving.

Take the Survey

Congratulations to our new board members for the 2024-2025 term:

• Matthew Clark - President
• Cynthia Caldwell - Immediate Past President
• Rachel Zadnik - Vice President / President Elect
• Susan Salyards - Secretary
• Colin Connolly - Treasurer
• Taylor Staiger - Assistant Treasurer
• Jack Owen - Legislative Affairs
• Brittany Zuckerman - Public Relations Committee Chair
• Patricia Winter - Resources Committee Chair
• Z. Allen Abbott - Program  Committee Chair
• Anne Lee - Emerging Philanthropy Conference Committee Chair
• Chris Crytzer - Membership Committee Chair
• Josh Diller - Director-at-large

We had our first board meeting prior to the January 9, 2024 regular meeting and are looking forward to working together to create a community where every individual leaves a legacy through philanthropic estate gifts.

“Transformational philanthropy” is a gift that has as profound an impact on the donor who makes it (and often their family) as it does on the organization receiving the gift. Transformational philanthropy is not a function of the size of the gift. It is a function of the passion behind the gift.

Join us on November 14, 2023 as Rod Zeeb describes the steps to creating a transformational gift, and the one vital question that philanthropic planners often fail to ask.

Registration is now open!