CGP Advocacy Updates
Hear the latest updates impacting philanthropy with representatives from capitol hill with CGP Advocacy Updates.
These bi-monthly events are hosted virtually at 1 p.m. ET. The topic is shared in the weeks leading up to the event.
Advocacy Updates are free to attend but registration is required.
You will need to register for each event separately: 1. February 20, 2025, 1:00 PM - 2:00 PM2. April 17, 2025, 1:00 PM - 2:00 PM3. June 12, 2025, 1:00 PM - 2:00 PM4. August 21, 2025, 1:00 PM - 2:00 PM5. October 23, 2025, 1:00 PM - 2:00 PM6. December 18, 2025, 1:00 PM - 2:00 PM
Title: Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program
Presenter: Joe Bull
Webinar Description: In the fall of 2019, Giving USA Foundation produced its first-ever report on gift planning, "Leaving a Legacy: A New Look at Planned Giving Donors." Unfortunately, this special report has largely been lost to the refocusing of gift planners during the COVID pandemic. ACGA's most recent Survey of Charitable Gift Annuities has similarly been neglected. These reports contain a treasure trove of data that should be implemented by gift planning programs to identify potential planned gift donors, improve the interactions with those donors, strengthen the relationships with existing donors, and build organizational leaders' support of the gift planning program. Most organizations can also do a better job of mining their own data. This session will provide research-based insights that gift planners from any organization can use to enhance their gift planning programs.
Note: This session was pre-recorded on 1/30/2024.
Save the Date!
PPGC Summer SocialTuesday, July 15, 2025 | 4:30 PM – 6:30 PMGreater Pittsburgh Community Food Bank1 N. Linden Street, Duquesne, PA 15110
Join the Pittsburgh Planned Giving Council for an evening of live entertainment, light refreshments, and a guided tour of one of the region’s most impactful nonprofit organizations.
All PPGC members and guests are welcome!
More details and registration info coming soon—mark your calendar!
Title: P.I.V.O.T. to Turn Planned Gift Inquiries into Planned Gifts
Presenters: Karen L. Piel and Delinda Rood
Webinar Description: Some of the best days for a gift planner are those when you receive a phone call or email “out of the blue.” A visitor to your website completes a request for a gift annuity illustration. A long-time annual donor calls to ask for your stock transfer instructions. An advisor sends an inquiry about your policy on accepting real estate gifts. You respond to the query, then wait for a response (or a gift) and are met with silence. The promising lead became a dead end, and you have no idea why. What could you have done differently? In this session we will learn a five-step response to emails, calls, and website inquiries that turns them into planned gifts.
Note: This session was pre-recorded on 5/21/2024.
Title: Using Portfolio Reviews to Maximize Planned Gifts For Your Organization
Presenter: Camille Anderson Licklider
Webinar Description: How can we best serve our fundraising colleagues as they manage proposals that have a planned giving component? How do we "check up" on their progress in a way that feels supportive? How do we encourage them to collaborate with us, and how do we ensure that all of our proposals are on track? Conducting portfolio reviews on a consistent basis can increase the likelihood that open proposals close in a timely manner, while also serving as an effective form of education for fundraisers at all levels of your organization. This session demonstrates one institution's approach to micro-portfolio reviews that are focused on planned gifts and how this process has created a culture of collaboration and teamwork across a vast array of fundraising teams.
Note: This session was pre-recorded on 11/19/2024.
Registration Now Open!
Join us for the 2025 Emerging Philanthropy Conference, happening on Friday, September 26, 2025, at the RLA Conference Center in Cranberry Township—just a short drive north of Pittsburgh. This premier event will bring together fundraising professionals from across the region for a day filled with inspiration, learning, and connections.
Earn CFRE and CLE credits as you explore a diverse lineup of sessions designed to elevate your skills and expand your impact. Stay tuned for updates, and visit emergingphilanthropy.org to learn more.
Don’t miss this incredible opportunity to grow your network and strengthen your practice. We look forward to seeing you there!
Save the date for CGP Conference 2025 in Indianapolis: October 15-17 at the JW Marriott.
The National Association of Charitable Gift Planners is looking forward to welcoming you to CGP’s hometown for connection, innovation and opportunities for professional development. From the iconic Monument Circle to the growing art and food scene, explore all that Indianapolis has to offer during CGP Conference 2025. Learn more at https://charitablegiftplanners.org/cgp-conference
Our popular roundtables are back! Stay tuned for additional information on time and registration details.
Pittsburgh Planned Giving CouncilPO Box 14852Pittsburgh, PA 15234
office@ppgc.net * 412-206-1447
