Charitable Planning PGC

State of the Sector: Policy Impacts and Local Trends

Non Profit Center: State of the Sector

No Alphabet Soup for You: An Introduction to Most Planned Gifts

Presentations

2025 Presentations

Jacksonville AI Presentation

Pitfalls of Charitable Giving

New Age Philanthropy

The Chilling Effect of Long Term Care on Charitable Giving

2020 Presentations

Building your Planning Giving Program

Women and Money

Advanced Charitable Planning

Donating Do’s and Don’ts: Putting Generosity to the Test

Making the Case For Long Term Giving

Sifting the Wheat From The Chaff

iCLATs- Don’t Wait for Your Charitable Deduction

2019 Presentations

When you have done everything else, try planned giving

Unlocking The Form 990

Know Your Role in the Planned Giving Ask: A Case Study Perspective

2018 Presentations

Phyllis Silverstein-PGCouncil 2018 Compliance Version 4

John Erstling and Donna Morrow - PG Symp 2018

Allaire presentation Stewarding the Planned Gift Donor

2017 Presentations

Fundamentals in Planned Giving: How to build a successful program

Top Ten Charitable Trends Every Advisor Should Know in 2017

The Consequences of Blind Ambition: The Story of Unintended Lapses as Stewards & Fiduciaries

Experiments in Email Marketing: Principles of Effective Emails Based on A/B Testing (request .pdf)

The 2016 Planned Giving Study, New Insights from Data on Planned Gifts (request white paper)