Award nominations are open until August 31, 2021. Awardees will be recognized at the EPC Awards Luncheon on Wednesday, November 17, 2021.
For more information, contact Pat Quinn Winter at winterp@carnegielibrary.org or 412.622.8873
The Allied Professional Award
This award honors an individual, organization or group from the tri-state area who is deserving of recognition for their efforts to advance charitable gift planning and philanthropy. The successful nominee will be an allied professional(s) (e.g., attorney, stock broker, insurance or real estate professional, certified public accountant, certified financial planner, marketing company, consultant) who has made significant contributions to PPGC through one or more of the following efforts:
support for events and conferences that present issues and trends in the area of charitable gift planning
contributions to the field’s knowledge base through development and sharing of professional resources, including further education in charitable gift planning
mentorship (formal or informal) that supports individual growth and expanded opportunities
promotion and advocacy for expanding charitable gift planning opportunities
service to the gift planning field
The PPGC Excellence Award
This award honors a program, service or initiative that demonstrates excellence and innovation in the field of charitable gift planning and philanthropy. The successful nominee (which can be an individual, team or organization) will demonstrate creativity, leadership, innovation and/or efficiency in the development of a new or improved program, service or initiative. Results of these efforts serve as a standard for others and have lasting value for the charitable gift planning field. Examples include, but are not limited to:
best of class institutional gift planning programs
educational, awareness and advocacy efforts
gift planning standards, articles, model documents or best practices
marketing campaigns
commitment to growing equity, diversity and inclusion within the charitable gift planning profession
How We Do It: Making the Internal Case for a Gift Planning Program (virtual)
Tuesday, July 13 at noon
FREE for PPGC Members, $5 for Non-Members
To sustain a gift planning program over the long term, every organization needs a strong internal business case for gift planning
embraced by management and Board. That case is based on data about planned gifts - your own and in national studies - and also stories about the impact of those gifts. In this webinar, gift planners who have made the case to start, grow, or revive their programs will share what they've learned about what works and what doesn't.
What you’ll learn
Data from internal and external sources that make a strong case for investment in gift planning.
How to keep the case current and keep it in front of the people who need to see it.
Tools and techniques for presenting the case.
Presented by:
Alex Brovey SENIOR DIRECTOR, GIFT PLANNING, NORTHWELL HEALTH FOUNDATION
Kathryn Miree PRESIDENT, KATHRYN W. MIREE & ASSOCIATES, INC.
Phil Purcell SENIOR COUNSEL OF PHILANTHROPY, FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS AND EDITOR, PLANNED GIVING TODAY
Gift Acceptance Models that Work: Building on Opportunities for Noncash Gifts (Virtual)
August 24 at noon
FREE for PPGC Members, $5 for Non-Members
In a review of 2016 990s from the nation’s 211 largest charities, Bryan found that a very small minority of the organizations accept any gifts of illiquid assets. Among this small group, only 3 organizations received more than half of all the value from real estate gifts and just 7 organizations received nearly two-thirds of the value from business interest gifts. The vast majority of nonprofit organizations are only seeking and accepting gifts of cash, voluntarily limiting the growth of their fundraising programs. In this presentation recorded at the CGP Conference earlier this month, Bryan encourages charities of all sizes can take to embrace substantial gifts of assets that their supporters surely own and would like to donate.
After reviewing the opportunity for gifts of noncash assets, Bryan walks attendees through four steps that can lead any organization to success with noncash gifts.
First: Determine what assets are likely to be donated.
Second: Develop a risk tolerance profile for your organization and plot that profile on a risk continuum.
Third: Develop sound gift acceptance policies and procedures with risk reduction strategies.
Fourth: Develop a gift acceptance model that includes how to refer noncash assets that are not conducive for direct receipt
About the presenter
Bryan Clontz is the author of Charitable Gifts of Noncash Assets (2nd Edition), an exhaustive guide to the many types of illiquid assets that may be used in philanthropy. He is the founder and President of Charitable Solutions, LLC, specializing in noncash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds as well as virtual currency and life insurance appraisals/audits. Bryan is the founder of the National Gift Annuity Foundation and the Dechomai Foundation, Inc., and Dechomai Asset Trust - two national donor advised funds focusing on noncash assets generally and S-corp transactions, respectively. He is former member of CGP’s Board of Directors and a member of its Leadership Institute.
Save the Date!
Emerging Philanthropy Conference 2021
Planning is already underway for the annual conference. The committee is looking for committee members with marketing, public relations or graphic art skills. Please contact Sarah at office@ppgc.net if you are interested in helping with EPC this year.
Save the Dates!
2021 PPGC Meetings
Programs are always FREE for PPGC Members.
May 18, 2021 (virtual)
July 13, 2021 (virtual)
September 7, 2021
November 9, 2021
