There are so many talented people working in our profession who are worthy of recognition. Please take a few minutes to nominate a deserving individual or organization for one of the following PPGC awards.
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
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.
September 7
Registration begins at 11:45
The Rivers Club
FREE for PPGC Members, $30 for Non-Members
For the first time in over a year we will be meeting in person at The Rivers Club!
Join the PPGC community for a well-crafted roundtable discussion designed with specific questions to help you share ideas and learn from others. Please come prepared to share your thoughts, best practices and experiences with your fellow PPGC neighbors.
This multi-day virtual conference will feature Keynote Speaks Dr. Russell James and Alice Ferris, CFRE, ACFR and a celebration of philanthropy in our region with National Philanthropy Day.
