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Planned Giving: Next Level Charitable Gift Annuity Strategies! Have you Considered...

  • 05/06/2022
  • 8:30 AM - 10:00 AM
  • Manatee Community Foundation

Registration


Registration is closed

Presented by: Christopher M. McGurn, Director, PNC Institutional Planned Giving Solutions

8:30 a.m. - Networking & Refreshments

9:00-10:00 a.m. - Program             

Sponsored & Hosted by:  Manatee Community Foundation, 2820 Manatee Ave West, Bradenton FL 34205

The simplicity of establishing a Charitable Gift Annuity (CGA) has driven its popularity and allowed many charities to grow their planned gifts for decades. While it has held the mantel of  ‘most popular life-income gift’; the overall number of CGAs received appears to be contracting.  Additionally, organizations are seeing a greater variety in the type of annuities they receive, size of gift, as well as the assets being used.  Discussion will range from general industry observations to specific individual gift scenarios and cultivation/stewardship strategies to enhance your donor connections and help grow your program.

Three key takeaways:

  • Statistical and industry evidence to help promote the CGA concept from within your organization.  Help all stakeholders, including finance, to understand that CGAs are relevant and a powerful arrow in the development quiver.
  • 'Have you considered’ creative gift strategies to go beyond the standard CGA offering and story.  Create a gift based on what your donor tells you they want.
  • ‘Have you considered’ stewardship strategies.  Realize the powerful and full stewardship potential of your CGA program.

We’ll discuss taking your program to the next level with:

  • Linking the Finance and Development sides of Planned Giving
  • Creative Gift Strategies
  • Stewardship Strategies


Please register now for this in-person program.
Free for CGPSWFL Members
$15 for any Non-Member Attendees (Guests are welcome to join us!)
Email cgpswfl@gmail.com with any registration questions.


About Our Speaker: 


Christopher M. McGurn is Director of PNC Institutional Planned Giving Solutions. His responsibilities include oversight of a team of Planned Giving relationship managers and investment professionals and ensuring that there is a consistent delivery of investment advice, administration and education to PNC’s local and national Planned Giving clients.  His team provides insight in the areas of life income gift administration and investments for charitable gift annuities, charitable remainder trusts, and pooled income funds and works with clients to create specific administrative and investment programs designed to help meet their needs.

Christopher started his planned giving career with Mercantile Bank & Trust in 1992. In 2000, he became the director of gift planning at Catholic Charities of Baltimore where he was responsible for securing a significant number of gift annuities and memberships in the planned gift recognition society. In 2003, Christopher returned to Mercantile and became part of PNC Bank following PNC’s acquisition of Mercantile in 2007.


Christopher earned a Bachelor of Science in business administration with concentrations in management, finance and marketing from Towson University. He served on the board of the National Association of Charitable Gift Planners from 2015 to 2018, and as its chair in 2018. H e is a past board member and treasurer of the National Capital Gift Planning Council in DC and the Chesapeake Planned Giving Council and currently serves on the board of the Central Florida Charitable Gift Planners Council. He frequently serves as a guest speaker at conferences and educational programs across the country.

Special thanks to the Manatee Community Foundation for hosting and sponsoring this program. 



 

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