Next Level Charitable Gift Annuity Strategies

  • September 18, 2024
  • 12:00 PM - 1:30 PM
  • PSA Financial - 11311 McCormick Rd., Ste 500, Hunt Valley, MD 21031 - Potomac Room



Fulfilling Donor Needs

This simplicity of establishing a Charitable Gift Annuity [CGA] has driven its popularity and allowed many charities to grow their planned gifts for decades. In this, session we will share:

  • Statistical and industry evidence to help promote the CGA concept from within you organization.
  • 'Have you considered' creative gifts strategies to go beyond the standard CGA offering and story.
  • 'Have you considered' stewardship strategies to help deepen the relationship with your donors.

Discussion will begin with a brief overview of the CGA. We will quickly move to general industry observations to help promote the CGA concept from within your organization. Next, we will share '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 need. Finally, we will present 'have you considered' stewardship strategies. Join us to explore the powerful cultivation and stewardship potential of you CGA program.

Featured Speaker

Chris McGurn, SVP Director, Planned Giving Solutions - PNC Institutional Asset Management

Chris is currently a Senior Vice President with PNC's Institutional Asset Management residing in Saint Augustine, Florida. He is the Director of PNC's Planned Giving Solutions Group. He has been in the planned giving business since 1992.

McGurn served on the board of the National Association of Charitable Gift Planners [2015-2018] and as its Chair in 2018. Currently he is serving on the Charitable Gift Planners of Central Florida [CGPCF] board. He has also served on the board of the Chesapeake Planned Giving Council [CPGC] and the National Capital Gift Planning Council [NCGPC] in DC during his career.


Member - $50

Non-member - $75

Continuing Education

This program qualifies for Continuing Education credit for individuals CAP certified. Please contact us should you need a Certificate of Completion.


Event Policy

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