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The mission of Charitable Gift Planners of Tampa Bay (formally the Partnership for Philanthropic Planning of Tampa Bay) is to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.

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February CGP Meeting - Charitable Gift Annuities - Next Level Strategies

  • February 14, 2024
  • 11:30 AM - 1:00 PM
  • In Person at Goodwill Business Center or Virtual

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Charitable Gift Annuities - Next Level Strategies

Have you considered...

The 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 evidenceto help promote the CGA concept from within your organization.

        ‘Have you considered’ creative gift strategies to go beyond the standard CGA offering and story.

        ‘Have you considered’ stewardship strategies. to help deepen the relationship with your donors.


Presented by:

Christopher McGurn, Sr. Vice President, Director, Planned Giving Services Group at PNC


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Wednesday, February 14, 2024

11:30 a.m. Networking

Noon Program and Lunch

Advance registration is required

IN-PERSON and LUNCH

CGP Tampa Bay Members - $0.00

Guests - $35.00

VIRTUAL

CGP Tampa Bay Members - $0.00

Guests - $15.00


Meeting will be held:

Goodwill Business Center, 10596 Gandy Blvd., St. Petersburg 

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ANNUAL SPONSORS:

Adelphi Trust Company

American Cancer Society

Community Foundation Tampa Bay

Goodwill Industries - Suncoast, Inc.

Johns Hopkins All Children’s Hospital Foundation

Pentera

SPCA Tampa Bay

TOP Jewish Foundation

USF Foundation, Office of Gift Planning

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Bio:  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.



Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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