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Pittsburgh Planned Giving Council
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All Upcoming events

  • Gatekeeper or Guide? Adapting your Gift Acceptance Policy for today's philanthropic landscape.

    • November 10, 2026
    • 11:30 AM - 1:00 PM
    • Rivers Club
    • 92
    • 2 registrants
    Register

    Gatekeeper or Guide? Adapting your Gift Acceptance Policy for today's philanthropic landscape.

    Presenters: Daniel Juliussen, Heather O'Donnell & Joseph P. Smith of KeyBank

    A good Gift Acceptance Policy shouldn't just protect your organization. It should help donors fulfill their charitable intent. Many nonprofit professionals rarely consult their organization's Gift Acceptance Policy because it is overly long, filled with legal jargon, out of date, or written primarily to identify reasons to decline gifts. Yet a well-designed Gift Acceptance Policy should do more than manage risk. It should help you confidently navigate complex gifts, streamline decision-making, and create pathways for donor generosity. In this highly practical session, participants will learn how to distinguish essential policy provisions from unnecessary complexity and explore ways to transform their GAP into a fundraising asset rather than an administrative obstacle.

    BRING YOUR GIFT ACCEPTANCE POLICY WITH YOU

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Past events

September 25, 2026 2026 Emerging Philanthropy Conference
September 08, 2026 The Challenges of Longevity to Philanthropy
July 14, 2026 PPGC Summer Social
May 21, 2026 CGP Advocacy Update - May 2026
May 15, 2026 PPGC New Member Networking
May 12, 2026 Building the Culture that Fuels Planned Giving
March 10, 2026 What the New Tax Law Means for Philanthropy
January 29, 2026 PG Calc Webinar - Endowment Building Q&A
January 13, 2026 January 2026 Annual Meeting: Ten Ways to (Dis)Engage with Advisors
December 18, 2025 CGP Advocacy Update
November 18, 2025 CGP Emerging Professionals: Conference Debrief and Future Planning
November 12, 2025 PPGC Roundtables and Networking
October 22, 2025 CGP DEI committee and CGP Emerging Professionals collaboration
October 15, 2025 CGP Conference 2025
September 26, 2025 2025 Emerging Philanthropy Conference
August 19, 2025 PPGC Lunch and Learn Webinar
July 29, 2025 PPGC Lunch and Learn Webinar
July 15, 2025 PPGC Summer Social
June 24, 2025 PPGC Lunch and Learn Webinar
May 13, 2025 Simple Strategies for Planning Giving (PG 101)
March 11, 2025 Mastering Donor Conversations: Insights and Strategies
January 22, 2025 CGP Emerging Professionals: How to get more involved in the gift planning community.
January 14, 2025 40 Years of Philanthropy with PPGC
December 12, 2024 CGP Advocacy Update
November 06, 2024 Elections and the IRS
October 28, 2024 2024 CGP National Conference
October 23, 2024 CGP Webinar - Cultural Awareness in Legacy Giving: Enhancing Donor Relationships
October 17, 2024 CGP Advocacy Update
September 27, 2024 2024 Emerging Philanthropy Conference: Building Bridges
September 26, 2024 Free PG Calc Webinar: Qualified Charitable Distributions Revealed
September 19, 2024 CGPWV Annual Summit
August 15, 2024 CGP Advocacy Update
July 31, 2024 Stelter Webinar - The Five Key Financial Planning Trends That Will Impact Giving
July 25, 2024 PG Calc Webinar: Marketing Planned Gifts
July 16, 2024 PPGC Summer Social
June 20, 2024 CGP Advocacy Update: DAF Proposed Regulations
May 22, 2024 Webinar: CGP Mentor Program
May 15, 2024 CGP Webinar: Navigating Diversity, Equity, and Inclusion in Planned Giving
May 14, 2024 Promises Made, Promises Kept, and a Promising Future
March 19, 2024 Understanding Taxation & Philanthropy from a Gift Officer’s Perspective
February 28, 2024 CGP Emerging Professionals Chat - Events: Strategies, tips and tricks for orgs both large and small
February 15, 2024 CGP Advocacy Update / DAF Regulations
January 25, 2024 PGCalc Webinar: Gift Terminations and Appraisals
January 09, 2024 Philanthropy is a Team Sport
December 13, 2023 Marketing Planned Gifts Q&A Webinar
December 12, 2023 Webinar: Planned Giving: Looking Ahead to 2024 and Beyond
November 14, 2023 Multi-Generational Transformational Philanthropy
November 09, 2023 CGP Emerging Professionals Chat - How to maximize what you learned at CGP conference
October 17, 2023 UnCharitable Movie Showing
October 12, 2023 CGP Emerging Professionals Chat - What to expect at CGP Conference and how to make the most of your conference experience
September 29, 2023 2023 Emerging Philanthropy Conference: Choose Your Own Fundraising Journey
September 21, 2023 CGP West Virginia - Annual Summit
September 14, 2023 CGP Emerging Professionals Chat - Engaging with Professional Advisors
September 12, 2023 Perspectives on Philanthropy | Giving USA 2023
August 10, 2023 CGP Emerging Professionals Chat - Training Front-line Colleagues
July 18, 2023 Common Misperceptions About Planned Giving Programs
May 09, 2023 Webinar: Gifts of Real Estate: They Don't Have to Be Perfect
March 14, 2023 Demystifying Donor Advised Funds
January 10, 2023 Picture Your Legacy—and Help your Donors Do the Same
November 15, 2022 Speaking in Ages: Understanding the Communications Needs of our More Senior Donors
October 26, 2022 NACGP Conference 2022 (Reno, NV)
October 14, 2022 2022 Emerging Philanthropy Conference: Refresh, Renew & Reconnect
September 27, 2022 Business Exit Planning and Goodwill Hunting
July 26, 2022 Neighborhood Block Party
May 03, 2022 Spring Webinar--Philanthropy for the Modern Family
April 12, 2022 Spring Webinar--Mine Your Own Business! Employing Your Data, Discovering Prime Prospects
March 29, 2022 The Ins and Outs of IRAs: What Every HNW Advisor Should Know
January 26, 2022 Friends for Life: Stewarding Planned Gifts
December 14, 2021 Holiday Luncheon
November 10, 2021 2021 Emerging Philanthropy Conference: THRIVE
September 07, 2021 Neighborhood Block Party
August 24, 2021 Gift Acceptance Models that Work: Building on Opportunities for Noncash Gifts
July 13, 2021 How We Do It: Making the Internal Case for a Gift Planning Program
May 18, 2021 Donor Stories in Planned Giving Marketing–To Use or Not to Use
March 31, 2021 Digital Branding: Advancing Your Outreach, Engagement and Storytelling
January 19, 2021 Three Charitable Strategies for Clients with IRAs and Retirement Plans
December 08, 2020 Three Research-based Methods to Turbocharge Your Planned Giving Program
October 06, 2020 2020 Emerging Philanthropy Conference: A Vision for Pittsburgh
September 08, 2020 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
August 11, 2020 Stuck in the Middle With You: Donor, Planner, Business Officer
July 28, 2020 Cues and Clues...Responding Now to What Prospects Tell You Are Impediments to Giving
July 14, 2020 Disasters, Crises and Downturns: Policies to Protect Giving
June 09, 2020 The SECURE Act Planning for Impact on Inherited IRAs
March 03, 2020 The Cryptocurrency Contingency: Planning for Digital Gifts
January 14, 2020 Ask a Senior Officer Panel Discussion
November 12, 2019 Talking with Donors About Their Legacy (and Creative Planned Giving Solutions!)
September 10, 2019 Tax Info Every Gift Planner Should Know
July 09, 2019 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
April 24, 2019 2019 Emerging Philanthropy Conference: Power Up!
March 12, 2019 For Better Result Break the Pattern: Control the Process and Maximize Your Donor Relationships
January 08, 2019 Planned Giving Marketing
November 13, 2018 Qualifying Planned and Major Gift Donors in One Easy Visit
September 11, 2018 A Family Album: Snapshots from A History of Charitable Gift Planning
July 10, 2018 Planned Giving 101
April 26, 2018 2018 Emerging Philanthropy Conference: What's on Your Mind?
March 13, 2018 Estate and Charitable Planning Under the Tax Cuts and Jobs Act
January 09, 2018 Tax Reform Updates
November 14, 2017 The 2016 Planned Giving Study: New Insights from Data on Planned Gifts
September 12, 2017 Transferring Value and Values: The Role of Philanthropy in Creating Responsible Heirs
July 11, 2017 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
June 13, 2017 Planned Giving 101
April 27, 2017 2017 Emerging Philanthropy Conference: Who's Driving the Car?
March 14, 2017 Partners in Crime: Major Gifts and Planned Giving
January 10, 2017 From Data to Design – A practical application of how market research can help drive your organization’s creative proces
November 08, 2016 Gift Planning Metrics: The Empire Strikes Back or A New Hope?
September 20, 2016 What's Love Got to do With It? Choosing or Serving as an Executor of an Estate
July 19, 2016 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
April 29, 2016 2016 Emerging Philanthropy Conference: Love & Logic in Fundraising
March 22, 2016 Nonprofit Investment Management in the Current Market Environment
January 19, 2016 The Art of Talking to Donors About Planned Giving
November 10, 2015 Advocating for the Non-Profit Sector
September 08, 2015 Let’s Hang Out Above the Line
July 14, 2015 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
April 24, 2015 2015 Emerging Philanthropy Conference: Finding Passion in Fundraising
March 10, 2015 Questions to Start Gift Planning Conversations.
January 13, 2015 Planning for an Individual with Special Needs Presented by Stephen A. Hall, Esquire, & Nicole Bazzy, Esquire of Burns White, LLC
November 11, 2014 Including Charity in Estate Plans with Individual Retirement Accounts
September 09, 2014 Charitable Giving Using Life Insurance - the Good, the Bad, and the Ugly
July 08, 2014 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
May 02, 2014 2014 Emerging Philanthropy Conference: Navigating Change
March 11, 2014 Wag More Bark Less: There Is Money Out There.
January 14, 2014 The Power of Donating Complex Assets - Trends, Opportunities and Considerations
November 12, 2013 Millennials and Philanthropy
September 10, 2013 Charitable Planning for Nontraditional Families
July 09, 2013 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
April 25, 2013 2013 Emerging Philanthropy Conference: Relationships Matter
March 12, 2013 Endowments: Why have them and considerations in investing them
January 08, 2013 Wealth, Philanthropy and the Global Financial Crisis.
November 13, 2012 A Time for Thanks: Planned Giving Stewardship Discussion
September 11, 2012 Planned Giving with Personal Property
July 10, 2012 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
April 26, 2012 2012 Emerging Philanthropy Conference: Making It Work
March 13, 2012 Maintaining and Enhancing Your Stream of Charitable Giving While Working Smarter, not Harder.
January 10, 2012 Maximize Your Message with Multichannel Marketing; Eliminating the Silos in Your Marketing Programs
November 08, 2011 How Changing Donor Demographics Impact How Charities and Advisors Work Together
September 13, 2011 Get Out the Door! A Presentation for Any and All Fundraising Staff
July 12, 2011 Neighborhood Block Party: A Roundtable Discussion on Planned Giving Best Practices
April 27, 2011 2011 Emerging Philanthropy Conference: Step-Up - a New Decade of Philanthropy
March 08, 2011 The New Estate Tax Law- How it will affect Charities and Non-Profits
January 11, 2011 Estate Planning for Royalties
November 09, 2010 The 13 Sins of Planned Giving Marketing
September 14, 2010 How Much is Enough: Will Your Inheritance Be a Blessing or a Burden
July 13, 2010 Appraisals of Charitable Property: The Right Way the Wrong Way and Some Examples
May 11, 2010 Dialing for Deferred Gifts: Why third-party planned giving calling programs could be your new best friend.
March 24, 2010 2010 Emerging Philanthropy Conference: Igniting Passion
January 12, 2010 Non-Profit Fraud: Case Examples, What Happened and Why
November 10, 2009 Metrics for Measuring Planned Giving Success in Small and Large Shops
September 08, 2009 Tax Planning for 2010 and Beyond
July 14, 2009 Special Needs and Special Needs Strategies
April 22, 2009 2009 eMerging Philanthropy Conference
March 19, 2009 Planned Giving 101 - Joint Meeting with AFP Chapter
January 13, 2009 Uncovering Philanthropic Opportunities
November 11, 2008 Millionaire Next Door Prospects or Attracting Younger Prospects (40s and 50s)
September 09, 2008 Using the new 990 as a Public Relations Tool
July 08, 2008 Using Educational Seminars as a Planned Giving Tool
April 23, 2008 2008 PPGC/AFP Summit: Focus on the Future
March 11, 2008 Due Diligence Checklist for Gifts of Closely Held Business Interests
January 08, 2008 Can’t We Just Get Along – Working with advisors
November 13, 2007 Ten Ways to Enhance Your Planned Giving Program
September 11, 2007 Case Studies from the Trenches That Will Curl Your Toes: Seemingly Harmless Fact Patterns that are Horribly Wrong
July 10, 2007 Charitable Gift Annuity Tune-up
May 25, 2007 2007 PPGC/AFP Summit
March 13, 2007 Legal Updates
January 09, 2007 Overcoming the Stigmas of Opportunity Development
November 14, 2006 The 10 Myths of Marketing Planned Gifts
September 12, 2006 Wealth & the Family: The Art of Questions
July 13, 2006 Ethical Issue For Fundraising Professionals Serving On Non-Profit Boards
May 17, 2006 2006 PPGC/AFP Summit
March 14, 2006 Managing Your Career
January 12, 2006 The Two Faces of the Big Ask
September 13, 2005 Charitable Giving as a Side Dish
July 12, 2005 Secure planned gifts from women
May 10, 2005 Tax updates and Impacts
April 20, 2005 2005 PPGC/AFP Summit
March 08, 2005 Donor Panel Discussion
January 11, 2005 Valuing Gifts of Life Insurance
November 09, 2004 Updates in Planned Giving: Donor Managed Investment Accounts, Car and Patent Donations, Life Insurance, The No Care Act and Other Such Nonsense
September 14, 2004 Working Effectively with Advisors
July 14, 2004 Pittsburgh Philanthropy Then and Now
May 11, 2004 Becoming a CFRE: A Practical How-To Guide
April 21, 2004 2004 PPGC/AFP Summit
March 09, 2004 How to Effectively and Efficiently Use Outside Legal Counsel.
January 13, 2004 Charities and allied professionals should be proactive in soliciting gifts of real estate from donors and clients.
November 18, 2003 CAPA: The Collaborative Effort That Succeeded!
September 09, 2003 The Family Wealth Paradigm: Integrating Family Values with Wealth Planning for a Lasting Legacy
August 27, 2003 Tax Law for Gift Planners
July 08, 2003 Life Insurance and Charitable Gift Planning Options
May 13, 2003 You Make Me Want to be a Better Donor
April 03, 2003 Planned Giving Day 2003
March 11, 2003 Introduction to Qualified Plans And Distribution Planning
January 14, 2003 How to Evaluate Your Planned Giving Program When There Are Too Many Other Things To Do
November 12, 2002 Goals for 2003
September 10, 2002 Preparing for the Biggest Year End Ever!
July 09, 2002 Spectacular Stewardship (NCPG Educational Video Series)
May 14, 2002 Charitable Gift Planning and Tax Exempt Organization Issues
March 12, 2002 Planned Giving in an Uncertain Economy
January 08, 2002 How to Explain Charitable Remainder and Charitable Lead Trusts to the Lay Person
November 15, 2001 Planned Giving Day 2001
September 11, 2001 The 2001 Tax Act and its Effects on Charitable Giving
July 10, 2001 Video: Stone Soup Planned Gift Marketing – B.Y.O. Ingredients!
May 08, 2001 Hot Issues In Charitable Giving
March 13, 2001 Maximizing Charitable Bequests
January 09, 2001 Winning the Ultimate Challenge
September 12, 2000 Developments Affecting Charitable Planning
July 11, 2000 2000 National Conference Video
May 09, 2000 How The Psychological and Financial Concerns of Older Adults Affect How They Live With Their Planned Giving Choices!
March 14, 2000 Increasing Your Personnel Effectiveness
January 11, 2000 Valuing Gifts From A Donor’s Perspective
November 04, 1998 Planned Giving Day 1998
November 05, 1997 Planned Giving Day 1997

Pittsburgh Planned Giving Council
PO Box 14852
Pittsburgh, PA 15234

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