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August 2017 • Services and Products for the Charitable Gift Planner
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Inbound. When you have effective planned giving marketing, prospects find their way to you.
Your
GIVING PROGRAM
Help prospects find their way to you with a FREE eNewsletter, a $950 value! Call 888-497-4970 or go to marketing.pgcalc.com/free-enewsletter
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P P G C S A N D I EG O Practical Planned Giving Conference Sept. 25-26, 2017
Integrated Marketing for Planned Gifts
With 30+ years of experience in planned giving marketing, Crescendo Interactive offers an integrated results-driven system that creates leads, builds donor relationships and closes more gifts.
Websites
Software
@ Email
Print
We are the preferred planned giving service provider among colleges, universities, healthcare organizations, social service institutions, faith organizations, professional advisors and other nonprofit organizations.
Inspire your donors to think BIG
The Power of Blended Gifts
Learn How to Increase MAJOR & PLANNED GIFTS Keynote Speakers: Paul Schervish and Jackie Franey Register at PPGC2017.com or call 800.858.9154 Conference Price: $595 Group Price: $395
Request a FREE Demo Learn how we can help your organization market and close more planned gifts.
Crescendo Interactive, Inc. Toll Free Phone: 800-858-9154 www.crescendointeractive.com
Integrated Marketing for Planned Gifts
Mary Ann Liebert, Inc. 140 Huguenot Street, 3rd Floor, New Rochelle, NY 10801-5215 800-MLIEBERT (654-3237), 914-740-2100 fax: 914-740-2101 www.pgtoday.com
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Planned Giving Today MARKETPLACE
August 2017
PLANNED GIVING TRAINING 08/04-04/17
Crescendo – Boomer Trillions Seminar
Honolulu, HI
For further information about these training events,
08/04-04/17
Crescendo – Blended Gifts Seminar
Honolulu, HI
please contact:
08/08-08/17
PG Calc – Planned Giving Manager Introductory
Boston, MA
American Council on Gift Annuities: www.acga-web.org • AIPS (Amer.
08/09-09/17
PG Calc – Planned Giving Manager Advanced
Boston, MA
Institute for Philanthropic Studies): 562-985-8466/
[email protected] •
08/10-11/17
Sharpe Group – Structuring Blended Gifts
08/16-16/17
PG Calc – GiftWrap Basics
Cambridge, MA
& Support of Edu): 202-328-2273 • Crescendo Interactive: 800-858-9154/
08/17-17/17
PG Calc – Gift Wrap Reporting & Analysis
Cambridge, MA
www.crescendointeractive.com • *Charitable Estate Planning Institute: www.
09/13-13/17
PG Calc – Planned Giving Manager
Introductory
09/14-14/17
PG Calc – Planned Giving Manager Advanced Washington, DC
heckerling • ICG (Institute for Charitable Giving): 800-234-7777 • IFWC
09/14-15/17
Sharpe Group – Introduction to
(Institute for Family Wealth Counseling): 949-861-3377 • John Brown Ltd:
Planned Giving
09/25-26/17
Crescendo – Practical Planned Giving
Conference
San Diego, CA
NPGI (Nat’l Planned Giving Institute): 800-249-0179/www.wm.edu/npgi • PPP
09/27-27/17
Crescendo – Boomer Trillions Seminar
San Diego, CA
(Partnership for Philanthropic Planning): 317-269-6274 ext. 21/www.pppnet.org •
09/27-27/17
Crescendo – Blended Gifts Seminar
San Diego, CA
Pentera Inc: 317-875-0910/www.pentera.com • PG Calc: 888-474-2252/
09/27-28/17
Crescendo – Advanced Seminar
San Diego, CA
[email protected] • PPGGNY: 212-877-3052/
[email protected] • PGGNE:
10/02-03/17
Sharpe Group – Structuring Blended Gifts
10/12-12/17
PG Calc – Planned Giving Manager
Introductory
Baltimore, MD
•
10/13-13/17
PG Calc – Planned Giving Manager Advanced
Baltimore, MD
800-342-2375/www.rrnewkirk.com • RDI (RDI Consulting): 800-659-7445/
10/16-16/17
Crescendo – Boomer Trillions Seminar
Minneapolis, MN
www.rdinow.com • The Sharpe Group: 800-238-3253/www.sharpenet.com • The
10/16-16/17
Crescendo – Blended Gifts Seminar
Minneapolis, MN
Stelter Company: 515-252-8204/www.stelter.com • Washington Planned Giving
10/17-17/17
Crescendo – Boomer Trillions Seminar
St. Louis, MO
10/17-17/17
Crescendo – Blended Gifts Seminar
St. Louis, MO
10/18-18/17
Crescendo – Boomer Trillions Seminar
Denver, CO
*Indicates new or changed item.
10/18-18/17
Crescendo – Blended Gifts Seminar
Denver, CO
Listings are complimentary and do not imply approval or endorsement by
10/30-31/17
Crescendo – Comprehensive Seminar
11/02-03/17
Sharpe Group – Integrating Major and
Planned Gifts
Washington, DC
11/02-02/17
PG Calc – GiftWrap Basics
Cambridge, MA
11/03-03/17
PG Calc – Gift Wrap Reporting & Analysis
Cambridge, MA
11/06-06/17
Crescendo – Boomer Trillions Seminar
Kansas City, MO
Email information to
[email protected], fax to 914-740-2101, or
11/06-06/17
Crescendo – Blended Gifts Seminar
Kansas City, MO
use our website at www.pgtoday.com. Listings must relate to planned giving and
11/07-07/17
Crescendo – Boomer Trillions Seminar
Salt Lake City, UT
11/07-07/17
Crescendo – Blended Gifts Seminar
Salt Lake City, UT
11/08-08/17
Crescendo – Boomer Trillions Seminar
Phoenix, AZ
11/08-08/17
Crescendo – Blended Gifts Seminar
Phoenix, AZ
New York, NY
Bipster, LLC: 888-588-2477/www.bipster.com/BIPS • CASE (Council for Adv
ceplanninginstitute.com • Estes Associates: 203-393-3159/www.ellenestes.com • Washington, DC
Washington, DC
Heckerling Institute on Estate Planning: 305-284-4762/www.law.miami.edu/
603-924-3834 • MPGC (Minnesota Planned Giving Council: www.mnpgc.org • NCGPC (National Capital Gift Planning Council): 703-416-0060/www.ncgpc.org •
Chicago, IL
www.pggne.org • PGRT-SC (PG Roundtable of Southern California): 805-6494565 • Planned Giving Council of San Antonio: 210-224-8774 x255/Kay Simpson
Camarillo, CA
Planned Giving Council of Houston (PGCH): www.pgch.org • R&R Newkirk:
Council: 206-367-8704/www.wpgc.org
Planned Giving Today. PGT claims no responsibility for the accuracy of this list and/or for any typographical errors. Please contact event providers for the most current information.
List your 2017 training event here.
are subject to space availability, and editorial discretion.
Don’t forget to send us your 2017 Training Events! Email information to
[email protected] 