Blueprint for an Effective Charitable Gift Annuity Program – Part II
Presented by Chris McGurn, PNC Planned Giving Solutions
FREE for CGPK Members & May Program Attendees
$35 Non Members
Join us for Part II of Blueprint for an Effective Charitable Gift Annuity Program. In this virtual encore to May’s program, Chris McGurn will focus on best practices for your CGA program.
Once registered, you will receive materials and a link to his previous presentation to bring you up-to-speed.
You may also submit questions from the first portion of the presentation, or about CGAs in general. Send any questions to cgpkentuckiana@gmail.com by 8/5/22.
Speaker Bio:
Christopher M. McGurn
Director, PNC Institutional Planned Giving Solutions
Chris McGurn is the director of planned giving group. 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.
Chris 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, Chris returned to Mercantile and became part of PNC Bank following PNC’s acquisition of Mercantile in 2007.
Chris 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. He 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.