200 Jim Owen Dr
Elizabethtown
KY 42701
CGPK Partnership Meeting
“Blueprint for an Effective Charitable Gift Annuity Program”
Speaker: Chris McGurn, PNC Planned Giving Solutions
Location: Central Kentucky Community Foundation, Elizabethtown
In-Person & Virtual Registration Options
11:30 AM – In-Person Networking & Lunch
12:00 PM – Program Begins
FREE to Members, $35 Guests
(includes lunch for in-person registrations)
Have you been tasked with growing your organizations Charitable Gift Annuity program? Could you use a CGA refresher? Then this session is for you!
Beginning with ‘charitable gift annuities 101’, this presentation will answer the; who, what, when, where and why of CGAs. The goal is to be comfortable with the CGA conversation. Then, with a solid foundation established, we’ll look at program essentials and discuss best practices and how their practical application will equip you to grow your Charitable Gift Annuity program.
Session Goals:
- Working knowledge of Charitable Gift Annuity as a Charitable Giving Vehicle
- Comfort with CGA conversation with all constituents (donors, board, internal staff, etc.)
- Best practice takeaways for growing your CGA program
Speaker Bio:
Christopher M. McGurn
Director, PNC Institutional Planned Giving Solutions
Christopher 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.
Christopher 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, Christopher returned to Mercantile and became part of PNC Bank following PNC’s acquisition of Mercantile in 2007.
Christopher 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.
Registration cancellations must be made the Friday before the program date. No refunds will be issued after that time. You may send a colleague in your place. Members who register and do not attend will be invoiced for the price of lunch. Please send changes to cgpkentuckiana@gmail.com.