March 3, 2021 – Blueprint for an effective Charitable Gift Annuity Program

March 3, 2021 @ 11:30 am – 1:00 pm
Jeff Carson

Blueprint for an effective Charitable Gift Annuity Program

Chris McGurn, SVP, Planned Giving Group Manager PNC Bank

March 3, 2021

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 CGA’s.  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  

Chris McGurn is currently a Senior Vice President with PNC’s Institutional Asset Management Group in Orlando,Florida. He is responsible for the management and marketing of PNC’s Planned Giving Services Group. In addition, he also serves as the primary relationship officer for local and national planned giving programs. McGurn is past Chair of the Board of the National Association of Charitable Gift Planners (formerly PPP). Prior jobs include The Mercantile Planned Giving Services Division, Director of Gift Planning at Catholic Charities of Baltimore.  McGurn has presented to organizations such as ACGA, the Chesapeake Planned Giving Council; Houston, Nebraska, and Philadelphia Planned Giving Councils, the National Capital Gift Planning Council Planned Giving Days; AHP Mid-Atlantic regional conference, PG Council of Eastern Wisconsin, and the Emerging Philanthropy Conference in Pittsburgh. McGurn holds a B.S. degree in Business Administration with concentrations in Management, Finance and Marketing from Towson University.



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