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March 19, 2020 Morning Webinar
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When: Thursday, March 19, 2020
9:00 AM
Where: Your Computer!
United States
Contact: PPGGNY

Online registration is closed.
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Thursday, March 19, 2020 - WEBINAR

Please note that, due to concerns about the spread of coronavirus, this program has been changed from an in-person educational event to two online webinars:

  • Gary Pforzheimer will present Gifts of Life Insurance on Thursday, March 19, 2020 at 9:00 am EST.
  • Margaret Holman will present PPGGNY University Seminar: Wrap Up Session on Thursday, April 23, 2020 at 10:00 am EST.

PPGGNY will email the login instructions on the Monday prior to the webinars. Both webinars will be live and available to all registrants. The webinars will NOT be recorded or available on demand. Please do not hesitate to email our office with any questions at

Gary Pforzheimer Webinar Pricing (Member/Non-Member)
9:00 AM - 10:30 AM

Morning Webinar (9:00 AM - 10:30 AM)

Gifts of Life Insurance

by Gary Pforzheimer

Approximately 40% of U.S. households own individual life insurance policies with a total death benefit of over $12 trillion. This pool of assets can be an important source of charitable gifts. Unfortunately, the way some life insurance giving programs have been promoted has made gift planners reluctant to pursue life insurance gifts of any kind. However, there are different types of life insurance and they can be used by a donor to make excellent charitable gifts during life or at death. We will also consider the practical questions of accepting, crediting, and managing life insurance policies.

This session has been approved for CPE and CFRE credits.


***Margaret Holman's Webinar will be held on April 23, 2020 - please read notice above.***

PPGGNY University Seminar: Wrap Up Session

by Margaret M. Holman

Did you miss a PGGNY University session? Catch up with a summary of all three previous sessions with a review of the most common planned gifts (and some of the more complex ones!), marketing and how to identify a planned gift prospect by using what we know about demographics. And your chance to ask any questions that have been lingering about what you've learned.

This session has been approved for CPE and CFRE credits. 


About Our Speakers

Gary Pforzheimer

Gary is the President of PG Calc and directs all aspects of the company. Gary has grown PG Calc from a small calculations business to the leading full-service planned giving company it is today. A leader in the fundraising community, Gary has spoken on planned gift development, administration, marketing, and technology to numerous groups, including planned giving associations across the country. Gary served as the Chair of PPP (now CGP) in 2009 and received the David Donaldson Distinguished Service award from the Planned Giving Group of New England (PGGNE).







Margaret M. Holman

Margaret M. Holman is President of Holman Consulting, a full-service fund-raising consulting firm she founded in New York City in 1991.   Ms. Holman has held senior fundraising management positions at a variety of arts, health and educational institutions throughout the country. 

Ms. Holman has published numerous articles on planned giving and non-profit management, lectures widely, and has served as faculty for several institutes, conferences and seminars, including the National Association of Gift Planners Conference, the European Association for Planned Giving, the Association of Fundraising Professionals and the International Conference for Fundraising Managers.






Cancellation Policy:
Cancellations and requests for refunds must be submitted in writing and received no later than 5 p.m. (Eastern Time) three business days before the PPGGNY program for which you are registered.

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