The Susquehanna Valley Council of Charitable Gift Planners

The Susquehanna Valley Council of Charitable Gift Planners is a professional association for people whose work includes developing, marketing, and administering charitable planned gifts. These people include fund raisers for nonprofit organizations, and donor advisors, such as attorneys and financial advisors, who work together to promote philanthropy.

September 15, 2023

Join us for our September program with renowned and engaging national speaker Dr. Russell James! If ever there was a Rock Star in our profession…Dr. Russell James is it!

How To Ask For An Estate Gift Without Fear Or Anxiety: The science and the sentences

The idea of legacy gift fundraising makes sense. But it feels a little uncomfortable, right? So how do we actually DO this? What, specifically, do we say? In this session Professor James reviews, step-by-step, the most effective ways to ask for an estate gift for your nonprofit. Connecting experimental research and academic theory with dozens of simple, practical examples, this presentation gives you both the “Why” and the “How” of the words and phrases you will want to use.

Meet Our Speaker

Russell James III, Ph.D., J.D., CFP®., 
Professor, The CH Foundation Chair of Personal Financial Planning, Texas Tech University

Russell James

Program Sponsor

Program Details:

8:00am: Coffee, bagels, networking
8:30am: Program

$15 – Members
$25 – Nonmembers

Our Zoom & Parking Sponsor:

Thank You Mark Vergenes!

When: 8-10am
8am-coffee & bagels

Where: The Susquehanna Valley Council of Charitable Gift Planners is going on a fieldtrip. Please join us for our summer session, on July 21, at The Ware Center in Lancaster.

Cost: Members: $15
Nonmembers: $25

Upcoming Program

July 21, 2023

Philanthropic Trends that can improve your Planned Giving Program

Join Dena Lowy Markowitz, former Audit Division Chief for the Bureau of Enforcement and Investigation for the Commonwealth of Pennsylvania, as she describes current trends, policies, and best practices that can benefit our work in Planned Giving.

A Message from the Co-Presidents

Hello! Thanks for “stopping” by and visiting our site.

Susquehanna Valley Council of Charitable Gift Planners (SVCCGP for short) is here for you – to increase your knowledge of planned giving, to help get you started on your Planned Giving journey, to network, and more.

Your ideas and energy are welcome and help us to provide more benefits to YOU, our members, and guests.

We appreciate all our current members and welcome new ones to join us.

Check out the site for upcoming meetings and more. And if you have questions, just reach out to us.

Thanks so much.

Jeanne Troy
Margie Lamberson
Susquehanna Valley Council of Charitable Gift Planners

Sponsorship Opportunities

Become a sponsor of the Susquehanna Valley Council of Charitable Gift Planners for great exposure to professionals who are active in the nonprofit community. Your support will be appreciated and remembered!

Thank You To Our Sponsors