Welcome.
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 18, 2026
Advanced Charitable Planning: Tax-Efficient Strategies for Sophisticated Donors
Presented by Jeremie Patrick, CFP®, CRPC®, Lead Financial Adviser, Rodgers & Associates
For experienced development professionals, understanding the evolving tax landscape is essential to helping donors maximize both philanthropic impact and tax efficiency. This session explores advanced charitable planning strategies, including current planning opportunities, complex gift structures, and techniques for integrating charitable giving with broader wealth transfer and legacy planning objectives. Designed for seasoned professionals, this discussion will focus on practical applications and nuanced planning considerations that can help organizations anticipate donor needs and enhance conversations.
Thank You To Our
Meeting & breakfast Host:
PLEASE NOTE THE LOCATION:
UPMC Hillman Cancer Center at UPMC Memorial
1703 Innovation Drive
York, PA 17408
Networking: 8:00am
Program: 8:30am
Members: $15,
Non-members: $25
Job posting Service
SVCCGP is pleased to announce another way to help those who are looking for employment. This service is free to our members. If you are a member, this is an added value to you. If you are not, it is a reasonable cost for a 90 day listing.
New Job Postings:
Donor Engagement Officer/Senior Donor Engagement Officer
Alumni Engagement Coordinator
Major Gifts Officer
A Message from the President
Hello! Thanks for 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.
Joe Martellaro
President
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
2026 Sponsors and Hosts
