October 27, 2016 – Program Meeting

October 27, 2016 @ 10:00 am – 1:00 pm
Maggiano's (Tuscany Room upstairs)
2019 Post Oak Blvd
Houston, TX 77056
$40 Members; $65 Non-Members
Lindsay Hummel

Morning Session: Blueprint for an Effective Charitable Gift Annuity (CGA) Program

Afternoon Session: Best Practices for CGA Programs

Speaker: Chris McGurn, SVP – Manager Planned Giving Group, PNC Bank
Mr. McGurn is currently a Senior Vice President with PNC’s Institutional Asset Management Group in Baltimore, Maryland. 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 currently serves on the board of the Partnership for Philanthropic Planning (PPP) as its Treasurer. He also serves on the board of the Chesapeake Planned Giving Council (CPGC) where he holds the office of Treasurer. From 2006 to 2012 he served as a board member for the National Capital Gift Planning Council (NCGPC) in DC, also serving as Treasurer. Prior to his service to NCGPC, he served on the CPGC board where he held the office of Program Chairman, Treasurer and President (2001). Prior to rejoining Mercantile Bank & Trust in 2003, (Mercantile Planned Giving Services from 1992 to 2000), he served as the Director of Gift Planning at Catholic Charities of Baltimore for three years. While at Catholic Charities, McGurn was responsible for securing a significant number of gift annuities and memberships in the planned gift recognition society. Since 2004 McGurn has presented to organizations such as ACGA, the Chesapeake Planned Giving Council, the Delmarva Planned Giving Council, the National Capital Gift Planning Council, AHP Mid-Atlantic regional conference, PG Council of Eastern Wisconsin, and the Emerging Philanthropy Conference. Presentation titles included; ‘Blueprint for a successful Gift Annuity program’; ‘How to set up a Gift Annuity program-A recipe for success’; ‘CGA’s-Balancing risk and reward’; ‘A look at Trusteeship issues in planned giving’. McGurn holds a B.S. degree in Business Administration with concentrations in Management, Finance and Marketing from Towson University.






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