Pittsburgh Planned Giving Council
Learn. Lead. Serve.

Investment Foundations for Development Professionals - Presented by Melissa Sylvester

September 29, 2023 1:15 PM | Anonymous

The ongoing evaluation of a nonprofit organization's life income gifts is essential to meeting the long-term objectives. Understanding the basics of

investing and the unique characteristics of various life income gifts should help inform your investment strategy and allow you to truly understand

What's happened in the past, what's occurring today and what might be the path moving forward. Join us to discuss the following: fundamentals of investing, considerations for the investment of CGA assets and the different types of charitable remainder trusts and impacts that can influence the success of your organization.

Speaker Bio
Melissa Sylvester

Pittsburgh Planned Giving Council
PO Box 14852
Pittsburgh, PA 15234

office@ppgc.net     *     412-206-1447

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