September Meeting - Tools for the Planned Giving Practitioner
Joe DiLeo of Vision Financial will lend a financial planner's lens to the various means your donors can use for planned gifts.
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Members of the WESTERN NEW YORK PLANNED GIVING CONSORTIUM -- Login below for full access.
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716-309-4449
The Western New York Planned Giving Consortium (WNY PGC) is a local professional development organization whose members work to inspire people from all walks of life and all income levels to think beyond their lifespan when doing good works.
On this website, individuals can learn more about making a personal gift, and how development departments at not-for-profit organizations can benefit through a planned giving program. If you are a financial or legal professional advisor, learn how you can better serve your clients on giving.
We look forward to seeing you at a meeting. See the calendar page for our complete 2025 schedule of meetings. Our 2026 meetings are coming soon!
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