Planned Giving


Your Work, Your Life, Your Legacy

Who is giving?

A listing of Founding Donor Class (2011-2013) members can be viewed here

What is planned giving?

Planned giving is a major gift made during your lifetime that benefits the charity or non-profit of your choice after you have passed. It's a way for many people to make a larger gift than they would likely be able to make from their income that can make a real difference for the future of the causes you care about, while making tax sense today.

What does it support?

A planned gift to the PCMA Education Foundation supports future scholarships, research and education that advances the future of face to face meetings and the professionalism of the meetings industry.

 


Why give?

You may have already supported the PCMA Education Foundation through one or several donations through the Annual Giving Campaign, attendance at Party With a Purpose or attended our Dinner Celebrating Professional Achievement. Perhaps you've purchased a silent auction package. These are ways our members and industry have come to support the future of meetings and the Foundation's mission. Recently, the PCMA Education Foundation Board of Trustees approved Planned Giving as an option for those who wish to support the Foundation.

This Planned Giving option offers a significant new opportunity to forward the Foundation's important work. PCMA Education Foundation Case for Support

Even today there are unmet needs and in the future there will always be a need to advance our industry. For example:

  • Scholarships are funded for students and new professionals entering the industry
  • Grants are written for critical research industry
  • Education programs are funded to bring advanced learning opportunities to the meetings and events industry

 

What motivates people to make a bequest? According to the Partnership for Philanthropic Planning (formerly the National Committee on Planned Giving):

  • 95% have a desire to support the non-profit
  • 75% want to continue the mission of the non-profit
  • 28% want to create a lasting legacy

What are the benefits of giving?

  • Personal reward and satisfaction for taking this step and knowing our work will continue
  • Help define the future through support of scholarships, research and education
  • Making a statement about the value of face to face meeting and relationships
  • Network exclusively with other successful industry insiders and Planned Givers
  • Enjoy certain tax benefits


Recognition offered by the PCMA Education Foundation

  • Join your donor class year for exclusive networking events with PCMA leadership
  • Be listed or featured in Convene magazine, the PMCA website and the Foundation booth area at Convening Leaders
  • Receive a donor pin and badge ribbon at PCMA events


What type of planned gifts does the PCMA Education Foundation accept?

We accept simple planned gifts such as a bequest through a will, all or part of an existing life insurance policy or proceeds from a retirement plan.


Your wishes and letting your family know about your commitment

Loved ones are not to be forgotten when pledging a planned gift. If it is important for you to leave something behind for your heirs, this should be taken into account as you consider a gift. Many find that in planning their estate, there is room for a gift to a favorite non-profit, many with tax advantages. It's important to let your heirs know about your commitment to your industry and your pledge.


Can I feel confident about my planned gift to PCMA?

PCMA was founded in 1957 and the PCMA Education Foundation was founded in 1985 to support the mission of PCMA through scholarships, research, education and community outreach. Both PCMA and the Foundation have a long and proud history and a track record of success at educating and advancing our industry. Both organizations have sound operating budgets and financial reserves and are organizationally stable with industry leading Board leadership. The financial integrity of both organizations should make you feel confident about your gift.


Why make a decision now?

Planned gifts are made during your lifetime with the non-profit benefitting after you pass. While you think about estate planning and develop or amend wills is the right time to decide to form your legacy.


How do I give?

The best way to give is to make a written pledge. This can simply be a letter written in your own words and sent to the PCMA Education Foundation along with a Declaration of Intent. It is then be your responsibility to set your affairs in order so that your pledge can be fulfilled.

Resources the Foundation has put in place to make it easy are:


For more information

We are happy to answer your questions or provide more information on planned giving. Contact foundation@pcma.org or reach out personally to Brad Lewis at 312-423-7252.


Thank you for your consideration. Your work and your life can now become an important part of your legacy.