NAIFA-FSP WEBINAR SERIES

Chip Giese is SVP, Senior Planned Giving Relationship Manager for PNC Institutional Asset Management’s Planned Giving Services Group. In addition to working with local and national charitable clients, he provides subject matter expertise to markets throughout PNC’s national footprint. He is a past board member and current member of the Chesapeake Planned Giving Council, and a member of the Planned Giving Council of Greater Philadelphia. Chip assumed his current position in 2005, after spending two years as the director of planned giving at The Gilman School in Baltimore. His industry experience extends back to 1994. Chip graduated with a Bachelor of Science in mass communications from Towson University, and lives with his family in Lutherville, Maryland.

Christopher McGurn is Director, PNC Institutional Planning Giving Solutions where his responsibilities include oversight of a team of Planned Giving relationship managers and Investment professionals and ensuring that there is a consistent delivery of investment advice, administration and education to PNC’s local and national Planned Giving clients. His team provides insight in the areas of life-income gift administration and investments for charitable gift annuities, charitable remainder trusts, and pooled income funds and works with clients to create specific administrative and investment programs designed to help meet their needs. Chris started his planned giving career with Mercantile Bank & Trust in 1992. In 2000, he became the director of gift planning at Catholic Charities of Baltimore where he was responsible for securing a significant number of gift annuities and memberships in the planned gift recognition society. In 2003, Chris returned to Mercantile and became part of PNC Bank following the acquisition of Mercantile in 2007. Chris graduated with a Bachelor of Science in Business Administration with concentrations in finance, marketing and management from Towson University. Chris served on the board of the National Association of Charitable Gift Planners (NACGP) from 2015 to 2018, and as its chair in 2018. He frequently serves as a guest speaker at conferences and educational programs across the country, and he is a past board member and treasurer of the National Capital Gift Planning Council in DC and the Chesapeake Planned Giving Council in MD.