JANUARY 2011 |
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Greetings!
 | John Bacon, JD
PPGGNY President |
Happy New Year!
We end 2010 on a positive note with membership growing and over 140 attendees at our December 15 Luncheon. In addition, the Masters' Forum was virtually a standing-room-only event. Your feedback about these events was very positive and encouraging
-and we have more in store for you in the coming New Year.
We will launch the New Year with top-notch speakers for our January Luncheon and Seminar, with topics that you've told us are important to most of you: tax policy (the luncheon) and marketing of planned gifts (the seminar).
Future luncheon topics will include how to use electronic media and social networking tools, more in-depth gift planning topics, a wrap-up of the 4-part ABC of Gift Planning seminar series, and, of course our annual day-long conference, New York Philanthropic Symposium (NYPPS) 2011. Read more about these below and on our website as event information is updated.
We serve you, our members and friends, so please keep your comments, suggestions, and inquiries coming to me at jbacon@nypl.org or the PPGGNY office. I look forward to seeing you soon.
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PPGGNY SEMINAR: January 19
Marketing
Speaker: Ellen G. Estes, LL.B.
 | | Ellen Estes, LL.B. |
This session will explore the Why, What, Where, When and How you can market planned giving to your various constituencies. Ellen's expertise is to provide consulting services on major and planned gift matters to non-profit organizations nation-wide. She is a regular speaker at professional conferences around the country and is also widely recognized for her no-nonsense, basic seminars, Planned Giving - Plain and Simple™.
Seminars are held from 10:00-12:00 p.m. at 3-West Club, 3 West 51st Street, Manhattan.
Pre-Registered Members: $50
Non-Members & On Site: $50 Register for this event now »
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PPGGNY LUNCHEON: January 19
Technical Update on Tax Policy
Speaker: Sanford J. Schlesinger
| | Sanford Schlesinger |
Mr. Schlesigner will discuss recent Congressional efforts to reform the transfer tax laws, the effect of the repeal of the estate tax and the generation-skipping transfer tax for 2010, including its effect on existing estate planning instruments, the consequences of carryover basis in 2010, the effect of the "sunset" provisions which become operative on January 1, 2011, the prospects for future legislative reform of the transfer tax laws, and the impact of all of this on charitable planning and charitable giving. Learn more about Sanford Schlesigner Luncheons are held from Noon-2:00 p.m. at 3-West Club, 3 West 51st Street, Manhattan. The Meal of the Day is Baked Filet of Fish. Kosher & Vegetarian options are available if requested in advance.
Pre-Registered Members: $60
Non-Members & On Site: $75 Register for this event now »
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PPGGNY NEWS
1/2 Year Membership Offer
Membership lapsed? Not yet renewed? No problem. Take advantage of our 1/2 Year Membership offer of $195. Stay involved with colleagues and the learning opportunities that can have a positive impact on your career in 2011. Rejoin online for just $195.
Introductory Membership Offer
Those who are not now, or have ever been, a PPGGNY member, are invited to join PPGGNY for only $150 (over 50% savings) for the first year. Tell your colleagues! Click the Forward Email link at the bottom of this newsletter to spread the good news and help grow PPGGNY.
Masters' Forum Update
Our December Masters' Forum was well attended...overflowing, actually! Thanks to Barbara Diehl, President Emeritus, for leading a fantastic discussion about Funding Planned Gifts with Non-Cash Assets. Our next Masters' Forum will be on February 16, 2011, from 11-Noon, 3-West Club 4th Floor Library, and our discussion leader will be President Emeritus, Gail Chesler. The topic and specific location for the February Forum will be announced later in the month.
IMPORTANT REMINDER: there is no fee associated with the Masters' Forum, but there are strict criteria due to space limitations.
- Participation is reserved for PPGGNY members only.
- Members must have verifiable 10 or more years of gift planning experience and/or director-level job responsibilities.
- Members must be registered for the luncheon that follows on the same date as the Forum.
- Members must request a seat at the Masters' Forum, and receive a written confirmation of that request from the PPGGNY office before attending. No exceptions, please.
The Masters' Forum meets in the 4th Floor Library of the 3-West Club from 11:00-Noon.
Space is limited to 20 participants. Masters' Forum seat request
NYPPS 2011 Masters' Track
NYPPS 2011 will feature a Masters' Track which will focus on advanced issues; it will include a recap of topics discussed in Masters' Forum sessions from 2010-2011.
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FEATURE ARTICLE
A Gift Planner's 2011 Wish List
By: Alex Brovey
After more than a decade as a gift planner, I often ponder the interesting persons I have met, places I have shared a meal, and touching reasons people chose to make a gift. If asked what I wish for in 2011, here is what I would request:
read the whole article
Would you like to contribute a Feature Article for the Planner? Let us know
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MEMBER SPOTLIGHT
Andrea Hill & Tom Bonhag
 | | Tom Bonhag & Andrea Hill |
Andrea Hill is currently Sr. Director of Major Gifts at the Food Bank for New York City. Andrea has over 20-years experience in philanthropic planning, specializing in Major Gifts. Prior to her current position, Andrea served for 19 years with The Central Park Conservancy. Her personal and professional interests are activities that provide for the betterment of New York City and its residents.
Tom Bonhag, CFP, CLU, ChFC, is the Chief Operating Officer of National Madison, PPGGNY's Premier Sponsor. With more than thirty years in the financial services industry, Mr. Bonhag's experience includes service as a personal financial advisor to senior corporate executives and very affluent families as well as management service while a corporate officer for both a major global bank and leading global insurer. His areas of specialization include corporate executive benefits, wealth transfer planning, and philanthropic life insurance.
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WELCOME NEW MEMBERS
PPGGNY welcomes these new members:
- Starita Ansari, Ph.D., President & CCO, MSB Philanthropy Advisors, LLC
- Rebecca Cheatham, Planned Giving Officer, Memorial Sloan-Kettering
- Sergio Cortes, Major Gifts Officer, Fordham University
Nancy Kingston, Director of Development, Manhattanville College - Soraya Molto, Executive Assistant, Morgan Stanley Smith Barney
- Steven Rosandich, Vice President-Senior Philanthropic Officer, Morgan Stanley Smith Barney
- Melanie Schnoll Begun, Managing Director-Head Philanthropic Services, Morgan Stanley Smith Barney
- Sylvia Spitalnick, Director of Major Gifts, Stamford Hospital
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NYPPS 2011 NEWS
May 26, 2011
SAVE THE DATE for NYPPS
The New York Philanthropic Planning Symposium (NYPPS), is our annual premier event.
The gift planning conference will be held at the Marriott Marquis Hotel on Thursday, May 26, 2011.
Watch our website for breaking news about our speakers and agenda. If you would like to help plan and organize our flagship one-day conference, contact Alexandra Brovey. |
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JOB OPPORTUNTIES
Visit the New PPGGNY Job Bank
Job Bank is new Resource on PPGGNY website
Now, both members and non-members can easily get the word out about job opportunities of interest to PPGGNY members. It's easy! Just fill out the Job Bank form and upload the job description.
PPGGNY Members post jobs free of charge. Non-members pay a small posting fee of $100 per job, payable online by credit card or check.
Check out the new Job Bank procedure in PPGGNY Resources.
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Specializing in investment management, administration, compliance, tax and reporting for nonprofit organizations.
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 15 West 72nd Street, Suite 31-G New York, NY 10023
Telephone: 212-877-3052
Fax: 212-877-1413
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