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NEW MEMBERS
Welcome aboard... Keith Cook, Associate Director of Gift Planning-Rutgers University Foundation Paola Reynoso, Planned Giving Coordinator, Planned Parenthood Foundation of America
Look for the green "New Member" ribbon at our Luncheon and help us welcome our new members! |
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Have a job opportunity of interest to our members?
Post it on the always active, always fresh PPGGNY Job Bank!
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. Learn more »
Job Bank Sponsor
Kalish & Associates
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Greetings!
 Welcome to a new year...and the second half of PPGGNY's Program Year! Last month Jon Tidd enthralled record audiences at both the seminar and the luncheon. Most people did not know that Jon woke up sick that morning, and his being able to continue was "touch and go." Special kudos to Jon for being a real trooper in the finest spirit of "the show must go on!" And it did! This month, Davida Isaacson will delve into the popular topic of marketing. We will also feature something new and different: Tony Martignetti will combine humor with fundraising and help us engage our donors and hopefully raise more money. Last Fall PPGGNY began offering CLE credits for attorneys attending select programs. To date we have had almost 100 requests for CLE credits, which are offered at no additional charge. We will continue to request both CLE and CFRE credit approval for select programs throughout the spring and (tentatively) at NYPPS 2012. Stay tuned!
I look forward to seeing many of you at our upcoming meetings and, as always, I welcome your input at any time.
 Alexandra P. Brovey, J.D. LL.M. PPGGNY President |
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ASK THE PRESIDENT
Q: What is happening with the charitable gift annuity rates?
A: Effective January 1, 2012, the charitable gift annuity rates have changed. The American Council on Gift Annuities (ACGA) sets suggested maximum gift annuity rates. The Council met in early November, and noting the significant changes in the economic environment, the Board approved a new schedule of suggested rates which became effective January 1, 2012. There is a report available online, free to all ACGA sponsors. Visit ACGA.
The ACGA has announced that their next Biennial Conference will be April 18-20, 2012, in San Francisco.
Note: If you have a question for The President, please e-mail us.
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JANUARY 18 SEMINARSpeaker: Davida Isaacson
Planned Gift Marketing and After-Gift Marketing...
Get in the Game to Win
In this Seminar we will discuss creative, cost effective marketing techniques that will get you the gift, keep the gift, and get you more gifts. You will leave with ideas that you can put into action immediately! You will learn how to make your organization the go-to organization for planned gifts.
Davida Isaacson is the President of Davida Isaacson Consulting Inc, your partner for fundraising success. Prior to the formation of her own firm Davida was a Principal and Senior Consultant with Myerberg Shain & Associates. Formerly she served as Executive Director of the Jewish Community Foundation of MetroWest, where she raised $12 million in major and planned gifts in 18 months.
She is perhaps best known as the former Director of Planned and Major Gifts for WNET/New York where she later served as Director of Endowment and Planned Gifts. Among the accomplishments at WNET was the role in the $65 million Campaign For Thirteen, the largest capital campaign ever undertaken by a public television station, approximately $30 million of which came from planned gift initiatives.
In April, 2011 Davida presented a workshop on planned giving for the German Fundraising Congress in Fulda, Germany. Davida has been quoted on relevant fundraising topics in Business Week, Practical Account, Currents, and The Chronicle of Philanthropy. Her philanthropic endeavors extend to her current service on the boards of the Partners in Health Foundation and Jewish Services for the Developmentally Disabled (JSDD). Davida is a PPGGNY President Emeritus.
Light refreshments will be available.
The Registration Fee is $50
Click Here to Register
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JANUARY 18 LUNCHEON
Speaker: Tony Martingetti, Esq.
Show Your Love...Raise More Money!
During this program Tony will reveal how his gloriously unrequited seventh-grade crush catapulted his career.
He'll also share how to show your love so you raise more money. You'll leave informed and inspired.
Tony Martignetti has been serving the needs of nonprofits since 1997. As founder and managing director of Martignetti Planned Giving Advisors, LLC, he leads a company that supports compelling nonprofit missions. As an authority on the laws and trends of charity registration, he is the author of the book Charity Registration: State-by-State Guidelines for Compliance. In 2010, he began hosting Tony Martignetti Nonprofit Radio.
As an expert in gift planning and charity registration, Martignetti has been quoted in The New York Times, The Wall Street Journal, The Chronicle of Philanthropy, Yahoo! Finance, Bloomberg Wealth Manager, Dow Jones Newswires, GuideStar, Nonprofit Business Advisor and other respected publications. He is a popular and engaging live speaker whose audiences have included the NextGen:Charity Conference, Association of Fundraising Professionals, AXA Advisors, The Foundation Center, Bernstein Global Wealth Management, Support Center for Nonprofit Management and Appraisers Association of America.
Martignetti served as Captain in the U.S. Air Force. He holds a BS from Carnegie Mellon University and a JD from Temple University School of Law.
Meal of the Day: Chicken Entree Salad. Vegetarian and Kosher options are available if ordered at least 2 days in advance.
Luncheon Registration: Members $60; Non-members & On-site: $75 |
PPGGNY 1/2 year Membership Deal
PPGGNY is once again offering a 1/2 year membership rate, effective January 1, 2012 through June 30, 2012 for $195. Those who attend our January-April luncheons and NYPPS 2012 will save up to $135 in registration fees, making the true cost of membership only $60...a real bargain! If you know of anybody who has not yet joined PPGGNY, but who might be tempted to do so with a great deal, please recommend us to them.
PPP Update
On December 15, PPP held a Council Conference on governance. Tips were shared about Boards and Leadership. PPGGNY follows the best practices (meeting monthly, establishing committees to brainstorm and carry out the work, etc.). PPP has announced that the 2012 National Conference will be held October 3-5, 2012, in New Orleans.
Upcoming Events - February 15
Mark your calendar for Feburary 15th when
PPGGNY GOES GLOBAL!
- Bill Samers will host a Masters Forum discussion of International Donors and Gifts, and
- Paula Jones, our luncheon speaker; will discuss Charitable Giving with the Multi-National Donor.
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FEATURE ARTICLE
Donor Stewardship...
The Cornerstone of Building Long Term Relationships
 | Bob Pape
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Donor stewardship is more than just saying "Thank you." It is a strategic process -- which, if followed, will facilitate long-term relationships with donors. Such donors will do more than just support your organization; they will be actively engaged with your mission, services and programs.
So what is the essential element of effective donor stewardship? Find out here
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MEMBER SPOTLIGHT
Elisse Stern
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Elisse Stern
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Elisse Stern is a Senior Paralegal at the Anti-Defamation League Foundation in New York City, where she has worked since 2003. Prior to moving to New York in 2002, she was Paralegal for 10-years at Katskee, Henatsch & Suing, in Omaha, NE.
She received a BA in Political Science from Northwestern and a BS in Applied Mathematics from the University of Nebraska, Omaha. She is a Certified Legal Assistant/Certified Paralegal. Elisse has another interesting credential, she is a Graduate Gemologist.
Elisse serves as Co-Chair of PPGGNY's new Accreditation Committee.
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