Welcome aboard... Anna Chiumenti Michelle Lebowits, Dir. of Development-Jewish Communal Fund
Nicole Moore
Look for the green "New Member" ribbon at our Luncheon and welcome our new members!
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| PPGGNY JOB BANK | |
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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!
 I hope many of you will enjoy the programs
on April 18th. As always, I welcome your feedback at any time. Alexandra P. Brovey, J.D. LL.M. PPGGNY President |
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ASK THE PRESIDENT
Q: How can planned giving staff and individual giving staff work more effectively together?
A: Excellent question! Unless you wear all the fundraising hats at your particular organization, a good chunk of your time and existing skill set are spent successfully working with your colleagues to close gifts. I personally feel that especially in the first few years in the job, the gift planner needs to spend just as much time cultivating colleagues as you do donors. What this means is that you spend time getting to know each other, glean how they prefer to work with you (i.e., do they hold their donors close to the vest or welcome you on visits), and then try your hardest to close a gift with together. This may take you a couple of years and in the short term you might feel that you are losing good prospects due to lack of effort in that realm. However, once your associate realizes that collaboration will raise more money across the board, your cultivation of coworkers will pay off. The time you spend early on will gain tenfold once your colleagues realize your value (expertise, prompt response, solutions to difficult donor situations, etc.).
The old adage "Give and ye shall receive" applies here. Give freely of your time and expertise to your colleagues, keep them in the loop when you are working with their prospects, and in the medium- to long-term you will reap the benefits in your gift planning program. It is a truism that your best source of future gifts are your current donors. It is also true that your best source of gift planning referrals are your colleagues.
If you have a question for The President, please send us e-mail. |
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April 21st SEMINAR
Bequest Administration - Answers to Your Long Unasked Questions!
Speaker: Jill Miller-Principal, Jill Miller & Associates, PC
 This seminar will focus on providing insights into the estate administration process with an emphasis on New York estates, provide must do's when receiving notice of a bequest, provide guidance on working with the estate lawyer, and give an overview of a charitable beneficiary's rights. During this program we will cover:
- An overview of the estate administration process: what is probate, how is property passed at death, what are the estate administration milestones and how long should it take until funds could be expected?
- A Checklist on what information to request from the estate lawyer,
- The estate attorney's perspective and goals with suggestions on how to work effectively with him/her,
- The anatomy of an estate Receipt & Release with focal points on an estate/trust accounting, and finally
- An overview of a charity's rights with an emphasis in New York and working with the Attorney General.
Jill Miller, the principal of Jill Miller & Associates, P.C., focuses on formulating sophisticated and highly personalized estate plans for individuals and families with the objectives of minimizing estate taxes and family discord. She also has a particular expertise in estate matters affecting non-US citizens and non-traditional families. Jill takes a detailed and practical approach to the administration of estates. Complicated probate issues are addressed and resolved. Estate tax returns are prepared to minimize the risk of audit.
Jill founded the firm in January of 2004, after working for over a decade in trusts & estates law.
Jill is a frequent lecturer on estate planning at both private and public symposia. She has presented or spoken at programs sponsored by the American Bar Association (Division of Taxation),the New York State Bar Association, the Financial Planning Association of New York, CW Post University Tax and Accounting Institute, New York State Society of CPAs, Lorman Education Services, and Cornell Law School. In the wake of September 11, Jill provided her services to the American Red Cross and presented the "Basics of Estate Planning" to aid affected families with their estate issues. Her publication "How to Avoid an Estate Tax Audit" appeared in the August 2007 edition of Estate Planning magazine (Warren Gorham & Lamont of RIA). Jill is an adjunct professor at Fordham Law School, teaching "Trusts and Estates" since 2005. Jill is "AV Preeminent" Peer Review rated by Martindale-Hubbell.
Note: PPGGNY will apply for 2 hours of CLE accreditation for this session.
View our CLE financial aid policy.
Seminar Registration Fee: $50
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April 18th LUNCHEON
Marketing Legacy Gifts: Strategies That Work.
Speaker: Claudine Donikian, JD, MBA  With this timely and informative presentation, we will take an in-depth look at current donor and marketing research and learn how one national marketing expert shapes established marketing theory into strategies that work for marketing legacy gifts.
Drawing also from research, testing, and feedback from Pentera's client base, Pentera's CEO and chief marketing officer Claudine Donikian will share Pentera's innovative strategies which are used by a growing number of today's charitable organizations, and explain why they succeed. Leave with a solid foundation in marketing legacy gifts and tips you will be able to implement as soon as you get back to the office.
Claudine Donikian, is the President, CEO, and Chief Marketing Officer of Pentera, Inc. She oversees all aspects of Pentera's business and marketing strategies, as well as new-product development, with an emphasis on digital marketing. Claudine directs Pentera's integrated marketing department, which includes both the interactive Web and print departments, and under her leadership, Pentera's interactive department's staff and client base has tripled in size. Regarded as one of the top experts in marketing planned giving, Claudine consults to a select group of Pentera's clients about marketing strategy and print, Web, and eMarketing best practices and is a frequent speaker on the planned giving and AFP circuits. She also writes and conducts training modules for Pentera seminars.
Claudine graduated from Indiana University, received an MA in French from New York University, and holds a JD and an MBA from Boston College. She is an active member of PPP, PGGNE, and PPGGNY; she currently serves on PPGGNY's Philanthropic Committee and previously served on the planning committee of PPGGNY's all-day conference for three years; she is on the board of directors of the Massachusetts Children's Trust Fund, a state agency charged with child abuse prevention; and she is a recent member of the steering committee of the Council at the Museum of Fine Arts in Boston. Fluent in French, Claudine has also taught French at Boston-area colleges as an adjunct professor and at Boston-area corporations and adult education centers, where she was regarded as one of the best and most-motivating teachers.
Meal of the Day: Entree Salad with Salmon. Vegetarian and Kosher options are available if requested by Noon on April 16th.
Luncheon Registration: Members $60; Non-members & On-site: $75
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PPGGNY NEWS
Continuing Education Update
For our professional fundraisers, PPGGNY is an accredited provider of CFRE educational programs. And for our attorneys, you may receive hours of CLE credit easily and economically, and in topics directly relevant for gift planners.
We are pleased to offer those attorneys who attended the September, October and November programs up to six (6) CLE credits. December 2011 credits (3) are still pending Stay tuned for the list of sessions at that we will submit for CLE approval.
Upcoming Events: NYPPS 2012 (see article below)
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FEATURE ARTICLE
NYPPS-2012, "Something Old, Something New..."
The Venue, floor plan and overall format for NYPPS 2012 will be familiar to all those who have attended NYPPS in prior years. This year we will return to the 5th Floor (view floor plan). In addition, we will retain last year's popular Plenary Session as a kick-off, and three educational tracks view program
New for 2012! We present an expanded Nuts & Bolts & More Track...we will continue to focus on the fundamental issues, but we have added the session, "Out the Door: How to Get Better Donor Visits" to give some practical application to what has been a more tools-oriented track. The Masters Track not only brings interesting advanced topics for working with clients, but the additional topic of how to work with your own Board of Directors. If Nuts & Bolts & More and Masters Tracks focus on how people think about philanthropy, the Innovation Track (new last year) continues our focus on how people feel about philanthropy... not only the donor, but also the fundraiser (you). Some of the topics in this track will be motivational, some will help you understand others, but all will be interesting and different...and fun.
Have a look at the program and then you can see specific speakers/topics for each of the three educational tracks by clicking on the link to each track from the NYPPS home page. If you like what you see, register for NYPPS 2012!
Where else can you get this variety of programming, an opportunity to network with a unique group of peers who share your interests and expertise, and a chance to meet & greet some of the most helpful vendors in our profession?
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MEMBER SPOTLIGHT
David Stiles
 David Stiles is Director of Planned Giving at the University of Oxford North American Office. David is responsible for serving the Planned Giving needs for the University of Oxford and its 38 member colleges. Prior to joining the University of Oxford, he served as Director of Development at the New York Eye & Ear Infirmary, America's oldest specialty hospital. David previously served as Associate Director for Major Gifts and Planned Giving at Columbia University, Teachers College, and held similar positions at Beth Israel Medical Center. David has been a member of the Board of Directors of the Philanthropic Planning Group of Greater New York (formerly PGGGNY) since 2004. As an officer of PPGGNY, David has served as Board Secretary during 2007 - 2009, and most recently as Treasurer for 2009 -2011. Previously he served as Co-Chair of the Membership Committee and Editor of the PGGGNY Newsletter. David received his BA from the State University of New York at Stony Brook and his Master of Public Administration from Long Island University-CW Post. |
KUDOS!
"The Doctor can see you now..."
Congratulations to Russell Hammond on earning the degree of Doctor of Education.
Russell is a PPGGNY Board Member and Co-Chair of the Marketing & Communications Committee.
Way to go, (Dr.) Russell! |
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