WELCOME ABOARD!
Michael Brady
Gift Planning Officer, St. John's University
J Dillon Collins
Director of Major Gifts, Fairfield College Preparatory School
Laurel Combs
Planned Giving Officer, Doctors without Borders
Carroll Foley
Cathy Jenkins
Acting Director, Major & Institutional Gifts, American Foundation for the Blind
Kelly Kannen, JD
Bequest Manager, ASPCA
Philip Pockriss, Esq.
Jane Song, Esq.
Associate Attorney, Cane & Boniface, PC
Edward Winters, MBA
Kitt Wolfenden
Development Associate, New York Presbyterian Hospital
Charles Wright, CFA Vice-President, Foundation & Institution Advisory Services, Northern Trust
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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!
 A hearty thank you to Robert Sharpe for his outstanding September 19th seminar presentation that attracted the largest seminar audience in PPGGNY's history! And it was an honor to welcome Assistant Attorney General Lisa Barbieri, Esq. as our luncheon speaker. This month we will have a high-level seminar on a timely planned gift option, the CLAT, followed by a panel who will share their real-life experience with CLATs. In the early Spring we welcome back favorites, Ellen Estes and Davida Isaacson, who (at your request) have been invited to present seminars on the basics of gift planning. I hope you will join us for these interesting programs. Finally, a special thanks to Margaret Holman, President of Holman Consulting, Inc. and Mark Kalish, President of Kalish & Associates, Inc., for their sponsorship of the Masters Forum and the Jobs Bank, respectively.  Alexandra P. Brovey, J.D. LL.M. PPGGNY President |
CHANGING OF THE GUARD
Thanks to Jill Wasserman for her service as PPGGNY Vice-President; Jill is unfortunately unable to complete her term, but she will remain on the Board of Directors. Please congratulate Vikki Jones who was recently appointed by the Board to complete Jill's term of office. |
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ASK THE PRESIDENT
Q: Does anybody really read my responses to post-event surveys, or am I wasting my time?
A: We certainly do read your responses! They enable the Board to gauge what programs/topics our members like; and we take many of your suggestions to heart...so based on your replies we are planning to have programs focusing on gerontology & elder care, planned giving basics, and training tools to share with MGOs and other constituents.
Please continue to respond to the surveys, and if you would like to submit a question for "Ask the President", please send me an e-mail.
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PPGGNY NEWS
Seminar
October 17, 2012, 10:00 - Noon, 3 West Club
Innovative CLAT Structures: Providing Economic Efficiencies to a Wealth Transfer Workhorse
Paul S. Lee, J.D., LL.M.
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The combination of record-low interest rates, recent IRS rulings, and transfer tax incentives that sunset on December 31, 2012 make charitable lead trusts a very attractive opportunity right now for high-net-worth individuals and their favorite charities.
You are welcome to participate in a two-hour advanced training session on the use of charitable lead trusts led by Paul S. Lee of Bernstein Global Wealth Management, one of the country's most highly regarded experts in the innovative use of lead trusts for significant wealth transfers. Topics include:
- Demonstrating to donors/clients the benefits of lead trusts for significant wealth transfers in 2012
- Designing trusts that meet donor/client objectives: grantor/non-grantor trusts; selecting a term of years and payout rate; level/back-loaded payments
- Specific examples of different types of assets that can now be transferred to CLTs to illustrate how to navigate through the tricky private foundation rules
- Investment and planning implications, with rigorous Monte Carlo analysis using Bernstein's cutting-edge Wealth Forecasting
This seminar is essential for you as well as your philanthropic planning professionals including trust and estates attorneys, accountants, trust officers, financial planners, and others. PPGGNY has applied for CLE and CPE credit (two hours), so please invite a colleague to attend.
Register Now
Luncheon
October 17, 2012, 12:30 - 2:00, 3 West Club
Panel Discussion: Charitable Lead Trusts
Our Luncheon Program will reflect on some of the points covered during the preceding Seminar, "Innovative CLAT Structures...", presented by Paul Lee. Margaret Holman, President, Holman Consulting Inc. will moderate the discussion; the panel will include Ronald Brown, Senior Director of Gift Planning, Fordham University; Lisa Newfield, Esq., Partner, McCarthy Fingar, LLP, and Daniel O'Connell, CPA.
Some topics to be discussed by the panel include:
- How did the idea of a Charitable Lead Trust originate with your donors?
- When did your charity learn about their inclusion in the Lead Trust?
- Who do you turn to for expertise?
- What was your role throughout the process?
Register Now
Dues are $350 for the initial membership and $300 for additional members from the same organization. Member benefits include a free subscription to our newsletter, The Planner, discounted registration fees to PPGGNY events, access to members-only features of our website including the (searchable) online Membership Directory and the Job Bank. Members are also entitled to free job postings.
To lapsed members--we urge you to renew your Membership so that you will continue to enjoy these benefits. If you are considering becoming a member, we urge you to join PPGGNY now
Approximately two dozen PPGGNY members will be attending the National Conference of Philanthropic Planning this week in New Orleans? Our very own President Emeritus, Bill Samers, will make a presentation at the conference," Charting the Course: Navigating Toward Planned Giving Success".
PPGGNY 2012-13 Meeting Schedule: Save the Dates
- November 14, Seminar & Luncheon
- December 19, Seminar & Luncheon
- January 16, Seminar & Luncheon
- February 20, Masters Forum & Luncheon
- March 20, Seminar & Luncheon
- April 17, Masters Forum & Luncheon
- May 15, SPECIAL SEMINAR & RECEPTION 3:30-6:00 p.m.
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FEATURE ARTICLE
THE CASE FOR PLANNED GIVING
You would think that with the "almost guaranteed" future revenues from planned giving campaigns that more nonprofits with strong support from loyal individuals would be involved in this form of fundraising.
Somehow, building this ongoing revenue stream is often overlooked when cash flow is tight and there are always so many pressing needs. Yet, planned gifts have saved the day for several nonprofits that started programs a while back and are now reaping the benefits as some gifts mature and offset annual campaign shortfalls or endowment market losses.
At some point it's important to get in the game, so you stop losing out on your share of the billions of dollars in bequests that are received as charitable gifts every year.
Here are just five of many reasons to put some effort into your own planned giving campaign: read more
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MEMBER SPOTLIGHT
Sarah Foote
Director of Major Gifts at New York Weill Cornell Medical Center
 Sarah Foote supervises a team that raises individual gifts of $100,000 - $1,000,000 for NewYork-Presbyterian Hospital at the East 68th Street campus and Weill Cornell Medical Center. Sarah is also a principal gifts officer, managing a portfolio of donors at the $1,000,000+ level.
Sarah has worked in development for almost thirty years, and her experience encompasses several areas: annual giving, capital campaigns, corporate/foundation/government relations, major/leadership gifts, membership, planned giving, and special events. She has been at NewYork Presbyterian/Weill Cornell since 2004; her prior career had been in the arts. Sarah is a graduate of Smith College, with a master's degree in performing arts management from NYU.
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