WELCOME ABOARD!
Michelle Crisci, Deferred Giving Supervisor-Maryknoll Fathers & Brothers
Michael Humphrey, JD-Counsel-Vishnick McGovern Milizio, LLP
Jeff Lipkin, Legacy Giving Advisor-American Friends of Magen David Adom
Greg Teeter, JD,
Assoc. VP for Major & Planned Gifts-Iona College John Westfall-Kwong,
Dir. of Development-Lambda Legal
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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!
Thank you for the positive feedback! Those who attended our Fall programs have been pleased with the great topics presented to date. We will continue to offer programs you requested. In November we will feature Anne Melvin who will present an interactive seminar on negotiation. Our luncheon program will focus on elder care issues. In December we will welcome back Jonathan Tidd, Esq. for both a Seminar and his annual "Planned Giving Quiz".
Please join me in a heartfelt thanks to Claudine Donikian and Pentera, Inc., for stepping up their support of PPGGNY and becoming our Premier Sponsor. Thank you!
I look forward to seeing you in November and December. Alexandra P. Brovey, J.D. LL.M. PPGGNY President
Quote of the month: "The best use of life is to invest in something which will outlast life." William James |
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ASK THE PRESIDENT
Q: Does PPGGNY do any advocating at the state or national level regarding charitable deductions?
A: No. However, we pay dues to the Partnership for Philanthropic Planning ("PPP") which does advocate on our behalf. Later in this newsletter there is an update on what PPP is doing at the national level.
If you would like to submit a question for "Ask the President", please send me an e-mail.
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PPGGNY EVENTS IN NOVEMBER
Seminar
November 14, 2012, 10:00 - Noon, 3 West Club
Negotiation: You Can't Always Get What You Want (but you just might find you get what you need!)
Anne Melvin, Deputy Director of Gift Planning, Harvard University
Many people think that negotiation is more art than science. Fortunately for us as fundraisers, there is quite a bit of it which IS a science. This session will break down, disassemble and examine the elements of both functional and dysfunctional negotiations.
Anne Melvin has worked as both a volunt eer and a professional in the field of development for the past 18 years. For the past 12 years, Anne has specialized in planned giving, negotiating and closing gifts for various schools at Harvard. She has directed the planned giving marketing program for Harvard's Faculty of Arts and Sciences for the past nine years, tripling its lead generation in that time and revamping entirely the way it does marketing.
Prior to joining Harvard, Anne practiced real estate law in the Boston area. She is a cum laude graduate of Williams College and holds a J.D. from the Boston University School of Law.
Register Now
Luncheon
November 14, 2012, 12:30 - 2:00, 3 West Club
Donative Capacity: A Social & Legal Discussion
Stacey Meshnick, Esq.& Joy Rivera, LMSW, both from Ronald Fatoullah & Associates.
This presentation will be a discussion regarding issues of donative capacity from the perspectives of an attorney specialized in elderlaw and geriatric social worker & care manager. read more
Stacey Meshnick attended New York University where she received a Bachelor of Arts Degree in 1988. After graduating, she was employed as a caseworker in nursing homes. Subsequent to working in nursing homes for four years, she attended law school with a focus on elder law. During law school Ms. Meshnick was employed by and interned for elder law attorneys. She joined Fatoullah & Associates in 1996 after graduating from New York Law School. Stacey lectures on elder law issues and writes articles for both attorneys and laymen.
Joy R. Rivera graduated from the Hunter School of Social Work in 1999, majored in community organizing with a concentration in Gerontology. She was employed as coordinator of residential services for Project FIND, The Hamilton, located on the upper Westside of Manhattan. Joy then pursued an opportunity to manage The Lincoln Guild Housing NORC (Naturally Occurring Retirement Community), also located on the upper Westside of Manhattan.
In 2005, Joy completed a 2-year certificate course in Geriatric Care Management from the Brookdale Center on Aging. Shortly after, Joy became an employee of Senior Bridge, which afforded her a wonderful opportunity in providing care management and serving clients with complex chronic problems.
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PPGGNY NEWS
NEW MEMBER BENEFIT
For those who were not able to attend the recent national conference in New Orleans, we brought the conference to New York! PPGGNY purchased MP3 files of all of the presentations at the recent national conference in New Orleans for our members to peruse on your smart phones during your commutes, etc. To access the files, long in to the PPGGNY website then click the link "PPP2012 Audio Archives" in the "Documents" section in the left panel of the "Members Only" page. We welcome your feedback!
PPGGNY 2012-13 Meeting Schedule: Save the Dates
- December 19, Seminar & Luncheon (Jonathan Tidd)
- January 16, BREAKFAST SEMINAR ONLY (New!)
- February 20, Seminar, Masters Forum & Luncheon
- March 20, Seminar & Luncheon
- April 17, Seminar, Masters Forum & Luncheon
- May 15, SEMINAR & RECEPTION (details TBD)
PPP Update
PPP has joined with its partners in the Charitable Giving Coalition to sponsor a Capitol Hill fly-in event called "Protect Giving-DC Days" on December 4th and 5th to voice strong support for the charitable deduction. The event aims to bring over 200 "citizen lobbyists" to Washington, DC during the lame duck session of Congress to meet with Senators and Representatives and their staff to explain the impact that a cap on the charitable deduction will have on nonprofits and the communities they serve. There is no cost to attend the event, and participants will receive training, talking points, and other materials. Vikki Jones will be attending the DC event. If you are interested in attending, please contact Vikki.
To read PPP's position, with talking points you can use in your own advocacy efforts, click here.
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FEATURE ARTICLE
In January we will change the format slightly and present a 2-hour Seminar from 10:00-Noon preceded by breakfast from 9:00-10:00 in lieu of our usual luncheon program. Our speaker, Sanford Schlesinger, Esq., is a nationally recognized expert in the areas of estate and tax planning, estate administration, family-owned business planning, charitable planning and all related areas. read more
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MEMBER SPOTLIGHT
Steven L. Meyers, Ph.D.
Vice President, Center for Personalized Philanthropy
American Committee for the Weizmann Institute of Science
 Steven L. Meyers, Ph.D., has been Vice President for Planned Giving at the American Committee of the Weizmann Institute of Science since 1995 and is a member of its management team and total financial resource development strategy group.
Steve has published in the Journal of Gift Planning and speaks frequently at gift planning roundtables on donor-centered giving and "Planned Giving in the Big Picture." He is a principal developer of personalized philanthropy - a full spectrum practical approach for integrating current and future gifts, enabling donors to have greater philanthropic impact. He also developed best practices for transparently reporting fundraising achievement in multiple dimensions, widely adopted by charitable organizations.
Steve strongly believes in building a pioneering culture of teamwork and collaboration and most enjoys helping donors realize ways they can help make miracles happen at the Weizmann Institute and other organizations close to their hearts. He holds a Masters Degree in Organization and Management from Antioch University and a Ph.D. from the University of Buffalo.
Steve is a member of PPGGNY's Board of Directors and also serves as co-chair of the NYPPS 2013 Committee.
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