WELCOME ABOARD!
Colette Atkins, MBA
V.P. for Institutional
Advancement, College of Mt. Saint Vincent
J. Dillon Collins
Director of Major Gifts, Fairfield College Preparatory School
Jeffrey Comfort
Executive Director, Principal Gifts & Gift Planning, Georgetown University
Shawn Mroz
Director of Gift Planning North Shore-LIJ Health System Foundation
Thameenah Muhammad, CFRE, MS
Manager of Individual Giving, NAACP Legal Defense
Leesa Okeke
Planned Giving Representative, The Salvation Army
Cathy Jenkins
Acting Director of Major & Institutional Gifts, American Foundation for the Blind
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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
Thanks to our Job Bank Sponsor
Kalish & Associates |
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Greetings!
What a fall it has been! An election, superstorm Sandy, and expiring tax provisions...Oy Veh! We share some ideas for our donors in these uncertain times in our Feature Article. And, as always, we are pleased that Jon Tidd will join us at this month's meeting. Happy holidays to all, and stay tuned for some congressional action...if there is any.
Alexandra P. Brovey, J.D. LL.M.
PPGGNY President
Quote of the month: "If you want to truly understand something, try to change it." Kurt Lewin
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ASK THE PRESIDENT
Q: If Congress fails to act, and we all fall over the "fiscal cliff" on January 1, 2013, is all hope lost for gift planners and for our organizations?
A: Absolutely NOT! While some are predicting a recession, many hold high hopes that Congress will act. There are still 31 days in December, and even if tax rates increase our donors will have more incentives to make gifts and claim tax deductions. Plus, as most of us know, the #1 reason donors make gifts is to support an organization's mission. Tax deductions weigh in further down the list of motivations.
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 DECEMBER
Welcome Back Jonathan Tidd, Esq.!
Jon Tidd has been our December speaker for many years, and every year he attracts huge audiences and receives outstanding reviews. This year Jon returns to present a 2-part masters-level Seminar plus his annual Gift Planning Quiz at our holiday Luncheon.
Jonathan Tidd, Esq. is a leading lawyer whose practice is specialized in advising organizations on charitable gift planning issues. His clients include a wide range of educational, healthcare, arts, human rights and social service organizations. Jonathan was a presenter at the first 18 National Conferences on Planned Giving.
Jonathan's articles on charitable gift planning have appeared in the Journal of Taxation, Estate Planning, Taxes-The Tax Magazine®, Trusts & Estates, and other professional journals. Formerly, Jonathan served as Planned Giving Director for New York University. Jonathan is a member of the Connecticut, Illinois, Indiana and New York Bars.
Seminar (Note: Masters-Level content)
December 19, 2012, 10:00 - Noon, 3 West Club
Part I: Cases & Problems in Gift Planning
Jon will discuss an array of real-world cases and problems based on his personal experiences with donors and charities, with references to the tax code, IRS rulings and court cases. Issue identification is one of the skills that will be particularly emphasized during these case presentations.
Part II: Ethical Questions in Charitable Gift Planning
During this session Jon will pose a series of questions that will be familiar to, and should resonate with, development officers. These questions will raise ethics issues under New York rules of professional responsibility for lawyers.
Luncheon
December 19, 2012, 12:30 - 2:00, 3 West Club
Jonathan Tidd's Annual Gift Planning Quiz
Jon has been presenting his Annual Gift Planning Quiz to PPGGNY audiences for many years, and is one of the highlights of our program year. Once again he will challenge you with a series of questions that cover the whole spectrum of gift planning issues that involve tax and/or legal implications...and provide the answers (at the end of the program).
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PPGGNY NEWS
More on Elder Law
One of our November luncheon speakers, Stacey Meshnick, Esq., has made an offer to PPGGNY members who would like to keep abreast of issues affecting the elderly donor:
"We can include any interested members on our list to receive our "Elder Law Review" once a month. We do not send out emails other than that monthly informative publication. Feel free to let me know if anyone is interested and I will add their email address(es) to our list."
Stacey Meshnick, Esq.
Ronald Fatoullah & Associates
1(877)ELDERLAW (1-877-353-3752)
If you want to take advantage of this offer please contact Ms. Meshnick directly, or send PPGGNY an e-mail and let us know.
Philanthropy
Now is the time to help support PPGGNY's efforts to help some of its members who may be between jobs or otherwise in need of financial help with scholarships to defray the cost of membership and/or event attendance. We welcome your donations to our Scholarship Fund; 100% of your donation will support your PPGGNY colleagues. PPGGNY is a 501(c)(3) organization; your donation is tax deductible and we can provide you with a tax receipt.
PPGGNY Spring 2012-13 Meeting Schedule: Save the Dates!
- January 16, 2013 - SPECIAL BREAKFAST SEMINAR
- February 20, Seminar, Masters Forum & Luncheon
- March 20, Seminar & Luncheon
- April 17, Seminar, Masters Forum & Luncheon
- May Afternoon Seminar & Cocktail Reception (details TBD)
PPP Update
PPGGNY is joining the Partnership for Philanthropic Planning (PPP) and other philanthropic partners in the Charitable Giving Coalition at Protect Giving-DC Days on December 4th and 5th to voice strong support for the charitable deduction.
This Capitol Hill fly-in 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. Vikki Jones, our Vice President and Ron Brown, a board member, are planning to attend this event. Please e-mail us if you are planning to participate.
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FEATURE ARTICLE
Interesting Times
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MEMBER SPOTLIGHT
Dianne Armstrong, CFRE
 Dianne has served as Director of the national planned giving program at Planned Parenthood Federation of America, Inc. since 1999. She began her fundraising career in 1981, working at the Rutgers University Foundation, followed by C.W. Post College-Long Island University, Cornell University Medical College, and Women In Need.
Dianne received a M.S. in Nonprofit Management from the New School for Social Research in 1996. She is a former board member of AFP-GNY and WID-NY and has been a speaker for PPGGNY, the PG Council of NJ, and the St. Louis PG Council. In 2009, she joined the national board of the American Council on Gift Annuities.
Dianne is a member of PPGGNY's Board and serves as Co-Chair of the Accreditation Committee.
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