WELCOME ABOARD!
Christin Paglen, JD
V.P. for Development,
North Shore-LIJ Hospice Care Network
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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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SOCIAL MEDIA
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Greetings!
Happy New Year!
Welcome to the second half of our program year. We have a plethora of great programs and educational offerings for you this spring. As we all study the new tax legislation, we are delighted to welcome back Sanford Schlesinger for our January Seminar on how the new law affects philanthropic planning. The seminar will be preceded by a full breakfast. Come join us to network and learn!
Alexandra P. Brovey, J.D. LL.M.
PPGGNY President
Quote of the month: "Wealth, like happiness, is never attained when sought after directly. It comes as a by-product of providing a useful service." Henry Ford |
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ASK THE PRESIDENT
Q: Are there any recent surveys of gift planners' salaries in the greater NYC metropolitan area?
A: Yes! PPGGNY conducted its own survey at the December Luncheon. Based on 42 responses, the median salary was $107,000, the average salary was $110,952, with a standard deviation of $42,877.
If you would like to submit a question for "Ask the President", please send me an e-mail. |
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SOMETHING NEW IN JANUARY
The new year begins with new tax legislation. Changing times call for innovative training approaches. On January 16, 2013, we will try something new.
To maximize your educational & networking time and get you back to the office in the afternoon, we will have a sit-down breakfast beginning at 9:00 a.m., followed by a 2-hour program on the new tax legislation presented by one of our popular and very knowledgeable speakers on the topic, Sanford Schlesinger.
 Sanford J. Schlesinger is a founding partner of the law firm of Schlesinger Gannon & Lazetera LLP. Mr. Schlesinger 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. He also handles all aspects of contested and litigated estate and trust matters.
Mr. Schlesinger has authored three books and numerous publications on trusts, estates, taxation, closely held business and family succession planning, charitable giving and related matters. read more
The breakfast meal of the day will feature Crepes with Chef's choice of accompaniments (meats, breads & fruits).
Register Now |
PPGGNY NEWS
PPGGNY Spring 2012-13 Meeting Schedule: Save the Dates!
- February 20, Seminar, Masters Forum* & Luncheon
- March 20, Seminar & Luncheon
- April 17, Seminar, Masters Forum* & Luncheon
- May Special Event (details TBD)
* Note: The Masters Forum is by invitation only with space limitations. |
FEATURE ARTICLE
News From Washington by Ron Brown
 On Wednesday, December 6, PPGGNY Vice-President Vikki Jones and I met with eight Congressional members and/or their staffs on Capitol Hill in Washington to encourage them not to change the tax deduction for gifts to charity. We were participating in lobbying visits that day with some 240 charitable representatives, who made 200 visits to Congressional offices, organized by The Charitable Giving Coalition.
As readers of The Planner likely know by now, on January 1 the House of Representatives voted in favor of a bill put together in the Senate that makes many changes regarding gifts from an IRA, phaseout of deductions for high-income taxpayers, and higher tax rates (income, capital gains, dividends, and estates). This is breaking news, and as I write the President has not signed the bill into law.
It seems clear that many of the changes will affect philanthropic planning. Fortunately for members of PPGGNY, on January 16 Sandy Schlesinger will explain what these changes mean, and will offer his thoughts on other possible developments in the not-too-distant future related to tax reform legislation, the spending sequester, and the national debt ceiling. His presentation should be well-attended! We hope to see many of you on the 16th, and look forward to maintaining the high quality of professional training and networking we all enjoy through PPGGNY. |
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MEMBER SPOTLIGHT
Walter J. Dillingham, Jr., MBA, CFA
Managing Director and Business Development Officer
Endowments and Foundations at Wilmington Trust
Walter Dillingham is a Chartered Financial AnalystŪ (CFA) and has 27 years of financial services industry experience. Most recently, he was director of Philanthropic Management for Bank of America Merrill Lynch. In this role for the last 10 years, Mr. Dillingham worked with endowments, foundations, and health-care organizations throughout New York, New Jersey, and Pennsylvania that used these asset management services in their investment programs.
Walter is a trustee of Fisher College (Boston) and serves on the Investment Advisory Committee of United Nations University and on the Professional Advisory Committee for both Lighthouse International and the Children's Support Foundation. He is a member of the CFA Institute, the New York Society of Securities Analysts, and the Philanthropic Planning Group of Greater New York.
Mr. Dillingham earned an MBA from Babson College and an undergraduate degree from Bates College. He also holds a certificate in Fundraising and Philanthropy from New York University and is currently enrolled in the Masters Program. |
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