WELCOME NEW MEMBERS!
Will Cruz, Director of Annual Giving-Hospital for Special Surgery
Samantha Delson, DevelopmentAssociate-Hospital for Special Surgery.
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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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SOCIAL MEDIA
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Use our social media pages to strengthen our organization.
Join our LinkedIn and Facebook pages to post resources, share information and/or ask questions or seek advice.
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Greetings!
Winter is upon us, but with Valentine's Day and Mardi Gras approaching in February, we are reminded that Spring will soon be on its way; a time for new life and new beginnings.
PPGGNY is embracing that theme with a two-part seminar series: Introduction to Planned Giving, Part 1, in February, followed by Part 2, in April. Perennial favorites Ellen Estes and Davida Isaacson have graciously agreed to return as faculty; both are consistently popular seminar speakers. In addition, for our most experienced members, we will offer two Masters Forums, also scheduled in February and April. So, regardless of whether you are new to the field, or a veteran, PPGGNY has exciting programs coming up to help you renew/refresh your skills.
The lunch program this month will feature an update on trends about a key planned gift option, the charitable gift annuity. Please join us for that program, and networking opportunities, on February 20th.
Alexandra P. Brovey, J.D. LL.M. PPGGNY President
"There are many things in life that will catch your eye, but only a few will catch your heart...pursue these." Michael Nolan
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ASK THE PRESIDENT
Q: Why do gift planners love what they do?
A: Is it the 3-hour lunches at IHop? The tea and cookies in the 50s-style kitchens? Or perhaps taking a donor to a doctor's visit? Maybe, for some of us, but for me it is about helping others do good...and in the process winning over (converting) a few good people who do not see the value in planned gifts in today's bottom-line world. Please share your thoughts & stories.
If you would like to submit a question for "Ask the President", please send me an e-mail.
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February 20th Seminar
Introduction to Gift Planning: Part 1
This session will be a basic introduction to Planned Giving. We will discuss what "Planned Giving" is really all about and why it is important for your organization. We will review the assets donors can use to make gifts, how they can give, and some of the gift options that may be especially attractive in our current environment. We will also discuss who are your best planned giving prospects, and how to get started in planned giving.
Ellen G. Estes, LL.B., a graduate of the Yale Law School, started her career as an estate planning and tax attorney. She then became Legal Counsel to the Campaign for Yale, and later served as the first Director of Development of the acclaimed Long Wharf Theatre in Connecticut.
Ellen founded Estes Associates to provide consulting services on major and planned gift matters to non-profit organizations nation-wide. Ellen is a regular speaker at professional conferences around the country and is also widely recognized for her no-nonsense, basic seminars, Planned Giving - Plain and Simple™.
Ellen was awarded the prestigious David M. Donaldson Distinguished Service Award by the Planned Giving Group of New England in 2008.
Register Now
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February 20th Luncheon
CGA Trends, Nationally & Locally
"Nuggets of marketing gold are found in the most recent national survey by the American Council on Gift Annuities. For example: how old are typical annuity donors, are gift annuities favored by women, how much remains after an annuitant's life for use by charities, and have the Great Recession and record-low interest rates made gift annuities more or less attractive for donors and for charities in 2013? Plus, what do you want ACGA to ask in the gift annuity survey this fall?"
Ron Brown, a Board member of ACGA, chair of its Research Committee, and a member of the Rates Committee will make this presentation.
Ron has served as Director of Gift Planning at four leading charities: Princeton University (1996-2011), the National Wildlife Federation (1992-1996), United Way of America (1987-1992) and from January 2012 to the present, Fordham University. He is currently a volunteer Board member and chair of the Research Committee for the American Council on Gift Annuities. In that capacity Ron was principal author of the 2009 Survey of Charitable Gift Annuities (ACGA: 2010). He is also a member of the ACGA Rates Committee and the CANARAS Gift Planning Council as well as a PPGGNY Board member. read more.
Note: The meal of the day will be baked fish.
Register Now
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PPGGNY NEWS
PPGGNY-Spring 2013: Save the Dates!
- March 20, Seminar & Luncheon
- April 17, Seminar, Masters Forum* & Luncheon
- May Special Event (details TBD)
* Note: The Masters Forum is by invitation only.
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Feature Article
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 We have a new tax act - The American Taxpayer Relief Act (ATRA), which became law on January 2, 2013. By now we have all undoubtedly received numerous summaries of this new law, and some have even provided comments about anticipated effects on charitable gifts. The PPP website contains a good Legislative Update. Click here to view the page. |
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MEMBER SPOTLIGHT
A Duo from State Street Global Advisors
Jan S. Adams
Jan is a Senior Managing Director of State Street Global Advisors and Manager of the firm's Charitable Asset Management Group, a division of State Street that invests and administers life income assets for preeminent charitable organizations in the United States.
Prior to joining SSgA in 2000, Jan was a senior vice president with Mellon Private Capital Management working as an endowment and foundation specialist with charitable clients on planned gift and endowment investments. Prior to Mellon, Jan managed the Not-for-Profit Commercial Lending Group for Bank of New England and before that the Private Banking Professionals team.
As a volunteer, Jan has served on numerous boards including the Planned Giving Group of New England, the National Committee on Planned Giving and Handel & Haydn Society. Jan is currently on the board of the State Street Bank and Trust Company of California, National Association and the Boston YWCA. She is a member of the Boston Estate Planning Council, the Planned Giving Group of New England and the Leadership Institute of the Partnership for Philanthropic Planning. She also serves on the Planned Giving Advisory board for the New York Public Library, as a Corporator for Simmons College, and advisor for Camp Harbor View.
Jan holds an MBA from Simmons Graduate School of Management, a Bachelors Degree from Tufts University, and a M.Ed. from Antioch.
Jennifer Kim Katstra Jen is a Principal of State Street Global Advisors (SSgA) and a Business Development Officer in the firm's Charitable Asset Management Group. Prior to this role, Jen was a Senior Marketing Support Officer and Contract Associate within the Institutional Sales, Marketing and Relationship Management team. Jen was primarily responsible for facilitating the new business installation process and liaising with legal, compliance, operations and other various investment groups. She also served as a resource and an information specialist to SSgA's global institutional sales and relationship management teams for inquiries surrounding US institutional products and investment management documentation. Prior to joining SSgA in April of 2007, Jen most recently worked at Loring Wolcott & Coolidge Office as a Portfolio Administrator and at Boston Advisors LLC as a Portfolio Manager Associate. Jen holds a B.A. in International Studies and East Asian Studies from Colby College. |
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