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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!
April showers bring May flowers. This month we feature two of our former "reigning" presidents, both highly engaging speakers. Davida Isaacson will present her ever popular "Introduction to Planned Giving" seminar (with a focus on marketing) in the morning, and during our luncheon Bill Samers will discuss how to be more successful in planned giving.
In addition to these educational programs, we will hold a brief business meeting during the luncheon to elect officers and new Board members for 2013-14.
Please join us on April 17th!
Alexandra P. Brovey, J.D. LL.M.
PPGGNY President
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ASK THE PRESIDENT
Q: Why will there not be an annual Planned Giving Day this Spring?
A: For financial reasons, and to minimize conflicts with other day-long conferences, the BOD decided to cancel Planned Giving Day in order to devote more of our resources to seminars and educational programs throughout the program year. We are planning a special reception in May to wrap-up this fiscal year, and we also have a special luncheon event planned in the fall (see below).
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MARCH 20 EVENTS
Seminar -
Introduction to Planned Giving II
Speaker: Davida Isaacson
In this follow-up to the fabulous Ellen Estes presentation on gift plans we will focus on the marketing of those plans. The Who, Where, Why, and maybe even What will be explored. We will encourage cost effective planned gift marketing - even if you think you don't have a planned gift department. Techniques for piggybacking on existing materials, no cost seminars, and active after-gift marketing efforts will be discussed. This session is designed for the novice planned giving professional or one who has other tasks that seem more pressing. You will leave with ideas to create a planned gift marketing plan which will be easy to implement, yet yield wonderful results.
 Davida Isaacson is founder and President of Davida Isaacson Consulting, Inc. She is a nationally recognized lecturer on major gift and planned gift topics and is an adjunct professor at the George H. Heyman, Jr. Center for Philanthropy and Fundraising at New York University.
Ms. Isaacson is President Emeritus of the Planned Giving Group of Greater New York and served on the Board of the National Committee for Planned Giving. While serving on the NCPG Board Ms. Isaacson headed the Research Committee that conducted a premier study of the motivations of planned gift donors.
She continues to lecture extensively for charitable organizations, including the Nonprofit Coordinating Committee of New York, WQED/Pittsburgh, American Committee for the Weizmann Institute of Science, the National Kidney Foundation, and American Technion Society among others.
Prior to her work in the not-for-profit industry, Ms. Isaacson was a trust and estate banker for twenty years. While a Vice President at National State Bank in Summit, NJ she served on the bank's charitable gift committee and oversaw grantmaking from the bank's discretionary charitable gift fund.
Register Now
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LUNCHEON
Charting the Course: Navigating Towards Planned Giving Success
Speaker: William D. Samers, Esq.
This presentation will focus on key strategies that will contribute to the success and strengthening of your planned giving department. It will also focus on strategies to make you and your department more prominent within your organization. Learn how to integrate planned giving into your organization's fundraising culture, gain an understanding of which gifts are best to promote and how to market them. Discover new approaches for making planned giving asks and train others to do the same. We will also focus on tactics on seeking advice, developing metrics, dealing with the ethical dilemmas and enhancing your donor recognition. Finally, to create personal success and organizational change you will develop skills to effectively manage and lead a quality team.
William D. Samers is Vice President of Planned Giving and Endowments at UJA-Federation of New York, the largest local not-for-profit in the country, where he leads an 18 person gift planning department.
Before UJA-Federation, he worked for the American Committee for the Weizmann Institute of Science (ACWIS) most recently as the Vice President of Gift Planning and Compliance. He is President Emeritus of the Philanthropic Planning Group of Greater New York and served on the Executive Committee of the Partnership for Philanthropic Planning (formerly known as the National Committee on Planned Giving) as Secretary and Chair of the Investment Committee. Bill has presented at the AFP International Conference; the National Conference on Planned Giving; the Planned Giving Councils of New York, New England, Connecticut, Philadelphia, Palm Beach, Houston, and San Francisco as well as to the New York State Society of Certified Public Accountants.
He has been published in the Journal of Gift Planning (2004) and the Conference Proceedings for the Partnership for Philanthropic Planning National Conference (2008). Bill has been quoted in many publications including the New York Times; the Chronicle of Philanthropy, and the Non Profit Times.
Bill graduated from the University of Pennsylvania and received his J.D. from Boston University Law School.
Note: The meal of the day will be something special: "A Beggars Purse" (filo shell filled with porcini mushrooms, spinach and cheese).
Register Now
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PPGGNY NEWS: Save the Dates
Special May Membership Reception
May 22, 2013 - 4:00-6:00 PM
 | | Kim Katz |
This event will be hosted at the corporate offices of AllianceBernstein, 1345 Avenue of the Americas overlooking Central Park. After welcoming remarks and a brief presentation by Kim Isaacs Katz, Director, Senior Investment Advisor and Principal at Bernstein Global Wealth Management, we shall be able to mingle and celebrate the benefits of belonging to PPGGNY. Join us at the cocktail reception, perhaps you may win a door prize! More details coming soon!
"PPGGNY Honors..."
October 2, 2013 at the Cosmopolitan Club
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 Jon Tidd will receive a Lifetime Membership Award in PPGGNY.
- Wally Munro will receive PPGGNY's "Cloughy Award", to be presented by previous awardee Wayne Mones.
Stay tuned for information about our Keynote Speaker, other special festivities during PPGGNY's Annual Awards Luncheon, registration and sponsorship information.
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Member Spotlight
Three members will be nominated to serve on the PPGGNY Board of Directors.
 | | Nora Benoliel |
Nora Benoliel is Assistant Director of Planned Giving at the Wildlife Conservation Society. Previously she was Deputy Director of Gift Planning and Major Gifts at the International Rescue Committee.
Nora joined the Fundraising world after working as a private banker for 17 years at both HSBC and American Express. Previously, she attended George Washington University where she earned an MBA degree.
 | Lisa Lager
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Lisa Lager serves as the Director of National Planned Giving, Legacy and Endowments at the Anti-Defamation League, the nation's premier civil rights/human relations agency which fights anti-Semitism and all forms of bigotry, defends democratic ideals and protects civil rights for all. She has more than 25 years of comprehensive development, administrative and leadership experience, with particular expertise in directing planned giving, legacy, and endowment campaigns, as well as managing probate and trust administration programs. In addition, she is has expertise in strategic planning, board development, major gifts, marketing and communications, special events, and direct mail.
 | | Marc Potolsky |
Marc Potolsky has been with Pace University since 2007, initially as a Planned Giving Officer and more recently as the Director of Planned Giving. Marc's experience with fundraising dates to 2003 with local community organizations, and he has extensive estate and tax experience, including charitable organizations, practicing law since 1988.
In his planned giving capacity for Pace, Marc works with dozens of fundraising colleagues, as well as administrators, faculty, and staff, helping create planned gift fundraising relationships and leading the University's gift planning efforts. He has been a member of PPGGNY and he has regularly attended events since 2008; he also has assisted in several of PPGGNY's annual symposia, serving as chair of educational tracks.
Marc grew up in suburban New Jersey, earned his college and law school degrees from the State University of New York (Buffalo, New York), and his masters degree in tax from Villanova University. He is licensed to practice law in New York and New Jersey, and resides in Bergen County, New Jersey, with his wife and two teenage sons.
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John Bacon, Chair of the Nominating Committee is pleased to announce nominees for the 2013-14 Board of Directors.
Officers
- President: Vikki Jones
- Vice President: Meryl Cosentino
- Treasurer: Hugh Williams
- Secretary: Michelle Mulia-Howell
- Immediate Past President: Alexandra Pia Brovey
Non-Officers
- Dianne Armstrong
- Pamela Bennett
- Nora Benoliel*
- Alan Berkowitz
- Ron Brown
- Claudine Donikian
- Russell Hammond
- Lisa Lager*
- Annetta Love
- Steven Meyers
- Marc Potolsky*
*Featured above
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