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Wednesday, March 15, 2017 10:00 AM - 2:00 PM at 3 West Club

Morning Seminar (Nuts & Bolts): "Planned Giving When That's Not All You Do" by Pamela Bennett, JD & Lori Lasson, JD 
Morning Seminar (Advanced): "The Administration of the Estate: from Probate to Settlement" by Lisa Newfield, JD
Luncheon Presentation: "Charitable Planning in Light of the Evolving Environment" by Martin M. Shenkman CPA, MBA, PFS, AEP, JD



Monday, May 15, 2017 8:30 AM - 5:00 PM at Convene (Times Square)

PPGGNY's Annual All-Day Conference PLANNED GIVING DAY NYC 2017
Plenary Presentation: "Managing Metrics: National Association of Charitable Gift Planners’ New Guidelines" by Joseph O. Bull, JD

With the advent of advanced computation and “big data”, metrics of fund raising activities are prevalent throughout all types of organizations.  When it comes to measuring the effectiveness of a gift planning program, what are the best measures? When it comes to measuring the effectiveness of blended gifts, what are the best measures?  Although not all “planned” gifts are deferred, much of the work of individual gift planners will pay off in the future—often after the original fundraiser has left the organization and the donor relationship and stewardship of the commitment have changed hands, perhaps several times. CGP's Metrics Task Force is examining best approach to setting goals and measuring performance for fundraisers charged with developing blended gifts, bequests, charitable trusts, charitable gift annuities, and other gifts that have a future impact on the bottom line. In this session, task force chair Joe Bull reports on connections between metrics and fundraising success.

Keynote Presentation: "How Congress and IRS are Changing Charitable Giving" by Emanuel ("Emil") Kallina, II

There is a lot of uncertainty and corresponding concern on how Congress and IRS will change the face of philanthropy in 2017 and going forward. The House W&M has asked charities to justify why they need a charitable income tax deduction. President-Elect Trump and the House GOP have recommended eliminating the estate tax, even on wealthy estates. The Senate Finance Committee is concerned about the size of and need for endowments. IRS is challenging charitable organizations on the basis of their political belief. The speaker will address these and other major issues, and assess the impact of future events on charities and the charitable planner.

Track speakers & sessions will be posted soon!

>>Click Here to read more about Planned Giving Day NYC & to take advantage of early-bird registration!


From the PPGGNY President

Dear PPGGNY Members and Friends,

It is February and PPGGNY has a sweet Planned Giving Day treat for you!  Planned Giving Day registration is now open and we are offering – for the first time – an Early Bird Special. Register before March 31st and take advantage of these sweet prices before they go up. 
Our full-day conference schedule includes three specialized tracks that offer something for everyone! Our Illumination track is dedicated to those new to the field of gift planning or those who would like a refresher on their fundamentals; our Accreditation track provides professional credits in an enjoyable setting; and our popular Innovation track will help you explore some of the hottest topics in gift planning. We are excited about our amazing line-up of speakers and know that you will be too. Please join us for a full day of education, connections and inspiration – and be sure to invite your colleagues too.

I hope to see you there!

With my warmest PPGGNY regards,
Meryl R. Cosentino, JD
PPGGNY President

PS --  As I mentioned at our recent meeting, PPGGNY offers an amazing mentorship program for those new to gift planning, transitioning from another career, or starting out at a new organization.  There are no requirements on being a mentor or a mentee (other than being a PPGGNY member), so we hope you will take advantage of this opportunity.  We can’t wait to hear your success story.  

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March 15, 2017 Morning Seminars and Luncheon Presentation

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