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February 21, 2018 Seminar & Light Breakfast
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 Export to Your Calendar 2/21/2018
When: Wednesday, February 21, 2018
9:00 AM
Where: 3 West Club
3 W 51st Street
New York, New York  10019
United States
Contact: PPGGNY
781-205-9383


Online registration is available until: 2/15/2018
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Wednesday, February 21, 2018 at 3 West Club

Registration Check In 8:30 AM - 9:00 AM Pricing (Member/NonMember)
Morning Panel Seminar 9:00 AM - 11:00 AM Pricing $50/$75

 

Morning Panel Seminar (9:00 AM - 11:00 AM)

Demystifying Charitable Gift Annuity Audits – A Panel Session

Is your Gift Annuity Program up-to-date and ready to pass a NYS Department of Finance Audit with flying colors? Our panel of seasoned gift planners will give you a behind the scenes look at the audit process, and will share tips -- from their own organization’s experiences -- to make your next audit (or perhaps your first audit) go smoothly. 

This session is eligible for CLE, CPE, and CFRE credit.


 

About Our Speakers

Moderator: Stacy B. Sulman, JD

Stacy B. Sulman, J.D., is the Vice President for Personalized Philanthropy and Legal Affairs for the American Committee for the Weizmann Institute of Science. In that capacity, she works closely with donors, their families, their foundations, and their professional advisors to develop strategic gifts that mesh donors’ plans, missions, and goals with creative gift strategies. She also oversees bequest and gift annuity administration, as well as general compliance and legal matters. 

Stacy currently teaches Planned Giving at New York University’s Heyman School for Philanthropy and Fundraising, and speaks on various aspects of planned giving to local, regional, and national groups. She has also taught as a faculty member of the University of Arizona College of Law.  Finally, Stacy serves on the Board of Directors of the Daughters of Israel, where she chairs the By-laws Committee, and as Vice President of the Planned Giving Group of Greater New York. 

Stacy received her JD from the University of Arizona College of Law and her Bachelor’s Degree from Bryn Mawr College. In her spare time, she chases after her three kids ages 8 to 19.


 

 

 

Panelists:

 

John M. Bacon, JD

John Bacon is the Deputy Chief Development Officer for Planned Giving at The Metropolitan Museum of Art.  Before joining The Met in September 2017, John was the Director of Planned Giving at The New York Public Library.  A trusts and estates attorney by training and a scholar of American art and architecture, he is active with the arts and New York City community through the Friends of American Arts at Yale, the Historic Districts Council, and the New York Public Radio Community Advisory Board.  He is a graduate of Yale College, the University of Delaware’s Winterthur Program, and Temple Law School.


 

 

 

 

Del Bouafi

Del Bouafi is a Vice President of State Street Global Advisors and a Senior Portfolio Manager in the firm’s investment Solutions Group dedicated to Charitable Asset Management. She is responsible for assisting clients in the development of asset allocation and investment strategies for their planned giving portfolios.

Previous to joining the ISG team she was a Portfolio specialist covering Global Active Quantitative Equities. She was responsible for portfolio management, research, product development and positioning across multiple strategies within this group. Del began her career as SSGA as an associate in the Advanced Research Center (ARC). Del has been working in the investment industry since 2001.
Del received a Bachelor of Science degree in Finance from Bentley University.



 

 



Meryl R. Cosentino, JD

With more than 30 years of legal and gift planning experience, Meryl is currently the Senior Director of Gift Planning at Stony Brook University. Meryl joined the Stony Brook Advancement team after spending five years as the Director of Planned Giving for St. Francis Hospital. Prior to joining St. Francis, Meryl honed her philanthropic skills at The Nature Conservancy on Long Island.

As a practicing attorney, Meryl specialized in representing parents of children with disabilities and it was this work (tailoring estate plans to meet the specialized needs of her clients) that sparked her interest in pursuing a career in planned giving. Meryl is a member of the National Association of Charitable Gift Planners (CGP) and was elected to serve a three-year term on the National Board beginning January 2018.  Meryl has also spoken at the CGP National Conferences in Orlando, Florida and San Antonio, Texas.

Locally, Meryl has just completed her two-year term as President of PPGGNY and is looking forward to her new role as Immediate Past President.

Meryl received her B.A. from Indiana University (Go Hoosiers!) and her J.D. from Brooklyn Law School, where she was an editor of the Brooklyn Law Review. In her free time Meryl enjoys quilting, baking and spending time in front of the TV cheering on the NY Giants and NY Rangers. She is especially excited to add the title of Certified Spinning Instructor to her resume!



Cancellation Policy:

Cancellations and requests for refunds must be submitted in writing and received no later than 5 p.m. (Eastern Time) three business days before the PPGGNY program for which you are registered.

 
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