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About » Support » Sponsors
Sponsor Benefits
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Wells Fargo Philanthropic ServicesWe specialize in investment management, administration, compliance, tax and reporting for nonprofit organizations. Michelle Belaustegui, 336-732-4850 |
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National Madison25 years of designing, implementing, and maintaining comprehensive wealth preservation and transfer solutions. Andrea McDaniel, 212-878-1684 |
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Merrill Lynch Center for Philanthropy and Nonprofit ManagementOur philanthropy reflects our commitment to invest wisely in our communities. Richard Slutzky, 212-236-6859 |
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Kaspick & CompanyKaspick & Company is a premier provider of comprehensive planned giving services for charitable organizations nationwide. Through our sophisticated investment management, exceptional gift administration and expert policy and practice consulting, Kaspick & Company ensures that its clients excel in the essential elements of successful planned giving programs. |
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State Street Global AdvisorsWe are a leader in institutional investing with $1.4 trillion in assets under management. Jan S. Adams (SSgA), 617-664-3175 |
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BNY MellonWe have more than 200 years’ experience in investment management, wealth and estate planning. Diana O'Connor, 617-722-7575. |
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The Sharpe GroupWe bring financial acumen, resources and philanthropy to nonprofits. Nancy Jeffers, 800-238-3253. |
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PNC BankWe provide administration and investment solutions for nonprofit organizations' planned giving programs. Chris McGurn, 410-237-5938 |
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PG-CALCWe support clients with products and services for charitable gift planning and planned gift administration. Allison Heinz, 888-497-4970. |
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Pentera, Inc.Modern planned giving marketing solutions: Integrated Web site, email, and print strategies for maximum results. Claudine Donikian, 317-875-0910 x300 |
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Fiduciary Trust Co. InternationalWe’ve been a trusted investment manager for individuals, families and foundations for more than 70 years. Ella T. Newman, 212-632-4200. |
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Endowment Development ServicesWe provide signature newsletters, e-booklets, and target mailers for planned giving markets. Chris Sizemore, 317-542-9829 x177. |
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Crescendo Interactive, Inc.Crescendo Interactive is the Industry Leader for planned giving software and Internet services. Crescendo’s GiftLegacy System is the only complete planned gifts marketing program that includes a customized website with your branding, eNewletters for donors and professionals, online wills program, gift calculators, royalty-free literature, planned gifts marketing software and more. |
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Holman Consulting, Inc.We offer our clients objective and efficient fund raising and nonprofit management expertise. Margaret M. Holman, 646-495-3240 |
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Dorri OldsWe tailor designs to meet your business goals and help you make a lasting impression. Dorri Olds, 212-229-0439 |
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Daniel O'Connell CPACertified public accountant specializing in planned giving and tax-exempt organizations. Dan O'Connell, 973-509-0075 |
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Breakthrough PhilanthropyWe help nonprofits create, build and improve planned giving programs and fundraising capability. Lorri M. Greif, CFRE: 212-505-6171. |
Sponsor Benefits
- Potential to reach potential new clients
- Exhibit space at the New York Philanthropic Planning Symposium each May
- Ads, banners and links on our website
- Ads in our annual Directory of Members
- Recognition at meetings and events
- Discounted group membership
Interested in sponsoring part of PPGGNY’s programs?
For information, please contact: