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*** Save the Date! Planned Giving Day NYC 2019 - Thursday, May 9, 2019 ***

Convene, Times Square 117 W 46th Street, New York, NY 10019

THANK YOU to those who attended our Annual All-Day Conference - PG Day NYC 2018

...and a special THANK YOU to our sponsors who helped make the day possible

Pentera, Inc. All-Day Platinum Conference Sponsor and Innovation Track Sponsor 
Marks Paneth Gold Accreditation Track Sponsor  
Stelter  Gold Illumination Track Sponsor 
State Street Silver Name Badge Sponsor 
PG Calc  Bronze Tote Bag Sponsor 
Sharpe Group Bronze Notebook Sponsor 
 BNY Mellon Exhibitor
Crescendo Interactive Exhibitor
PNC Institutional Asset Management   Exhibitor
TIAA Kaspick  Exhibitor



Did you know? PPGGNY Members and their employers may post unlimited jobs at no charge. Sign in to post a job opportunity. 

Current Open Positions Include:

Associate Director, Corporate and Foundation Relations- The Nature Conservancy

Estates & Life Income Gifts, Specialist -
Planned Parenthood Federation of America

Director of Donor Services- New York Community Trust

    Planned Giving Officer- Queens College Foundation

    Planned Giving & Estate Planning Manager - Friends of the Israel Defense Forces

    Loyal Donor OfficerThe Nature Conservancy - (Buffalo-Rochester area or Albany)

    Loyal Donor Officer The Nature Conservancy - (New York City metro area)

     Director of Planned Giving - Pratt Institute

     Planned Giving Coordinator - Presbyterian Hospital 

    Director, Corporate and Foundations Relations - Montclair State University

Members may access the full version of The Planner - August 2018 in the Members Only section of the website.

From the President

“Unless someone like you cares a whole awful lot, nothing is going to
get better. It’s not.”
From The Lorax by Dr. Seuss

Dear Friends,

It is hard to believe summer is over! PPGGNY is excited to kick off the
new season on Thursday, September 20th with three fabulous presentations: on gifts of cryptocurrency; estate planning basics, and, for our luncheon, to ask for a gift. We hope to see you there!

Please consider joining PPGGNY or renewing your membership to PPGGNY now so you can take advantage of all the benefits and discounts during the year. When I began my career in planned giving, PPGGNY was invaluable not only for the lessons learned during the monthly sessions, but also for the networking. Indeed, the connections have helped me and so many others in countless ways over the years, from providing advice to even finding jobs. We hope to include you in this fabulous group.

As part of our advocacy, I wanted to share an interesting update. PPGGNY is supporting efforts to resolve one of the biggest challenges charities face in planned giving: collecting an inherited IRA account. Many of you have experienced the frustration of trying to collect funds when a benefactor named your charity as a beneficiary of their IRA account. Financial institutions that serve as IRA custodians force charitable beneficiaries to open IRA accounts before they will distribute the funds to them. When the charities open accounts, the financial institutions wrongly compel the charities to provide all kinds of information, including personal information and social security numbers of their leaders, under the guise of the Patriot Act. The amount of staff time that is wasted on this issue is staggering.

Jonathan G. Tidd, Esq., is requesting a Private Letter Ruling (“PLR”) or two from the Internal Revenue Service to try to resolve this issue. PPGGNY joined a coalition of charities including The Smithsonian Institute, The Nature Conservancy, and American Committee for the Weizmann Institute, etc., to provide financial support to petition the IRS for guidance on this issue. Jon is generously donating his time and services, but the fee for one single PLR is $28,600. PPGGNY is proud to be a part of this coalition which we hope will ultimately save all of us time and money. We will keep you all updated as this progresses.

I want to thank the members of the board, as well as members of each committee for all their work during the summer and throughout the upcoming year. We encourage you to get involved and serve on a committee. Just let us know if you are interested. You’ll get more out of it than you put in!



Marilyn Van Houten, JD
PPGGNY President

Posted - August 16, 2018

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November 27, 2018 Members Networking and Presentation

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