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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


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

From the President

“Never respect men merely for their riches, but rather for their philanthropy; we do not value the sun for its height, but for its use.” Gamaliel Bailey



Dear Friends,

We had a fabulous turnout in September for our first session of the season, where we heard about estate planning, cryptocurrency and making the ask. A special thanks to all our knowledgeable and captivating speakers. 

The year ahead is filled with more inspiring and educational sessions. Join us on October 24th for concurrent morning sessions: Dianne Armstrong presenting A Bequest Challenge Case Study, and attorney Lois Tilton discussing Current Federal and NY Topics in Estate Planning for CLE credits. Our luncheon speaker, Claudine A. Donikian, president and CEO or Pentera, Inc., is presenting: Click or Skip? What Words Work Best with Donors in Planned Giving Marketing?

Great news: PPGGNY is pleased to share that PG Calc is generously sponsoring our Planner in addition to their wonderful support of Planned Giving Day, our all-day conference on May 9, 2019. We are grateful to PG Calc for their generosity and encouragement of our work. 

We have a match!
As you consider your personal philanthropy for the year, we hope you will consider making a gift to PPGGNY. At the September meeting, we announced that we have a MATCHING gift to match your gift 1:1, up to $2,500. Donors will be listed in our Planned Giving Day program. Please go to our website and make a gift online: Donate Now.

Just a reminder, if you are new to planned giving or PPGGNY and would like a mentor, please let us know. We will connect you with someone who has been in the field for a while to help guide you. Just fill out the interest form on the website by clicking here (be sure to login to your member profile first to access the page).

Be sure to help promote PPGGNY by following us on LinkedIn, and remember to like and share our posts.


Marilyn Van Houten, JD
PPGGNY President

Posted - August 16, 2018

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November 27, 2018 Members Networking and Reception

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