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Discounted Half Year Membership Now Available!

PPGGNY is offering a special half-year membership rate of $200 for regular members and $65 for student members. This membership is active from January 1 - June 30 and grants you discounted rates for programs and seminars, including our annual all-day conference Planned Giving Day NYC 2019 on May 9! You will also have exclusive access to professional development and networking opportunities, including a robust mentoring program. We invite you to be part of the premier organization in the country for planned giving professionals! During membership registration, just use promo code "Halfyear2019" to receive the regular membership discount and use promo code "Halfyearstudent2019" to receive the student membership discount! Click here to join now!


Upcoming Events

Morning Seminars and Light Breakfast
Wednesday, January 16, 2019, 9:00 am - 11:00 am
Bernstein Private Wealth Management
1345 6th Ave, New York, NY 10105

Click here to read more & register now!

9:00 am - 11:00 am, Fast Track Your Understanding of Gift Planning: The Basics by Margaret M. Holman of Holman Consulting
9:00 am - 11:00 am, Options, Choices and Flexible Payments: The Gift Annuities Your Donors Want by Dr. Scott Janney, CFRE

Morning Seminars and Luncheon Presentation
Wednesday, February 13, 2019, 10:00 am - 2:00 pm

Bernstein Private Wealth Management
1345 6th Ave, New York, NY 10105

Click here to read more & register now!

10:00 am - 12:00 pm, Nuts & Bolts Seminar: Planned Giving Marketing - Playing the Game Right by Pamela Bennett, JD & Lori B Lasson, JD
10:00 am - 12:00 pm, Advanced Seminar: Powers of Deduction: Tax-Saving Strategies Under the Legislation Formerly Known as the Tax Cuts and Jobs Act by Thomas J. Pauloski, JD
12:00 pm - 2:00 pm, Impact Investing: Friend or Foe of Fundraising? by Philip Cubeta, CLU, ChFC, AEP, CAP


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

From the President 

"Before giving, the mind of the giver is happy; while giving
the mind of a giver is made peaceful; and having given,
the mind of the giver is uplifted."


"Well, in Whoville they say – 
That the Grinch’s small heart 
Dr. Seuss


Dear Friends,

Tis the season for year-end giving! Our lives get incredibly busy both at work and at home, with holiday parties, family activities, gifts to buy, cards to write, children’s concerts and activities and more. In hopes of helping with year-end donor discussions, I want to share this article called Beware the 
New Holiday Grinch of Charitable Planning by Russell James.

When I read this Grinch article, I sent it to a donor who was planning to make her first RMD gift this month but she was in no hurry to get it to us (despite my protests). The article discusses the potential trap with Qualified Charitable Distribution (“QCD”) gifts from an IRA at the end of the year--specifically when the gift is considered completed for IRS purposes. The article posits that if the charity doesn’t deposit the QCD check and funds are not transferred by the IRA custodian to the charity that the RMD requirements are not met for the year. Interestingly, Jon Tidd reminded us at the December seminars that there is no actual law regarding the date of gift for RMD and QCD gifts, so we don’t really know the answer to these questions. However, the article did give inspire my donor to have the check sent to us directly by overnight mail so we will have plenty of time to deposit it. 

Half year memberships will be available in January and will be $200. If you become a member, you will receive discounts for the monthly sessions and the full day conference on May 9.

This is the last reminder to consider making a gift to PPGGNY before the year is out to help us reach our philanthropy goal and fulfill the matching gift. All gifts, large and small, are appreciated and help us provide the educational programs and opportunities. Those who contribute will be listed in the Planned Giving Day NYC Journal. 

Thank you for your kindness and for being a part of this amazing group called PPGGNY! As we toasted at our December luncheon:
May all your troubles during the coming year be as short as your New Year's resolutions, and May we all have good health, peace on earth, and successful fundraising in the New Year. 


Marilyn Van Houten, JD
PPGGNY President

Posted - December 17, 2018

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