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Upcoming Events

Morning Seminars and Luncheon Presentation
Wednesday, December 12, 2018, 10:00 a.m. - 2:00 p.m.

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

Click here to read more & register now!

Speaker: Jonathan Tidd, Esq.
10:00 a.m. - 11:00 a.m., Part I: Cases & Problems in Gift Planning
11:00 a.m. - 12:00 p.m., Part II: Ethical Questions in Charitable Gift Planning
12:00 p.m. - 12:30 p.m., Lunch & Networking
12:30 p.m. - 2:00 p.m., Annual Gift Planning Quiz

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

Click here to read more & register now!

9:00 a.m. - 11:00 a.m., Fast Track Your Understanding of Gift Planning: The Basics by Margaret M. Holman of Holman Consulting
9:00 a.m. - 11:00 a.m., 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 a.m. - 2:00 p.m.

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

Registration opening soon!

Save the date - program info coming soon!


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

From the President 

"I would maintain that thanks are the highest form of thought, and that gratitude is happiness doubled by wonder." Gilbert K. Chesterton

"Life is better if you develop an attitude of gratitude." Lewis Howes

Dear Friends,

We hear a lot about gratitude lately, that we should have an “attitude of gratitude.” Many write daily gratitude journals acknowledging specific things to be grateful for each day no matter how small. Even as we face sadness and challenges in our lives, it is healthy to appreciate the many blessings we have each day, such as your job, your family and friends, a brilliant sunset, a kind word, your passions, or your health.

Thanksgiving is my favorite holiday of the year, a time to reflect and appreciate all the small and big things in our lives. I am grateful for PPGGNY, where I learned planned giving, and where I connected with many amazing colleagues over the years who helped me in my career. We have friends and colleagues in PPGGNY who are there whenever we need some information or words of wisdom.

It takes a lot of people to make PPGGNY happen: people who serve selflessly and give of their time and talents. But it also takes financial resources. Our membership dues do not cover our expenses to fulfill our mission of bringing wonderful educational programs to the group.

As you may know, PPGGNY has a matching gift to encourage donations. This is a real match and a rare opportunity for us.

As you approach the holidays and make your year-end gifts, we would be deeply grateful if you would consider a donation to PPGGNY. All gifts, large and small, will help us bring the best speakers to you and keep our organization thriving. Your gift of $25 or $50 (or more) will make a difference to us, and your gift will be doubled.

I hope to see you on 11/14 for our monthly seminars at Bernstein and on 11/27 for our networking event at Kitano Jazz.

Happy Thanksgiving to all!

Marilyn Van Houten, JD
PPGGNY President

Posted - November 6, 2018

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