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January 23, 2020 Morning Seminars & Light Breakfast
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When: Thursday, January 23, 2020
9:00 AM
Where: Bernstein Private Wealth Management
1345 Avenue of the Americas
41st Floor
New York, New York  10105
United States
Contact: PPGGNY

Online registration is closed.
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Important: As this is a secure building, all attendees MUST pre-register at least 24 hours in advance and must bring photo ID.
On-site registration is NOT available for this event.

Thursday, January 23, 2020 at Bernstein Private Wealth Management

Registration Check In 8:30 AM - 9:00 AM Pricing (Member/Non-Member)
Breakfast 8:30 AM - 9:00 AM $75/$100
Morning Seminar (Nuts & Bolts) 9:00-11:00

Morning Seminar (Advanced)


A $15 surcharge is added to any registration received after 12 pm on the 01/16/20 registration deadline.


Morning Seminar (9:00 AM - 11:00 PM)

PPGGNY University Seminar: What Can Marketing Do?

by Mohammad Zaidi, Director of Gift Planning, ACLU Foundation

This session will explore what direct marketing can do for your gift planning program. How to set specific goals for lead generation, cultivation, and stewardship – with a complete review of the tools and techniques to achieve those goals. Are we talking to the right people? What is our call to action? Have we optimized our reply device? Do we have a plan for repetition and consistency? What about considerations for design and copy?

This session has been approved for CFRE credits. 

Advanced Seminar: Blended Gifts and How to Create Them

by Joe Bull, JD, Assistant Vice President of Development, Carnegie Mellon University

Blended gifts are a mixture of well-known gift planning instruments: charitable remainder trusts, charitable lead trusts, charitable gift annuities, pooled income funds, retained life estates, tax-advantaged gifts of highly appreciated capital assets, etc. This session will explore how to combine and integrate these instruments as well as exploring seldom-used specifics in the Internal Revenue Code that allow a single CRT to be a blended gift unto itself.

This session has been approved for CPE, CLE and CFRE credits.

Financial aid is available for Attorneys and Paralegals pursuing CLE credits. Click here for more information.


About Our Speakers


Mohammad Zaidi

Mohammad Zaidi has served as the Director of Gift Planning with the American Civil Liberties Union for the past 15 years. He leads the $850 million planned gift component of the ACLU’s Centennial Campaign, which ends in 2020. Mohammad was formerly a Lecturer on the adjunct faculty with Columbia University’s Master’s in Nonprofit Management Program. He is a past president of the Philanthropic Planning Group of Greater New York, and studied Economics at the Stern School of Business at New York University.







Joe Bull, JD

Joe Bull is Assistant Vice President of Development at Carnegie Mellon University. Prior to this appointment, he served CMU as Executive Director of Gift Planning, the Columbus Zoo and Aquarium as Senior Vice President for Community Engagement, and the Worldwide Office of The Nature Conservancy as Senior Philanthropy Officer for Global Priorities and Director of Philanthropy for Strategic Gifts. Joe also provided 16 years of service to his alma mater, The Ohio State University, primarily as Director of Planned Giving. He has been active in the Gift Planning community for 34 years. He currently serves as Chair of the National Association of Charitable Gift Planners’ Metrics Task Force and is a member of the American Council on Gift Annuities Board of Directors. His education includes a BS, summa cum laude, MA, and JD from Ohio State University. He is admitted to the bar in Ohio and North Carolina.





Cancellation Policy:
Cancellations and requests for refunds must be submitted in writing and received no later than 5 p.m. (Eastern Time) three business days before the PPGGNY program for which you are registered.

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