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March 19, 2020 Morning Seminars and Light Breakfast
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 Export to Your Calendar 3/19/2020
When: Thursday, March 19, 2019
9:00 AM
Where: UJA Conference Center
130 E 59th Street
New York, New York  10022
United States
Contact: PPGGNY

Online registration is available until: 3/12/2020
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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, March 19, 2020 at the UJA Conference Center

Registration Check In 8:30 AM - 9:00 AM Pricing (Member/Non-Member)
Breakfast 8:30 AM - 9:00 AM $60/$85
Morning Seminar (Nuts & Bolts) 9:00 AM - 11:00 AM

Morning Seminar (Advanced)

9:00 AM - 11:00 AM

A $15 surcharge is added to any registration received after 12 pm on the 3/12/20 registration deadline.


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

PPGGNY University Seminar: Wrap Up Session

by Margaret M. Holman

Did you miss a PGGNY University session? Catch up with a summary of all three previous sessions with a review of the most common planned gifts (and some of the more complex ones!), marketing and how to identify a planned gift prospect by using what we know about demographics. And your chance to ask any questions that have been lingering about what you've learned.

This session has been approved for CPE and CFRE credits. 

Advanced Seminar: Gifts of Life Insurance

by Gary Pforzheimer

Approximately 40% of U.S. households own individual life insurance policies with a total death benefit of over $12 trillion. This pool of assets can be an important source of charitable gifts. Unfortunately, the way some life insurance giving programs have been promoted has made gift planners reluctant to pursue life insurance gifts of any kind. However, there are different types of life insurance and they can be used by a donor to make excellent charitable gifts during life or at death. We will also consider the practical questions of accepting, crediting, and managing life insurance policies.

This session has been approved for CPE and CFRE credits.

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


About Our Speakers

Margaret M. Holman



Margaret M. Holman is President of Holman Consulting, a full-service fund-raising consulting firm she founded in New York City in 1991.   Ms. Holman has held senior fundraising management positions at a variety of arts, health and educational institutions throughout the country. 

Ms. Holman has published numerous articles on planned giving and non-profit management, lectures widely, and has served as faculty for several institutes, conferences and seminars, including the National Association of Gift Planners Conference, the European Association for Planned Giving, the Association of Fundraising Professionals and the International Conference for Fundraising Managers.



Gary Pforzheimer



Gary is the President of PG Calc and directs all aspects of the company. Gary has grown PG Calc from a small calculations business to the leading full-service planned giving company it is today. A leader in the fundraising community, Gary has spoken on planned gift development, administration, marketing, and technology to numerous groups, including planned giving associations across the country. Gary served as the Chair of PPP (now CGP) in 2009 and received the David Donaldson Distinguished Service award from the Planned Giving Group of New England (PGGNE).







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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