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October 24, 2019 Awards Luncheon
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 Export to Your Calendar 10/24/2019
When: 12:00 PM
Thursday, October 24, 2019
Where: 3 West Club
3 West 51st Street
New York, New York  10019
United States
Contact: PPGGNY
781-205-9383


Online registration is available until: 10/17/2019
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Thursday, October 24, 2019

Registration, Check-in and Networking 11:30 AM - 12:00 PM Pricing (Member / NonMember)
Luncheon and Presentation 12:00 PM - 2:00 PM

$80 / $100

 

 

 

Please note:  
Guests must wear proper attire in the Club’s public rooms at all times. This means jackets for men and attire of similar formality for women. Denim is not acceptable. Ties are no longer required and collared shirts or turtlenecks with a tailored jacket are acceptable.

 

 

Help us honor our esteemed awardees!

We invite you to share in the excitement of our biennial awards celebration! This year, we will be honoring three very special PPGGNY members - Daniel O'Connell CPA, Ronald A. Brown, JD, and Robert F. Sharpe, Jr. The luncheon will be held at the 3 West Club on Thursday, October 24th at noon. Along with honoring the hard work of Daniel, Ronald and Robert, the Awards Luncheon is also a time for us to enjoy the company of our fellow fundraisers and to gain new gift planning insights. This year we are pleased to be able to share that Shannon Woodward, a leader in planned giving, Sr. Philanthropic Advisor at Tulane University, and fabulous speaker will be sharing her expertise as our luncheon presenter.

 

Don't miss your chance to help us honor the hard work of Dan, Ronald and Robert for their many accomplishments to the philanthropic industry.
Your gift will help support PPGGNY’s programming throughout the year and is a tribute to our awardees, and to the spirit of philanthropy in NYC.

 

Lifetime Achievement Award: Robert F. Sharpe, Jr.

Robert Sharpe is a nationally recognized pioneer, leader, and authority in the field of philanthropy. As Chairman of the Sharpe Group, he consults with educational, health, social service, and religious organizations and institutions in implementing and improving their major, planned gift, and endowment development efforts.

Robert is chairman of the philanthropy editorial board of Trusts & Estates magazine and co-author of the PPP Model Standards of Gift Valuation. He has served on the board of Giving USA and has served on strategic task forces for the Partnership for Philanthropic Planning (PPP).  He has chaired the annual Council for Advancement and Support of Education (CASE) conference on Structuring Major Gifts since 2004. He currently serves on the Congressional legislative advisory council for the Alliance for Charitable Reform.




Cloughy Distinguished Service Award: Ronald A. Brown

Ron is the author of A History of Charitable Gift Planning (Amazon 2017) and many articles.  He served as director of gift planning at Princeton University, Columbia, Fordham, Pratt Institute, United Way of America, and the National Wildlife Federation.  He has served as a board member, mentor, and presenter for the Philanthropic Planning Group of Greater NY.  He was a board member and chair of the Research Committee for ACGA (2008-2016), served on the board of NCPG (now the National Association of Charitable Gift Planners), was president of the Gift Planning Council of NJ, and is a member of Princeton’s Planned Giving Advisory Committee.  

Ron received an AB degree from Princeton University and an MA degree from the University of Chicago, where he studied the history of ideas and edited the newsletter of the Oriental Institute.  A retired Commander in the US Naval Reserve, he received two Navy and Marine Corps Achievement Medals for writing and research while serving with the US Naval Historical Center.  He has two children and two grandchildren, and lives in Manhattan. 



PPGGNY Recognition Award:Daniel O'Connell, CPA

Daniel O’Connell is a CPA in Upper Montclair, New Jersey where he specializes in planned giving and tax-exempt organizations. He received an A.B. in mathematics from Boston College, an M.S. from Carnegie Mellon University and completed the Professional Accounting Program at Northwestern University. Before establishing his own practice in 1992, he served as a communications officer in the U.S. Navy and worked in the tax departments of national and local accounting firms. He has served as PPGGNY’s independent accountant for over twenty-five years.

Mr. O’Connell has spoken before many professional groups including the state CPA societies of New York and New Jersey, the Syracuse University Tax Institute, the New York Academy of Sciences and the Planned Giving Group of Greater New York. He has served as Chairman of both the Exempt Organizations Committee and the Interstate Taxation Committee of the New York State Society of CPAs. The District Director of the Internal Revenue Service appointed him to the IRS Exempt Organization Liaison Group for professionals who specialize in the tax problems of charities.

 


 

 

 Luncheon, Awards & Presentation: 12:00 PM - 2:30 PM

When Passion Meets Planning

by Shannon Woodward, Sr. Philanthropic Advisor, Tulane University

It is sometimes difficult to merge conversations about plans with conversations about a donor’s passion, so traditionally our offices have paired major gift officers with gift planners. We will explore what can happen when gift officers are also trained gift planners and how this can be an advantage to the gift planning office.  Discover how passion questions open doors to principal gifts and careful gift planning strategies can make those gifts a reality. in this conversation we will look at real life examples of how a topic a donor was passionate about turned into gifts of a life time by using gift vehicles like short term CRATs and a longer term CRUT. We will also explore how highly appreciated assets like stock and real estate can be given to help a donor’s dream come to fruition. I’ll show how these giving vehicles produced not only tax benefits for the donor but also accomplished the mission of the institution. 

This session has been approved for CPE and CFRE credits.
 

About Our Speaker

Shannon Woodward has worked in the field of advancement for almost 15 years, currently serving as the Senior Philanthropic Advisory at Tulane University. In this role she works with some of the university’s most philanthropic donors and their families throughout the United States and Latin America. She previously has led both gift planning and major gift shops, all in higher education. 

Shannon has frequently presented at regional and national conferences including the Council for Advancement and Support of Education (CASE), the National Association of Charitable Gift Planners, and the Association for Fundraising Professionals.
 

 

 

 

 

 

 

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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