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September 19, 2019 Morning Seminars and Luncheon
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9/19/2019
When: Thursday, September 19, 2019
10:00AM
Where: Bernstein Private Wealth Management
1345 Avenue of the Americas
41st Floor
New York, New York  10105
United States
Contact: PPGGNY
781-205-9383


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Please call or email the office at 781-205-9383/info@ppggny.org with any questions.

 

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, September 19th, 2019 at Bernstein Private Wealth Management


Registration Check In 9:30 AM - 10:00 AM Registration Pricing (Member/Non-member)
Morning Seminar 10:00 AM - 12:00 PM Morning Only: $50 / $75
Networking 12:00 PM - 12:30 PM Luncheon Only:  $60 / $85

Luncheon & Presentation

12:30 PM - 2:00 PM Full Day (Morning & Luncheon): $110 / $160

A $15 surcharge is added to any registration received after 12 pm on the 9/13/19 registration deadline.

 

Morning Seminar (10:00 AM - 12:00 PM)

PPGGNY University Seminar: Stepping into the Waters of Planned Giving

By Barbara R. Diehl, Esq.

Barbara’s presentation will cover the basics of how various planned gifts work, including gifts from bequests, simple trusts, IRAs, retirement plans, insurance policies, stocks, charitable gift annuities, and charitable remainder and charitable lead trusts. She will also discuss the primary features of each type gift which make it a positive “win-win” solution   for certain donor needs. The focus will not be to make you an expert on each of the gifts.  Instead, the session will focus on knowing the primary elements of each gift and becoming more sensitive to understand which gift possibilities are appropriate for various donor situations and how a creative and personalized approach to donors and specific gift possibilities will result in more and larger planned gifts for your organization..

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

Morning Seminar (10:00 AM - 12:00 PM)

Advanced Seminar:

Amiable Gift Agreements: Practical Guidance for Charities, Fundraisers and Donors on Drafting and Negotiating Balanced Charitable Gift Agreements for All Parties

by Anta Cissé-Green, JD, LL.M.

In recent years, various charitable contributions have been the subject of multiple headlines as a result of disputes between a charity and its donor.  These disputes are most often plagued by the ineffective gift agreement (or lack thereof) entered into by the parties.  The presentation with discuss the importance of crafting a proper gift agreement that outlines the donor’s intentions, clarifies the obligations of both parties, and ensures a continued donor-charity beneficial relationship.  The speaker will also focus on critical elements of negotiating a gift agreement that is donor friendly and will protect the charitable institution, particularly in connection with gifts involving naming rights. 

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

Luncheon Presentation (12:30 PM - 2:00 PM)

Women, Philanthropy & Investments

by Pamela Yang, CPA, CFA

In examining motivations and priorities for giving, we should be aware of how factors such as age and gender can shape perceptions and behaviors over time. Two segments in particular – Millennials and Women – are becoming tangible proof points on why philanthropy and impact investing are so closely linked. The evolving needs of different generations are being shaped by the movement toward a holistic, goals-based approach to wealth management. In this session, we will look at what the numbers say about strategic philanthropy and how philanthropic planning and impact investing are driving the modernization of giving.  

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

Barbara R. Diehl, Esq.

Barbara R. Diehl has been an attorney in private practice working primarily in the areas of wills, trusts, and estates, elder law, and real estate for over 34 years.  She also works in most areas of not-for-profit law.  She received her A.B. from Bryn Mawr College and her J.D. from Pace Law School   She is admitted to practice in New York, Florida, and California and is a member of the American Bar Association, the New York State Bar Association, the Westchester County Bar Association, and the Christian Legal Society.  She worked for six years as Director of Planned Giving and General Counsel at the American Bible Society and for almost eleven years as a Planned Giving Senior Manager with the American Red Cross.  She is a past president of PPGGNY and has spoken at planned giving conferences around the country.  Barbara lives in Yorktown Heights.   She has three children, six grandsons, and a marvelous and patient husband of 50 years. 

 

 

 

 

 

  

Anta Cissé-Green, JD, LL.M.

Anta Cissé-Green is Associate General Counsel at NYU Langone Health with primary responsibility for advising the Office of Development and Alumni Affairs on legal issues for gifts and bequests, trust and estate administration, not-for-profit legal and taxation issues and general contracting for activities of the development department for the hospital and the NYU School of Medicine.  Immediately prior to joining NYU Langone Health in 2016, Anta was Senior Counsel at Akin Gump Strauss Hauer & Feld LLP in the firm’s private client services section of the tax group where she advised wealthy individuals on the development of tax efficient vehicles for the transfer of wealth, complex estate and trust administration issues, charitable planning strategies and the formation and governance of tax exempt organizations.  Anta received her J.D. from Brooklyn Law School, summa cum laude, and her L.L.M. in Tax from NYU School of Law.

 

 

 

 

Pamela Yang, CPA, CFA 

Pamela Yang, CPA, CFA, is Managing Director, Head of Charitable Asset Management at State Street Global Advisors. Prior to this role, she was Senior Vice President, Head of Trust Investment and Operations at Harvard Management Company where Pamela spent eighteen years, overseeing the investment, operation, administration and tax for the charitable assets of Harvard University. At Harvard, she was also responsible for relationship management for Harvard-Yenching Institute, Harvard employees' pension plan and Harvard Club Foundation of New York City.
Ms. Yang joined HMC in 2000 from PricewaterhouseCoopers where she primarily focused on financial services and higher education clients. She is an active volunteer at the CFA Institute, currently serving as Chair of the Disciplinary Review Committee and Executive Editor of In Practice section of Financial Analysts Journal.  She was named the Volunteer of the Year in 2015 by the CFA Institute. Ms. Yang obtained her MBA/MS in Accounting at Northeastern University and did Ph.D. work in French Literature at New York University.

   

 


 

 

 

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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