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October 24, 2018 Morning Seminars and Luncheon
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When: Wednesday, October 24, 2018
Where: 3 West Club
3 West 51st Street
New York, New York  10019
United States
Contact: PPGGNY

Online registration is closed.
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Wednesday, October 24th, 2018 at 3 West Club

Online Registration Now Closed!

Onsite registration will be available, space permitting. A $15 surcharge is added to any onsite registration or registration received after the registration deadline. Also, please note that the venue is unable to accommodate additional kosher meals as they order through a 3rd party vendor and need a week's notice for the order. The luncheon buffet will include vegetarian options.

Registration Check In 9:30 AM - 10:00 AM Pricing (Member/NonMember)
Morning Seminar 10:00 AM - 12:00 PM Morning Only $50/$75

Luncheon & Presentation

12:00 PM - 1:30 PM Luncheon Only $60/$85
Full Day $110/$160



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

Innovations in Gift Planning Seminar: A Bequest Challenge Case Study 

By Dianne Armstrong, CFRE

In December 2017, Planned Parenthood completed its first Bequest Challenge.  With $20,000,000 in incentive funds, the campaign resulted in more than $362,000,000 in future documented bequests. This presentation will be a case study—from early policy considerations to the mechanics of the challenge itself—with an emphasis on the unique factors involved when working in a complex organizational structure.  For those who attended the NCPP conference in 2017, Dianne’s presentation will complete the story started then, including closing data, analysis, and thoughts on a second campaign.This session qualifies for CPE and CFRE Credits.


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

Advanced Seminar: Current Federal & NY Topics in Estate Planning

by Lois Tilton, JD

This presentation will cover the latest topics in estate and gift planning. The program will discuss the changes to the law and the often difficult interplay between Federal and New York State estate and gift tax issues, and between estate and income tax considerations. The program will also discuss the effect of rising interest rates on various planning techniques. This session qualifies for CLE, CPE, and CFRE Credit.


Luncheon Presentation (12:00 PM - 1:30 PM)

Click or Skip? What Words Work Best with Donors in Planned Giving Marketing?

by Claudine A. Donikian, JD, MBA

With e-mail engagement data, we know what percentage, how many, and exactly who is opening e-mails and clicking through on headlines. But what is it about the e-mail subject line or headline that is driving donors to want to click and read more? Alternatively, what keeps them from clicking to read more?

The findings to be presented will answer these questions and are based on a Pentera research study of client data spanning several years that looks at thousands of clients, thousands of e-mails, and tens of thousands of headlines, words, and phrases. We will delve into planned giving marketing messages and discover what factors increase or decrease engagement - that is, what marketing messages make donors want to read more. We will also propose how to use engagement metrics to boost your cultivation efforts. This session qualifies for CFRE Credits.

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

About Our Speakers

Dianne Armstrong, CFRE

Dianne Armstrong, CFRE, is Vice President-Gift Planning at Planned Parenthood Federation of America, where she and her team have built a national program that includes a legacy society of 2,750+ members, comprehensive life income gift offerings, and services for the 50+ separately-incorporated affiliates.   

Dianne earned an M.S. in Nonprofit Management from the New School. Her career includes working for Rutgers University, Long Island University, Cornell Medical College, Women in Need, and Planned Parenthood, and volunteer roles with WID, AFP/FRDNY, and PPGGNY. She is currently on the board of the American Council on Gift Annuities.  



Lois Tilton, JD

Lois Tilton has practiced in the field of trusts and estates for over thirty years, and is a partner in the firm of Kurzman Eisenberg Corbin & Lever, LLP in New York. Her practice includes sophisticated estate and gift planning, including planning for owners of closely held business interests, counseling families with multi-generational concerns and charitable planning.

Ms. Tilton is an associate member of the Estate Tax Committee of the New York City Bar Association and a Vice Chair of the Taxation Committee of the Trusts and Estates Law Section of the New York State Bar Association. She is a past Chair of the Trusts and Estates Group of the Law Division of UJA Federation of New York. 

Ms. Tilton has been recognized in the Estate Planning & Probate practice of the New York Metro Super Lawyers since 2009 and the Top Women Attorneys in the New York Metro since 2012, and is being recognized in the 2019 edition of Best Lawyers. She frequently lectures on various topics on trusts & estates.




Claudine A. Donikian, JD, MBA

Claudine A. Donikian, JD, MBA, is the president, chief executive officer, and chief marketing officer of Pentera, Inc., and is regarded as one of the foremost experts in planned giving marketing. She is a frequent speaker on the national planned giving and AFP circuits and writes and conducts training modules for Pentera training seminars. As Pentera's chief marketing officer, she is the editor-in-chief for Pentera's corporate marketing content as well as client marketing content and personally consults with a select group of Pentera's clients on their marketing strategy and execution. Claudine's professional area of interest is women in philanthropy, and she serves as a member of the Advisory Council for the prestigious Women's Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy and as a member of the board of directors of the Partnership for Philanthropic Planning (PPP).

Claudine oversees all aspects of Pentera's business and marketing strategies, as well as new-product development, with an emphasis on digital marketing, and she recently served on the Direct Marketing Association's Digital Innovation Committee. Under her leadership, the interactive department and client base has increased by 500 percent.

Claudine graduated Phi Beta Kappa and with highest distinction from Indiana University, received an MA in French from New York University, and holds a JD and an MBA from Boston College. She serves on the board of directors of the Philanthropic Planning Group of Greater New York in Manhattan (PPGGNY), the Massachusetts Children's Trust Fund (a child abuse prevention agency), and the Brookview House (which provides housing for homeless women and children). She is an active member of PPP, PGGNE, and PPGGNY. Fluent in French, Claudine has also taught French for colleges, corporations, and adult education centers, where she was regarded as one of the top motivating teachers.

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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