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November 14, 2018 Morning Seminars & Light Breakfast
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 Export to Your Calendar 11/14/2018
When: Wednesday, November 14, 2018
9:00 AM
Where: Bernstein Global Wealth Management
1345 Avenue of the Americas
41st Floor
New York, New York  10105
United States
Contact: PPGGNY
781-205-9383


Online registration is available until: 11/8/2018
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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.


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Wednesday, November 14th, 2018 at Bernstein Global Wealth Management

 

Agenda

Pricing 

Registration Check-In: 8:00-9:00

Members $60

Breakfast & Networking: 8:30-9:00

Non-Members $85

Morning Seminar (Nuts & Bolts): 9:00-11:00

Morning Seminar (Advanced): 9:00-11:00

 

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

Bequest Administration: A Practical Discussion on Estate and Trust Administration for Charitable Beneficiaries

Session by Anta Cisse-Green, JD

As a beneficiary of a bequest under a trust or estate, charities have a fiduciary duty to ensure that the funds received by the charity are used in accordance with the purposes set forth by the donor in the pertinent governing agreement. Depending on the size of the charity, the management of charitable bequests is typically handled by the charity’s finance department or its development office. This presentation will outline some of the hurdles typically faced by charities when attempting to collect gifts for which the charity is named as a beneficiary of a trust, estate or IRA. Participants will be provided with practical instructions on how to efficiently administer bequests, including how to communicate with external stakeholders (donors, estate planning attorneys, executors and trustees), and collaborate with internal stakeholder in order to create a seamless internal bequest management system adaptable for any size charity.

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

Mining for Prospects: Using a Legacy Society to Increase Planned and Estate Gifts

Session by Stacy Sulman, JD

Estate and planned gifts are often the most sizeable gifts given by a donor and received by a charity. But finding prospects for such gifts involves creativity, persistence and a multi-stream approach. Using a Legacy Society as a case study, this presentation delves into the various aspects of a planned gift campaign, including: prospecting, messaging & marketing, cultivation, events, solicitation, gift closing, and stewardship.  

 

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


About Our Speakers

Stacy Sulman, JD

Stacy B. Sulman, J.D., is Vice President for Personalized Philanthropy and Legal Affairs for the American Committee for the Weizmann Institute of Science, overseeing bequest and gift annuity administration, planned giving fundraising, outreach, and marketing, loyalty and legacy societies, gift agreements and compliance, and other areas. 

Stacy teaches Planned Giving at New York University’s Heyman School for Philanthropy and Fundraising and speaks to local, regional, and national groups. She has also taught at the University of Arizona College of Law.  Stacy currently serves as Vice President of the Philanthropic Planning Grou
p of Greater New York. Stacy received a JD from the University of Arizona College of Law, and a Bachelor’s Degree from Bryn Mawr College. 

 

 

 

 

Anta Cisse-Green, JD

 

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.

 

 

 

 

 

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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