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December 12, 2018 Morning Seminars and Luncheon
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When: Wednesday, December 12, 2018
10:00 AM
Where: Bernstein Global Wealth Management
1345 Avenue of the Americas
41st Floor
New York, New York  10105
United States
Contact: PPGGNY

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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.


Wednesday, December 12, 2018 at Bernstein Global Wealth Management

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 - 2:00 PM Luncheon Only $60/$85
Full Day $110/$160

Thank you to our program venue sponsor, Bernstein Private Wealth Management.


10:00 am - Two-Part Seminar

Part I: "Cases & Problems in Gift Planning"

Jon will discuss an array of real-world cases and problems based on his personal experiences with donors and charities, with references to the tax code, IRS rulings and court cases. Issue identification is one of the skills that will be particularly emphasized during these case presentations. This session is available for CFRE, CLE and CPE Credit.

Part II: "Ethical Questions in Charitable Gift Planning"

During this session Jon will pose a series of questions that will be familiar to, and should resonate with, development officers. These questions will raise ethics issues under New York rules of professional responsibility for lawyers. This session is available for CFRE, CLE and CPE Credit.


12:00 pm - Luncheon Seminar

"Annual Gift Planning Quiz"

Jon has been presenting his Annual Gift Planning Quiz to PPGGNY audiences for many years and it is one of the highlights of our program year. Once again he will challenge attendees with a series of questions that cover the whole spectrum of gift planning issues that involve tax and/or legal implications... and provide the answers at the end of the program. This session is available for CFRE, CLE and CPE Credit.

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


About the Speaker: Jonathan Tidd, Esq.

Jon Tidd

Jonathan Tidd, Esq. is a leading lawyer whose practice is specialized in advising organizations on charitable gift planning issues. His clients include a wide range of educational, healthcare, arts, human rights and social service organizations. Jonathan's articles on charitable gift planning have appeared in the Journal of Taxation; Estate Planning; Taxes, The Tax Magazine; Trusts & Estates, and other professional journals. Formerly, Jonathan served as Planned Giving Director for New York University. Jonathan is a member of the Arizona, Connecticut, Illinois, Indiana, and New York Bars.




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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