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January 16, 2019 Morning Seminars & Light Breakfast
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 Export to Your Calendar 1/16/2019
When: Wednesday, January 16, 2018
9:00 AM
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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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, January 16th, 2019 at Bernstein Private Wealth Management

Agenda
Pricing

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

Members $60

Breakfast: 8:30-9:00

Non-Members $85

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

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



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

 

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

Fast Track Your Understanding of Gift Planning: The Basics

Session by Margaret M. Holman

New to gift planning?  Or just want a refresher on the latest techniques and tools in the planned gift toolbox?  Join us for a fast-paced, practical guide to bequests and life income gifts; gift planning demographics; why the new tax law won’t hurt your planned gift efforts; and sure-fire marketing techniques.  You’ll come away with a good understanding (in simple language) of how the various gift planning options work and how to plunge into planned giving.This session qualifies for CPE, and CFRE Credits. 

 

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

Options, Choices and Flexible Payments:  The Gift Annuities Your Donors Want

Session by Dr. Scott Janney, Ed D, CFRE

Participants will explore and discuss options, benefits and motivations that make Charitable Gift Annuities (CGAs) attractive to more prospects, including people who aren’t usually identified as ideal CGA candidates.

This advanced session will discuss the Deferred Gift Annuity and its more adaptable cousin, the Flexible Gift Annuity, Gift Annuities funded to provide dependable, lifelong income for a donor’s parent or friend, choosing a Single Life CGA when both spouses are living, and the “College Tuition Gift Annuity”.

We’ll discuss why your marketing and discussions of these versions of the tried-and-true CGA, must start with the well-understood benefits of regular CGAs. This session qualifies for CPE, and CFRE Credits. 

 

 

 

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

 

About our Speakers

Margaret M. Holman


Margaret M. Holman is President of Holman Consulting, a full-service fund-raising consulting firm she founded in New York City in 1991.   Ms. Holman has held senior fundraising management positions at a variety of arts, health and educational institutions throughout the country. 

Ms. Holman has published numerous articles on planned giving and non-profit management, lectures widely, and has served as faculty for several institutes, conferences and seminars, including the National Association of Gift Planners Conference, the European Association for Planned Giving, the Association of Fundraising Professionals and the International Conference for Fundraising Managers. 

 

 

 

 

Dr. Scott Janney, Ed. D, CFRE

Dr. Scott Janney, CFRE is a Senior Consultant at PlannedGiving.Com, producing publications, presentations and website content. He recently served as the Chief Development Officer at Bancroft a leading provider for individuals with autism, intellectual and developmental disabilities and brain injuries, where he completed a $12,000,000 campaign in June.

He has helped dozens of individuals and businesses make gifts of $1,000,000 or more, including the largest gifts in the histories of three organizations: AtlantiCare Regional Medical Center ($3,000,000 cash), Villanova University School of Law ($5,000,000 cash and life insurance) and St. Mary Medical Center ($1,250,000 cash and trust).

He has given ten presentations at the National Conference on Charitable Gift Planning, published 18 articles in national fundraising magazines, and is a sought-after speaker on comprehensive campaigns, donor motivation, principal gifts, blended gifts and planned gifts regionally and nationally.

Scott earned a Doctorate in Educational Administration, a Certificate in Financial Planning and is a Certified Fund Raising Executive (CFRE).

 

 

 

 

 

 

 


 

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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