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Planned Giving Day NYC - May 9, 2019
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When: Thursday, May 9, 2019
Where: Convene
117 W 46th Street
New York, New York  10036
United States
Contact: PPGGNY

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PPGGNY's Annual All-Day Conference
Thursday, May 9, 2019
Convene (Times Square)
117 West 46th Street
New York, NY  10036

Please note: PG Day breakfast and lunch will be a buffet with a variety of options.

If you have specific concerns about an allergy or dietary restriction, please email us at

Thank you to our conference sponsor:

8:30 am - 9:00 am Registration & Name Badge Pickup
Networking and Introductions with Colleagues and Sponsors
9:00 am - 10:15 am

Avoiding a “Bust” Before the “Boom”
Robert F. Sharpe, Jr.

10:15 am - 10:50 am Morning Break


Sponsored by



Sponsored by




10:50 am - 12:00 pm
Session I

Changing Landscapes for Endowments
Walter J. Dillingham, Jr., CFA

The Tax Cuts and Jobs Act: Recent updates and the Impact on Nonprofits, Donors, and Beyond
Magdalena M. Czerniawski, CPA, MBA
& Avery Neumark, CPA, JD, LLM

How to Begin a Gift Conversation
Alexandra P. Brovey, JD, LLM
12:00 pm - 1:40 pm Keynote & Luncheon:
Giving: Life Lessons from My Grandmother
Crystal Thompkins, CAP®, CSPGCM

1:40 pm - 2:00 pm Short Break & Visits with Exhibitors
2:00 pm - 3:10 pm
Session II
Achieving Impact through Complex Assets
Ryan Hart, Maeve Miccio, Ettoré Rossetti, Milton Speid
New York State Office of the Attorney General, Charities Bureau - What You Need To Know
Lisa Barbieri, JD
Thinking Outside the Envelope - Marketing for Gift Planners
Meryl R. Cosentino, JD
3:10 pm - 3:45 pm Afternoon Break & Visits with Exhibitors
3:45 pm - 4:45 pm
Session III

Triple Your Planned Gifts:
How to Exponentially Grow Your Organization’s Future
 Without Increasing Staff or Budget

Shira Hudson & William Samers

Bequest Administration From the Trenches: a Panel Discussion on Current Legal Challenges and Industry Trends
John Bacon, JD, Andrew Fussner, Esq., Beth Ridout, JD, & Lisa S. Smith, JD

What a Great Hat!
Lynn Malzone Ierardi, JD

 ~ Click here for a Printable PDF of the PG Day schedule ~


~ Networking Reception to follow after last educational session of the day, 4:45 pm - 6:00 pm - join us! ~

Conference Pricing:

  • Member Price - $365
  • Non-Member Price - $440
  • Walk-ins are welcome!
    Note: we are past the special meals deadline and are not able to accommodate additional kosher or vegan meals as they are special ordered.

Plenary Session: 9:00 am - 10:15 am

Avoiding a “Bust” Before the “Boom” by Robert F. Sharpe, Jr.

If the estate income “needle” is to be moved over the coming decade, it will be necessary to influence charitable estate gift decisions for those who will both make their final plans and pass away in the relatively near term. Industry studies indicate that over 80% of charitable bequests come from those who die in their 80s with 29% dying at age 90 or older. The average age at death of estate donors is mid to late 80s. ACGA surveys further reveal that the average age of gift annuity donors at the time of their gift is 80. The oldest Baby Boomers at age 73 are still 7 years from that milestone. Estate income from this group is unlikely to peak before the mid 2030s.

These demographic realities foretell that bequest income overall is unlikely to grow substantially over the coming decade. Some who misdirect their marketing and other efforts may be caught by surprise by an unexpected slump in bequest receipts, but those who act now to maximize their share of a smaller market should continue to experience growth in their estate gift income in sharp contrast to industry trends.

This presentation will present a number of ways to better influence and steward the 22 million Americans now age 75 to 90 who will largely drive estate income during the 2020s while at the same time planting the seeds for Great American Wealth Transfer driven by the passing of the bulk of the Baby Boom generation in the decade beyond. This session qualifies for CFRE and CPE Credits.

About Our Plenary Speaker

Robert Sharpe is a nationally recognized pioneer, leader and authority in the field of philanthropy. With more than 35 years of experience serving America’s nonprofit community, he consults nationally with educational, health, social service, arts and religious organizations and institutions in the planning and implementation of their major, planned gift and endowment development efforts. A graduate of Vanderbilt University and Cornell Law School, he served as a development officer for a liberal arts college prior to practicing law with a major law firm specializing in taxation and estate planning.

Robert is chairman of the philanthropy editorial board of Trusts & Estates magazine and co-author of the National Association of Charitable Gift Planners (CGP) Model Standards of Gift Valuation. He has served on the board of Giving USA and on strategic task forces for the CGP. Among other publications, his remarks have been featured in The Wall Street Journal, The New York Times, Newsweek, Forbes, Smart Money, The Chronicle of Philanthropy, Trusts & Estates and Kiplinger’s. He is a frequent speaker at local and national gatherings of fundraising executives, financial officers and others.





Keynote Session: 12:00 pm - 1:40 pm

Giving: Life Lessons from My Grandmother by Crystal Thompkins, CAP®, CSPGCM

While so much of gift planning focuses on tools and techniques, the core of the work is rooted in the desire to do good things to make our world better. Sharing personal stories - some poignant, some hilarious, but all true – Crystal reminds us of why giving and helping people give truly matters. This session qualifies for CFRE credit.


About Our Keynote Speaker

Crystal is the National Director of Gift Planning Services for the BNY Mellon Wealth Management Planned Giving group. In this role, she is responsible for managing the client relationship teams in Boston, Massachusetts and Greensboro, North Carolina. She also works directly with large, complex clients on all aspects of their planned giving programs and coordinates resources throughout BNY Mellon to provide support and expertise.

Crystal joined the firm in 2006, when Mellon acquired U.S. Trust's planned giving business. She has more than 18 years of experience in the planned giving business, including charitable trust tax preparation and tax process management.

Crystal received a bachelor’s degree in accounting from Winston-Salem State University and is a Chartered Advisor in Philanthropy® and a Certified Specialist in Planned Giving. She is a member of the National Association of Charitable Gift Planners and serves on the boards of the American Council on Gift Annuities (ACGA) and the Winston-Salem State University Foundation.









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

Cancellation Policy: Due to catering commitments, registration cancellations must be received by 5 pm on Friday, April 26, 2019. Registration cancellations must be received in writing via email, mail, or fax (listed below). PPGGNY is unable to accomodate refunds or credits after Friday, April 26, 2019.

Mail: PPGGNY, 465 Waverley Oaks Rd, Suite 421, Waltham, MA 02542
Fax: 781-647-7222, ATTN: PPGGNY

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