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September 19, 2019 Morning Seminars and Luncheon
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 Export to Your Calendar 9/19/2019
When: Thursday, September 19, 2019
10:00AM
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.


Thursday, September 19th, 2019 at Bernstein Private Wealth Management


Registration Check In 9:30 AM - 10:00 AM Registration Pricing Coming Soon
Morning Seminar 10:00 AM - 12:00 PM
Networking 12:00 PM - 12:30 PM

Luncheon & Presentation

12:30 PM - 2:00 PM

A $15 surcharge is added to any registration received after 12 pm on the 9/13/18 registration deadline.

 

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

Nuts and Bolts Seminar: session title coming soon!

By Barbara R. Diehl, Esq.

Presentation description coming soon!

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

Advanced Seminar

Amiable Gift Agreements: Practical Guidance for Charities, Fundraisers and Donors on Drafting and Negotiating Balanced Charitable Gift Agreements for All Parties

by Anta Cissé-Green, JD, LL.M.

In recent years, various charitable contributions have been the subject of multiple headlines as a result of disputes between a charity and its donor.  These disputes are most often plagued by the ineffective gift agreement (or lack thereof) entered into by the parties.  The presentation with discuss the importance of crafting a proper gift agreement that outlines the donor’s intentions, clarifies the obligations of both parties, and ensures a continued donor-charity beneficial relationship.  The speaker will also focus on critical elements of negotiating a gift agreement that is donor friendly and will protect the charitable institution, particularly in connection with gifts involving naming rights. 

This session has been submitted for continuing education credits approval.


Luncheon Presentation (12:30 PM - 2:00 PM)

Women, Philanthropy & Investments

by Laura Fredricks, JD

In examining motivations and priorities for giving, we should be aware of how factors such as age and gender can shape perceptions and behaviors over time. Two segments in particular – Millennials and Women – are becoming tangible proof points on why philanthropy and impact investing are so closely linked. The evolving needs of different generations are being shaped by the movement toward a holistic, goals-based approach to wealth management. In this session, we will look at what the numbers say about strategic philanthropy and how philanthropic planning and impact investing are driving the modernization of giving.  

This session has been submitted for continuing education credits approval.


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


 

About Our Speakers

Barbara R. Diehl, Esq.

Biography coming soon!

 

 

 

 

 

 

  

Anta Cissé-Green, JD, LL.M.

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.

 

 

 

Del Bouafi  

Del Bouafi is a Vice President of State Street Global Advisors and a Senior Portfolio Manager in the firm's Investment Solutions Group.  She is responsible for developing and implementing tactical and strategic multi-asset class solutions for institutional clients.   Del is a member of the portfolio management team dedicated to SSGA's Charitable Asset Management (CAM) where she is responsible for setting asset allocation strategy and managing charitable gift portfolios for all CAM clients.

Del has been working in the investment industry since 2001 and has held various roles in her 18 year tenure at State Street Global Advisors.  Her most recent role was as member of the Global Active Quantitative Equities team covering both developed market and emerging market equities.  In that role, she was responsible for portfolio management, research, product development and positioning across multiple strategies within this group.

Del earned her bachelor’s degree in Finance from Bentley University.   


 


 

 

 

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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