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January 23, 2020 Morning Seminars & Light Breakfast
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 Export to Your Calendar 1/23/2020
When: Thursday, January 23, 2020
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.


Thursday, January 23, 2020 at Bernstein Private Wealth Management


Registration Check In 8:30 AM - 9:00 AM Pricing (Member/Non-Member)
Breakfast 8:30 AM - 9:00 AM $60/$85
Morning Seminar (Nuts & Bolts) 9:00-11:00

Morning Seminar (Advanced)

9:00-11:00

A $15 surcharge is added to any registration received after 12 pm on the 01/16/20 registration deadline.

 

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

PPGGNY University Seminar:

by Mohammad Zaidi, Director of Gift Planning, ACLU Foundation


Session Info coming soon.

This session has been submitted for CPE and CFRE credit approvals. 


Advanced Seminar: Blended Gifts and How to Create Them

by Joe Bull, JD, Assistant Vice President of Development, Carnegie Mellon University


Blended gifts are a mixture of well-known gift planning instruments: charitable remainder trusts, charitable lead trusts, charitable gift annuities, pooled income funds, retained life estates, tax-advantaged gifts of highly appreciated capital assets, etc. This session will explore how to combine and integrate these instruments as well as exploring seldom-used specifics in the Internal Revenue Code that allow a single CRT to be a blended gift unto itself.

This session has been submitted for CPE, CLE and CFRE Credits approvals.


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


 

About Our Speakers

 

Mohammad Zaidi

Biography coming soon.

 

 

 

 

 

 

 

 

Joe Bull, JD

Joe Bull is Assistant Vice President of Development at Carnegie Mellon University. Prior to this appointment, he served CMU as Executive Director of Gift Planning, the Columbus Zoo and Aquarium as Senior Vice President for Community Engagement, and the Worldwide Office of The Nature Conservancy as Senior Philanthropy Officer for Global Priorities and Director of Philanthropy for Strategic Gifts. Joe also provided 16 years of service to his alma mater, The Ohio State University, primarily as Director of Planned Giving. He has been active in the Gift Planning community for 34 years. He currently serves as Chair of the National Association of Charitable Gift Planners’ Metrics Task Force and is a member of the American Council on Gift Annuities Board of Directors.


 

 

 

 

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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