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February 20, 2020 Morning Seminars and Luncheon Presentation
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When: Thursday, February 20, 2020
10:00 AM
Where: Bernstein Private 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.

Thursday, February 20th, 2020 at Bernstein Private Wealth Management

Registration Check In 9:30 AM - 10:00 AM Registration Pricing (Member/Non-member)
Morning Seminar 10:00 AM - 12:00 PM Morning Only: $50 / $75
Networking 12:00 PM - 12:30 PM Luncheon Only: $60 / $85

Luncheon & Presentation

12:30 PM - 2:00 PM Full Day (Morning & Luncheon): $110 / $160

A $15 surcharge is added to any registration received after 12 pm on the 02/13/20 registration deadline.


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

Understanding the Major Trends that are Impacting Donors Today… and Tomorrow!

by Nathan Stelter

It’s no surprise that the growth of the planned giving industry has largely been on the backs of the Silent Generation donor. However, today’s planned giving donor looks a lot different than the ones that many of us have come to know over the years. 

Today’s planned giving donor, and their expectations, have not only been shaped by the generational shift from matures to boomers, but also the advancement of technology and an evolution in how society views nonprofits.

This presentation will explore the socioeconomic changes that are impacting how donor’s approach their planned gift decisions and what that means for your marketing. We’ll look into how advancement in technology and broader access to information is blowing up our traditional donor pyramid. And we’ll review research that’s showing us a shift in the societal view of nonprofits and how it’s impacting the donor decision making process. No matter your nonprofit’s size or sector you’ll gain valuable information on: 

Learning Objectives:

#1 – Participants will gain an understanding of the self-directed consumer (donor) and how to adjust their marketing strategy to ‘meet them where they are’. 

#2 – Participants will learn how the donor journey is changing and what they must do to engage donor’s within this new vortex.

#3 – Participants will gain a better understanding of why a targeted and integrated marketing strategy is critical to connecting with donor’s throughout their decision making process.

This session has been approved for CFRE credits.


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

The Ace of Basis:  I Saw the Sign . . . And It Is Changing the Face of Estate Planning

by Thomas J. Pauloski, JD

Just over 6 years ago, Congress surprised the estate planning world by passing the American Taxpayer Relief Act of 2012 (ATRA), which profoundly affected the way that tax professionals advise their clients. In this presentation, Tom Pauloski, National Managing Director of Bernstein’s Wealth Planning and Analysis Group and a former estate planning attorney, will describe how ATRA has changed the face of estate planning, focusing his remarks on how income tax basis may be created, destroyed, and shifted among family members and entities. Particular emphasis will be placed on how the income tax rules governing partnerships (Subchapter K) may be harnessed to achieve specific tax planning objectives.

This session has been approved for CFRE, CLE, and CPE credits.


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

You Don’t Have to Learn Another Language to “Get” Planned Giving.

by Viken Mikaelian

Your prospects should not have to learn another language to “get” planned giving. In a world where your average prospect is inundated with over 3,500 marketing messages a day, the secret to getting your message heard is to make it simple.

Don’t just simplify. Oversimplify.

Viken will show you how to talk with your prospects about planned gifts in simple, everyday language. He’ll showcase real-world examples and give punchy phrases and elevator pitches you can start using right away. He’ll tell you which simple gifts to pursue first and how to start talking with donors. 

This session has been approved for CFRE credits.


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

 About Our Speakers


Nathan Stelter

Nathan Stelter is the president of The Stelter Company, a leading source for gift planning marketing solutions for the nonprofit community. The Stelter Company, which was founded in 1962, currently partners with more than 1,500 organizations nationally with a staff of over 100 individuals. 

Nathan and his amazing leadership team continue to forge the way with new research, new innovations and smarter ways for charities to raise planned gifts. His primary focus is on product development, strategic partnerships and sharing insights on industry trends…along with overseeing Stelter's consulting, client strategy and marketing teams.

Over Nathan’s almost 20-year career in planned giving, he’s been fortunate to speak at over 100 national and regional industry meetings on gift planning marketing trends and cutting-edge donor and fundraising research. He’s been quoted in Planned Giving Today, Advancing Philanthropy, Nonprofit Pro, and other trade publications and currently authors the highly successful Stelter Insights blog. Nathan is a past board member of the National Capital Gift Planning Council (Washington, DC), current member of the Mid-Iowa Planned Giving Council and serves on the board for the National Association of Charitable Gift Planners where he’s working with a small task force to create the first ever National Standards for Gift Planning Success. 


Thomas Pauloski, JD

THOMAS J. PAULOSKI is National Managing Director for Wealth Planning and Analysis, the research division of Bernstein Private Wealth Management’s Private Client Group. He works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Previously, Tom was a partner at the Chicago law firm of Winston & Strawn LLP, where he concentrated his practice in estate, tax, and business planning. Tom also has been a member of the Chicago law firm of Levin & Schreder, Ltd., a Vice President in the Private Client Group of Zurich Life in Long Grove, Illinois, and a partner at the Chicago law firm of Schiff Hardin & Waite.

Tom is a nationally known speaker on estate planning, tax, and insurance issues, and has written numerous articles and continuing legal education materials on estate planning topics. He serves on the faculty of the American Bankers Association National Trust and National Graduate Trust Schools, and has served on the adjunct faculty of the Cannon Financial Institute Schools. Tom has been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Tom also has served on the editorial board of Trusts & Estates magazine. He retired from the United States Naval Reserve in 2003, after 21 years of service.

Tom received his bachelor of science degree in environmental engineering from Northwestern University, and his juris doctor, magna cum laude, from Loyola University Chicago School of Law, where he served as editor-in-chief of the Loyola Law Journal.

Tom and his wife of 34 years, Barb, reside in Highland Park, Illinois, with empty rooms for their children, Kathie (a recent graduate of at the University of California at Berkeley) and Mike (a sophomore at Indiana University).


Viken Mikaelian

Viken is the Founder of PlannedGiving.Com, the first company focused specifically on "Bringing Planned Giving to the Internet." Since then, his research-based marketing firm has helped over 2000 non-profits market their planned giving programs, published numerous white papers, and conducted various national surveys.







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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