Contact Us   |   Report Abuse   |   Sign In   |   Join
Community Search
CANCELLED Planned Giving Day NYC - May 14, 2020
Tell a Friend About This EventTell a Friend

When: Thursday, May 14, 2020
8:00 AM
Where: Convene
117 W 46th Street
New York, New York  10036
United States
Contact: PPGGNY

« Go to Upcoming Event List  


Update: Planned Giving Day NYC and the Coronavirus

Due to concerns about the spread of coronavirus, the PPGGNY Board of Directors have decided to cancel the in-person annual conference, Planned Giving Day NYC originally scheduled for May 14, 2020.

PPGGNY will be here for you during these months however. Even though we won’t be able to come together for Planned Giving Day we will be holding our first-ever PPGGNY Virtual Coffeetime. This 1-hour virtual session will be an opportunity to discuss and share our experiences (fundraising, career, otherwise) in the current PG landscape during this health crisis.

Our doors are closed but our hearts and minds stay open. PPGGNY will be here on the other side. Use this time to your benefit.

Let’s stay connected! DON’T MISS IT. We will get through this TOGETHER.

Stay tuned for information about upcoming webinars in June and beyond as well.


PPGGNY's Annual All-Day Conference
Thursday, May 14, 2020
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

Innovative and Sophisticated Charitable Giving Strategies for 2020 (and Beyond)
Paul Lee, JD, LLM

10:15 am - 10:50 am Morning Break


Sponsored by



Click Here to Sponsor This Track!


Click Here to Sponsor This Track!

10:50 am - 12:00 pm
Session I

Understanding How Planned Gifts Work
Your Donors and Your Organization

by Margaret M. Holman

Solving Financial Problems for Donors and Charities Using CRTs and PIFs – Really?!

by Emil Kallina, JD, LLM

The Power of Asking the Right Questions: Blended and
Documented Estate Gifts

by Dave Smith, CAP®

12:00 pm - 1:40 pm Keynote & Luncheon:
You Want Me to Ask for What?! – 5 Bold Strategies to Improve Donor Conversations, Legacy & Impact
Lani Starkey, JD, LLM
1:40 pm - 2:00 pm Short Break & Visits with Exhibitors
2:00 pm - 3:10 pm
Session II

Supercharge Your Legacy Giving Program: Effective Multichannel Marketing Across the Consideration Continuum

by Tracy Malloy Curtis

And the crystal ball says…
working with where we are and
where we may be

by Blanche Larke Christerson

Meeting Buster Mayberry: A Gift Planning Conversation Lab

by Kent Weimer, CAP® & Barbara Yeager, CAP®

3:10 pm - 3:45 pm Afternoon Break& Visits with Exhibitors
3:45 pm - 4:45 pm
Session III


Finding, Developing, and Retaining Staff:
Planned Giving as a Career

Moderated by John Bacon
Panelists: Dianne Armstrong, Ryan Hart, Michelle Mulia-Howell


Avoiding and Escaping Gift Planning Quicksand

Moderated by David Clough
Panelists: JiHae Munro, Marc Potolsky, Meredith Streit

Why Your Organization is Missing the Boat:The Art and Science of Closing 100 Grantor CLTs

by Lani Starkey, JD, LLM

 ~ A Printable PDF of the PG Day schedule will be posted soon ~

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

Conference Pricing:

  • PPGGNY Member Price: $350  Early Bird Price: $325!
  • Additional PPGGNY Member from Same Organization: $325  Early Bird Price: $300!
  • Non-Member Price: $425   Early Bird Price: $375!

Early Bird Pricing is available until Wednesday, April 1st - don't delay - register today!


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

Innovative and Sophisticated Charitable Giving Strategies for 2020 (and Beyond) by Paul Lee, JD, LLM

Planned giving and being charitable has never seemed more challenging. This presentation will discuss innovative and sophisticated charitable giving strategies in light of recent tax law changes and the current state of the markets. It will discuss new twists and applications with well-known charitable split-interest trusts, and using partnerships with surprising benefits to both charities and donors alike. This session qualifies for CFRE and CPE Credits.

About Our Plenary Speaker

Paul S. Lee is the Global Fiduciary Strategist of The Northern Trust Company, within the Global Family & Private Investment Offices Group and Wealth Management division of Northern Trust. He is also a Senior Vice President and Managing Director of the company. Prior to joining Northern Trust, he was at Bernstein Global Wealth Management as National Managing Director, and a partner in the Atlanta-based law firm of Smith, Gambrell & Russell.

Paul is a Fellow of the American College of Trusts and Estate Counsel, has been inducted into the NAEPC Estate Planning Hall of Fame®, and designated an Accredited Estate Planner® (Distinguished). He is the American Bar Association Advisor to the Uniform Law Commission Uniform Fiduciary Income and Principal Act. Paul is a member of the American Bar Association, Florida Bar, and State Bar of Georgia.

Paul received a B.A., cum laude, in English and a B.A. in chemistry from Cornell University, and a J.D., with honors, from Emory University School of Law, where he was notes and comments editor of the Emory Law Journal; he also received an LL.M. in taxation from Emory University. Paul was the recipient of the Georgia Federal Tax Conference Award for Outstanding Tax Student and the Ernst & Young Award for Tax and Accounting.

A frequent lecturer and panelist on investment planning, tax and estate planning, Paul has spoken at the Heckerling Institute on Estate Planning, ACTEC National Meeting, Southern Federal Tax Institute, USC Institute on Federal Taxation, Southern California Tax & Estate Planning Forum, Notre Dame Tax and Estate Planning Institute, AICPA National Tax Conference, and the AICPA Advanced Estate Planning Conference. His articles have been published by The ACTEC Law Journal, Tax Notes, BNA Tax Management Estates, Gifts & Trusts Journal, BNA Tax Management Memorandum, Estate Planning Journal, Trusts & Estates, Estate Planning & Community Property Law Journal, The Practical Tax Lawyer, Major Tax Planning, and the Emory Law Journal.

He is a member of the Advisory Committee of the Heckerling Institute on Estate Planning, Bloomberg BNA Estates, Gifts and Trusts Advisory Board, the University of Florida Tax Institute Advisory Board, and the Wilson Society Advisory Council for the Hospital for Special Surgery in New York City. He proudly serves as an Admiral in the Great Navy of the State of Nebraska.


This session qualifies for CLE, CPE, and CFRE credits.


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

You Want Me to Ask for What?! – 5 Bold Strategies to Improve Donor Conversations, Legacy & Impact by Lani Starkey, JD, LLM

It goes without saying that the planned giving sector is highly productive and impactful with billions of dollars raised for amazing and noble causes. What is harder to determine however is how much planned giving money was “left on the table” or lost due to fundraising inefficiencies, existing business practices, or missing infrastructure support? This session will explore the most frequent and likely culprits of “gift leakage” in planned giving and offer solutions to plug those holes. This presentation will focus on disrupting certain “best practices” in the areas of donor conversations, legacy creation, and gift agreements, to name a few. This luncheon session will help you look critically at how you and your organization can improve your donors’ giving experience, legacy, and philanthropic impact. This session qualifies for CFRE credit.

About Our Keynote Speaker

Lani Starkey, JD, LLM* is the founder of Fifty Rock Consulting, LLC and a nationally-recognized philanthropic planning expert. He is an accomplished consultant, fundraiser, tax attorney, former CPA*, professor, coach, and presenter. As a popular and sought-after trainer, mentor, and speaker, Lani frequently presents at conferences and meetings across the country on innovative fundraising strategies as well as traditional development best practices.

He is also an Adjunct Professor at the Shidler College of Business at the University of Hawaii at Manoa, where he teaches a course in tax and estate planning to graduate and undergraduate business students.

During his career, he has advised CEOs, business owners, university presidents, deans, professors, doctors, judges, librarians, scientists, lawyers, accountants, investors, K-12 educators, financial planners, celebrities, homemakers, retirees, and many more.

Previously, Lani was Associate Vice President at University of Hawaii Foundation where he led the Principal Gifts and Estate and Gift Planning departments. In his Foundation role, he was a lead gift strategist and partnered with academic leadership, a large team of development staff, and professional advisors to achieve innovative, high-impact, donor-centric solutions. During his tenure at the Foundation, Lani directly helped raise over $150,000,000, which notably made him the most productive fundraiser in the Foundation’s history. In addition, he also led a fundraising department that raised another $50,000,000. This $200,000,000 of gift production was approximately 20% of the total amount raised by the Foundation over the last 30 years.

Prior to the Foundation, Lani was a Vice President and Staff Attorney at Crescendo Interactive Inc. His responsibilities included teaching over 30 tax seminars each year, consulting with nonprofits and professional advisors nationwide, and researching and writing tax articles. During this time, he became a prolific estate and income tax advisor, a dynamic presenter, and a well-respected planned giving expert.

Lani earned his LLM in Tax from the University of Florida’s Graduate Tax Program, his JD cum laude from Pepperdine University School of Law, and his BBA in Accounting from Texas State University. He passed the California Bar exam and all four parts of the CPA exam on his first attempt. Lani is a member of the State Bar of California, Hawaii Estate Planning Council, Hawaii Planned Giving Council, and the National Association of Charitable Gift Planners.

*Lani does not practice law or public accountancy. Currently, he has an active attorney license (California) and an inactive CPA license (Texas).

This session qualifies for CFRE credit. 


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, May 1, 2020. Registration cancellations must be received in writing via email, mail, or fax (listed below). PPGGNY is unable to accommodate refunds or credits after Friday, May 1, 2020.

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

Membership Software Powered by YourMembership  ::  Legal