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September 16, 2020 Morning Webinar
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9/16/2020
When: Wednesday, September 16, 2020
September 16, 2020 Morning Webinar
Where: Zoom Platform
United States
Presenter: Ellen Estes
Contact: PPGGNY
781-205-9383


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Wednesday, September 16, 2020 - WEBINAR

 

PPGGNY will email the login instructions on the Monday prior to the webinar. The webinar will be live and may be recorded. Please do not hesitate to email our office with any questions at info@ppggny.org.

 


Ellen Estes WebinarPricing (Member/Non-Member)
10:00 AM - 11:30 AM
FREE for Members /$25 for Non-Members

 

Morning Webinar (10:00 AM - 11:30 AM)

PPGGNY University Webinar: Planned Giving – Plain & Simple™

by Ellen Estes, JD

In this presentation Ellen Estes will discuss – in simple terms – the basic planned gift options: Bequests, Beneficiary Designations, gifts of marketable securities, Qualified Charitable Distributions, and Life Income Gifts, such as Charitable Gift Annuities and Charitable Remainder Trusts. She will also discuss how to talk with your donors about these gifts. At the end of the session you will feel much more comfortable and confident, knowing how these important gifts work, and how they can benefit both the donor and your organization. This session qualifies for CFRE and CPE credits


 

About Our Speaker

Ellen Estes, JD



Ellen G. Estes, J.D.,
a graduate of the Yale Law School, started her career as an estate planning and tax attorney with the law firm of Shearman & Sterling in New York City. She then became Legal Counsel to the Campaign for Yale, and later served as the first Director of Development of Connecticut’s acclaimed Long Wharf Theatre.

Ellen now consults with non-profit organizations nation-wide on major and planned gift matters. In addition to consulting, Ellen specializes in presenting seminars for organizations, their boards, volunteers, and prospects, designed to provide them with the basics they need to establish, market, and administer successful planned giving programs. Her articles have appeared in national professional publications including Contributions, The Journal of Gift Planning, and Planned Giving Today, and she is a regular speaker at professional conferences around the country.

She is a recipient of the David M. Donaldson Distinguished Service Award from the Planned Giving Group of New England, and the Elizabeth Keitel Award from the Planned Giving Group of Connecticut. Ellen and her husband, Frank, received the Outstanding Fundraising Professionals award from the Connecticut Chapters of AFP in 2012.

Additional Materials:
Russell James Resources

1. You can connect with Dr. James on LinkedIn to stay current with his research

2. Complete Charitable Planning Training Series

3. Visual Planned Giving: An introduction to the law and taxation of charitable gift planning

 

 

 

 

Cancellation Policy:
Cancellations and requests for webinar refunds must be submitted in writing and received no later than 5 p.m. (Eastern Time) two business days before the PPGGNY program for which you are registered.

 
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