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December 16, 2015 Morning Seminar, Luncheon & Afternoon Seminar
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Jonathan Tidd, Esq. is back with a December Morning Seminar, Luncheon and Afternoon Seminar at 3 West Club. Seminar - 10:00am-12:00pm Networking - 12:00pm-12:30pm Luncheon Seminar - 12:30pm-2:00pm

When: 12/16/2015
10:00 AM
Where: 3 West Club
3 West 51st Street
New York, New York  10019
United States
Presenter: Jonathan Tidd, Esq.
Contact: PPGGNY

Online registration is closed.
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Please note that pre-event registration has closed, but walk-in registration* is still available on Wednesday!

 *There is a $15 surcharge for all on-site registrations.

Wednesday, December 16, 2015 at 3 West Club
  Registration Prices
Registration Check-In: 9:30 am - 10:00 am         
     Type ‚Äč Member Non-Member
Morning Seminar: 10:00 am -12:00 pm    
  Morning Seminar $50 $75
Networking: 12:00 pm - 12:30 pm    
  Luncheon Seminar $60 $85
Luncheon Seminar: 12:30 pm - 2:00 pm
        Meal of the Day: Chicken Piccata
        Kosher: Chicken
        Vegetarian: Vegetable Wellington
        Full Day $110






10:00 am - Two-Part Seminar

Part I: "Cases & Problems in Gift Planning"

Jon will discuss an array of real-world cases and problems based on his personal experiences with donors and charities, with references to the tax code, IRS rulings and court cases. Issue identification is one of the skills that will be particularly emphasized during these case presentations. This session is available for 1 CLE and 1 CFRE credit.

Part II: "Ethical Questions in Charitable Gift Planning"

During this session Jon will pose a series of questions that will be familiar to, and should resonate with, development officers. These questions will raise ethics issues under New York rules of professional responsibility for lawyers. This session is available for 1 CLE and 1 CFRE credit.

12:30 pm - Luncheon Seminar

"Annual Gift Planning Quiz"

Jon has been presenting his Annual Gift Planning Quiz to PPGGNY audiences for many years and it is one of the highlights of our program year. Once again he will challenge attendees with a series of questions that cover the whole spectrum of gift planning issues that involve tax and/or legal implications... and provide the answers at the end of the program. This session is available for 1 CLE and 1 CFRE credit.


Financial aid is available. Click here for details.


About the Speaker

Jon TiddJonathan Tidd, Esq.

Jonathan Tidd, Esq. is a leading lawyer whose practice is specialized in advising organizations on charitable gift planning issues. His clients include a wide range of educational, healthcare, arts, human rights and social service organizations. Jonathan's articles on charitable gift planning have appeared in the Journal of Taxation; Estate Planning; Taxes, The Tax Magazine; Trusts & Estates, and other professional journals. Formerly, Jonathan served as Planned Giving Director for New York University. Jonathan is a member of the Connecticut, Illinois, Indiana, and New York Bars.


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