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January 20, 2016, Morning Seminar & Light Breakfast
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Join us for our networking breakfast and January program, with a Nuts & Bolts session by PPGGNY Programs Chair, Stacy B. Sulman, J.D., and an Advanced Session with Doug White.

When: 1/20/2016
8:30 AM - 11:00 AM
Where: Bernstein Global 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.

Wednesday, January 20th, 2016 at Bernstein Global Wealth Management


Registration Check-In: 8:00-9:00 

                Members $60 

Breakfast & Networking: 8:30-9:00

                Non-Members                           $85  

Morning Seminar (Nuts & Bolts): 9:00-11:00


Morning Seminar (Advanced): 9:00-11:00 


Participate in the "Invite a Colleague" program!

Members may invite their colleagues to the January program and register them at the member rate! Members who participate in the program will be entered to win a prize at the Planned Giving Day conference in May! Just put down your colleague's name, email, and phone number on your event registration (click the link below to register) and we will help them register! Note that the more colleagues you invite and attend, the more times your name will be entered to the grand prize drawing!

Click here to register now!

Nuts and Bolts (9:00 am - 11:00 am):

"Planned Giving 101" by Stacy B. Sulman, JD

Are you new to the field of Planned Giving? Do you have a new staff member that needs an introduction? Does your role as a gift officer now require you to discuss Planned Gifts with donors? Whether you are new or transitioning into the field, this session will give you an overview of the landscape and vehicles underlying planned giving. We will discuss the most common planned gifts donors are establishing today and learn the motivating factors behind such gifts. We will also review key tax terms and basic strategies for soliciting and marketing a planned gift. By the end of this session, you will have the language and confidence to describe basic planned gifts to anyone! This session is eligible for CLE, CPE and CFRE credits.

Financial aid is available. Click here for details.

Advanced Course (9:00 am - 11:00 am):  

"Robertson v. Princeton: Were the Donors' Intentions Honored?" by Doug White

This session chronicles the historic lawsuit brought against Princeton University by the children of Charles and Marie Robertson, who contended that the university failed to properly spend their $35 million donation as intended. White shares insights about this case and others, and their potential impact on philanthropy. This session qualifies for CPE and CFRE credit.

About our Speakers

Stacy B. Sulman, J.D.

Stacy B. Sulman, J.D., is the Vice President for Family Philanthropy and Legal Affairs for the American Committee for the Weizmann Institute of Science. In that capacity, she works closely with donors, their families, their foundations, and their professional advisors to develop strategic gifts that mesh donors’ plans, missions, and goals with creative gift strategies. Previously, Stacy served as Director of Gift Planning for Weizmann, and as Associate Director and General Counsel for the Jewish Community Foundation of MetroWest, New Jersey.

Stacy currently teaches Planned Giving at New York University’s Heyman School for Philanthropy and Fundraising, and speaks on various aspects of planned giving to local, regional, and national groups. She has also taught as a faculty member of the University of Arizona College of Law. Finally, Stacy serves on the Board of Directors of the Daughters of Israel Geriatric Center, where she chairs the By-laws Committee, and the Planned Giving Group of Greater New York.

Stacy received her JD from the University of Arizona College of Law and her Bachelor’s Degree from Bryn Mawr College. In her spare time, she chases after her three kids ages 5 to 16.

Doug White

Doug White is an international thought leader in the world of nonprofits and philanthropy. He is the director of the Master’s in Fundraising Management program at Columbia University, where he also teaches board governance and fundraising. He also advises selected nonprofits and philanthropists, and has written four books on nonprofits and fundraising. The Foundation Center characterized his most recent, “Abusing Donor Intent: The Robertson Family’s Epic Lawsuit Against Princeton University,” as “equal parts thriller and cautionary tale.” Doug is the former academic director of the Heyman Center for Philanthropy and Fundraising at New York University. He has worked and served at many nonprofits for over 30 years in leadership and advisory capacities. In 1995, when he served on the board of the Partnership for Philanthropic Planning (then, NCPG), he created the national initiative of Leave A Legacy. In 2002 the National Capital Gift Planning Council (Washington, DC) presented Doug with its “Distinguished Service Award.” Today he chairs that council’s Ethics Committee and writes the "Ethics Corner," a monthly column on ethics and fundraising.

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