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February 17, 2016 Morning Seminars & Luncheon Presentation
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Time: Concurrent Morning Sessions, 10:00 am – 12:00 pm; Networking, Luncheon & Presentation, 12:00 pm – 2:00 pm Location: Bernstein Private Wealth Management, 1345 Avenue of the Americas, 41st Floor, New York, NY 10105

When: 2/17/2016
From 10:00 AM until 2:00 PM
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.

Wednesday, February 17th, 2016 at Bernstein Private Wealth Management

Registration Check-In:

9:30 am - 10:00 am


Pricing (Member/Non-Member)

Concurrent Morning Seminars:

10:00 am -12:00 pm


 Morning Only



12:00 pm - 12:30 pm


 Luncheon Only


Luncheon Presentation:

12:30 pm - 2:00 pm 


Full Day


An assorted sandwich buffet, salads & refreshments will be provided.



Thank you to Bernstein Private Wealth Management for sponsoring our February Program!

The "Invite A Colleague" Program Continues!

Members may invite their non-member colleagues to attend one PPGGNY program at the member rate! If your invited colleagues attend, you will be entered to win a prize at the Planned Giving Day conference in May! Just put down your colleagues' names and email addresses on your event registration (click the link below to register) and we will email them a special invitation. Note that the more colleagues you invite and attend, the more times your name will be entered to the grand prize drawing!

Registration Has Closed for this Event


Morning Seminar - Innovation (10:00 am-12:00 pm):

"4 Donors: Parables and Profiles for Rethinking Your Philanthropy" by Steven L. Meyers, Ph.D.

Exploring profiles of just four donors with Steve Meyers will challenge you, first to see and then to crash your fundraising matrix. See how personalized philanthropy can help you make the shift to real donor-focused giving. You will take away:

  • A new working definition of philanthropy that will reshape your relationship with donors
  • A radical rethinking of endowment that will make you rethink your role as a gift planner
  • Three Killer apps - specific new gift strategies you can start using right now that can change your gift planning practice forever

If something about the Development Office just feels a bit off, it’s time to crash your matrix. Here’s a beginning to restore creativity and bring new impact to your gift planning practice. This session is eligible for CFRE and CPE credits.

Morning Seminar - Advanced Course (10:00 am-12:00 pm):

"Donating Do's and Don'ts: Putting Genero$ity to the Te$t" by Thomas J. Pauloski, J.D.

In this compendium of advanced charitable planning case studies, Tom Pauloski explores how goal-based, quantitative planning can enhance charitable and personal wealth. Cases included (i) how to develop a public charity’s investment and spending policies; (ii) when to use—and when to avoid—charitable remainder trusts (CRTs); (iii) whether designating a CRT as beneficiary of an individual retirement account (IRA) might be superior to designating a family member directly; and (iv) how charitable lead annuity trusts (CLATs) should be structured in a challenging capital market environment. Tom will use sophisticated wealth forecasting software to highlight key findings.. This session qualifies for CPE, CLE, and CFRE credit.

Financial aid is available. Click here for details.

Luncheon Presentation (12:30 pm-2:00 pm):

"The 21st Century Philanthropist: What You Should Know About Today's and Tomorrow's Donors" by John Oddy

Th talk will focus on emerging trends in charitable giving: how today’s billionaires are re-shaping the nonprofit landscape and the traditional donor/beneficiary relationship. Among other topics, Mr. Oddy will consider social impact bonds, the rise of the social entrepreneurship and the influence of Silicon Valley and current business practice on philanthropy. This session is eligible for CFRE and CPE credits.


About our Speakers

Steven L. Meyers, Ph.D.

Steven L. Meyers, Ph.D., is Vice President of the Center for Personalized Philanthropy at the American Committee for the Weizmann Institute of Science. His quest for innovative donor-focused gift designs led to a question - Why isn’t all philanthropy personalized philanthropy? – and a series of “killer apps” which enable donors to create a lasting legacy where impact and recognition begin now.

Steve joined the American Committee of the Weizmann Institute of Science in 1995 and now serves as Vice President of its Center of Personalized Philanthropy, as well as a member of its management team and total financial resource development strategy group. He holds a Masters Degree in Organization and Management from Antioch University and a Ph.D. from the University of Buffalo.

Steve has published in The Journal of Gift Planning as well as AFP’s Advancing Philanthropy, and speaks frequently at national, regional gift and financial planning events on donor-centered giving and “Planned Giving in the Big Picture.” He is a contributing author for the Planned Giving Design Center, as well as for the Elite Advisor Forum of CEG Worldwide. Steve is the author of Personalized Philanthropy: Crash the Fundraising Matrix, available from Charity Channel ( or Amazon Personalized Philanthropy: Crash the Fundraising Matrix.


Thomas J. Pauloski, J.D.

Thomas J. Pauloski is National Managing Director for Wealth Planning and Analysis, the research division of Bernstein Global 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.

John Oddy

John Oddy, Senior Philanthropic Director at Foundation Source, is an expert in the field of philanthropy and private foundations. He helps clients accomplish their philanthropic goals in various ways including research, strategic planning, grant-making and evaluation, governance and family engagement. He has over 20 years of experience in the nonprofit sector.

Before coming to Foundation Source, Mr. Oddy was Executive Director of The Royal Oak Foundation, a U.S. charity supporting the National Trust of England, Wales, and Northern Ireland. Prior to that, he was Program Officer at the Getty Grant Program, the philanthropic arm of the J. Paul Getty Trust, supporting conservation of significant art and architecture internationally. He also launched and managed various grantmaking initiatives in previous positions he held at The Judith Rothschild Foundation and The J.M. Kaplan Fund of New York. Mr. Oddy studied Art History as an undergraduate at Bard College and Urban Planning at New York University’s Robert F. Wagner Graduate School of Public Service.

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