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April 20, 2016 Morning Seminar, Luncheon & Afternoon Seminar
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Join us for a morning seminar with speaker Anne Melvin from 10:00 am - 12:00pm, followed by a networking luncheon & presentation by Laurie Krotman and Susan Shattuck.

When: 4/20/2016
10:00 AM
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, April 20th, 2016 at Bernstein Private Wealth Management

Registration Check-In:

9:30 am - 10:00 am


Pricing (Member/Non-Member)

Morning Seminar:

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 our program venue sponsor, Bernstein Private Wealth Management

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 for this event has closed.


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

"The Art (and Science) of Persuasion" by Anne T. Melvin, JD

At its heart, fundraising is about persuading people to engage in an unnatural act: giving away money. How the best fundraisers do it is an intangible art, but there is hard science behind the six universal principles of social influence that sway people. This session will examine each of those six principles, exploring how we unknowingly use them, how we can use them more intentionally, and putting them to good use for the charities we care about. First, we’ll dive into social science experiments that underlie the six principles of social influence: liking; authority; reciprocation; social proof; scarcity; and commitment and consistency. Next, we’ll look at where the rubber meets the road: ways to apply those principles to your one-to-one interactions with prospects. Sometimes small changes in presentation or behavior can yield large changes – and larger gifts. Make sure you understand the subtle, unspoken language of social influence, and that you’re not accidentally “saying” the wrong thing to prospects. This session is eligible for CFRE credits.

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

"Special Events: Planning for Profit and Growth" by Laurie Krotman and Susan Shattuck

A fundraising event is not all about the flowers or honorees or raising your nonprofit’s profile. It’s a powerful fundraising tool for your cause, when you plan, strategize and build your event to raise meaningful gifts, cultivate new donors, and increase gifts from stakeholders before, during and after your event is long over.  Learn how to get big donors to say “yes” to events and how to cultivate and maximize their giving potential.  
We will discuss what effective leadership requires and its relation to event success, and setting realistic goals and we’ll talk about bringing new prospect development about by harnessing the unique power of “team fundraising”. This session is eligible for CFRE credits.


About our Speakers

Anne T. Melvin, JD

Anne Melvin has worked as both a volunteer and a professional in the field of development for over two decades. In recent years, Anne specialized in planned giving, negotiating and closing gifts for various schools at Harvard. As Deputy Director of Gift Planning at Harvard College, she directed the marketing portion of Harvard’s gift planning efforts for 12 years, revamping its approach to marketing and tripling its lead generation. She also worked with prospects, soliciting and closing gifts. For the past three years, Anne has directed the fundraiser training and overall development education program at Harvard’s central development office. 

Anne is a member of AFP, the Partnership for Philanthropic Planning (PPP), and the PPP Leadership Institute.  She speaks around the country to professional development organizations and leads trainings at non-profits, specializing in donor motivation, gift planning, cultivating the donor, fundraiser training and gift solicitation and negotiation. Anne serves on the board of the Wellesley Education Foundation, and volunteers her time consulting for a number of non-profits, as well as fundraising for her alma mater. Prior to joining Harvard, Anne practiced real estate law in the Boston area. She is a cum laude graduate of Williams College and holds a J.D. from the Boston University School of Law.


Laurie Krotman

Laurie Krotman is Co-Founder and Principal of Special Events Unlimited, Inc., a full-service event fundraising and management firm based in New York City. Formally, Laurie ran First Class Management, promoting and managing rock and roll bands in the tri-state area.  She was also a policy planning analyst for McKinsey and Company and a researcher for Time Magazine. Laurie serves on the Executive Board of Women in Development and co-chairs their Special Programs Committee. She also is the Special Events Track Co-Chair of Fundraising Day in New York. She is a registered New York State fundraising professional and a certified WBE.  Publications include “What You Can Get Free From The Government”, “Travel Smart” and numerous journal articles.  She graduated from Cornell University and is on the faculty of NYU’s School of Professional Studies where she teaches event fundraising.  



Susan Shattuck

Susan Shattuck is Co-Founder and Principal of Special Events Unlimited, Inc., a full-service event fundraising and management firm based in New York City. Formerly, Susan was a writer, news manager and producer for WCBS-TV and CBS News. She served on the Board of Environmental Advocates and also led a statewide-campaign coalition of New York environmental groups that resulted in passing recycling and other green initiatives. Susan is President of the New York City Chapter of the Association of Fundraising Professionals and Chaired Fundraising Day in New York 2015. She is a member of Women in Development. She attended the University of California at Santa Barbara and Columbia University and is a member of WBE and a registered fundraising professional. Susan is on the faculty of NYU’s School of Professional Studies where she teaches the event fundraising track for the Heyman Center for Philanthropy and Fundraising.

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