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April 19, 2017 Morning Seminars and Luncheon Presentation
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Join at 3 West Club for concurrent morning seminars (Nuts & Bolts and Advanced) and a luncheon presentation on April 19, 2017! Registration is open until 12pm EST on Thursday, April 13th. Please note that this is a rescheduled program from March 15th. If you were registered for the March 15th program, your registration has automatically been transferred to April 19th.

4/19/2017
When: Wednesday, April 19, 2017
9:30 AM
Where: 3 West Club
3 West 51st Street
New York, New York  10019
United States
Contact: PPGGNY
781-205-9383


Online registration is closed.
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Important: Onsite registration will be available for this program, space permitting. There is a $15 surcharge for all onsite registrations. Attendees are encouraged to register prior to the online registration closing date of Thursday, April 13th.

Wednesday, April 19th 2017 at 3 West Club

**Note that this educational program was initially scheduled for Wednesday, March 15th and was rescheduled to April 19th due to a snowstorm. If you had already registered for the March 15th program, you do not need to register again for the April 19th program; your registration was transferred automatically. Please contact info@ppggny.org if you have any questions.**

Registration Check In 9:30 AM - 10:00 AM Pricing (Member/NonMember)
Morning Seminar: 10:00 AM - 12:00 PM Morning Only $50/$75
Networking 12:00 PM - 12:30 PM Luncheon Only $60/$85
Luncheon Presentation 12:30 PM - 2:00 PM Full Day $110/$160


 

Morning Seminar, Nuts & Bolts (10:00 AM - 12:00 PM)

"Planned Giving When That's Not All You Do" by Pamela Bennett, JD & Lori Lasson, JD 

You want to add, revive or increase planned giving as part of your fundraising mix, but you wonder where you'll find the time and how much technical information you need to know.  This session will show you haw to start down this path with confidence and without compromising your other responsibilities. You'll learn:

- Which planned gifts to market and how to market them
- How to follow up on inquiries
- Stewardship basics
- How to process bequests and other administrative information.

This session is eligible for CPE and CFRE credits.

Morning Seminar, Advanced (10:00 AM - 12:00 PM)

"The Administration of the Estate: from Probate to Settlement" by Lisa Newfield, JD

This session features an overview of estate administration from probate to settlement of the estate. We will discuss probate proceedings, administration of the estate and accounting and settlement of the estate. This session is eligible for CLE, CPE, and CFRE credits.

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

"Debunking 5 Common Myths Surrounding Planned Giving" by Cheryl Sturm

This presentation uses data from the 2016 Natural Marketing Institute’s Healthy Aging Database® study to provide a new look at common misconceptions regarding planned giving.

We will take a sector-specific look at how mistaken beliefs regarding age, ethnicity, geography, and net worth may be causing your organization to lose significant gift opportunity.

We will also provide some practical examples on how any organization can change their planned giving program from “luck to logic” by implementing some tried and true creative best practices. Applying these tips to print and digital marketing communications materials increases chances of resonating with donors of any age or capacity to give.

Learning Objectives:

1 – Participants will gain an understanding of donor importance and prevalence of common estate planning documents.

2 – Participants will gain a better understanding of why a segmented communication strategy is critical to the success of any nonprofit organization.

3 – Participants will learn which form of planned gifts are of most interest to donors across an extensive demographic breakdown.

This session is eligible for CPE and CFRE credits. 


Financial aid is available for Attorneys and Paralegals pursuing CLE credits. Click here for more information.


 

About Our Speakers

Pamela Bennett, JD

Pamela Bennett has been in planned giving for 25 years.  She has served as Director of Gift Planning at the American Jewish Joint Distribution Committee since 2011. Pamela launched a new planned giving program there and plays a key role in its Second Century Endowment Campaign. Previously, Pamela spent 19 years as as Director of Planned Giving at Memorial Sloan-Kettering Cancer Center, where she developed a national planned gift direct marketing program for 700,000 donors, built a full service stewardship and donor cultivation program, and managed the administration of over 600 estates annually.  Pamela is a graduate of Brown University and Vanderbilt University Law School.  She has practiced law at several New York firms and non-profits.  She is on the Board of PPGGNY and the American Council of Gift Annuities.  Pamela has spoken on planned giving at numerous organizations including PPGGNY, NSFRE, and the State Street Global Advisors Planned Giving Conference.

 

 

  

Lori Lasson, JD

Lori Lasson is the National Director of Planned Giving & Estates at Hadassah where she oversees an active roster of more than 450 open estates, and 2,000 charitable gift annuities and other planned gifts. The Hadassah Planned Giving Department realizes over $25 million in bequests and other planned gifts annually and over $48 million in 2016.  Hadassah has over $70 million in planned gifts under management.

She hails from Philadelphia, where she graduated from the University of Pennsylvania, magna cum laude (1980), and Temple University School of Law, with honors (1984).

In her early career, she practiced as a litigator and estate planning lawyer, before joining Hadassah in 2006 to work with directly donors and help them achieve their philanthropic goals.  She speaks nationally for Hadassah in an effort to help donors make the gift that best suits their needs and the needs of the organization.



Lisa Newfield, JD

Lisa Newfield is a partner of Murtha Cullina LLP, and a member of the firm’s Trusts & Estate and Tax Practice Departments. Ms. Newfield devotes much of her practice to personal estate planning for individuals, major gift planning for non-profit institution development offices and planned giving for non-profit institutions and philanthropists. Lisa is a noted lecturer on charitable giving, exempt organization and various trusts and estates and tax topics. She has spoken before many bar associations, educational institutions and charitable organizations, including, but not limited to, the National Conference on Philanthropic Planning, Trusts and Estates Law Section of the New York State Bar Association, Pace University School of Law, and The Westchester Women’s Bar Association. She has contributed to Tax Planning Tips for Professional Advisors, the newsletter of the United Jewish Appeal-Federation of Jewish Philanthropies of New York. Lisa has also appeared on Westchester County’s local cable show “Financial Planning with Legal Ease.”

 

 

 

 

 

Cheryl Sturm

With over 30 years of global communications and marketing experience, Cheryl is responsible for the overall market positioning of the Stelter brand. With strong expertise in strategic planning, market research and results measurement, she is well suited to helping nonprofits develop and execute segmented programs designed to maximize results.

Cheryl graduated from Westmar College in LeMars, Iowa with a Bachelor of Arts in Secondary Education with an emphasis on economics.  She attended the Kellogg School of Management’s Marketing program for Business Executives and is also a graduate of the American Marketing Association’s Advanced Market Research program taught at the University of Georgia.

She spent many years working for Young & Rubicam Advertising’s Midwest office as Senior Vice President, Account Group Director, responsible for the brand building efforts of a wide range of national and international clients.  While with Y&R, Sturm was selected as an Advertising Agencies of America Educational Ambassador for five years running, an honor given to only 100 senior advertising executives nationwide.  

Before joining The Stelter Company in 2013, Cheryl worked for 10 years in the biotech industry, responsible for the launch of new functional ingredient products in North America as well as responsibility for opening new markets in Japan, Korea and Indonesia. 



 

 

 

 

 

 

 

 

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

 
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