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Planned Giving Day NYC - May 15, 2017
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Where: United States

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PPGGNY's Annual All-Day Conference
Monday, May 15, 2017
Convene (Times Square)
117 West 46th Street
New York, New York  10036

 Online registration is closed at this time. We are accepting walk-in registrations on Monday.

Member Price - $350
Non-Member Price - $415

New to PPGGNY Membership? New to PG Day?
Use the code NEWTOPGDAY to get $25 off your registration.

Please note: This discount is only for individuals who are new members to PPGGNY for the 2016-2017 Membership year
or have never attended a PPGGNY Planned Giving Day. Feel free to contact our office at if you have any questions.


Please note: PG Day breakfast and lunch will be a buffet with a variety of options.

If you have specific concerns about an allergy or dietary restriction, please email us at

Thank you to our conference sponsor:

8:30am - 9am Registration & Name Badge Pickup
Networking and Introductions with Colleagues and Sponsors
 9:00am - 10:15am Plenary:
Managing Metrics: National Association of Charitable Gift Planners' New Guidelines
Joseph O. Bull, JD
 10:15am - 10:50am  Morning Break

Sponsored by Stelter



Sponsored by Pentera

10:50 am - 12pm
Session I
Planned Giving 101
Margaret M. Holman
Looking Gift Horses in the Mouth:
Understanding and Mitigating the
Risks Associated with Accepting Gifts

Jason R. Lilien & Christine M. Sapers
How to Get to YES!
Laura Fredricks
12pm - 1:40pm Keynote and Luncheon:
How Congress and IRS are Changing Charitable Giving
Emanual "Emil" J. Kallina, II
1:40pm - 2pm  Short Break
2pm - 3:10pm
Session II
The Five Elements of Successful Planned Gift Marketing
Mohammad Zaidi
Restricted Gifts:
Case Studies and Best Practices for Donors and Charities
Seth Perlman & Stephen Yosifon
 What Nonprofit Professionals Really,
Absolutely Have to be Doing on LinkedIn Right Now

Marc. W. Halpert
3:10pm - 3:45pm Afternoon Break
3:45pm - 4:55pm
Session III

Black Belt Gift Planning:
Ten Stages to Becoming a Master

Alexandra P. Brovey, JD, LLM

 Charitable Gift Planning
in Uncertain Times:
A Financial and Legal Analysis

Thomas J. Pauloski, JD

Connect -
The Key to Connecting is Adapting

Joseph Tumol


Click for a printable schedule


  • Member Price - $350
  • Non-Member Price - $415
  • Additional PPGGNY Members from same Organization - $300

Plenary Session: 9:00 am - 10:15 am

"Managing Metrics: National Association of Charitable Gift Planners’ New Guidelines" presented by Joseph O. Bull, JD

With the advent of advanced computation and “big data”, metrics of fund raising activities are prevalent throughout all types of organizations.  When it comes to measuring the effectiveness of a gift planning program, what are the best measures? When it comes to measuring the effectiveness of blended gifts, what are the best measures?  Although not all “planned” gifts are deferred, much of the work of individual gift planners will pay off in the future—often after the original fundraiser has left the organization and the donor relationship and stewardship of the commitment have changed hands, perhaps several times. CGP's Metrics Task Force is examining best approach to setting goals and measuring performance for fundraisers charged with developing blended gifts, bequests, charitable trusts, charitable gift annuities, and other gifts that have a future impact on the bottom line. In this session, task force chair Joe Bull reports on connections between metrics and fundraising success.

About Our Plenary Speaker

Joseph O. Bull is Executive Director of Gift Planning at Carnegie Mellon University. Prior to this appointment, he served as Senior Vice President for Community Engagement at the Columbus Zoo and Aquarium and as Senior Philanthropy Officer for Global Priorities for the Worldwide Office of The Nature Conservancy. Joseph also provided 16 years of service to his alma mater, The Ohio State University, primarily as Director of Planned Giving. With 32 years of experience in the philanthropic arena, he began his career as Assistant Director of Planned Giving at Duke University and as Director of Gift Planning and Assistant University Counsel at North Carolina State University. He was the 2005 Chair of the Board of the National Association of Charitable Gift Planners (a 10,000-member professional association) and is currently a member of the Board of Directors of the American Council on Gift Annuities. Additionally, he was a member of the Editorial Advisory Board for the national newsletter Planned Giving Today for 15 years as well as a member of the Editorial Board of the web-based Planned Giving Design Center. Joseph has served as a faculty member for the College of William and Mary's National Planned Giving Institute, and he is past President of the Central Ohio and North Carolina Planned Giving Councils. He is admitted to the Ohio and North Carolina bars.

This session qualifies for CFRE credit.


Keynote Session: 12:00 pm - 1:40 pm

"How Congress and IRS are Changing Charitable Giving" presented by Emanuel ("Emil") Kallina, II

There is a lot of uncertainty and corresponding concern on how Congress and IRS will change the face of philanthropy in 2017 and going forward. The House W&M has asked charities to justify why they need a charitable income tax deduction. President-Elect Trump and the House GOP have recommended eliminating the estate tax, even on wealthy estates. The Senate Finance Committee is concerned about the size of and need for endowments. IRS is challenging charitable organizations on the basis of their political belief. The speaker will address these and other major issues, and assess the impact of future events on charities and the charitable planner.

About Our Keynote Speaker

Emanuel (“Emil”) J. Kallina, II is the managing member of Kallina & Associates, LLC, and focuses his practice on estate and charitable planning for high net worth individuals and representing charitable organizations in complex gifts. Emil works extensively with charitable lead and remainder trusts, supporting organizations, private foundations, and over the years has practiced in the related fields of business law, corporate tax law, partnerships, and real estate.

Emil is the founder of, a website dedicated to professionals who need the tools to complete planned and major gifts. He is also a co-founder of the Planned Giving Design Center (, a former member of the Board of Directors of PPP (formerly NPCG), former Chairman (5 years) of the Government Relations Committee of the NCPG, a co-founder of the Chesapeake Planned Giving Council, Chairman of the Board and President of The James Foundation, a member of the Board of Directors of Search Ministries, Inc., and a present and former member of numerous other boards. Mr. Kallina has testified frequently before the IRS, is a nationally recognized speaker on estate planning and charitable giving, and is a frequent author on these topics.

This session qualifies for CPE, CLE, and CFRE credits.

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

Cancellation Policy: Due to catering commitments, registration cancellations must be received by 5pm on Monday, May 8th 2017. Registration cancellations must be received in writing via email, mail, or fax (listed below).
Mail: PPGGNY, 465 Waverley Oaks Rd, Suite 421, Waltham, MA 02542
Fax: 781-647-7222, ATTN: PPGGNY


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