Contact Us   |   Report Abuse   |   Sign In   |   Join
Community Search
Planned Giving Day NYC - May 7, 2018
Tell a Friend About This EventTell a Friend

Where: Convene
117 W 46th Street
New York, New York  10036
United States
Contact: 781-205-9383

Online registration is closed.
« Go to Upcoming Event List  



PPGGNY's Annual All-Day Conference
Monday, May 7, 2018
Convene (Times Square)
117 West 46th Street
New York, New York  10036

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:
Tax Reform Hangover? What A Rising Federal Deficit Means for Philanthropy
Sandra G. Swirski
10:15am - 10:50am Morning Break

Sponsored by


Sponsored by



Sponsored by

10:50 am - 12pm
Session I

Anatomy of a Gift Agreement
Reynolds T. Cafferata

Structuring Charitable Gifts of
Retirement Accounts and IRAs
Jeremiah W. Doyle, IV, Esq

Charitable Gift Annuity Programs:
ACGA Best Practices

Laurie W. Valentine, JD
12pm - 1:40pm Keynote and Luncheon:
Helping Generous People Give Wisely, Successfully and Joyfully
Ronald J. Schiller
1:40pm - 2pm Short Break
2pm - 3:10pm
Session II
Ethical Fundraising with Senior Donors
David A. Kremer
Contributing Illiquid Assets to Donor
Advised Funds – Maximizing your Donors’ Legacies

Jacqueline Valouch, Esq & Ryan Boland
Preparing for and Optimizing
Donor Visits

Olga Briker, PhD
3:10pm - 3:45pm Afternoon Break
3:45pm - 4:55pm
Session III

Survey Says… Know Your Donors - It Pays To Ask
Nathan Stelter

Have We Got It All Wrong? Rethinking the Fabric of Estate Planning
Avi Z. Kestenbaum, Esq

Building a Successful Bequest Program –
From Prospect Identification to Realization

Michael J. Valoris

  Click here for a printable PDF of the PG Day schedule.

~ Networking Reception to follow after last educational session of the day 5pm - 6pm - join us! ~


Conference Pricing:

**Due to popular demand, we have reopened online registration and will keep it open until 5:00 pm on Friday, May 4th. Please note that due to the shipment schedule of conference materials, anyone who registered after 12:00 pm EST on May 2nd will receive a handwritten name badge onsite at the conference. Just check in with any volunteer at the registration desk.**

  • Member Price - $350
  • Non-Member Price - $415
  • Additional PPGGNY Members from same Organization - $300
  • Late/Onsite registration fee (goes into effect after 5:00 pm EST on Friday, May 4th): $15

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

Tax Reform Hangover? What A Rising Federal Deficit Means for Philanthropy presented by Sandra G. Swirski

The recently passed tax overhaul includes a myriad of provisions, many of which will greatly benefit Americans. However, with the Republican-only tax reform bill came lower taxes with no spending cuts, which will drive up the deficit.  This combo will likely force difficult debates and decisions around value-laden questions facing our country including what safety nets to provide for the poor, the level of financial security for our elderly and the federal government’s role in income inequality. 

Philanthropy has a unique opportunity to help shape these debates and make the case that “buckets of money” in philanthropy, such as foundation endowments, aren’t targeted to fill the gaps.

Ms. Swirski will address this opportunity and other questions that face our country post-tax reform that could directly involve philanthropy. 

About Our Plenary Speaker

Ms. Sandra Swirski is an attorney with almost three decades of public policy experience. Ms. Swirski advised two senior U.S. Senators, was an executive at a Fortune 10 company, counseled multinational clients at a premier professional services company and founded two government affairs firms in Washington, DC, including Urban Swirski & Associates.

Her practice focuses on advising Fortune 500 executives and leaders of nonprofit organizations on federal, state, and local advocacy, strategic positioning, crisis communications advice, and political strategy direction.

She is a frequent guest speaker both nationally and internationally on public policy and political strategy, and is a regular contributor to Wealth Management’s online publication.  Ms. Swirski holds law degrees from Georgetown University and George Washington University and an undergraduate degree from Emory University.  She sits on several local and national boards and advisory councils.


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

Helping Generous People Give Wisely, Successfully, and Joyfully presented by Ronald J. Schiller

In this session, we will hear, in the words of leading philanthropists, why they give more and why they give more often when fundraisers, advisors, and organizations focus on creating and supporting true philanthropic partnerships. We will learn why facilitation is a more effective approach than solicitation. With this understanding of how philanthropists are thinking about major giving, we will discuss specific steps that can be taken to establish and sustain a philanthropic culture in which generous people are able to make gifts they will consider wise and successful investments, and gifts that will bring them the greatest joy.

About Our Keynote Speaker

Founding Partner of the Aspen Leadership Group and the Philanthropy Career Network, Ronald J. Schiller is a nationally recognized advisor to presidents, board members, and other nonprofit leaders. Ron has held leadership positions in seven educational and cultural institutions, including the University of Chicago, where he led a team of more than 450 that completed a $2.3 billion campaign and facilitated two nine-figure gifts. He is the author of three books: The Chief Development Officer: Beyond Fundraising, published by Rowman & Littlefield, Belief and Confidence: Donors Talk About Successful Philanthropic Partnership, published by CASE Books, and “Raising Your Organization’s Largest Gifts,” to be released by CASE Books in 2018.



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 5 pm on Monday, April 23, 2018. 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

Membership Software Powered by YourMembership  ::  Legal