Contact Us   |   Sign In   |   Join
Community Search
Planned Giving Day May 9, 2019 - Illumination Track
Share |

 

PPGGNY PLANNED GIVING DAY 2019


Thursday, May 9, 2019
8:30 am - 5:00 pm
Convene (Times Square)
117 West 46th Street
New York, NY 10036

Session Information By Track: ILLUMINATION


Session I Seminar: 10:50 am – 12:00 pm

How to Begin a Gift Conversation
Alexandra P. Brovey, JD, LLM, Northwell Health Foundation

To truly excel as a fundraiser, gift planning knowledge is necessary, but not sufficient. In addition to being able to explain some gift options in understandable terms, you must also be able to carry on a conversation, obtain key information, link it to the donor’s area(s) of interest at your organization, solicit and receive a gift, and hopefully begin to forge a relationship with the donor that will lead to a lifetime (and more) of gifts.

Prospects and donors share cues and clues with us… if we know how to listen. Our role is to take that information and begin to weave a tapestry unique to this donor, based on the donor’s assets, needs, goals, and timing. Ultimately, we help the donor find a way to give that achieves the donor’s philanthropic objectives.

This session qualifies for CFRE and CPE credit.


Alexandra P. Brovey, JD, LLM, Senior Director, Gift Planning, Northwell Health Foundation

About Our Speaker:

Alexandra Pia Brovey is the Senior Director, Gift Planning at Northwell Health Foundation in New Hyde Park, New York. Alex has worked in gift planning for over twenty years at four non-profit organizations (Penn State, Pace University, Stony Brook and Northwell). Earlier in her career she focused on estate planning and administration as a member of the Delaware, Pennsylvania and New York bars.

Alex is a President Emeritus of the Philanthropic Planning Group of Greater New York in New York City. Alex is a past Board member and Treasurer of the National Association of Charitable Gift Planners, where she serves as Chair of its Leadership Institute. She is a frequent lecturer across the United States on topics related to charitable giving, and has had articles published in several national publications.

Alex earned a B.A. from The Pennsylvania State University, Phi Beta Kappa, a J.D. from Georgetown University Law Center, and an LL.M. in Estate Planning from the University of Miami School of Law. Alex has two published books: Zen and the Art of Fundraising: 8 Pillars of Success, and Zen and the Art of Fundraising: 8 More Pillars of Success. Her third book in the trilogy will be published in mid-2019.

 

 

 


 

Session II Seminar: 2:00 pm – 3:10 pm

Thinking Outside the Envelope - Marketing for Gift Planners
Meryl R. Cosentino, JD, Senior Director of Gift Planning, Stony Brook University

A little creativity, paired with some marketing fundamentals, can increase the engagement level of your planned giving prospects and help grow your Gift Planning program. Meryl Cosentino has worn many hats during her legal and philanthropic career, and regardless of her role, solid and creative marketing strategies have proved to be the backbone of her success. During this presentation Meryl will share marketing insights gleaned from her experiences, as well as strategies you can employ at your own organization. 

This session qualifies for CFRE credit.


Meryl R. Cosentino, JD
Senior Director of Gift Planning , Stony Brook University

About Our Speaker:

Meryl R. Cosentino, J.D. has more than 30 years of estate and gift planning experience, and is currently the Senior Director of Gift Planning at Stony Brook University. During her 4 years at Stony Brook, Meryl has secured over $13 Million in Estate gifts.

As a practicing attorney, Meryl specialized in representing parents of children with disabilities and it was this work (tailoring estate plans to meet the specialized needs of her clients) that sparked her interest in pursuing a career in Gift Planning. 

Meryl is currently serving a three-year term on the board of the National Association of Charitable Gift Planners (NACGP), and this year was selected as the Conference Chair Elect for the CGP National Conference to be held in Chicago in October of 2020. In this role Meryl is now a member of the CGP Executive Board. Meryl has also served on the PPGGNY Board since 2011, including a two-year term as its President from 2015-2017. 

Meryl has been a faculty lecturer at the CGP National Conference in both 2011 and 2015, and is a frequent presenter for Planned Giving Councils around the country. Meryl also provides services as a Training Consultant for charities looking to build and strengthen their Gift Planning programs. 

Meryl received her B.A. from Indiana University, and her J.D. from Brooklyn Law School, where she was an editor of the Brooklyn Law Review. In her free time Meryl enjoys quilting, baking and is an avid sports fan.

 


 Session III Seminar: 3:45 pm – 4:45 pm

What a Great Hat!
Lynn Malzone Ierardi, JD, Director of Gift Planning at Office of Gift Planning | University of Pennsylvania

Is gift planning a new hat for you? Are you a fundraiser that wears several hats (annual gifts, major gifts, events, gift planning…)? Perhaps you are a seasoned professional shifting hats (strategies) to respond to changing demographics or new tax laws. This session will explore how to wear the gift planning hat when it’s new to you or it's not the only one you wear, including a review of how to start a planned giving program and how to encourage collaboration and integrate a program with your existing strategies. You will leave the session with easy to implement ideas - and you will look great in that Gift Planning Hat!

 This session qualifies for CFRE and CPE credit.



Lynn Malzone Ierardi, JD
Director of Gift Planning, Office of Gift Planning | University of Pennsylvania

About Our Speaker:

Lynn Malzone Ierardi, JD has been in the estate and gift planning field for nearly 30 years. She has served as Director of Gift Planning for the University of Pennsylvania (Penn) since 2005 and as an independent gift planning consultant (www.GiftPlanningAdvisor.com, founded in 2002). Prior to joining Penn, she held gift planning positions in health and higher education, served as Vice President with the Merrill Lynch Center for Philanthropy and practiced estate planning and real estate law. 
Lynn is the current Chair of the national board of the National Association of Charitable Gift Planners (CGP), and a member of the CGP Leadership Institute. She has been a member of CGP since 1993. She is a past board member and past President of the New Jersey Council of Charitable Gift Planners and a current board member of the Planned Giving Council of Greater Philadelphia (PGCGP). 

As a dynamic and highly rated speaker, Lynn has presented at conferences and meetings throughout the country on a variety of gift planning topics. She is a graduate of Lycoming College and Fordham University School of Law, and is a Proud Penn Parent - times two!

more Calendar

The upcoming calendar is currently empty.

Click here to view past events and photos »

 
Membership Software Powered by YourMembership  ::  Legal