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Planned Giving Day May 14, 2020 - Accreditation Track
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PPGGNY PLANNED GIVING DAY 2020

Thursday, May 14, 2020
8:30 am - 5:00 pm
Convene (Times Square)
117 West 46th Street
New York, NY 10036

 

Session Information By Track: ACCREDITATION


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

Solving Financial Problems for Donors and Charities Using CRTs and PIFs – Really?!
Emanuel J. Kallina, II, JD, LLM

Are charitable remainder trusts still a viable arrow in the quiver of the charitable planner?  When should a CRT be considered?  How about the pooled income fund?  Is it still used? Isn’t the PIF an anachronism, which should have been buried long ago due to the low payout? Can an “old” PIF currently churning along be resurrected and become a positive experience for the donor, and the Finance Department? If PIFs are still viable, when should it be considered?  When does the PIF make more sense than the CRT, and vice versa? This presentation will attempt to address these and other questions.

This session qualifies for CPE and CFRE credits. 


  

Emanuel J. Kallina, II, JD, LLM, Attorney at Law, Kallina & Associates, LLC

About Our Speakers: 

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.  Emil works extensively with tax-exempt and governance issues facing charities; charitable vehicles such as the pooled income fund, and 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. He is licensed to practice law in Maryland and the District of Columbia, and is admitted to practice before the U.S. Fourth Circuit Court of Appeals, the U.S. District Court for the Districts of Maryland and D.C., and the U.S. Tax Court.

Emil is the founder of CharitablePlanning.com, a website dedicated to professionals who need the tools to complete planned and major gifts. He is 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.

 

 

 

 

 


 

Session II Seminar: 2:00 pm – 3:10 pm

And the crystal ball says…working with where we are and where we may be
Blanche Lark Christerson, JD, LLM

With the election just around the corner, Democratic tax proposals galore and the continuing impact of the Tax Cuts & Jobs Act, planned giving faces challenges.  We will discuss how to help donors make the most of what’s already in place and how the demise of the “stretch” IRA could be a boon for charitable organizations.

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



Blanche Lark Christerson, JD, LLM

About Our Speaker:

Blanche Lark Christerson is a Wealth Planning Consultant with extensive experience in the private banking and fiduciary services industry, most recently at Deutsche Bank, where she worked for 22 years counseling clients and colleagues on estate and wealth planning matters; she also wrote Tax Topics, a regular commentary on current legislation and other tax and related issues.  Ms. Christerson is on the planning committee for the Advanced Personal Financial Planning Conference of 2020 ENGAGE of the American Institute of Certified Public Accountants (AICPA), and has belonged to various committees of the American Bankers Association and the New York Bankers Association.  Ms. Christerson lectures for numerous planning and professional organizations nationwide, including the AICPA and the United Jewish Appeal (UJA).  She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in Taxation from New York University School of Law.  Ms. Christerson is a member of the New York Bar Association, the Bar of the City of New York, the Bar of the Supreme Court of the United States and the American Bar Association.  She is also the president of the Bagby Foundation for the Musical Arts.

 

 

 

 


 

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

PANEL DISCUSSION: Avoiding and Escaping Gift Planning Quicksand

David Clough, JiHae Munro, Marc Potolsky, and Meredith Streit

Benefit from planned giving pitfalls experienced or witnessed by fellow gift planners with 95+ years combined experience. Some problem gifts you can see coming, if you know what to look for. Others will blindside you but may be salvageable.

David Clough, Past President of PPGGNY, will moderate the discussion by JiHae Munro, Director, Planned Giving at Barnard College, Marc Potolsky, Director of Planned Giving at Pace University, and Meredith Streit, Manager, Estate Administration at UJA Federation New York.

Panelists will review various challenges that may resonate with you.  Topics will include competency and undue influence issues in working with donors, challenges in bequest administration, situations encountered when establishing and running charitable gift annuity program, and many more. 
Attendees will have an opportunity to ask questions following the remarks. This productive and lively session will provide new insights, clarifications, and strategies that you can use to avoid or resolve similar problems in the years ahead.

This session qualifies for CPE and CFRE credits. 

 


David G. Clough

About Our Moderator:

David Clough retired in 2019 after a 40 year career as a planned giving officer at universities, performing arts organizations, public television, the Seeing Eye and 92nd Street Y.  He also served as a consultant to a wide variety of charitable organizations ranging in size from small community hospitals to large universities.  

David served in leadership positions at the Philanthropic Planning Group of Greater New York, and with the organization now known as the National Association of Charitable Gift Planners.


 

 

 

 

 

 


JiHae Munro, Director, Planned Giving, Barnard College

About Our Panelists:

JiHae Munro, Director, Planned Giving, is responsible for managing the comprehensive planned giving program at Barnard College. She has developed long-term support for Planned Parenthood Federation of America and affiliates as Regional Director of Gift Planning. JiHae served as Director of Annual Giving & Planned Giving Coordinator at Temple Health and Planned Giving Coordinator at NewYork-Presbyterian. Early on, JiHae launched and managed an almost 100% volunteer-staffed group to help underserved families, and this experience sparked her interest in helping individuals get involved and give back to their communities. She co-Chairs PPGGNY’s Sponsorship Committee and has served on its Board of Directors. JiHae has an MBA from Temple University and a BA in political science from Amherst College and is a CFRE and a CAP prospect.

 

 

 

 

 

 

 

 

 


Marc Potolsky, Director of Planned Giving, Pace University

Marc Potolsky has been working in the field of planned giving and major gifts at Pace University for 13 years. Prior to that, he practiced law in New Jersey, including in the area of estate planning, working with donors and nonprofit organizations. Marc has served on various nonprofit boards, including several terms on PPGGNY. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Meredith Streit, JD, MSW, Manager of Estate Administration, UJA-Federation

Meredith Streit is primarily responsible for handling the administration of estates. Meredith works with both donors and professional advisors in connection with their estate planning. In addition, she surpises the UJA-Federation Community Trust for Disabled Adults, a pooled supplemental-needs trust. 

Prior to working at UJA-Federation, Meredith had been employed by The Legal Aid Society, Juvenile Rights Division. During her tenure there she worked on child abuse, custody, and delinquency cases in family court. 

Meredith is a graduate of Northwestern University with a Bachelor's Degree in education. She received her JD degree from New York Law School and her MSW degree from New York University.


 
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