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PPGGNY Sponsors

We would like to thank our sponsors who make it possible for PPGGNY to bring you the programs and resources you've come to expect.

Please support our sponsors by clicking their logo below to visit their website or contact their representative to say thanks for their support of PPGGNY.

Check out our Sponsorship Registration Form to find out how your organization can help PPGGNY continue this important work. 

Pentera, Inc.   

Pentera, Inc.

LEAD EDUCATION SPONSOR; Planned Giving Day 2018 - PLATINUM LEVEL CONFERENCE & INNOVATION TRACK SPONSOR

For more than four decades Pentera has set the standard for innovative planned giving marketing solutions and top-quality customer service, serving thousands of charities, hospitals, and educational institutions throughout the United States. Pentera, Inc., was founded by the renowned planned giving expert, consultant, and industry pioneer André R. Donikian, JD. Since 2010, Claudine A. Donikian, JD, MBA, has directed the company, successfully developing cutting-edge strategies, pioneering industry-changing research, and ensuring that it remains the leading marketing firm of the planned giving industry. 

For more information: 317-875-0910 x251 or info@pentera.com.

Pentera was kind enough to share the following white paper with our members: Whitepaper: The Planned Giving Study New Insights from Data on Planned Gifts (https://pentera.com/whitepapers/2016-planned-giving-study) 

     

The Stelter Company

Planned Giving Day - GOLD LEVEL ILLUMINATION TRACK SPONSOR

In business since 1962, The Stelter Company is the strategic partner of nearly 2,000 leading nonprofits nationwide depend on most to provide expertise on cultivating valuable, long-term donor relationships through a unique combination of industry insight, customer focus and creative services.

Libby Felton(800) 331-6881
Check out Stelter’s free reports, research, videos and guides on planned giving and fundraising at http://www.stelter.com/white_papers

        Marks Paneth LLP
Planned Giving Day - GOLD LEVEL ACCREDITATION TRACK SPONSOR

Marks Paneth LLP is a premier accounting firm offering a full range of audit, tax and advisory services, with specialties in high-net-worth, family office, nonprofits, forensic accounting and litigation support. Headquartered in New York City, with additional offices throughout the Mid-Atlantic region, Marks Paneth is ranked as the 30th largest accounting firm in the nation.

Hope Goldstein, (212) 503-6351

 

   

State Street Global Advisors

Planned Giving Day - SILVER LEVEL NAME BADGES SPONSOR

SSGA Charitable Asset Management provides consultative and customized planned gift investment management, tax, and administration solutions for charitable organizations. Established in 1984, Charitable Asset Management is dedicated to serving nonprofit organizations and their donors. Today our 40 planned gift specialists work with over 230 charities and manage in excess of $3 billion in planned gift assets for more than 34,000 donors and beneficiaries.

Heather Bernstein, (617) 664-2423

Check out State Street Global Advisors white paper here: https://www.ssga.com/who-we-serve/charitable-asset-management.html


 

PG Calc 

Planned Giving Day - BRONZE LEVEL TOTE BAGS SPONSOR 

PG Calc is a full-service planned giving firm dedicated to meeting the needs of non-profits and companies that serve them. With more than thirty years of experience and an outstanding and knowledgeable staff, we provide a comprehensive array of products and services including: gift illustration and administration software, gift administration, education, consulting, and marketing services.

Tina Yelle, (888) 497-4970

Check out PG Calc's white papers here: https://marketing.pgcalc.com/pg-marketing

   

The Sharpe Group

Planned Giving Day - BRONZE LEVEL NOTEBOOKS & PENS SPONSOR

Since 1963, Sharpe Group has played a central role in enhancing the financial stability of thousands of America’s educational, healthcare, religious, social service and cultural organizations by providing planned and major gift program training, consulting and expertly-crafted donor marketing content and tools.

info@sharpenet.com, (901) 680-5300

Check out The Sharpe Group's white papers here: https://sharpenet.com/swp-tax-cuts-jobs-act-2017/

   

BNY Mellon Wealth Management

PPGGNY Mentoring Program Sponsor & Planned Giving Day Exhibitor

BNY Mellon’s Charitable Solutions Group is one of the leading national providers of planned giving services.   We provide investment management, administration services and donor and organizational support for planned giving programs nationwide. Our commitment to not-for-profits and philanthropic organizations is consistently demonstrated not only through our partnership with our clients and our dedication to helping realize their goals, but also through our strong industry support.

George Rio, (800) 582-9423

 

   

Crescendo Interactive, Inc.

Planned Giving Day Exhibitor

Serving the Industry for over 30 years, Crescendo Interactive provides all the tools and services to market and close planned gifts! GiftLegacy is the only fully integrated marketing system featuring custom websites, eNewletters for donors and advisors, royalty-free literature, bequest marketing, social networking, analytics, the #1 planned gifts marketing software and more. 

Matt O'Neill, (800) 858-9154

 

   

PNC Institutional Asset Management

Planned Giving Day Exhibitor

Non-profit organizations look to PNC for comprehensive planned giving solutions. Our professionals help non-profits manage the post-gift aspects of their planned giving program. We provide experience in the specialized area of investment management and life-income gift administration for charitable gift annuities, charitable remainder trusts and pooled income funds.

Chris McGurn(410) 237-5938

   

TIAA Kaspick

Planned Giving Day Exhibitor

TIAA Kaspick is a premier provider of comprehensive planned giving services for charitable organizations nationwide. Through our sophisticated investment management, exceptional gift administration and expert policy and practice consulting, TIAA Kaspick ensures that its clients excel in the essential elements of successful planned giving programs.

Brian Gilreath, (803) 740-1854

 

   

Aspen Leadership Group

Planned Giving Day Supporter

 

 Kaspick & Company

 
Planned Giving Day 2015 - Silver Sponsor. Kaspick & Company is a premier provider of comprehensive planned giving services for charitable organizations nationwide. Through our sophisticated investment management, exceptional gift administration and expert policy and practice consulting, Kaspick & Company ensures that its clients excel in the essential elements of successful planned giving programs.

Brian Gilreath, (803) 740-1854

 

PNC Institutional Asset Management

Planned Giving Day 2015 - Silver Sponsor. Non-profit organizations look to PNC for comprehensive planned giving solutions. Our professionals help non-profits manage the post-gift aspects of their planned giving program. We provide experience in the specialized area of investment management and life-income gift administration for charitable gift annuities, charitable remainder trusts and pooled income funds.

Chris McGurn, (410) 237-5938

PNC Institutional Asset Management

Planned Giving Day 2015 - Silver Sponsor. Non-profit organizations look to PNC for comprehensive planned giving solutions. Our professionals help non-profits manage the post-gift aspects of their planned giving program. We provide experience in the specialized area of investment management and life-income gift administration for charitable gift annuities, charitable remainder trusts and pooled income funds.

Chris McGurn, (410) 237-5938

State Street Global Advisors

Planned Giving Day 2015 - Silver Sponsor. SSgA Charitable Asset Management provides consultative and customized planned gift investment management, tax, and administration solutions for charitable organizations. Established in 1984, Charitable Asset Management is dedicated to serving nonprofit organizations and their donors. Today our 40 planned gift specialists work with over 230 charities and manage in excess of $3 billion in planned gift assets for more than 34,000 donors and beneficiaries.

Heather Bernstein, (617) 664-2423

Crescendo Interactive, Inc.

Planned Giving Day 2015 - Bronze Sponsor. Serving the Industry for over 30 years, Crescendo Interactive provides all the tools and services to market and close planned gifts! GiftLegacy is the only fully integrated marketing system featuring custom websites, eNewletters for donors and advisors, royalty-free literature, bequest marketing, social networking, analytics, the #1 planned gifts marketing software and more. 

Jacob Norlock, (800) 858-9154

 

Crescendo Interactive, Inc.

Planned Giving Day 2015 - Bronze Sponsor. Serving the Industry for over 30 years, Crescendo Interactive provides all the tools and services to market and close planned gifts! GiftLegacy is the only fully integrated marketing system featuring custom websites, eNewletters for donors and advisors, royalty-free literature, bequest marketing, social networking, analytics, the #1 planned gifts marketing software and more. 

Jacob Norlock, (800) 858-9154

 
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