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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 Offerings to find out how your organization can help PPGGNY continue this important work. 

Email us at info@ppggny.org with any questions.

Pentera, Inc. 

 

Pentera, Inc.

LEAD EDUCATION SPONSOR; Planned Giving Day 2019 - 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)

 

 

 

Alliance Bernstein

PPGGNY Educational Programs Venue Sponsor & PPGGNY Supporter 2018-2019

Bernstein Private Wealth Management offers the following services: Research and Investment Management; ESG and Impact Investing; Philanthropic, Retirement and Estate Planning/analytics; Investment guidelines, services and management for Endowments, Foundations and HNW Families.

Kim Katz(212) 756-4506

 

 

   

 

Marks Paneth LLP

Planned Giving Day 2019 - 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 2019 - 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 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 here: https://www.ssga.com/who-we-serve/charitable-asset-management.html

 

 

 

FreeWill

Planned Giving Day - BRONZE LEVEL COCKTAIL RECEPTION SPONSOR

FreeWill is an award-winning social venture founded by graduate students at Stanford University in 2016, with the help and support of many of the world’s leading experts in law, design, and philanthropy. FreeWill has raised more than $450 million in new bequests and IRA qualifying charitable distributions to date.

Patrick Schmitt, (401) 782-7885

 

 

    

  

PG Calc

Planned Giving Day 2019 - BRONZE LEVEL NOTEBOOKS & PENS SPONSOR; PPGGNY Planner Sponsor 2018-2019

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

 

 

 

 

SHARPE newkirk

Planned Giving Day - BRONZE LEVEL TOTE BAGS 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

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

 

 

 

 

CitizenRacecar

Planned Giving Day Exhibitor

Have a story to tell? We'll work with you to refine it, then assemble and direct a team of media professionals to create the vehicles that will deliver it to the world.

David Hoffman(718) 440-9434

 

 

 

 

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.

Patrick McNelis(732) 220-3371

 

 

 

The Stelter Company

Planned Giving Day Exhibitor

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

 

 

 

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

 

 

 

     

PPGGNY Supporters

 

 

Daniel O’Connell, C.P.A.
Daniel O’Connell
Ph: (973) 509-0075
doccpa@comcast.net

 

 

Offers planning and compliance for charitable trusts, gift annuity programs, private foundations and charities.

Deutsche Bank Wealth Management
Blanche Lark Christerson, Senior Wealth Strategist
Ph: (212) 454-1039
blanche.christerson@db.com
www.db.com 

 

 

Wealth Planning and Fiduciary Services: Trust and estate administration, including Delaware trusts and investment management.

Holman Consulting
Margaret M. Holman, President
Ph: (212) 971-1369
mholman@holmanconsulting.com
www.holmanconsulting.com

 

 

We provide planned gift program consulting, audits, strategic and marketing plans with practical applications to improve an existing program or to establish a planned gift program.

Jill Miller & Associates, P.C.
Jill Miller, Principal 
Ph: (212) 601-2425
jmiller@mtrustlaw.com
www.mtrustlaw.com

 

 

At Jill Miller & Associates, P.C. we provide legal services that meet the estate planning and estate administration needs of individuals and their families.

The American College of Financial Services
Elaine Gulezian, CLF, CAP®, Manager of the CAP® Program
Ph: (610) 526-1479
elaine.gulezian@theamericancollege.edu
www.theamericancollege.edu

 

 

With a unique, and unwavering, commitment to Practical Academics — “Pracademics”— and real-world results, The American College of Financial Services offers driven financial services professionals one of the most valuable, and most valued, educations you can receive.

Thomas Charitable Advisors, LLC
Allen Thomas, JD, CFRE, CAP®, President
Ph: (610) 517-1304
Allen@ThomasPG.com
www.ThomasPG.com

 

 

Thomas Charitable Advisors, LLC provides comprehensive consulting and advisory services to the not for profit community with an emphasis on gifts of real property. These services include drafting of gift acceptance policies and procedures; training for gift planners and principal gift officers; and the management of acceptance and disposition of real estate gifts.

Thompson Coburn LLP
Lawrence P. Katzenstein, Partner, Private Client Group
Ph: (314) 552-6187
LKatzenstein@thompsoncoburn.com
www.thompsoncoburn.com

 

Our department offers a wide range of services to high net worth individual with a special emphasis on philanthropic planning. We also represent planned giving programs both locally and nationally.


   
 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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