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UPCOMING EVENTS: 

Morning Seminars and Light Breakfast
Wednesday, November 14, 2018, 9:00 a.m. - 11:00 a.m.
Bernstein Private Wealth Management, 1345 6th Ave, New York, NY 10105

9:00 a.m. - 11:00 a.m.: Mining for Prospects: Using a Legacy Society to Increase Planned and Estate Gifts by Stacy Sulman, JD
9:00 a.m. - 11:00 a.m.: Bequest Administration: A Practical Discussion on Estate and Trust Administration for Charitable Beneficiaries by Anta Cisse-Green, JD

Networking and Cocktail Social
November 27, 2018, 5:00 p.m. - 6:45 p.m.
The Kitano Hotel East 38th Street, 66 Park Ave, New York, NY 10016

Free for Members
$25 for Non-Members

Click here to read more & register now!

5:00 p.m. - 6:45 p.m.: SALT: Where We Are Now by Blanche Lark Christerson J.D., LL.M.

Morning Seminars and Luncheon Presentation
Wednesday, December 12, 2018, 10:00 a.m. - 2:00 p.m.

Bernstein Private Wealth Management,1345 6th Ave, New York, NY 10105

Click here to read more & register now!

Speaker: Jonathan Tidd, Esq.
10:00 a.m. - 11:00 a.m., Part I: Cases & Problems in Gift Planning
11:00 a.m. - 12:00 p.m., Part II: Ethical Questions in Charitable Gift Planning
12:00 p.m. - 12:30 p.m., Lunch & Networking
12:30 p.m. - 2:00 p.m., Annual Gift Planning Quiz

Morning Seminars and Light Breakfast
Wednesday, January 16, 2019, 9:00 a.m. - 11:00 a.m.
Bernstein Private Wealth Management, 1345 6th Ave, New York, NY 10105

9 a.m. - 11 a.m.: Fast Track Your Understanding of Gift Planning: The Basics by Margaret M. Holman
9 a.m. - 11 a.m. Options, Choices and Flexible Payments: The Gift Annuities Your Donors Want by Dr. Scott Janney, Ed D, CFRE

Morning Seminars and Luncheon Presentation
Wednesday, February 13, 2019, 10:00 a.m. - 2:00 p.m.
Bernstein Private Wealth Management, 1345 6th Ave, New York, NY 10105

 

Morning Seminars and Luncheon Presentation
Wednesday, March 20, 2019, 10:00 a.m. - 2:00 p.m.
Venue Info Coming Soon!

 

Save the Date:
Thursday, May 9, 2019 - Planned Giving Day NYC 2019 #NYCPGDay2019
Convene, 117 West 46th Street, New York, NY 10036

 

Thank you to our program venue sponsor, Bernstein Private Wealth Management.



more Calendar

11/27/2018
November 27, 2018 Members Networking and Reception

 
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