Tuesday, March 6, 2012
11:00 am Nuts & Bolts: "Cultivating Solid Donor Relations: Questions and Discussions Which Help Focus and Elevate Donor Objectives" with Brian M. Sagrestano, JD, CFRE
11:30 am Registration & Buffet Lunch
12:30 pm Speaker & Program: "Life Income Gift Problems: How to avoid negative results With positively-intended gifts!" presented by Nancy D. Mahler, JD, Relationship Manager, Kaspick & Company
1:45 pm Questions/Comments

Location: Wolfert’s Roost Country Club | 120 Van Rensselaer Blvd. | Albany
Cost is $35 - Members and $55 - Nonmembers

Register Online Now for the March Program

Online Payment now available for event registration!

Click the link below for future program information:

2012 Program Calendar

Recent Events:

• January 17, 2012, "Taxes and other issues which you should know about! Navigating the Sea of Tax Change" - Blanche Lark Christerson, Managing Director, Deutsche Bank, Private Wealth Management Division, New York, NY
• October 11, 2011, "When Starting a Planned Giving Program, what should I do?" - PANEL DISCUSSION of PROFESSIONALS - James Kellerhouse, Director of Development, Albany Law School, Ray Agnew, Vice President for Institutional Advancement, Paul Smith College, Ellen Blaisdell, Director of Gift Planning, SUNY at Oneonta, Lori Matt-Murphy, Regional Chief Development Officer, American Red Cross, Mark Woroby, Executive Director, Wildwood Foundation
• September 19, 2011, "How To Get To Yes!" - Frank Minton, PhD, Founder of Planned Giving Services, Inc.
• May 3, 2011, The Field of Planned Giving: What’s new, What’s changed, and Where Its Going! -  Jonathan Gudema, Esq., Managing Director of Planned Giving, Changing our World, Inc.
• April 5, 2011, "Women Driving Philanthropy: The View From Behind the Wheel" - Abbie J. von Schlegell, CFRE, Principal, A. Von Schlegell & Co.
• March 16, 2011 Virtual Seminar, "Motivating Your Donor Base: The Science and Art of Planned Gift Marketing"-Anne Melvin, Deputy Director, Gift Planning, Harvard University (Faculty of Arts and Sciences)
• February 8, 2011, "Creating a Planned Giving Program"- Garry Malone, Gift Planning Services, LL; "Integrated Marketing for Optimal Success" - Claudine Donikian, President, Pentera, Inc.
• December 7, 2010 "Sunrise...Sunset: Estate Tax is Back and Planned Giving Opportunities Abound" - Lou Pierro, Esq., Pierro Law Group, LLC
• September 14, 2010 Virtual Seminar
  "How to Identify Planned Giving Prospects and Effectively Market To Them" -
  Katherine Swank, J.D., Planned Giving Specialist Target Analytics, A Subsidiary of the Blackbaud Company (Raiser Edge)
• July 14, 2010 Virtual Seminar- "Elder Law: A Primer for Gift Planners" - Kate White, Executive Director, Elder Law of Michigan
• May 11, 2010 - "How Old Are You and Did You Know You Could…" Initiating Planned and Major Gift Conversations and Getting Answers to Key Questions - Alexandra P. Brovey, J.D., LL.M, Vice President and Senior Director, Gift Planning North Shore-Long Island Jewish Health System Foundation and Patricia L. Roenigk, JD, Director of Individual Gifts, Pennsylvania State University
• March 26, 2010 - 2nd Bi-Annual "The Building Blocks of Planned Giving"
• January 12, 2010 - How Donor’s Values Affect Giving - Richard Ely, Director of Gift Planning, The Catholic Foundation of the Archdiocese of Boston
• November 18, 2009 - Virtual Seminar: Determining Your Clients Capacity to Make a Planned Gift - Kathy Busey, WTTW 11/98.7 WFMT, Chicago and Neil Boyer,Lions Club International Foundation
• September 18, 2009 - Planned Giving Opportunities & Strategies Today - Andre R. Donikian, JD - Pentera Gift Planning
• May 12, 2009 - "Bequest Administration - What's Not To Lose" - Susan DameGreene
• March 10, 2009 - "Integrating Planned Giving with a Capital Campaign" - Roger Broome, Development Counsel
• February 3, 2009 -  "Change and Challenge in the Future" - Karen Cooper
• December 2, 2008 - “Gifts of Retirement Plan Assets – Sooner or Later?” - Timothy J. Prosser, Senior Consultant, Planned Giving, TIAA-CREF Trust Company, FSB, St. Louis, MO
• October 17, 2008 - “Building Blocks of a Planned Giving Program”
• September 9, 2008 “Charitable Gift Annuities” -Cam Kelly
• June 13, 2008 Charity on Trial - Doug White
• May 21, 2008 Virtual Seminar - “Realistic Expectations for Planned Giving Success” - Robert F. Sharpe, Jr., President, The Sharpe Group
• April 8, 2008 : “Donor Advised Funds” - Brad Bodmer & Michelle O’Brien, AYCO, Donor Advised Funds
• February 12, 2008: “The Importance of Values in Driving the Gift” - Bill Danko, Author: “The Millionaire Next Door”
• January 8, 2008: “Working Together: Role of Gift Planner with Other Donor Advisors” - Robert S. Thompson, JD, President, Sage Financial Design, Inc.
  
• November 14, 2007: Virtual Seminar: "How to Draft & Implement Effective Gift Planning Policies and Procedures" - Philip M. Purcell, Vice President of Planned Giving and Endowment
  Resources, Ball State University Foundation, Muncie, IN
• September 17, 2007: "Gift Annuities: New Developments, Planning Opportunities and Issues"- Frank Minton, Ph.D.,Chairman of the American Council on Gift Annuities
• July 18, 2007 Virtual Seminar: How to Talk To Prospects - Pamela J. Davidson, Consultant and Gift Planner, Davidson Gift Design and James Gillespie, President and CEO of CommonWealth
• June 2007: "What Every Planned Giving Officer Should Know; Elements and Guidance on Estate Planning Discussions with Donors" - Ellen Estes


• April 2007 Program: " Raising Your Game in the Planned Giving "Major" Leagues-A Panel Discussion with Big Hitters"-Stephen R. Birell, Lawrence Lichtenstein , Jack Sise, Michael Stein
• February 2007 Program: "Real Estate Gifts – Case Studies, Trends and Best Practices" - Dennis Bidwell, Bidwell Advisors

The Gift Planning Group of Northeastern NY is a council of the Partnership For Philanthropic Planning.  We are a professional association for people whose work includes development, marketing and administration of charitable planned gifts.   For more program information visit www.gpgnny.org.