Program Calendar
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The Gift Planning Group of Northeastern New York meets approximately five times per year at various locations throughout the Capital Region. Each session offers informative and educational programs for those working at any level in the gift planning community.
*Please Note* AMEX and Discover are not accepted as payment for GPGNNY programs and virtual seminars.
Next Event
September 17, 2019 All You Need To Know About Donor Advised Funds Michele Woodard Vice President, Office of Corporate & Charitable Services The Ayco Company Program Description
With recent changes in tax laws, donor advised funds have become an incredible vehicle for philanthropists to continue to support their favorite charities, while still receive the tax benefits of making a charitable gift. This program will cover the basic concepts of donor advised funds and the benefits of incorporating donor advised funds in philanthropy. About the Presenter As vice president of Charitable Services, Michele serves as a resource on donor advised funds to Ayco Executive Counseling and is focused on the client and the advisor experience. Michele provides education and training on donor advised funds as a planned giving solution. Most recently, Michele served as the vice president of the Ayco Charitable Services Group and the Ayco Office of Corporate Engagement leading the day-to-day operations of charitable giving activity and facilitating local and national corporate giving. Michele’s tenure at Ayco spans more than 19 years. About Ayco Ayco, a Goldman Sachs Company, is a pioneer and a preeminent leader of companysponsored financial counseling services. We believe companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their own control. Cost
$45 GPGNNY Members ● $65 Nonmembers Donations to the Mark Woroby Memorial Fund are Welcome and Encouraged Location: The Century House | 997 New Loudon Rd | Latham, NY 12110
Time: 12 p.m. Lunch ● 12:30 p.m. Program
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If you would like to make a donation to the Mark Woroby Memorial Fund, please use the donate button below.
If you have suggestions for program topics or presenters, please contact James Kellerhouse, Chair of the Gift Planning of NENY Program Committee and Assistant Vice President for Development at Albany Medical Center Foundation at 518.262.9024 or email: kellerj2@mail.amc.ed |
GPGNNY Payment and Refund Policy
Payment
If you register to attend a program and you do not pay online, payment at the door is required. If you register, but do not attend, you will be invoiced at the non-member rate. Individuals with unpaid balances from prior programs will be required to satisfy past due balances and pay in advance to attend future programs.
If you register to attend a program and you do not pay online, payment at the door is required. If you register, but do not attend, you will be invoiced at the non-member rate. Individuals with unpaid balances from prior programs will be required to satisfy past due balances and pay in advance to attend future programs.
To mail your payment:
Gift Planning Group of Northeastern New York
P.O. Box 3960
Albany, NY 12203
Gift Planning Group of Northeastern New York
P.O. Box 3960
Albany, NY 12203
Refunds
Full refunds or credit for a future program will be issued for cancellations received by or prior to the registration deadline. No refunds will be issued for cancellations received after the registration deadline.
Full refunds or credit for a future program will be issued for cancellations received by or prior to the registration deadline. No refunds will be issued for cancellations received after the registration deadline.