The Mark Woroby Memorial Fund and the Mark Woroby Spirit of Philanthropy Award.

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Events Prior To March 2021

March 2, 2021

Virtual Fundraising Boundaries Breaking through in 2021

A presentation by Cindy J. McDonald, CTFA, National Director of Philanthropic Advice, Senior Vice President, KeyBank Institutional Advisors

January 12, 2021

A Conversation with Philanthropists a virtual live conversation with Lisa Moser,Chief Administrative Officer, Prime Group Holdings, President, Robert and Lisa Moser Family Foundation and Julie Massry Knox

Sales and Marketing Manager, Tri City Rentals, Massry Charitable Foundation, Moderated by James Kellerhouse, Vice President of Philanthropy & Chief Development Officer, Albany Med Foundation

October 20, 2020​

WomentoringSM Charitable Donors: Does Gender (Theirs and Ours) Make a Difference?

a webinar presented by Bonnie McGuire Jones, Esq. of Couch White, LLP

March 3, 2020​

Insecure About the Tax Law Changes In the SECURE ACT?

Presented by Martin S. Finn, CPA, JD, LL.M.

January 16, 2020

Moving from Tactics to Strategy: Finding the Secret Sauce for Your Gift Planning Marketing so You Stand Out in the Crowd! - Kathryn Miree, President of Kathryn W. Miree & Associates and Laurey Goldberg, Senior Director of Planned Giving, Bennington College

October 16, 2019

​Ask the Planned Giving Experts - Lori Matt Murphy, Associate Vice President,University of Albany

Art Tracy, Director of Planned Giving, Rensselaer Polytechnic Institute

Kathie Ziobrowski, Director of Legacy Giving, St. Peter's Health Partners

Moderated by Jack Sise, Director of Gift Planning, Emma Willard School

September 17, 2019

All You Need To Know About Donor Advised Funds - Michele Woodard, Vice President, Office of Corporate & Charitable Services, The Ayco Company

May 22, 2019

A Conversation with Philanthropists - Susan Law Dake, President, Stewart’s Foundation and John J. Nigro

President, Nigro Companies

February 28, 2019

Tools in a Planned Giving Professional's Toolbox - Part I -​ Martin S. Finn, JD, LL.M., CPA/PFS, Founding Partner, Lavelle & Finn​

January 17, 2019

Tools in a Planned Giving Professional's Toolbox - Part I - James J. LeBrou, JD, Founding Partner, Rowlands & LeBrou, PLLC

September 20, 2018

Filtering Through the Noise: How Simple Data Analytics Can Boost your Planned Giving Program - Linda S. Garrison, CFRE, ​Senior Consultant, WealthEngine

June 12, 2018​

When Gift Planning Goes Wrong: Challenges, Considerations and Solutions

A panel discussion with Terry Cerveny, VP of College Relations, Union College, Laura O'Brien, AVP for Gift Planning & Principal Gifts, Albany Med Foundation, Paul Macari, Esq., Partner, Martin, Shudt, Wallace,

DiLorenzo & Johnson

Moderator: Jack Sise, President, Planned Legacy Giving

May 16, 2018

All You Really Need to Know About Planned Giving You Learned in Kindergarten - Meryl R. Cosentino, JD

Senior Director of Gift Planning, Stony Brook University and Board Member, National Association of Charitable Gift Planners

February 13, 2018

Make Taxes Your Sweetheart-MARTIN S. FINN ,JD, LL.M., CPA/PFS

Founding Partner, Lavelle & Finn

October 17, 2017​

From Data to Design :A Practical Application of Market Research for Planned Giving - Nathan Stelter, Vice President for Business Development & Marketing & Libby Felton, Planned Giving Marketing Consultant

The Stelter Company​

September 20, 2017

Advancing in Advancement:Strategically Planning Your Next Move-Zena Lum, Search Director, Louis L. Lindauer Searches

Presentation of the Mark Woroby Spirit of Philanthropy Award

June 6, 2017

Perspectives in the Gift Conversation

a panel discussion about the viewpoints in cultivating and soliciting major & planned gifts

Frank Messa, Philanthropist & Retired Senior VP, International Strategies, AYCO Corporation

Susan Carroll Picotte, Esq., Partner, Cooper Erving & Savage LLP

Jackie Cavalier, Director of Gift Planning, Union College

April 26, 2017

Getting Started in Philanthropy - Brian Sagrestano, JD, CFRE, President, Gift Planning Development

February 15, 2017

Enlightened Philanthropy: a Conversation with Capital Region Philanthropists-Matthew Bender IV & Christine Standish

October 26, 2016

A Conversation with Philanthropist Matthew Bender IV and

​Black-belt Gift Planning presented by Alex Brovey, Senior Director of Gift Planning, Northwell Foundation

September 15, 2016

​Planned Giving Marketing: Fresh Ideas for Programs Old and New - Sarah Carothers, Senior Planned Giving Officer of Harvard University

May 19, 2016

The Power of Planned Giving: Building (or Improving Upon) a Bequest-Based Fundraising Program - Lindsay Kafka ‎Esq., Development Consultant, VP for Programs, Planned Giving Group of New England

How to Engage a Donor’s Total Philanthropy - Robert A. Barr, Director of Gift Planning, St. Paul’s School, Former President, Planned Giving Group of New England

March 16, 2016

You Gotta Have Heart: Tools for Keeping Passion Front and Center - Katherine McKay, Director of Gift Planning, Deerfield Academy & President, Planned Giving Group of New England

How Charitable Lead Trusts are Making a Difference - Sam Samuels, Director of Gift Planning, Smith College & Board Member, Planned Giving Group of New England

January 21, 2016

Building Great Gifts from Great Experience: a panel discussion with skilled gift planners

Sari O’Connor, Executive Operating Officer, The Palace Performing Arts Center

Amy Raimo, Vice President, Community Engagement, Saratoga Hospital

Jack Sise, Esq., Director of Gift Planning, Siena College

Kathie Ziobrowski, Director of Legacy Giving, St. Peter’s Health Partners

October 15, 2015

Building a Legacy Giving Program for Your Non-Profit - Bob Congdon, University of New Haven

September 11, 2015

Letting Go – The Humanistic Dimensions of Giving - Frank Minton, Principal, Frank Minton Consulting LLC

May 12, 2015

Tales from the Trenches:Experiences from a professional that will help focus your gift strategies - Wendy Irving, Esq.

March 10, 2015

Tax Efficient Charitable Giving in 2015 and Beyond - Martin S. Finn, CPA, JD, LL.M.

January 13, 2015

Attracting and Resonating with Donors: A Philanthropist’s Personal Perspective on Purposeful Giving - Nick Preddice, President, The Affinity Group, LLC

October 14, 2014

“BUILDING CHARITABLE OPPORTUNITIES WITH BUSINESS OWNERS” - Jeffrey T Getty, JD, MS, CFP

September 9, 2014 - Grow Stronger Professionally by Appreciating Your "Roots"-Ronald Brown, Director of Gift Planning, Fordham University Chair, Research Committee - ACGA

May 13, 2014 - “Digital Fundraising on the Social Web” - Ashley Budd, Assistant Director of Social Media Strategy, Cornell University

March 11, 2014, “Money Ball & Planned Giving!”- Peter H. Congleton, Director of Planned Giving, University of Hartford, West Hartford, Connecticut

January 14, 2014 (Annual Meeting), “Making It Happen with Planned Giving" - Panelists: Sam Samuels, Director of Planned Giving, Smith College, Art Tracy, Director of Planned Giving, Rensselaer Polytechnic Institute, Laura Havens-O’Brien, Director of Planned Giving, Albany Medical Center, Moderator: Mark Woroby, Director of Philanthropy, Make-a-Wish Foundation of Northeastern NY

September 9, 2013, “Why Planned Giving Programs Should Be More Than a Bequest Program” -

Dr. Frank Minton

July 17, 2013, Virtual Seminar: "The Widow, Her CPA, and The C-Corporation: A Gift Study" - Pete Sommerfeld, Oregon Health and Science University Foundation

May 14, 2013, "The Power of Telling Why: The Benefits of Encouraging Donors to Create an Ethical Will or Donor Legacy Statement", -Susan E. Turnbull, Principal - Personal Legacy Advisors

March 12, 2013, "Helping Non-Gift Planning Senior Management and Board Members to Achieve Essential Planned Gift Knowledge – A Valuable Primer!"-Alexandra P. Brovey, J.D., LL.M, Vice President and Senior Director, Gift Planning North Shore-Long Island Jewish Health System Foundation

January 15, 2013, "Success in Moving Prospects through the Gift Planning Process" - Jeff Lydenberg, J.D., PG Calc

October 16, 2012, "Legacy Giving Building Blocks: A Simple Approach to Attracting Long-Term Support" - Caleb B. Rick, JD, Legacy Giving

September 18, 2012, "Ethical Challenges for You and Your Charity" - Doug White, Associate Professor, Columbia University

July 18, 2012, "Donor Relations: When Legal Capacity Becomes An Issue" - Laura Hansen Dean, Executive Director of Gift Planning, the University of Texas at Austin

Marcia Inger Navratil, Director of Gift Planning, The University of Texas at Austin

May 8, 2012, "The New World of Networking Today: Effective Marketing to Garner Gifts!" - Alexandra Mitchell, Internet Marketing Specialist, Crescendo of Camarillo, California

March 6, 2012, "Life Income Gift Problems: How to avoid negative results with positively-intended gifts!" - Nancy D. Mahler, JD, Relationship Manager, Kaspick & Company

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.

Our Mission

To increase the quality and quantity of charitable planned gifts by serving as the regional voice and professional resource for the gift planning community.

Become a member

Join other planned giving professionals and allied professionals in serving the needs of charitable planned gift donors and their charitable beneficiaries.

Contact us

Email Jamie Auger or phone 973-703-8838

Copyright 2021, ​Charitable Gift Planners Northeastern New York