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.