Fundraising Fridays - January 28

The How's and Whys of Legacy Giving

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Keynote Speaker:  8:05 - 8:30 AM 

Legacy Giving: What it means to an organization, what it means to a donor
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Alexandra P. Brovey, JD, LLM, Author and Senior Director, Gift Planning, Northwell Health Foundation

The keynote will address why people give, why they may choose a legacy gift, and how legacy gifts achieve goals of both donors and the charitable organizations.


Break: 8:30 - 8:45 AM

Panel Discussion:    8:45 - 9:45 AM


Legacy Giving: Best Practices

  • Qualified Charitable Distributions (QCDs)from IRAs
  • Evaluating the quality of your donor base re Planned Gifts
  • If you are starting a Planned Giving Program the importance of “Board Buy In”
  • When and if you should use a consultant
  • The Importance of a Gift Acceptance Policy
  • Organization of the office for Legacy Giving
  • Marketing Legacy Giving
Alexandra Brovey, JD, LLM, Author and Senior Director, Gift Planning Northwell Health Foundation - Moderator
Meryl R. Cosentino, JD, Executive Director of Gift Planning New York University 
Jim Meyer - President, JEM Planned Giving Solutions/Associate, Arnone, Lowth, Leibowitz, and Andriano, Inc.
/Associate, Greco Planning Group, Inc. 

Session One: 9:45 - 10:45 AM

All About Bequests


Bequests and other estate distributions are rarely simple. Each estate has unique challenges.  In this session, Stacy discusses some of the key challenges she faces in managing a large pool of active estates, including: problematic gift restrictions; difficult IRA distributions; and real-estate surprises. In doing so, Stacy will offer tips to running a smooth bequest administration program and to handling the bumps along the way.

Presenter: Stacy B. Sulman, J.D., Vice President for Personalized Philanthropy and Legal Affairs, American Committee for the Weizmann Institute of Science 

Break: 10:45 - 11:00 AM

Session Two: 11:00 - 11:45 AM

The Other 20%


Donor-Advised Funds have become increasingly popular as they offer ease and convenience for the right type of donor. What are the benefits and drawbacks of donor-advised funds, how do they work, and can they be a funding source for your organization.

Explore a number of gift planning techniques that donors, advisors and charities may consider to help donors maximize their giving while achieving philanthropic and other goals.


Marie C. Smith, Director Donor Relations and Communications, Long Island Community Foundation (LICF)

Shawn T. Mroz,  Senior Advisor, Gift Planning, Northwell Health Foundation

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