Calendar
Thursday, June 17, 2021
9:00 AM — 1:00 PM
NJCGP 2021 Annual Conference (virtual format)
Four 45-minute presentations
Join us for a half-day of enlightening speakers and topics designed to help you advance and strengthen your planned giving program. With insights from industry experts, you will come away with new perspectives and information to help increase your fundraising efforts. The program is suitable for all fundraisers, especially planned giving directors, major gift officers, and allied professionals.
If you are concerned about attending four virtual presentations in one morning we have the perfect solution. Register for the organization rate. If you do, we will provide access to any colleague at your institution so you can divide and conquer the day.
Sponsored by State Street Global Advisors
PRESENTERS
Dana A. Bennett, Esq., LL.M. (taxation)
Partner, Bennett & Wyatt LLC
Estate Planning During COVID-19 and Beyond
The COVID-19 Pandemic has brought renewed attention to Wills, Financial Powers of Attorney and Health Care Directives. Hear why these documents are so important and learn how the estate planning process works. Special situations will be discussed such as second marriages and children with special needs. We will discuss ways to protect an inheritance in the event a child divorces or a spouse remarries. Should family members be added to bank accounts and deeds and other frequent questions.
Dana A. Bennett is a partner at Bennett & Wyatt, LLC with offices in Red Bank and Lakewood. She devotes her practice to estate planning, probate and estate administration, estate and gift tax matters, income tax planning for trusts and estates and charitable planning.
Ms. Bennett is admitted to practice in New Jersey and New York. She is a fellow of the American College of Trust and Estate Counsel (ACTEC) and Chair of the Board of Consultors of the Real Property, Trust and Estate Law Section of the New Jersey State Bar Association. She is also a current trustee and former chair of the Monmouth County Bar Association’s Probate and Administration Committee and is a member of the American and New York Bar Associations. Ms. Bennett is also a member and former President of the Estate and Financial Planning Council of Central New Jersey.
Ms. Bennett received her B.A., cum laude, from Villanova University, her J.D. from Seton Hall University School of Law and her LL.M. in Taxation from New York University School of Law.
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Carolyn Freeman
Vice President and Head of Relationship Management
Charitable Asset Management
State Street Global Advisors
Women in Philanthropy
This presentation will shed light on how women are the next wave of growth in both impact investing and philanthropy. We’ll explore the shifting demographics of private wealth and what the potential impact on charitable giving could be. I’ll also review the investment case for greater gender diversity in corporate America.
Carolyn is a Vice President of State Street Global Advisors and is Head of Client Service in SSGA’s Charitable Asset Management group, responsible for the client service and administration of planned gifts. Carolyn joined State Street Global Advisors in the early ’90s. She speaks on Planned Giving topics at conferences nationwide. She has served as chairman of the Charitable Asset Management Training Committee and is currently a member of our Work/Life Initiative Committee and the Thought Leadership Committee. She serves on the Board of PGGNE. Carolyn received her BA from Fordham University. She resides in Quincy MA with her husband and two sons.
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Patrick Cox
Executive Director—Investments
ALSAC
CGA Investments—Monitoring and Communicating
CGA portfolio investments are largely run differently and specific to an organizations’ risk tolerance, their view on CGAs in general, and who is doing the investing. That said, we can focus on best practices for monitoring performance and the strength of a CGA portfolio once returns are earned. Finally, there needs to be clear policies and communications so Boards or Committees are well and regularly informed on the state of their CGA portfolio. We will cover some best practices for CGA portfolio analyses and what should be reviewed at least on an annual basis with the appropriate Board or Committee.
Pat joined ALSAC, the fund raising and awareness organization solely dedicated to those efforts on behalf of St. Jude Children’s Research Hospital, in January 2010 where he serves as the Executive Director—Investments. Pat has over twenty-five years of investment experience with a diverse background in portfolio design, implementation and management across multiple portfolio frame works. At ALSAC, Pat works directly with the CIO, Investment Committee and Investment Consultant regarding portfolio asset allocation and investment manager selection. Within the Investment Office Pat conducts manager research and due diligence for both traditional and alternative asset classes by creating internal analytics and conducting onsite manager visits. He also is responsible for the investment and administration of the ALSAC CGA portfolios and donor trusts and currently on the Board of the American Council on Gift Annuities. Pat collaborates with the legal, finance and gift planning departments in portfolio transitions and liquidations from donor bequests. Additionally, Pat participates on the Pension Oversight Committees for ALSAC and SJCRH. Prior to joining ALSAC, Pat spent sixteen years with a national investment consulting firm where he was a Managing Analyst and Sr. Consultant. Pat worked with a diverse group of clients from large foundations and high net worth individuals to large corporate pension plans.
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Lynn Malzone Ierardi, JD
Director of Gift Planning
The University of Pennsylvania
Tax Tips and Trends
There have been many tax changes in the last few years—including several enacted in response to the pandemic. Many of your donors have been impacted by the Tax Cuts and Jobs Act, the SECURE Act, the CARES Act and the Consolidated Appropriations Act. Have these changes already impacted your gift conversations? And what tax changes are possible as we look forward—particularly under the Biden administration? This session will provide an overview of the tax changes that may impact charitable gifts. We will also share ideas about how we might respond and handle donor cultivation and conversations with these changes in mind.
Lynn Malzone Ierardi, JD has been in the estate and gift planning field for more than 30 years. She is a leader in the charitable planning community and recently completed a term as 2019 Board Chair of the National Association of Charitable Gift Planners (CGP).
Lynn’s book, Storytelling: The Secret Sauce of Fundraising Success, was recently named to Book Authority’s 100 Best Fundraising Book of All Time. As a dynamic and highly rated speaker, Lynn has presented at conferences, meetings, and webinars across the United States and in the UK on a variety of charitable planning topics. She is passionate about helping nonprofit organizations to secure significant gifts using the right assets, and the right structures.
She has served as Director of Gift Planning for the University of Pennsylvania since 2005 and as an independent gift planning consultant (www.GiftPlanningAdvisor.com) since 2002. Her experience includes gift planning positions in health and higher education, as Vice President with the Merrill Lynch Center for Philanthropy, and the practice of estate planning and real estate law. Lynn is a graduate of Lycoming College and Fordham University School of Law, and a two-time Proud Penn Parent.
Virtual Format
Fees
Individual: $ 25.00
Organization Rate: $ 50.00 (total)
