Past Events
Latest Event
Monday, November 2, 2020
10:00 AM — 11:30 AM
2020 Legislative and Election Update
With just under a month before what promises to be a historic election for President and control of the United States Senate, and amidst an unprecedented global health pandemic, nonprofit organizations and their advisors have seen a flurry of legislative and policy proposals that would directly affect charitable giving in America. This session will explore the ramifications for planned giving of the recently-enacted CARES Act and a number of related bills pending in Congress. The session will also compare the various tax plans put forth by both the Trump and Biden campaigns as they pertain to giving and will conclude by forecasting what the nonprofit sector can expect after the 2020 election and during the impending “lame duck” session of Congress.
Presenter
Perry Wasserman is Managing Director of 501(c) Strategies, a Washington, DC-based lobbying firm that works exclusively with nonprofit organizations. In this capacity, he has served as the chief lobbyist for the National Association of Charitable Gift Planners for over the last decade.
At 501(c) Strategies, Perry specializes in designing and implementing legislative campaigns, coalition building, and grassroots organizing on a range of legislative issues important to large and medium-sized nonprofits, such as charitable giving, nonprofit advocacy rights, and various budget and appropriations matters. Since co-founding 501(c) Strategies in 2005, Perry has worked on virtually every major piece of federal legislation directly affecting charitable giving in America, and he is frequently invited to speak at conferences and conduct trainings throughout the country.
Prior to launching 501(c) Strategies, Perry was the Legislative Specialist in the Washington, DC office of Weil, Gotshal & Manges, LLP, a top international law firm. In this position, he worked to provide a variety of legislative and regulatory services to many of the firm’s for-profit and nonprofit clients. At Weil, Gotshal, he also received national recognition for his lobbying work on behalf of an education trade association that secured federal appropriations exceeding $200 million for an innovative school reform program.
Before beginning his work as a lawyer and lobbyist, Perry served as Special Assistant for Government Relations and Public Affairs at Legal Services Corporation, a Congressionally-chartered nonprofit organization, and worked as an aide in the office of a Maryland Congressman.
Perry graduated with honors from both The George Washington University, where he received a bachelor’s degree in political communication, and the University of Maryland School of Law.
Virtual Format
Additional Past Events
Oct 6, 2020 10:00 AM — 11:30 AM | America is a Given Place A Brief History of Charitable Gift Planning | Details | |
Aug 19, 2020 10:00 AM — 11:30 AM | 2nd Annual Planned Giving Boot Camp | Details | |
Jun 17, 2020 10:00 AM — 11:00 AM | General Session | Learn How NJ Non-Profits are Responding to COVID-19 | Details |
May 8, 2020 7:30 AM — 3:00 PM | Annual Conference | Annual Conference — cancelled | Details |
Apr 7, 2020 8:30 AM — 11:00 AM | General Session Piscataway | Cancelled: Working Smarter with Your DAF Donors | Details |
Feb 4, 2020 8:30 AM — 11:00 AM | General Session Basking Ridge | Better Together: Planned and Major Gift Officers Blending Gifts for Phenomenal Donor Impact | Details |
Nov 5, 2019 8:30 AM — 11:00 AM | General Session Princeton | How to Build, Grow and Sustain Planned Giving Momentum | Details |
Aug 13, 2019 8:30 AM — 12:00 PM | Ewing | Planned Giving Boot Camp | Details |
Jun 3, 2019 7:30 AM — 3:00 PM | Annual Conference Bridgewater | Change: The New World Order in Gift Planning | Details |
Apr 2, 2019 8:30 AM — 10:45 AM | General Session Piscataway Township | The Rules of Engagement: Ethical Charitable Gift Encounters with the Elderly | Details |
Feb 5, 2019 8:30 AM — 10:45 AM | General Session Basking Ridge | Gifts of Personal Property Bootcamp | Details |
Nov 6, 2018 8:30 AM — 11:00 AM | General Session Princeton | Extend Your Reach: How Major Gift Officers Become Active Partners in Gift Planning Efforts | Details |
Jun 11, 2018 7:30 AM — 3:00 PM | Annual Conference Bridgewater | 23rd Annual Conference Strategies for a New Era in Giving | Details |
Apr 3, 2018 8:30 AM — 10:45 AM | General Session Piscataway | You Don’t Need to Learn Another Language to “Get” Planned Giving | Details |
Feb 6, 2018 8:30 AM — 10:45 AM | General Session Basking Ridge | Breakfast Seminar: Motivating Planned Gifts | Details |
Nov 7, 2017 8:30 AM — 11:00 AM | General Session Princeton | “It’s Only a Bequest” | Details |
Jun 6, 2017 7:30 AM — 3:00 PM | Annual Conference Iselin | Changing Times, Changing Strategies | Details |
Apr 4, 2017 8:30 AM — 11:00 AM | General Session Princeton | Ellen G. Estes, L.L.B. & Brian Sagrestano, J.D. CFRE | Details |
Feb 7, 2017 8:30 AM — 11:00 AM | General Session Basking Ridge | Details | |
Dec 6, 2016 8:30 AM — 10:30 AM | New Brunswick | GPCNJ Holiday Breakfast | Details |
Nov 1, 2016 8:15 AM — 10:45 AM | General Session Princeton | Gift Planning Strategies and Techniques with Paul Lee | Details |
Jun 6, 2016 8:00 AM — 4:00 PM | Annual Conference Iselin | Planned Giving—The Legacy You Create | Details |
Feb 22, 2016 8:15 AM — 10:45 AM | General Session Basking Ridge | Gift Planning Strategies and Techniques in 2016 and Beyond with Paul Lee | Details |
Nov 16, 2015 8:15 AM — 11:00 AM | General Session Iselin | What Happens Next? | Details |
Sep 21, 2015 8:15 AM — 11:00 AM | Princeton | Marketing Essentials | Details |
Jul 30, 2015 1:00 PM — 2:30 PM | Webinar Princeton | PG Calc Webinar: More Problem Solving with Planned Gifts | Details |
Jun 1, 2015 8:00 AM — 4:30 PM | Annual Conference Iselin | Why Gift Planning Matters | Details |
Apr 20, 2015 5:30 PM — 8:00 PM | Networking Reception Monroe Township | 2nd Annual GPCNJ Networking Reception | Details |
Mar 26, 2015 1:00 PM — 2:30 PM | Brown Bag Webinar | Attracting Gifts Through Beneficiary Designations | Details |
Feb 23, 2015 8:30 AM — 10:45 AM | Brunch Seminar Whippany | Brunch with Jon Tidd Recent Developments in Today’s World of Gift Planning | Details |
Nov 17, 2014 8:30 AM — 11:30 AM | Brunch Seminar Iselin | Marketing your Planned Giving Program on the Web | Details |
Oct 30, 2014 12:30 PM — 2:30 PM | Brown Bag Webinar | What Gift Planners Need to Know about Donor Advised Funds | Details |
Oct 14, 2014 8:00 AM — 5:00 PM | National Conference Anaheim | National Conference on Philanthropic Planning | Details |
Sep 22, 2014 8:30 AM — 11:30 AM | Brunch Seminar Princeton | Integrating Legacy Challenges into Planned Giving | Details |
Jun 2, 2014 7:30 AM — 4:30 PM | Annual Conference Iselin | The Present and Future of Gift Planning | Details |
