Past Events

Latest Event

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
SSGA sponsor logo

PRESENTERS

9:00am – 9:45am

Dana A. Bennett, Esq., LL.M. (taxation)Dana Bennett portrait

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.

9:45am – 10:00am
* * * Break * * *
10:00am – 10:45am

Carolyn FreemanCarolyn Freeman portrait

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.

10:45am – 11:00am
* * * Break * * *
11:00am – 11:45am

Patrick CoxPat Cox portrait

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.

11:45am – 12:00pm
* * * Break * * *
12:00pm – 12:45pm

Lynn Malzone Ierardi, JDLynn Malzone Ierardi portrait

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

Additional Past Events

May 18, 2021
1:00 PM — 2:00 PM

The Boom in DAF Growth
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Apr 20, 2021
10:00 AM — 11:00 AM

Inspiring Donors to Make More Possible
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Feb 17, 2021
10:00 AM — 11:00 AM

Making the Most of a Legacy Challenge
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Nov 2, 2020
10:00 AM — 11:30 AM

2020 Legislative and Election Update
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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
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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
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Jun 6, 2016
8:00 AM — 4:00 PM
Annual Conference
Iselin
Planned Giving—The Legacy You Create
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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
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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

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