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 portraitPerry 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

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