Planned Giving Council of Upstate New York

Thank you to Douglas Hilfiker, Nicholas Cintineo, and Thomas Stedman, CFP? from Manning & Napier for their insightful presentation on Wednesday, The State of Giving: Donor Insights into the Post-Election Financial and Tax Planning Landscape. And thank you to all who joined us and participated in this thoughtful discussion. Special thanks to Rochester Institute of Technology for hosting at Tait Preserve. Want to attend future events like this? Email [email protected] to learn how you can become a member. Christopher Raimy, CAP? | Hal Burrall | Katie Seelman (Wawrzaszek), M.A.| Margaret P. | Brad Papa

EDIT: VENUE CHANGE: We will now be at RIT's Tait Preserve at 1150 Old Penfield Road, Penfield, NY 14625. Join the Planned Giving Council of Upstate New York and Manning & Napier on Wednesday, December 4 for The State of Giving: Donor Insights into the Post-Election Financial and Tax Planning Landscape. Please email [email protected] by Tuesday, November 26 to reserve your spot. Featured speakers: Douglas Hilfiker Nicholas Cintineo Thomas Stedman, CFP? PGCUNY team: Christopher Raimy, CAP? Hal Burrall Katie Seelman (Wawrzaszek), M.A.

While the upcoming election dominates the airwaves, important work is taking place on the committee level and in legislators' offices. Join this update on October 17 at 1:00 pm to hear from members of the team at Integer, our DC-based partner, to learn about what activities are taking place to protect and encourage policies that support charitable giving.

Incredible energy, ideas, and momentum at our 2024-2025 season kickoff. We definitely have a great year ahead! Thanks to all who participated. And, RIT’s Tait Preserve is an incredible space—we are grateful to have spent our morning gathering and planning here.

What are you doing on September 19? If you answered, "kicking off the 2024-2025 season with Planned Giving Council of Upstate New York," we will see you at RIT's Tait Preserve! If you're still planning your day, this event is a great opportunity to network and have a voice in your local council. We will be discussing programming, potential leadership opportunities, and more. Not to mention this picturesque venue is a beautiful place to spend those final moments of summer. Details are attached and our discussion will begin at 8:30 am. We hope you will join us and consider bringing a colleague along, too! Email [email protected] to reserve your spot! Space is limited for this free event.

FREE WEBINAR, SPACE LIMITED: Presented by Russell James, J.D., Ph.D., CFP? on Thursday, September 5 from 1-2 pm This session reviews results from a national longitudinal study tracking charitable estate plans among older adults across many years. Participants will learn about new and emerging trends and how to best take advantage of them. In addition, this study tracks the post-mortem estate distributions for more than 12,000 decedents whose lifetime planning was tracked across many years. Learn what was really important, and what wasn’t, in generating actual dollars transferred to charity and how this information can improve your results in marketing to potential bequest donors.

?? One week from tomorrow, on August 15, tune in at 1:00 pm for a free advocacy update from National Association of Charitable Gift Planners regarding the RIFT project. ? The August Advocacy Update will provide the latest information on significant developments with the RIFT project--a database of collected materials to assist charitable organizations to effectively file and timely receive IRA beneficiary distributions. ? Guest presenters Johni Hays (you may remember Johni from one of our past programs!) and Iowa state representative Bill Gustoff will present an overview of the challenges and resources available to organizations and discuss recent initiatives on the state level. Click the link to learn more and register!

Significant concerns have been raised, and hearings have been held on the proposed treasury regulations IRC §4966 impacting donor advised funds and the broader charitable sector. CGP will present an expert panel on the issues of greatest concern to the charitable sector and the potential for unintended consequences. Register for free to learn about the latest developments across our sector and what we can do to help protect charitable giving.

Significant concerns have been raised, and hearings have been held on the proposed treasury regulations IRC §4966 impacting donor advised funds and the broader charitable sector. CGP will present an expert panel on the issues of greatest concern to the charitable sector and the potential for unintended consequences. Register for free to learn about the latest developments across our sector and what we can do to help protect charitable giving.

What a fun way to test your planned giving knowledge! Let us know how you did! Are there areas you want to learn more about? PG Calc | #plannedgiving #professionaldevelopment