Pentera Webinar - One Year Later: Planned Giving Strategies and Vehicles One Year into COVID-19
Presented by:
Stacy B. Sulman, J.D.
Vice President for Personalized Philanthropy and Legal Affairs
American Committee for the Weizmann Institute of Science
Webinar Description:
Last spring, as the lockdowns and other shocks and consequences of COVID-19 overcame us, we all wondered how the pandemic would impact our efforts to raise planned and estate gifts. Would our communications have to change? Would our expectations need to be managed?
Now we have a year behind us. Though we may not have definitive answers, we have more insight and experience. Looking back at the past year, this session will review effective planned giving strategies and vehicles, reflecting on what has changed and what remains constant. Specifically, this session will address:
- Tax sensitivities and concerns, especially in light of new legislation
- What planned giving vehicles work best now
- Legacy societies and outreach when in-person meetings are not possible
It is hoped that planned giving strategies and messaging will help our donors see beyond today's uncertain maelstroms towards a stable and secure future for themselves and our institutions.
About the Presenter:
Stacy B. Sulman, J.D., is the Vice President for Personalized Philanthropy and Legal Affairs for the American Committee for the Weizmann Institute of Science, where she has worked for over 13 years. In that capacity, among other responsibilities, Stacy oversees planned giving, including the organization's loyalty and legacy societies, estate settlements, and gift annuity administration. Previously, Stacy served as Associate Director and General Counsel for the Jewish Community Foundation of MetroWest, New Jersey.
Stacy teaches Planned Giving at New York University's Heyman School for Philanthropy and Fundraising and speaks on various aspects of planned giving to local, regional, and national groups. She has also taught at the University of Arizona College of Law. Stacy currently serves as President of the Philanthropic Planning Group of Greater New York and as a member of the Goucher College Hillel Board. She has also served on the Board of Directors of Daughters of Israel Geriatric Center.
Stacy received her JD from the University of Arizona College of Law and her Bachelor's Degree from Bryn Mawr College. She also spent a graduate year at the Hebrew University of Jerusalem as a Raoul Wallenberg Scholar.
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