Pentera Webinar - Planned Giving in This New World: A Discussion of Gift Vehicles Within the Context of COVID-19

Presented by:
Stacy B. Sulman, J.D.
Vice President
American Committee for the Weizmann Institute of Science

Webinar Description:

To varying degrees, we will all have to figure out how to adapt styles, expectations, and gifts to the pandemic and post-pandemic world. This session will look at the basic gift vehicles underlying planned giving - from estate gifts to charitable gift annuities - but within the very new context faced by both our donors and our organizations. We will explore the benefits and challenges posed by these gift plans - both in the short term and, hopefully, in the long term after the pandemic.

About the Presenter:

Stacy B. Sulman

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 more than 12 years. In that capacity she oversees planned giving, the organization’s loyalty and legacy societies, bequest and gift annuity administration, and other areas. 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 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 J.D. 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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