Philanthropy Day is a one-day conference for non-profit professionals featuring workshops, networking, and an awards luncheon recognizing individuals and groups for their philanthropic contributions. The event provides career development opportunities and recognizes outstanding philanthropists, corporations, fundraising executives, and volunteers. Information on the workshop schedule and registration can be found on the Philanthropy Day website.
Dancing With the Stars: Building Stronger Patron RelationshipsTRG Arts
Hear from luminaries at top companies as they discuss the keys to keeping and upgrading patrons. Jill Robinson, President of TRG Arts, moderated this panel discussion at the Spring 2012 ArtsReach Conference in New York City.
Moderator: Jill Robinson, President, TRG Arts
Panelists:
Chad Bauman, Director of Communications, Arena Stage
Suzette Sherman, Director of External Affairs and Member Relations, National Museum of Women in the Arts
David Snead, Vice President of Marketing, New York Philharmonic
Karen Girty, Marketing Director, New York City Ballet
Donna Williams, Chief Audience Development Officer, Metropolitan Museum of Art
An 11-year-old student named David Brooks campaigned to ban novelty lighters that resemble toys from being sold in Alabama. He brought examples of these lighters as well as a petition to the Center Point City Council meeting. David has been campaigning against these lighters for two years, speaking to various groups about the dangers they pose to children. The City Council agreed to write a letter to the state legislature in support of banning the sale of novelty lighters.
Mowgli South West Mentors pairs entrepreneurs with business mentors to help their enterprises. The document lists several pairings including Giles Hindle mentoring Steve Ryan's photography business Bluemoon and Paul J Stevens mentoring Bryan Hill's financial advising company Jones Hill Ltd. It provides contact information for anyone interested in the Mowgli mentoring program.
Here are the answers to those questions:
saw his first patient that day. O’Brien’s wife,
Over the next 59 years, Dr. Marilyn, was the
O’Brien would see thousands of office manager.
- A non-emergency is a situation that does not pose an immediate threat to life, health or property. Examples include crimes that have already occurred or minor medical issues. For non-emergencies, call the non-emergency police number or your doctor's office. A true emergency is a situation that requires immediate action to prevent loss of life, serious bodily harm or extensive property damage. For emergencies, always call 911.
- To
Starbucks in Jordan is helping to improve local communities through volunteer initiatives like cleaning neighborhoods and donating school supplies to children. As part of its global Community Connections program, Starbucks employees and volunteers recently repainted sidewalks and walls in Amman's Deir Ghbar neighborhood. Starbucks Jordan also holds monthly community events and encourages customers to participate to give back to the local area. The program has already completed over 170 projects totaling more than 10,000 hours of community service work.
RADION INTERNATIONAL is a relief and development agency that works in one of the roughest neighborhoods in Thailand; reaching street children, abused womenfolk and broken families.
We are dedicated to serving vulnerable & marginalized communities, empowering them to overcome poverty and social oppression.
http://www.goodpaper.sg/radiating-love-and-care/
Gallagher Benefit Services - #1 Agency in Premium in South Florida matt_warner
This document is a ranking of the top 25 insurance agencies in South Florida based on their 2010 premium volume. It provides information such as the agency name, address, phone number, website, number of local staff and offices, percentage of business from commercial vs personal coverage, types of coverage offered, year established locally, and top local executives. The top agency was Gallagher Benefit Services with $947.1 million in premium volume. Other top agencies included Brown & Brown of Florida, Arthur J. Gallagher Risk Management Services, USI Insurance Services of Florida, and Wells Fargo Insurance Services USA. The agencies represented provide coverage such as casualty, employee benefits, life, marine, property, and workers' compensation insurance.
Dancing With the Stars: Building Stronger Patron RelationshipsTRG Arts
Hear from luminaries at top companies as they discuss the keys to keeping and upgrading patrons. Jill Robinson, President of TRG Arts, moderated this panel discussion at the Spring 2012 ArtsReach Conference in New York City.
Moderator: Jill Robinson, President, TRG Arts
Panelists:
Chad Bauman, Director of Communications, Arena Stage
Suzette Sherman, Director of External Affairs and Member Relations, National Museum of Women in the Arts
David Snead, Vice President of Marketing, New York Philharmonic
Karen Girty, Marketing Director, New York City Ballet
Donna Williams, Chief Audience Development Officer, Metropolitan Museum of Art
An 11-year-old student named David Brooks campaigned to ban novelty lighters that resemble toys from being sold in Alabama. He brought examples of these lighters as well as a petition to the Center Point City Council meeting. David has been campaigning against these lighters for two years, speaking to various groups about the dangers they pose to children. The City Council agreed to write a letter to the state legislature in support of banning the sale of novelty lighters.
Mowgli South West Mentors pairs entrepreneurs with business mentors to help their enterprises. The document lists several pairings including Giles Hindle mentoring Steve Ryan's photography business Bluemoon and Paul J Stevens mentoring Bryan Hill's financial advising company Jones Hill Ltd. It provides contact information for anyone interested in the Mowgli mentoring program.
Here are the answers to those questions:
saw his first patient that day. O’Brien’s wife,
Over the next 59 years, Dr. Marilyn, was the
O’Brien would see thousands of office manager.
- A non-emergency is a situation that does not pose an immediate threat to life, health or property. Examples include crimes that have already occurred or minor medical issues. For non-emergencies, call the non-emergency police number or your doctor's office. A true emergency is a situation that requires immediate action to prevent loss of life, serious bodily harm or extensive property damage. For emergencies, always call 911.
- To
Starbucks in Jordan is helping to improve local communities through volunteer initiatives like cleaning neighborhoods and donating school supplies to children. As part of its global Community Connections program, Starbucks employees and volunteers recently repainted sidewalks and walls in Amman's Deir Ghbar neighborhood. Starbucks Jordan also holds monthly community events and encourages customers to participate to give back to the local area. The program has already completed over 170 projects totaling more than 10,000 hours of community service work.
RADION INTERNATIONAL is a relief and development agency that works in one of the roughest neighborhoods in Thailand; reaching street children, abused womenfolk and broken families.
We are dedicated to serving vulnerable & marginalized communities, empowering them to overcome poverty and social oppression.
http://www.goodpaper.sg/radiating-love-and-care/
Gallagher Benefit Services - #1 Agency in Premium in South Florida matt_warner
This document is a ranking of the top 25 insurance agencies in South Florida based on their 2010 premium volume. It provides information such as the agency name, address, phone number, website, number of local staff and offices, percentage of business from commercial vs personal coverage, types of coverage offered, year established locally, and top local executives. The top agency was Gallagher Benefit Services with $947.1 million in premium volume. Other top agencies included Brown & Brown of Florida, Arthur J. Gallagher Risk Management Services, USI Insurance Services of Florida, and Wells Fargo Insurance Services USA. The agencies represented provide coverage such as casualty, employee benefits, life, marine, property, and workers' compensation insurance.
This document discusses social finance and impact investing. It provides background on issues like an aging population, environmental degradation, and economic instability. It then discusses how money and capital can be used as tools to address social and environmental challenges. The document outlines different forms of social finance like venture capital funds, community development funds, and debt mechanisms. It also provides examples of how impact investing has been used to support affordable housing, international eye care, and conservation in Canada. The conclusion discusses how bringing together capital and communities could mobilize over $100 billion for social causes and change whole systems.
1) John creates an irrevocable non-grantor trust to provide asset protection and estate tax savings for heirs.
2) John gifts $5 million of non-voting business interests to the trust and sells another $5 million of interests to the trust via an installment note.
3) Investments, LLC loans $5 million in cash/securities to the trust to provide cash flow to reinvest in the trucking business. The strategies are designed to maximize John's gifting amounts and reduce estate and income taxes while continuing to benefit his heirs.
Anderson Family Wealth Goal Achiever - InKnowVision Advanced Estate PlanningInKnowVision
Jeff is 75 and Theresa is 72. Jeff recently retired from an executive position in a public company. As a result of his retirement he exercised over $45M in stock options and has 5 more years of deferred compensation payments. Jeff has also sold his 50% interest in his Corporation and the note payments are providing significant income for the next 9 years.
Jeff and Theresa have annual living expense desires of $725,000, with the available income to more than meet this need. Jeff’s deferred compensation payments average more than $2M/yr. for the next 5 years; his annual pension payments are $660k/yr. (inflating); and he also has note payments totaling $360k/yr. for the next 9 years from the buyout of his Corporation interests. These sources of income are in addition to an investment portfolio that generates more than $1.7M/yr. in income and various oil/gas ventures that generate over $100k/yr. in income. With annual income totaling over $5M/yr. for the family, they have the luxury of accumulating a very significant cash flow surplus each year.
Learn more at www.inknowvision.com
Thomason Family Wealth Goal Achiever - InKnowVision Advanced Estate PlanningInKnowVision
The Family Wealth Goal Achiever™ is a plan design book (like a blueprint) that explains in easy to understand text and graphics the planning ideas being recommended by the planning team. It solves for high net worth tax planning, advanced estate planning, business transition planning, asset protection planning.
Learn more at www.inknowvision.com
Donfrio Family Wealth Goal Achiever- InKnowVision Advanced Estate PlanningInKnowVision
The Family Wealth Goal Achiever™ is a plan design book (like a blueprint) that explains in easy to understand text and graphics the planning ideas being recommended by the planning team. It solves for high net worth tax planning, advanced estate planning, business transition planning, asset protection planning.
Learn more at www.inknowvision.com
Donfrio Family Wealth Goal Achiever - InKnowVision Advanced Estate PlanningInKnowVision
The document provides an overview of a case study webinar presented by InKnowVision for their monthly webinar series on high net worth families. It includes an agenda for the webinar covering initial planning for Anthony and Dina Donfrio, including their goals, family information, estate planning elements considered, plan assumptions, and an introduction to proposed plan strategies. Some of the proposed strategies include creating and funding a family limited liability company, increasing annual charitable giving, and including language in their trust or will to create a testamentary charitable lead annuity trust.
International Mergers and Acquisitions 2010cassie111
"Attend The Premier International M&A Event To Learn About:
- The latest financial and legal developments in international M&A
- The countries and the sectors where the deals are being made—and the hot deals for 2010 - A focus on the opportunities in four countries: the United States, Canada, China and India
- Innovative alternative financing techniques
- The newest opportunities in obtaining bank and private equity financing
- The newest dangers in due diligence— including the increasingly strong enforcement of the FCPA, creating potential minefields for corporations and their executives.
- How to effectively acquire distressed businesses"
FRED. is a boutique agency specializing in brand strategy, new media, and award-winning design. Their services include brand strategy, creative concept development, advertising campaigns, digital design, social media marketing, and more. FRED. was founded by Fred Adkins, who was listed in Entrepreneur Magazine's "Hot 500 Fastest Growing Businesses in America" for transforming real estate advertising. FRED. has worked with top companies including The Rockefeller Group, Marriott, Ritz Carlton, and Ford, creating unique and effective campaigns.
This document is a newsletter from Winter 2010 announcing new programs for individuals with multiple impairments, mental impairments, and Paralympic sports. It also thanks loyal supporters for financial contributions between July and September 2009 that help support NEDSRA programs and services. Details are provided about an early bird deadline for a gift certificate drawing, performing arts programs, and sponsors of upcoming events.
This document discusses the concept of scenes and provides examples of scenes in Austin, Texas. It defines a scene as the aggregation of experiences and communities around a particular area, formed from the combination of experiences and communities. The document then provides a brief history of Austin scenes from the 1800s to present day and lists some current Austin scenes like music, food, nightlife, etc. It also includes perspectives on scenes using concepts like scale-free networks and platforms. Diagrams are provided to illustrate these concepts.
InKnowVision November 2012 Case Study - Basic Family Wealth Goal AchieverInKnowVision
Tom is 83 and Jane is 76. They have two children who are both well employed and live productive and happy lives. Tom was an attorney who headed a large patent firm in Washington DC. Jane served as an expert in international trade for much of her professional life. During the latter part of his career, Tom agreed to do work for a start up company that became very successful. Today, Tom’s share of the company is valued at $3.2M but generates $1.4M-$1.5M per year in taxable distributions. Several years ago, the company spun out one of its divisions and took the new company public. It has seen massive growth; almost no dividends have been distributed, and the company has a value to Tom today of approximately $6.4M. Tom and Jane also have approximately $5.2M in cash, $3.2M in retirement funds, and real estate of $4M for a total net worth of about $22M.
The primary planning goals are to:
Make sure that they have sufficient funds to live on for the rest of their lives
Maximize what they leave to their children and grandchildren
Increase the amount of charitable giving that they are currently doing
Equalize the financial positions of their son and daughter
Make a substantial provision for charity in place of estate tax if possible
This document discusses social finance and impact investing. It provides background on issues like an aging population, environmental degradation, and economic instability. It then discusses how money and capital can be used as tools to address social and environmental challenges. The document outlines different forms of social finance like venture capital funds, community development funds, and debt mechanisms. It also provides examples of how impact investing has been used to support affordable housing, international eye care, and conservation in Canada. The conclusion discusses how bringing together capital and communities could mobilize over $100 billion for social causes and change whole systems.
1) John creates an irrevocable non-grantor trust to provide asset protection and estate tax savings for heirs.
2) John gifts $5 million of non-voting business interests to the trust and sells another $5 million of interests to the trust via an installment note.
3) Investments, LLC loans $5 million in cash/securities to the trust to provide cash flow to reinvest in the trucking business. The strategies are designed to maximize John's gifting amounts and reduce estate and income taxes while continuing to benefit his heirs.
Anderson Family Wealth Goal Achiever - InKnowVision Advanced Estate PlanningInKnowVision
Jeff is 75 and Theresa is 72. Jeff recently retired from an executive position in a public company. As a result of his retirement he exercised over $45M in stock options and has 5 more years of deferred compensation payments. Jeff has also sold his 50% interest in his Corporation and the note payments are providing significant income for the next 9 years.
Jeff and Theresa have annual living expense desires of $725,000, with the available income to more than meet this need. Jeff’s deferred compensation payments average more than $2M/yr. for the next 5 years; his annual pension payments are $660k/yr. (inflating); and he also has note payments totaling $360k/yr. for the next 9 years from the buyout of his Corporation interests. These sources of income are in addition to an investment portfolio that generates more than $1.7M/yr. in income and various oil/gas ventures that generate over $100k/yr. in income. With annual income totaling over $5M/yr. for the family, they have the luxury of accumulating a very significant cash flow surplus each year.
Learn more at www.inknowvision.com
Thomason Family Wealth Goal Achiever - InKnowVision Advanced Estate PlanningInKnowVision
The Family Wealth Goal Achiever™ is a plan design book (like a blueprint) that explains in easy to understand text and graphics the planning ideas being recommended by the planning team. It solves for high net worth tax planning, advanced estate planning, business transition planning, asset protection planning.
Learn more at www.inknowvision.com
Donfrio Family Wealth Goal Achiever- InKnowVision Advanced Estate PlanningInKnowVision
The Family Wealth Goal Achiever™ is a plan design book (like a blueprint) that explains in easy to understand text and graphics the planning ideas being recommended by the planning team. It solves for high net worth tax planning, advanced estate planning, business transition planning, asset protection planning.
Learn more at www.inknowvision.com
Donfrio Family Wealth Goal Achiever - InKnowVision Advanced Estate PlanningInKnowVision
The document provides an overview of a case study webinar presented by InKnowVision for their monthly webinar series on high net worth families. It includes an agenda for the webinar covering initial planning for Anthony and Dina Donfrio, including their goals, family information, estate planning elements considered, plan assumptions, and an introduction to proposed plan strategies. Some of the proposed strategies include creating and funding a family limited liability company, increasing annual charitable giving, and including language in their trust or will to create a testamentary charitable lead annuity trust.
International Mergers and Acquisitions 2010cassie111
"Attend The Premier International M&A Event To Learn About:
- The latest financial and legal developments in international M&A
- The countries and the sectors where the deals are being made—and the hot deals for 2010 - A focus on the opportunities in four countries: the United States, Canada, China and India
- Innovative alternative financing techniques
- The newest opportunities in obtaining bank and private equity financing
- The newest dangers in due diligence— including the increasingly strong enforcement of the FCPA, creating potential minefields for corporations and their executives.
- How to effectively acquire distressed businesses"
FRED. is a boutique agency specializing in brand strategy, new media, and award-winning design. Their services include brand strategy, creative concept development, advertising campaigns, digital design, social media marketing, and more. FRED. was founded by Fred Adkins, who was listed in Entrepreneur Magazine's "Hot 500 Fastest Growing Businesses in America" for transforming real estate advertising. FRED. has worked with top companies including The Rockefeller Group, Marriott, Ritz Carlton, and Ford, creating unique and effective campaigns.
This document is a newsletter from Winter 2010 announcing new programs for individuals with multiple impairments, mental impairments, and Paralympic sports. It also thanks loyal supporters for financial contributions between July and September 2009 that help support NEDSRA programs and services. Details are provided about an early bird deadline for a gift certificate drawing, performing arts programs, and sponsors of upcoming events.
This document discusses the concept of scenes and provides examples of scenes in Austin, Texas. It defines a scene as the aggregation of experiences and communities around a particular area, formed from the combination of experiences and communities. The document then provides a brief history of Austin scenes from the 1800s to present day and lists some current Austin scenes like music, food, nightlife, etc. It also includes perspectives on scenes using concepts like scale-free networks and platforms. Diagrams are provided to illustrate these concepts.
InKnowVision November 2012 Case Study - Basic Family Wealth Goal AchieverInKnowVision
Tom is 83 and Jane is 76. They have two children who are both well employed and live productive and happy lives. Tom was an attorney who headed a large patent firm in Washington DC. Jane served as an expert in international trade for much of her professional life. During the latter part of his career, Tom agreed to do work for a start up company that became very successful. Today, Tom’s share of the company is valued at $3.2M but generates $1.4M-$1.5M per year in taxable distributions. Several years ago, the company spun out one of its divisions and took the new company public. It has seen massive growth; almost no dividends have been distributed, and the company has a value to Tom today of approximately $6.4M. Tom and Jane also have approximately $5.2M in cash, $3.2M in retirement funds, and real estate of $4M for a total net worth of about $22M.
The primary planning goals are to:
Make sure that they have sufficient funds to live on for the rest of their lives
Maximize what they leave to their children and grandchildren
Increase the amount of charitable giving that they are currently doing
Equalize the financial positions of their son and daughter
Make a substantial provision for charity in place of estate tax if possible
The document discusses notes related to an unknown topic. It does not contain any words or sentences, just blank lines, so a summary cannot be provided with the given information.
This book provides strategies for maximizing memory ability in older adulthood. It offers techniques for training your brain as you age to maintain and improve memory performance. The book from Baywood Publishing aims to help older adults enhance their memory and mental functioning through specific exercises and approaches.
The Engeman Theater in Northport, New York will be performing the musical "Miracle on 34th Street" from November 19, 2009 to January 3, 2010. The show is based on the story by Valentine Davies and tells the tale of a little girl named Susan who is unsure if Santa Claus is real. She meets a convincing department store Santa and discovers that dreams can come true if you believe. Tickets are now on sale for the family-friendly musical at the Engeman Theater's website or by calling the box office.
This package contains a mix for making party dip and contains enough for 8 servings. The mix makes creamy dips and comes in envelope packages, with each envelope making 4 servings. Directions suggest combining the mix with sour cream or yogurt according to package instructions.
1. ACHIEVING THE EXTRAORDINARY TOGETHER
Philanthropy Day 2004
Conference & Awards Luncheon
Friday, November 19, 2004 • LI Marriott, Uniondale
Philanthropy Day is a one-day conference for professionals in the not-for-profit sector,
featuring workshops, Meet-a-Mentor sessions, networking opportunities, career
development, and an Awards Luncheon to recognize the contributions of individuals
and corporations to philanthropy. Workshop schedule and registration form
are available at www.philanthropyday.org.
REGISTER TODAY!
SALUTING EVENT SPONSORS
CHAMPION
Newsday
SENTINEL
Horace & Amy Hagedorn Foundation
John D. Miller
PATRON
Long Island Business News
GUARDIAN
Astoria Federal Savings
John Miller Ronnie Renken Bank of America
Outstanding Philanthropist Gilbert Tilles Award
Bi-County Mailing
Citibank
Federal Express Corp.
Fleury Design
The KeySpan Foundation
The Roslyn Savings Foundation
Verizon
Federal Express Corp.
Outstanding Corporation
BENEFACTOR
Greenwood Graphics
Hofstra University
Levy Philanthropic Counsel
Sign Depot
FRIENDS
Boccio Design Group, Ltd.
Community Counselling Service
Theresa Regnante Maria Telesca Design Audio Visual, Inc.
Outstanding Outstanding Hamlet Country Clubs
Fundraising Executive Fundraising Volunteer
Holtz Rubenstein & Co., LLP
Jet Blue Challenge
Networking Magazine
Presentations Gallery, Ltd.
For more information, please call 516-520-5084 Rivkin Radler LLP
Rogers & Co., CPA’s, P.C.
E-mail: info@afpli.org. Visit us at: www.philanthropyday.org The Heritage Group, LLC/Arnone,
Lowth, Fanning, Wilson & Rubin
Philanthropy Day 2004, Chair - George Richardson, CFRE,
Tilles Family Foundation
Director for Planned Giving, Hofstra University
Tony Lopez Digital Printing and
Awards Co-Chairs - Les Scheinfeld, Director of Development,
Photography
Habitat for Humanity, Suffolk
W & E Baum
Nancy Mariano, Regional Director, Friends of Karen
as of 11/01/04