After the program, you'll have a better understanding of (i) planned giving principles and practices, and (ii) how to implement a successful planned giving program. This session is designed for intermediate to advanced fundraisers.
Susan Axelrod’s 23 year tenure in fundraising has been dedicated to helping organizations develop life-long donor relationships and productive boards. She is a Planned Giving Advisor and Fundraising Consultant and a teacher, trainer, writer, and professional speaker. To organizations of all sizes she advises on the importance of getting started in planned giving and not ‘waiting for the right time.’ She created comprehensive planned giving programs for two hospitals and continues to manage one of them. During her 6 years there, the endowment has grown from $1.5 million to $8 million and the bequest society has grown from 38 to 100 members. In the last decade, Susan has presented more than 50 programs, and has published dozens of articles for professional and news publications. She is a regular contributor to Planned Giving Mentor, on their National Consultants Advisory Board, and a past contributor to “New York Nonprofit Press.”
In addition to his responsibility for managing the ATS National Planned Giving Department and Staff, Mr. Hefter works directly with donors and their advisors on the design, solicitation, closing and implementation of all types of planned gifts. Since he joined the organization, ATS has raised over $400 Million in planned and deferred gifts. Prior to joining ATS in May 1995, Mr. Hefter practiced law for nearly sixteen years in his native Louisiana, New York and California. His practice focused exclusively on tax and estate planning and representation of non-profit organizations. In this capacity, Mr. Hefter provided over one thousand donors and two hundred charities with advice concerning planned gifts. He also designed and implemented numerous planned giving programs for charitable organizations.
Tom has 20 years of fundraising experience, most of which has been as a Vice President at IDC, where he has assisted hundreds of fund-raising efforts in the United States and the United Kingdom. Tom provides clients with planned giving, annual giving, and campaign counsel while specializing in designing programs that maximize return on investment and messaging effectiveness through mail, telephone, and web-based tools. Tom holds a B.A. from Middlebury College. He volunteers for several organizations, including the Human Rights Campaign where he serves on the national board of governors.
The Summit will take place at NYU's Kimmel Center located at Washington Square Park in Greenwich Village. The Kimmel Center is just minutes away from subway and train lines (see directions below). The full address is: Kimmel Center Eisner & Lubin Auditorium 60 Washington Square South New York, NY 10012 Directions by Subway Lexington Avenue Subway (6 Train) Local to Astor Place Station. Walk west on Astor Place to Broadway, then south on Broadway to Waverly Place, and west on Waverly Place to Washington Square. Broadway Subway (R,W Trains) Local to Eighth Street Station. Walk south on Broadway to Waverly Place, then west on Waverly Place to Washington Square. Sixth or Eighth Avenue Subway (A, C, E, F, V Trains) Express to West Fourth Street-Washington Square Station. Walk east on West Fourth Street or Waverly Place to Washington Square. Seventh Avenue Subway (1 Train) Local to Christopher Street-Sheridan Square Station. Walk east on West Fourth Street to Washington Square. By Bus Fifth Avenue Bus Buses numbered 2, 2A, 3 and 5 to Eighth Street and University Place. Walk South to Washington Square. Bus numbered 1 to Broadway and Eighth Street. Walk south on Broadway to Waverly Place and west to Washington Square. Eighth Street Crosstown Bus Bus numbered 8 to University Place. Walk south to Washington Square. Broadway Bus Bus numbered 6 to Waverly Place. Walk west to Washington Square. By PATH Train Port Authority Trans-Hudson (PATH) To 9th Street Station Walk south on Avenue of the Americas (Sixth Avenue) to Waverly Place, then east to Washington Square. By Car From Brooklyn Take the Manhattan Bridge. Off the Bridge, take Canal Street West to Avenue of the Americas (6th Avenue). Take 6th Avenue North to West 4th Street and travel East to Washington Square. From Queens Take the 59th Street Bridge. Travel West to Fifth Avenue. Turn South on Fifth Avenue. Fifth Avenue ends at Washington Square. From Staten Island Take the Staten Island Express across the Verrazano-Narrows Bridge crossing into Brooklyn. Take the Belt Parkway (West). Continue on the Belt Parkway to the Brooklyn-Queens Expressway (East). Take the Manhattan Bridge exit and follow the instructions above to Washington Square. From the Bronx, Westchester County, and Upstate N.Y. Take The New York State Thruway (I-87), which becomes the Major Deegan Expressway in the Bronx. Continue to the Willis Avenue (Third Avenue) Bridge. Then cross to the FDR Drive in Manhattan. Travel South on FDR Drive to Houston Street, then west to La Guardia Place and North 3 blocks to Washington Square. From New Jersey by way of the New Jersey Turnpike Holland Tunnel: Travel North on the Avenue of the Americas (also known as 6th Avenue) to West 4th Street. Turn Right onto West 4th Street to Washington Square. Lincoln Tunnel: Travel East to 5th Avenue; turn Right, going South. Fifth Avenue ends at Washington Square. From George Washington Bridge Take the Henry Hudson Parkway South to 14th Street. Then East to 5th Avenue. Turn South on 5th Avenue which ends at Washington Square. From Long Island Take the Long Island Expressway (also known as the L.I.E. or I-495) to the Queens-Midtown Tunnel. Drive East on 37th Street to 5th Avenue. Take 5th Avenue South to Washington Square
Hotels
