Selected Past Events
In 2023, we partnered with Schneps Media to host a public webinar entitled “Democratizing Philanthropy: You don’t have to be a billionaire to give like one.” Participants discussed how caring people and nonprofits work with their community foundation to make life better in Queens and beyond. Audiences came away with a deeper understanding of how nonprofits impact our neighborhoods, surprisingly easy but powerful ways to give back, and stories about how families can put community philanthropy to work over generations. They heard from New York Community Trust President Amy Freitag about how the largest funder of New York City nonprofits has shaped life in Queens, and connects donors with high-impact nonprofits; President and CEO of the Queens Public Library Dennis Walcott on the role of charities and their partners in building community; and philanthropist and executive Paula Kirby, on her family’s tradition of giving as well as her role in their Long Island City-based business. Learn more about our grantmaking in Queens.
Our Women’s Health & Retirement series featured a panel of legal, financial, and mental health experts.
Taking Charge On My Own
Hosted by Bernstein Global Wealth Management, this event was part of our Women’s Financial & Philanthropic Learning Series. The session featured:
- Kim Isaacs Katz, Principal at Bernstein Global Wealth Management in New York
- Gretchen Beall Schumann, Esq., Partner, Cohen Rabin Stine Schumann LLP
- Catherine Thurston, LCSW, Chief Program Officer, Service Program for Older People
- Patricia Caldwell, Partner, Managing Director at Gordian Group (moderator)
At right, participants listen to speakers and get tips on retirement planning.
Our donors joined program officer Arturo Garcia-Costas and New York City Audubon Society on a tour of the Javitz Center Green Roof to learn how green roofs are made and how they benefit our city.
At left, Trust donors toured the Eastern Seaboard’s largest green roof, which is also a wildlife sanctuary. Photo by Hannah Williams
Our donors participated in a Learn. Experience. Act. event led by program officer Eve Stotland and Executive Director of VOCAL-NY Alyssa Aguilera to learn how to be a court watcher.
Women’s Financial & Philanthropic
Learning Series
The Trust offers a free event series that provides resources, knowledge, and expertise on financial matters of particular concern to women.
Please contact Marie D’Costa at (212) 686-2461 if you are interested in joining us for these events, filled with learning, conversation, and cocktails as we discuss and plan our futures, in a confidential and safe environment.
Recent topics have included:
- Your Health & Retirement: Expert medical, financial, and legal professionals shared how best to stay ahead of the curve and make sure your vision for retirement become a reality, whether you’re soon-to-be retired, or are already there.
- 5@55: The 5 Essential Legal Documents You Need by Age 55 Is your financial house in order? Having the right documents in place can make all the difference. Our panelists shared the best ways to be prepared with our attendees.
- Caring for Your Aging Loved Ones: How to best protect them, put plans in place, and alleviate the worry.
- Taking Charge On Your Own. Medical, financial, and legal experts shared ways to ensure that our donors have enough in the sweet years of their lives, and won’t outlive their resources.
Topics and experts discussing them are thoughtfully chosen by our Women’s Advisory Council, whose members are listed below.
- Patricia “Pat” Caldwell, Partner, Co-Founder, Gordian Group, LLC
- Trish Chambers, Senior Vice President, Private Banker, City National Bank
- Gail Cohen, Esq., General Trust Counsel, Fiduciary Trust Company
- Nicole Francis, CFP, Manager, Hudson Advisory Group
- Patricia Galteri, President and Managing Attorney, Meyer, Suozzi, English & Klein, P.C.
- Cindy Gerhard, Regulatory Head, Treasury & Trade Solutions (TTS), MD, Citi
- Nadine (Dina) Gordon Lee, CPA, PFS, CFP, Managing Director, The Colony Group’s Metro NY Offices & President of the Colony Family Office
- Judith “Judie” Grimaldi, Esq., Grimaldi & Yeung
- Kim Isaacs Katz, Principal, Bernstein Private Wealth Management
- Jane Newton, CFP, MBA, Managing Partner & Wealth Advisor, RegentAtlantic
- Jessica Rigby, CFP, Senior Wealth Manager, BNY Mellon Wealth Management
- Judith E. Turkel, Esq., Partner, Turkel Forman LLP
- Judith Werbitt, Senior VP Wealth Management, Wealth Management Advisor, Portfolio Manager, CRPC, The Werbitt Cicale Group, Merrill Lynch
- Lola C. West, Managing Director, WestFuller Advisors
