All March and April events have been postponed. If you are interested in attending one of the postponed events, please let us know and we will update you when the event has been rescheduled.
About Your Philanthropy | Learn. Experience. Act. | Women’s Financial & Philanthropic Learning Series |
| These events are designed for donors interested in deepening their understanding of philanthropic giving today and tomorrow. Locations provided upon RSVP. | At various sites throughout New York City, you’ll experience nonprofits in action and meet the people making New York better for all. We’ll highlight a critical community need, introduce you to nonprofits making a difference, and talk about the experience and how to take action. Locations provided upon RSVP. | This series provides resources, knowledge, and expertise on financial matters of particular concern to women. Events are filled with learning, conversation, and cocktails, as we discuss and plan for the future in a confidential and safe environment. Details about these events will be announced soon. |
Estate Planning Essentials
This event has been postponed. Please let us know if you are interested in attending an event on this topic.
Pop-Up Scoring Party to Promote Culturally Responsive Education
POSTPONED | 5:30 – 7:00 PM | Wednesday, March 18 | Focus on Education
Learn. Experience. Act | Although the City’s schools are very diverse, many use books that reflect a homogeneous culture. Because research shows that students perform better when they see people like themselves in their study materials, new efforts are underway to provide culturally responsive education. We’ll learn about the latest approaches, review current curricula used in 3rd- to 8th-grade classrooms, and then score the material’s ability to meet culturally responsive educational goals. Megan Hester, director of the Education Justice Research and Organizing Collaborative at NYU, and Natasha Capers, director of the NYC Coalition for Educational Justice, will captain this “scoring party” with Trust Program Officer Eve Stotland.
Grantmaking Basics: How to Read a Nonprofit’s IRS Form 990
POSTPONED | 12:30 – 2:00 PM | Thursday, March 26 | Lunch Workshop
About Your Philanthropy | Presentation by Trust Chief Financial Officer Carolyn Weiss and moderated by Vice President for Donor Services Gay Young. The Form 990 contains a wealth of information about a nonprofit’s operations, including its financial health, leadership, and priorities. This session will show participants what to watch out for in charitable organizations large and small.
How to be an Excellent Nonprofit Board Member
POSTPONED | 5:30 – 7:00 PM | Thursday, April 21 | Evening Workshop
About Your Philanthropy | Presentation by Program Director of Governance Matters Barbara Paxton. Moderated by The Trust’s Senior Director of Donor Services John Oddy. This session is ideal for individuals considering board service and seeking guidance on how to find a good match for their skills and interests. Participants also will learn about the roles and responsibilities of board service.
Buzzing Behind the Scenes on Governors Island
2:45 – 6:15 PM | Wednesday, May 20 | Focus on Environment
Learn. Experience. Act | Take the 8-minute ferry ride to Governors Island to experience this iconic park, its urban farm, and its flower-filled green spaces. Visit a bee sanctuary, where you will become a “bee ambassador” and have the option of donning a beekeeper suit. You’ll also learn about land stewardship, native plant propagation, and zone gardening. You’ll meet Merritt Birnbaum, executive director of the Friends of Governors Island; Guillermo Fernandez, the founder of The Honeybee Conservancy; and Arturo Garcia-Costas, Trust program officer. Because the ferry waits for no one, we cannot accommodate latecomers.
Sexuality, Disability, and Planned Parenthood
5:30 – 7:00 PM | Wednesday, June 10 | Focus on Health
Learn. Experience. Act. | People with developmental disabilities want to live full lives that include relationships and marriages. Planned Parenthood of Greater New York educators will discuss the agency’s history, its work in the public school system and the community, and new efforts to help young people with disabilities safely embrace their sexuality. Join Trust Program Officer Rachel Pardoe as you learn about how educators are helping young people understand sexual consent and adapting these critical lessons for individuals with developmental disabilities. (Planned Parenthood clients will not be in attendance.)
Selected Past Events
On September 12, our Women’s Advisory Council held the second event in the 2019 Women’s Health & Retirement series, featuring 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.
On June 11, 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
On February 12, 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.
Guests gather in the Library’s Edna Barnes Salomon Room
Guests tour the Rose Main Reading Room at the New York Public Library’s main branch
With funding from The Trust, the New York Public Library is sharing its trove of LGBTQ photographs. Here, donors tour the “Love & Resistance: Stonewall 50” exhibition, comprised of many of these historic photos
The curator of the “Love & Resistance: Stonewall 50” leads Trust donors on a tour of highlights from the photography exhibition
Guests, donors, staff, and board gather in the Library’s Edna Barnes Salomon Room
Anita Nager and Michael Seltzer
Philanthropy Manager Amanda Novick and Vice President for Donor Services Gay Young with Carlos Lu and his daughter, Margaret
Guests tour the Rose Main Reading Room
Brian Mahony with former Trust Vice President for Donor Relations Bob Edgar
Senior Director of Donor Services John Oddy with Edgar and Robin Lampert
Robert Miss and Bob Levinson
Cynthia Dames and former Vice President for Grants Patricia Jenny
Richard Feldman and Jon Nathanson
Petra Danielsohn, Vice President for Donor Services Gay Young, and Ana Salgado
Nancy Talbot, Trust Senior Program Officer Roderick Jenkins, and Daniel Schindler
Trust Board Chair Valerie Peltier addresses reception guests
Guests listen to remarks from President Lorie Slutsky and Board Chair Valerie Peltier
Board Member Jamie Drake and guests
Steve Pagamuzzi, Former LICF Board Chair Pat Galteri, Board Member Roger Maldonado, and Liz Stern
Trust Senior Communications Officer Amy Wolf and Lori Roth Gale
Cordelia Reimers and Senior Director for Legacy and Leadership Giving Marie D’Costa
Vice President for Grants Shawn Morehead, Senior Program Associate Leigh Ross, and Helene Blieberg
Board Member Stephen Robinson and Board Chair Valerie Peltier speak with a guest
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
