Our events have gone virtual!
Stepping up to Stewardship: Serving on a Nonprofit Board
Noon | Wednesday, October 21
Interested in joining a board, or becoming a better board member? Identify the skills you have to offer a nonprofit and learn about the roles and responsibilities of trusteeship, what nonprofits mean when they say, “give-or-get,” and whom to call when you’re ready to get started. Join a conversation with The Trust’s vice president of donor services, Gay Young, and Barbara Paxton, chief program officer at Governance Matters.
Meeting the Moment: How Community Foundations Pivot to Address a Crisis
4:30 PM | Wednesday, November 11
The Trust’s president, Lorie Slutsky, looks back at moments of turbulence and crisis in the city’s history, shares how a community foundation by its design is suited to help, and highlights some of our successes and challenges.
Building Wealth in Black Communities
Noon | Tuesday, December 1
Join senior program officer, Patricia Swann, for a discussion with Grow Brooklyn executive director, Samira Rajan, who also runs Brooklyn Coop Federal Credit Union, about homeownership as the foundation for intergenerational economic and community development in Black communities.
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
