Our events have gone virtual!
Looking Under the Hood: Decoding a Nonprofit’s Financials
4:30p.m. | Wednesday, June 23
The Trust’s chief financial officer, Carolyn Weiss, and vice president for donor services, Gay Young, will help you learn to read and decode the publicly accessible tax filings nonprofits submit to the IRS to understand how a charity is performing financially
Impact Investing and You
Noon | Wednesday, July 21
The Trust’s president, Lorie Slutsky, talks with Georgia Levenson Keohane, author of Capital and the Common Good: How Innovative Finance is Tackling the World’s Most Urgent Problems, about social enterprise and impact investing. Explore how donors are making a difference beyond the grant by investing capital in social good.
Selected Past Events
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.
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
