2024-05-14T13:59:12-07:00 2023-06-30 020656612 Daniel OConnell CPA 159 Bellevue Avenue Upper Montclair NJ 07043 990 2022-07-01 134082464 Philanthropic Planning Group of Greater New York Inc PHIL 9525643064 c/o Jaffe Mgt 10700 W Highway 55 Plymouth MN 55441 Katherine Pooser Treasurer 2024-05-14 true Katherine Pooser 999009999 true Daniel O'Connell P01354721 9735090075 X 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Austin Wrubel c/o Jaffe Mgt 10700 W Highway 55 Plymouth MN 55441 210615 false X www.ppggny.org Charitable Giving Education 19 19 0 10 0 2700 9795 95105 200820 0 49125 0 146930 210615 0 0 0 0 0 201402 254763 201402 254763 -54472 -44148 151124 94085 24956 12065 126168 82020 Charitable Giving Education false false 239232 The Group held 12 monthly educational webinars. The events were free for members and non-members were charged a nominal fee. It also continued PPGGNY University, a series of educational seminars for professionals new to the field.Planned Giving Day was held in May, 2023. 168 members and non-members attended a live, all-day event with presentations from outstanding speakers and exhibitions of new products and services.The Group resumed its Awards Luncheons, recognizing the contributions of leaders in the field of charitable gving. 95 members and nonmembers attended.The Group also has a website with information on planned giving and careers in the field including a job bank of open positions in the field. 239232 true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 1 0 true 0 false false false false false false false 0 false false false false false false false X 19 19 false true false false true true false true true false false false false false false false false false NY X X Daniel O'Connell CPA 9735090075 159 Bellevue Avenue Montclair NJ 07043 X Austin Wrubel President 15.00 0.00 X X X 0 0 0 Shawn Mroz Past President 5.00 0.00 X X 0 0 0 Ramona Ramadar Vice President 5.00 0.00 X X 0 0 0 Katherine Pooser Treasurer 5.00 0.00 X X 0 0 0 Lisa Smith Secretary 5.00 0.00 X X 0 0 0 JiHae Munro DEIB Chairwoman 5.00 0.00 X X 0 0 0 Chris Armas Director 2.00 0.00 X 0 0 0 Sharon Bean Director 2.00 0.00 X 0 0 0 Lisha Bodden Director 2.00 0.00 X 0 0 0 Emily Chau Director 2.00 0.00 X 0 0 0 Chris Armas Director 2.00 0.00 X 0 0 0 Laura Cruz Director 2.00 0.00 X 0 0 0 Larissa Fernandez Director 2.00 0.00 X 0 0 0 M Angel Flores Director 2.00 0.00 X 0 0 0 Alejandra Naranjo Director 2.00 0.00 X 0 0 0 Bruce Temkin Director 2.00 0.00 X 0 0 0 Audra M Lewton Director 2.00 0.00 X 0 0 0 Briaane Kilpatrick Director 2.00 0.00 X 0 0 0 Elizabeth Briand Director 2.00 0.00 X 0 0 0 0 false false false 0 9795 9795 Membership Dues & Assessments 47175 47175 Monthly meetings 8895 8895 Newsletter 2500 2500 October Awards Luncheon 12575 12575 Planned Giving Day 127375 127375 2300 2300 200820 0 0 0 0 0 0 0 0 0 210615 200820 0 0 0 0 0 0 0 0 0 0 73173 73173 0 8400 8400 0 0 0 1000 1000 0 3401 3401 0 0 0 0 0 0 0 0 0 3188 3188 Planned Giving Day 109049 109049 October Awards Luncheon 42569 42569 E-Commerce 6956 6956 Website 3963 3963 3064 2522 542 254763 239232 15531 0 0 130966 81647 0 3500 0 0 0 0 20158 8938 0 0 0 0 0 0 151124 94085 12881 965 12075 11100 24956 12065 X 126168 82020 126168 82020 151124 94085 -44148 X false false false X 62519 62610 41525 51825 56970 275449 162850 58240 19940 95105 153645 489780 0 0 0 225369 120850 61465 146930 210615 765229 0 0 765229 0 0 0 0 225369 120850 61465 146930 210615 765229 1.00000 1.00000 0.00000 X Form 990, Part VI, Section A, Line 3 Jaffe Management and the Center for Association Management, Inc., provided managerial, administrative and clerical services including membership administration and planning and organizing meetings and conferences. Form 990, Part VI, Section A, Line 6 The members of the Group are planned giving oficers, fund raising professionals, attorneys, accountants, trust officers and allied professionals who work in the areas of charitable giving, tax law, trusts and estates, ethics, marketing and investments. Form 990, Part VI, Section B, Line 11b Form 990 is reviewed by the Treasurer before filing Form 990, Part VI, Section C, Line 18 Form 990 is available on the Guide Star website. Form 990, Part VI, Section C, Line 19 The organization's governing documents and tax returns are available at the Charities Registration Section of the New York State Department of Law.