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ACGA Webinar - Details Matter: Considerations When Funding CGAs with QCDs
Monday, March 18, 2024, 1:00 PM - 2:00 PM EST
Category: Webinar

Alexandra P. Brovey, JD, LLM, Senior Director, Gift Planning, Northwell Health Foundation
Pamela Leonard, National Executive Lead, Program Advancement Charitable Estate Planning, American Heart Association

Join us on Monday, March 18, at 1:00 p.m. for a webinar about Details Matter: Considerations When Funding CGAs with QCDs

Whether you recently started a charitable gift annuity program or you are a seasoned professional with hundreds of contracts under your belt, funding charitable gift annuities with qualified charitable distributions from an IRA is new to everyone. In this session we will review nuances of the Legacy IRA Act that will include who can and cannot benefit from a QCD-funded CGA, tweaks you should consider making to program materials, and guardrails you need to be aware of to protect your organization and your donors alike.

Space is limited so register early!

ACGA Members: $50 / ACGA Non-members: $75
(includes access to the webinar recording)

Register Now 

 

About the Speakers

AlexBrovey


Alexandra P. Brovey, JD, LLM
Senior Director, Gift Planning,
Northwell Health Foundation

Alexandra P. Brovey, JD, LLM is a leader in the philanthropic field with more than two decades of gift planning experience at complex educational and health care nonprofits. 

Alex is the senior director, gift planning at Northwell Health Foundation in New Hyde Park, New York. She previously worked at Pennsylvania State University, Pace University and Stony Brook University during comprehensive campaigns. Earlier in her career she focused on estate planning as a member of the Delaware, Pennsylvania and New York bars. 

Alex is a board member of the American Council on Gift Annuities; member and president emeritus of the Philanthropic Planning Group of Greater New York; and board member and past treasurer of the National Association of Charitable Gift Planners and chair of the Leadership Institute. She is a member of the Estate Planning Council of Nassau County. Alex is a frequent lecturer on topics related to charitable giving and is on the editorial board of Planned Giving Today and the philanthropy advisory board of Trusts & Estates.

Alex earned a B.A. from The Pennsylvania State University, Phi Beta Kappa, a J.D. from Georgetown University Law Center, and an LL.M. in Estate Planning from the University of Miami School of Law. Alex has a published trilogy on Zen and the Art of Fundraising.

PamLeonard
Pamela D. Leonard
National Executive Lead, Program Advancement Charitable Estate Planning,
American Heart Association

Pamela D. Leonard is a seasoned professional with a passion for philanthropy and nonprofit management. With a Bachelor of Arts in Management of Nonprofit Organizations and another in Communications/Speech from Salem University, Pamela's educational foundation is as strong as her commitment to the field. As a Certified Fund Raising Executive and Certified Gift Planning Professional, she has continuously demonstrated her expertise in fundraising and estate planning. Pamela's remarkable 16-year career at the American Heart Association, where she has served as the National Executive Lead for Charitable Estate Planning since July 2013, showcases her ability to expand and educate on deferred giving opportunities, manage complex assets, and supervise dedicated teams. Pamela's commitment to her craft has been recognized with numerous awards, including the Guiding Values Award and the Star Award of Excellence from the American Heart Association. Her notable publications in CASE Currents Magazine and Fundraising Success Magazine reflect her thought leadership in the field. Pamela's unwavering dedication to philanthropy, paired with her extensive experience and achievements, make her a true luminary in the world of charitable estate planning and nonprofit management.