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Welcome to the Metro New York Philanthropic Advisors Network!

Membership in NYPAN is open to all financial, accounting, legal, and other professionals who advise clients with charitable intent, including wealth advisors, philanthropic advisors, financial advisors, attorneys, CAPs, CPAs, CFPs, CFAs, ChFCs, CLUs, trust officers, and non-profit executives. New members must be in good standing with their professional organization and
must be approved by the NYPAN Board of Directors.

Members receive discounts on luncheon and special events, as well as other member benefits.

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Members-Only Brown Bag Lunch Event

 

NYPAN Lunch & Learn
May 3 | 12-2pm | Citi Private Bank
666 5th Avenue, 6th Floor
 
Timely Charitable Giving Strategies in the Current Environment
Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA

Plan now to join us for the next
NYPAN Lunch & Learn, an informal educational presentation session by NYPAN members for NYPAN members.

Susan R. Schoenfeld is an attorney and CPA, practicing in the area of estate planning. Susan is Principal and Associate Fiduciary Counsel in the Legacy Planning Department of Bessemer Trust, where she helps high net worth individuals and families develop and implement generational wealth transfer planning strategies. She also developed and facilitates Bessemer's Women and Wealth Workshops, designed to explore personal aspects of wealth, which in turn inspired a series of Next Generation of Wealth workshops. In addition, she runs Bessemer's donor advised fund, the Bessemer National Gift Fund, and heads Bessemer's Northeast Region Trust Administration group.

Susan regularly speaks on estate planning matters, including recent presentations for ALI-ABA, National Association of Estate Planners & Councils (NAEPC),Practising Law Institute, and the New York University Summer Institute in Taxation. She has chaired the Foundation for Accounting Education's Family Office Conference, Estate Planning Conference, and Annual Tax Conference numerous times.

Don't miss this unique opportunity to learn from the experience and insight of this veteran specialist. Lunch & Learn sessions are free and for members only. Click below to register for this event.

Let's Share Our Wealth of Wisdom
We encourage all NYPAN members to share their expertise at a future Lunch & Learn presentation. Contact NYPAN Vice President Kevin McManus at kevin.j.mcmanus@citi.com with a topic idea you'd like to present.
 

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