New York Philanthropic Advisors Network

Welcome to the Metro New York Philanthropic Advisors Network!

We are a philanthropically oriented network of financial, accounting, legal, and other professionals who advise clients with charitable intent. Our mission is to provide opportunities for learning about philanthropic practices that relate to improving communities and society.

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



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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.

You Just Missed Our Spring 2010 Program!
Held June 10 at Citigroup Center

"Practical Ways
to Incorporate Charitable Planning
Into Your Business"

Our thanks to panelists Darcy Bhatia, Roey Diefendorf, and Yale Levey, and to moderator Ann Gambling, for their insight and for a lively and informative discussion. And thanks to those who attended for their spirited contributions during breakout sessions.

Planning is now underway for our Fall 2010 program. Please check back soon for further details.

Thank you for your interest in our organization!

New York Philanthropic Advisors Network
www.nypan.org | info@nypan.org