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Welcome
to the Metro New York Philanthropic Advisors Network!
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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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