Heidi Strassburger Masters Program: Tuesday, August 25, 2026 • 12:00 - 1:30 pm PT via Zoom
Heidi Strassburger Masters Program
Tuesday, August 25, 2026 • 12 - 1:30 PM via Zoom
Life Income Gifts: Best Practices to Streamline, Safeguard, and Succeed
Program Description:
This session will guide participants through common—and occasionally unexpected—life income gift administration scenarios that can create risk, confusion, or unnecessary frustration if not handled thoughtfully. Drawing on real-world examples across key areas such as due diligence, tax reporting, gift funding, and post-death processing, we’ll work through frequent administrative inquiries and explore recommended best practices.
Tuesday, August 25, 2026 • 12 - 1:30 PM via Zoom
Life Income Gifts: Best Practices to Streamline, Safeguard, and Succeed
Program Description:
This session will guide participants through common—and occasionally unexpected—life income gift administration scenarios that can create risk, confusion, or unnecessary frustration if not handled thoughtfully. Drawing on real-world examples across key areas such as due diligence, tax reporting, gift funding, and post-death processing, we’ll work through frequent administrative inquiries and explore recommended best practices.
|
Speaker:
Nicole Medeiros, CAP® Client Relationship Team Lead, Planned Giving BNY Wealth Nicole is the client relationship team lead for BNY Wealth’s Planned Giving Group responsible for leading the client relationship team. In this role, Nicole works directly with nonprofit institutions to manage the complex needs of the institutions’ planned giving programs. She monitors and oversees all aspects of the gift management process, provides strategic solutions to help her clients grow their planned giving programs, analyzes programmatic risks and delivers insight into industry trends. Nicole joined the firm in 2007 and has more than 20 years of experience in the financial services industry, including 19 years of planned giving experience. Her previous experience includes serving as an associate at Bank Rhode Island. Nicole received a bachelor’s degree with a major in business administration from St. Anselm College and is CAP® designee. At BNY we help make money work for the world—managing it, moving it and keeping it safe. For over 240 years, we have partnered with our clients, putting our expertise and platforms to work to help them achieve their goals. Given the opportunity, Nicole and her team are committed to doing the same for you. |
|
Program Fees:
Members - $40 Non-members - $60 Continuing Education Credit: Pending MCLE, CSPG, CFRE and CFP |
Zoom information will be emailed to you upon registration.
Contact: NCPGC 2700 East Foothill Blvd #209 Pasadena, CA 91107 Phone: 626-773-8030 Email: [email protected] |