Stacy B. Sulman
Preferred First Name
STACY
Last Name
SULMAN
Email Address
s.sulman@acwis.org
Headshot
Employer
American Committee for the Weizmann Institute of Science
Job Title
Chief Legal Officer
Biography
Stacy B. Sulman, J.D., is the Chief Legal Officer and Managing Director, Planned Giving for the American Committee for the Weizmann Institute of Science, where she has worked for 16 plus years. In that capacity, Stacy oversees planned giving and estate settlements, gift compliance and structuring, and general legal affairs. Stacy previously served as Associate Director and General Counsel for the Jewish Community Foundation of MetroWest, New Jersey.
Stacy teaches Planned Giving at New York University’s George H. Heyman, Jr., Program for Philanthropy and Fundraising. Stacy has also taught at the University of Arizona College of Law. Stacy is a Past President of the Philanthropic Planning Group of Greater New York and has also served on the boards of Goucher College Hillel and Daughters of Israel, a skilled nursing facility in New Jersey. Stacy now serves as a member (and soon to be secretary) of the Board of the National Association of Charitable Gift Planners.
Stacy received her JD from the University of Arizona College of Law, and her BA from Bryn Mawr College. She also spent a graduate year at the Hebrew University of Jerusalem as a Raoul Wallenberg Scholar.
City
New York
State:
NY
Position
CGP Board, CGP Conference Speaker
Other Position
If you are not a current CGP Board member, please include information about your fee.
Presentation Information
Presentation One
Presentation 1: Topic Areas
Gift Design, Current Events, Case Studies
Other - Write In
Title of Presentation 1
METRICS MADE MANAGEABLE: MAKING PLANNED GIVING DATA WORK FOR YOU
Description of Presentation 1
As the world relies more and more on data and metrics, you and your planned giving department will need to as well. But you do not need a degree in math or statistics to meet these requirements. Rather, you can use existing, available data to develop realistic metrics without excessively burdening yourself or your staff to support your planned giving efforts and show demonstrable results. Through interactive conversation, this session allow us to explore data and metrics to make your case.
Presentation Two
Other - Write In
Title of Presentation 2
Basic Bequest Administration — from the Day-to-Day to the Dumfounding
Description of Presentation 2
No matter the size of your operation, bequest administration is never simple. Each estate has its own challenges. In this session, Stacy discusses some of strategies for managing a pool of active estates. In doing so, she will address a variety of challenges, including: problematic gift restrictions; difficult IRA distributions; litigation threats; and what to do when you inherit land or another illiquid asset. The hope is that you will take away useful tips for running a smooth bequest administration program.
Presentation Three
Other - Write In
Title of Presentation 3
Advanced Bequest Administration — Case Studies of Complex Estates that are Just a Bit Too Interesting
Description of Presentation 3
This session will look at several complex estate situations through real life case studies — dealing with issues like unmarketable real property; international law and tax; and multiple charities. Stacy will highlight some of main challenges and steps taken, through legal and diplomatic efforts, to mitigate if not resolve those challenges. We will also discuss using metrics to track and show the success of your bequest administration program.
Additional Information
Additional Contact Information
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