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The New York Community Trust’s events are free and open to our donors, advisors, and their guests. Please contact Vice President for Philanthropic Services, Gay Young, or visit the Events tab on MyNYCT for information on upcoming events.

Selected Past Events

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Evening Briefing

Our Women’s Advisory Council sponsored a conversation with experts in cybersecurity.

Is Your Private Information Safe? How to protect against identity theft and internet predators Held at BNY Mellon, our donors learned how to keep them and their families safe by reducing risk of identity theft and increasing understanding of red flags.

You can read about what our experts shared in our newsroom.

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Lunch and Learn

Barbara Taveras, our special projects officer, led a workshop in developing strong giving strategies.

Creating a Charitable Giving Strategy: Finding focus and clarity on what matters most. This session helped donors in identifying their philanthropic niche, clarifying what they wanted to achieve with their charitable giving, and how to put that strategy into action.

Women’s Financial & Philanthropic Learning Series

The Trust offers a free event series that provides resources, knowledge, and expertise on financial matters of particular concern to women.

Please contact Marie D’Costa at (212) 686-2461 if you are interested in joining us for these events, filled with learning, conversation, and cocktails as we discuss and plan our futures, in a confidential and safe environment.

Recent topics have included:

  • Your Health & Retirement: Expert medical, financial, and legal professionals shared how best to stay ahead of the curve and make sure your vision for retirement become a reality, whether you’re soon-to-be retired, or are already there.
  • 5@55: The 5 Essential Legal Documents You Need by Age 55 Is your financial house in order? Having the right documents in place can make all the difference. Our panelists shared the best ways to be prepared with our attendees.
  • Caring for Your Aging Loved Ones: How to best protect them, put plans in place, and alleviate the worry. 
  • Taking Charge On Your Own. Medical, financial, and legal experts shared ways to ensure that our donors have enough in the sweet years of their lives, and won’t outlive their resources.

Topics and experts discussing them are thoughtfully chosen by our Women’s Advisory Council, whose members are listed below.

  • Patricia “Pat” Caldwell, Partner, Co-Founder, Gordian Group, LLC
  • Trish Chambers, Senior Vice President, Private Banker, City National Bank
  • Gail Cohen, Esq., General Trust Counsel, Fiduciary Trust Company
  • Nicole Francis, CFP, Manager, Hudson Advisory Group
  • Patricia Galteri, President and Managing Attorney, Meyer, Suozzi, English & Klein, P.C.
  • Cindy Gerhard, Regulatory Head, Treasury & Trade Solutions (TTS), MD, Citi
  • Nadine (Dina) Gordon Lee, CPA, PFS, CFP, Managing Director, The Colony Group’s Metro NY Offices & President of the Colony Family Office 
  • Judith “Judie” Grimaldi, Esq., Grimaldi & Yeung
  • Kim Isaacs Katz, Principal, Bernstein Private Wealth Management
  • Jane Newton, CFP, MBA, Managing Partner & Wealth Advisor, RegentAtlantic 
  • Jessica Rigby, CFP, Senior Wealth Manager, BNY Mellon Wealth Management
  • Judith E. Turkel, Esq., Partner, Turkel Forman LLP 
  • Judith Werbitt, Senior VP Wealth Management, Wealth Management Advisor, Portfolio Manager, CRPC, The Werbitt Cicale Group, Merrill Lynch
  • Lola C. West, Managing Director, WestFuller Advisors