Message from President Hugh Montgomery
Welcome to the PGGNE web site,
I encourage you to look around the site and check out areas that might be of interest to you; there’s quite a lot of good stuff here. As always the board invites your feedback. Please keep in mind that archived handouts and the on- line directory are only available to PGGNE members. For those who are not yet members, I invite you to scroll down and check out our “Test Drive” membership option. It’s a deal you can’t beat with a stick.
We still await Congressional action on two major concerns that affect all of us involved in the planned giving enterprise. Will Congress extend or even enhance the provision to make gifts directly out of IRAs to charities? Will our legislators vote to rescind (retroactively) the current provisions of the law relating to estate taxes and generation-skipping transfer taxes?
We at PGGNE are keeping our eyes on these two important issues and will alert our members as soon as new information is available. In the meantime, all members should have received their directories in January. Please check to make sure that your listing is accurate. If not, please go online and change it in the online directory. (Note that it takes a few days for changes to take effect so don’t worry if you don’t see the change immediately.) Also, we have a number of corporate sponsors who help in the funding of PGGNE in various ways. You can help us retain these key stakeholders by both thanking representatives of these companies when you see them at our meetings and patronizing these same companies when you need the types of services they offer. Finally, the information contained in the PGGNE directory is specifically for the use of our membership. Members should be encouraged to reach out to each other individually but commercial use of this information in any way is prohibited. If you receive any e-mail communication that you feel violates this provision, please forward it to us at
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. Thank you. Our spring program calendar is just full of interesting speakers and timely topics. However, we are still open for recommendations for speakers and/or topics for the May All Day conference. Please send any suggestions to John Curran and our programming team by e-mail now at
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. Looking forward to seeing you at the February program on the 10th. Hugh Montgomery President Read More... PGGNE Announces 2010 Test Drive! Never been a member of PGGNE? Looking for an opportunity to try out the benefits of PGGNE membership? Take a PGGNE Test Drive! PGGNE 2010 Test Drive membership costs $215 and covers all program fees for the remainder of the programming year (February 10th, March 10th, April 14th, and May 12th All-Day Conference). Click here for more information and to sign up today! Coming Up...
February 10: The Basics Program starts at 11a.m. with Dennis Bidwell of Bidwell Advisors, talking about “Gifts of Real Estate.” At the same time, marketing-themed programming will kick off with Karen Gallardo of AARP speaking on "Marketing to Seniors". Our luncheon speaker is Mike Proux of Hill Holliday. His topic is "Social Media Marketing".
Register today for the February 10th session here.
Comments? Questions? Please contact us.
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