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October Monthly Meeting
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10/18/2017
When: 10/18/2017
11:00 AM - 2:00 PM
Where: Wyndham Boston Beacon Hill
5 Blossom Street
Boston, Massachusetts  02114
United States
Contact: PGGNE Office

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Schedule-at-a-Glance

10:00 AM - 11:00 AM Mentoring Program Coffee
& General Coffee/ Networking
 
10:30 AM Registration Opens

11:00 AM - 12:00 PM
(concurrent session)

Basics Session

Strategies to Make Your Gift Planning Marketing and Communications More Effective (and Your Life Easier)

Kris Willcox, Fundraising/Planned Giving Professional, Kris Willcox Consulting

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  In this introductory session, Kris Willcox will offer simple best-practice strategies for effective planned giving marketing, gathered from her experience as a planned giving staffer and a development writer. The presentation will focus on those who are new to planned giving marketing, and provide some fresh ideas and insights for established planned giving programs.

11:00 AM - 12:00 PM
(concurrent session)

Nuts & Bolts Session

When It’s Just the Thing: Case Studies in Timely Charitable Giving Strategies

Cameron Casey, Partner, Ropes & Gray LLP

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  Donors’ philanthropy is often driven by the needs and programmatic priorities of their favorite charitable organizations. But, in certain cases, changes in a donor’s personal situation or business circumstances may supercharge his or her charitable giving. An upcoming retirement, the potential sale of a business, or a legislative development or deadline may create an excellent opportunity for a larger or more complicated gift. In this session, we’ll explore some situations where attention to these opportunities can help you boost your organization’s fundraising and achieve satisfying, tax-smart results for your donors.

12:00 PM - 2:00 PM

Luncheon Presentation

Panel on Trends in Gift Planning

Panelists:
Carolyn Freeman, VP, State Street Global Advisors and Head of Client Service, SSGA Charitable Asset Management Group
Mark Ladendorf, Senior Relationship Manager, TIAA Kaspick
Crystal Thompkins, Director of Relationship Management, BNY Mellon
Moderator:
Gary Pforzheimer, President, PGCalc

  A panel conversation on trends in the planned giving field. We will cover three main areas of trends from the perspective three experienced professionals who witness a larger volume of life income and other planned gifts than any individual organization would have the opportunity to see. We will look at the trends in funding vehicles, funding assets, and also what’s happening with bequests. Backed up by data from their own firms and personal observations, the delivery of this lunchtime talk will be an interaction of the panelists with each other and with the audience.

 

Fees

Registration includes your choice of sessions and lunch, if selected.

Register by 10:00 AM 10/13/2017 Walk-in Registration (if space is available)
Non-profit Member* .......... $0.00 Non-profit Member* .......... $20.00 
Allied Professional Member* ........ $0.00  Allied Professional Member* ........ $20.00
Fall Test Drive Member .......... $0.00 Fall Test Drive Member .......... $20.00 
Non-profit Associate .......... $65.00   Non-profit Associate .......... $65.00
Allied Professional Associate ........ $65.00   Allied Professional Associate ........ $65.00 
Guests / Non-members .......... $65.00   Guests / Non-members .......... $65.00 

 

* As a Member benefit, if you cannot attend a monthly meeting you can send a substitute from your organization in your place. See policy below. Your "substitute" should register for the meeting using their contact information and at the bottom of the form follow instructions for substitutes. 


 

Policies

Registration Policy

Registrations must be received by 10:00 AM the Friday prior to the meeting. Once registration is closed it will state CLOSED within the meeting Program Calendar listing. Full Members that do not register prior to the close of registration will be asked to register on-site, a $20 fee will be incurred for lunch.

 

Substitution Policy

Non-profit Members and Allied Profession Members of PGGNE may send a substitute to monthly meetings at no charge as long as the member has registered for the program in advance (see REGISTRATION POLICY above). If the member has not registered in advance, substitutes will be charged a fee of $20 upon registration on-site for lunch.

 

Refund/Cancellation Policy

Cancellations are required by 10:00 AM on the Friday prior to the meeting. In accordance, only refund requests received by this time will be granted. Email your cancellation/refund request to info@pggne.org. All emails received will be acknowledged. 

 

Snow Policy
PGGNE meetings may be cancelled if the mayor or governor has declared a state of emergency in Boston. If the meeting is cancelled an alert will be posted on the website and the PGGNE office will record a voice mail message (at 781-647-4343, press *300) by 8:00 AM on the day of the meeting.


 

Parking & Transportation Information

 

To view the Wyndham parking details and nearby MBTA stations, please click the below icons.    

      
                                          

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