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November Monthly Meeting
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11/8/2017
When: 11/8/2017
11:00 AM - 2:00 PM
Where: Wyndham Boston Beacon Hill
5 Blossom Street
Boston, Massachusetts  02114
United States

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Schedule-at-a-Glance

10:00 AM - 11:00 AM Coffee / Networking 
10:30 AM Registration Opens

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

Basics Session

Bequest Basics

Nancy Milam, Director of Gift Planning at Bowdoin College

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Download Handout

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Nancy will provide an introductory session in which she will cover: 

·        What is a bequest?

·        Why create a bequest program?

·        How to build a bequest program and measure success

·        Marketing bequests to donors

·        How to talk about bequests with donors

·        Estate planning resources for donors

·        Documenting, counting, and recognizing bequests

·        Stewarding bequest donors

·        Managing the estate settlement process

   

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

Nuts & Bolts Session

Real Estate Gifts: Ten Trends

Dennis Bidwell, Bidwell Advisors

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For a host of reasons, more and more development professionals are turning their attention to the single largest asset category for many of their donors, their real estate holdings.  Based on over twenty years of helping non-profits of all sizes and shapes attract, structure, evaluate and close gifts of real estate, Dennis Bidwell has gathered a great deal of evidence about what works, and what doesn’t work, when it comes to real estate gifts.  This anecdotal evidence has been supplemented with regional and national surveys he has conducted of development staff involved in one aspect or another of real estate giving.

 

This presentation will highlight ten trends Dennis has observed in recent years.  His presentation will include what he is seeing regarding gift acceptance policies for real estate, marketing and outreach, gift officer training for real estate gifts, the role of board members, real estate in capital campaigns, increased use of real estate-funded charitable gift annuities and retained life estates, and working with conservation-minded property owners.

   

12:00 PM - 2:00 PM

Luncheon Presentation

Legislative Update on Tax Reform and Potential Impact to Charitable Giving

Michael Kenyon, President and CEO, National Association of Charitable Gift Planners

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Tax reform is now a primary focus of Congress. With less than 30 legislative calendar days before the end of the year legislation could move very quickly. Provisions in the current tax reform proposals that impact charitable giving will be discussed as well as legislation introduced to offset or expand charitable giving.


 

Fees

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

Register by 10:00 AM 11/3/2017 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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