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All-Day Conference 2018
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All-Day Conference 2018

All-Day Annual Conference

 Export to Your Calendar 5/4/2018
When: Friday, May 4, 2018
8:30 AM - 4:30 PM
Where: Map this event »
Revere Hotel Boston Common
200 Stuart Street
Boston, Massachusetts  02116
United States
Contact: PGGNE Office
781-647-4343


Online registration is available until: 4/30/2018
« Go to Upcoming Event List  


 

 

Plenary Speaker  Luncheon Keynote Speaker 
   
Gerald Chertavian
Founder and CEO
Year Up

Celia Hoffman

Associate Director

The Goodman Institute

   

What Can You Expect?

  • Plenary kick-off presentation by Gerald Chertavian from Year Up
  • Luncheon keynote presentation by Celia Hoffman from The Goodman Institute
  • A major gifts track geared to those who would like to learn more about maximizing their gifts by making comprehensive asks
  • Breakout sessions from general to advanced tracks including: 

    -Gift Planning Metrics by 
    Joseph Bull, JD, Executive Director, Gift Planning, Carnegie Mellon University 
    -The Power of a Woman Donor; a Practical Discussion by Patricia Annino, Attorney, Rimon PC
    -Tax 101: Basics of Transfer Tax and Income Tax by Anne Katsas, Attorney, Port Estate Planning, LLC
    -The Rights and Responsiblities of Charitable Beneficiaries in Death-Related Administration of Estates and Trusts by Frederick Weber, Northern Trust Company
    -Engaging Your Board and Other Leadership
    -Founder's Stock Programs
    -Lessons Learned from Gift Annuity Mistakes by Jeff Lydenberg, PG Calc

  • Session speakers will include:

    -Laura Alexander, Kaspick & Company
    -Patricia AnninoRimon PC
    -Eve ForbesSalisbury School
    -Susan Hanifin, Dartmouth College
    -Anne KatsasPort Estate Planning
    -Jeff LydenbergPG Calc
    -Dee Dee MendozaDartmouth College
    -Frederick Weber, Northern Trust Company

  • Exhibit hall with vendors to share their expertise
  • Networking with 250 planned giving professionals and allied advisors

 

We would like to extend a special thank you to our 2018 Full Conference Sponsor, Pentera, along with all of our other generous sponsors and exhibitors: BNY Mellon, Crescendo Interactive, Inc., PG Calc, State Street Global Advisors, and TIAA Kaspick!

 


Click here to register to attend the conference.

 


PDF Schedule coming soon!

 

 


Click here to view our sponsors and exhibitors
who will be on hand in our exhibit hall.

 


Handouts coming soon!

 

 


  

Interested in speaking? Submit an application with details on your topic along with references.

 

Interested in sponsoring? View our sponsor guide for current opportunities.

 


Fees

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

 

  Register by 1/31/2018

 

  Non-profit Member*.........................                  $185.00  $15 SAVINGS!

 

  Allied Profession Member*..............                  $185.00  $15 SAVINGS!

 

  Non-profit Associate.......................                    $265.00

 

  Allied Profession Associate............                    $265.00

 

  Guest/Non-members......................                    $265.00

 

Register by 4/30/2018 Walk-in Registration(if space is available)
Non-profit Member*........................ $200.00 Non-profit Member* ..................... $200.00
Allied Profession Member* ........... $200.00 Allied Profession Member* ........... $200.00
Non-profit Associate .................... $265.00 Non-profit Associate .................... $265.00
Allied Profession Associate .......... $265.00 Allied Profession Associate .......... $265.00
Guests / Non-members ................. $265.00 Guests / Non-members ................ $265.00

 

*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 Monday, April 30, 2018, upon which registration will be closed.

 

Refund/Cancellation Policy

Cancellations are required by 10:00 AM Monday, April 30, 2018. 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.

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