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September Monthly Meeting
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September Monthly Meeting

9/12/2019
When: 9/12/2019
11:00 AM
Where: Wyndham Boston Beacon Hill
5 Blossom Street
Boston, Massachusetts  02114
United States
Contact: PGGNE
781-647-4343


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Registration is closed!

As of 9:00am on 10/8 registration is closed and all counts provided to the venue. Should you wish to walk-in, please note, a seat and meal cannot be guaranteed and the appropriate fee outlined below will be due (check and credit card are accepted).

 

Register Schedule Fees Policies Transportation

 

Schedule-at-a-Glance 

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

11:00 AM - 12:00 PM

Morning Session

Effective Cultivation Techniques

Anne Melvin, Director of Training and Education, Harvard University


Effective, strategic cultivation distinguishes a solid fundraiser from an outstanding performer. Are these skills firmly in your wheelhouse? Moves management is essential to moving a prospect from mildly interested to wildly supportive, but what’s the secret? There are many, and in this session, we will explore the multiplicity of things you can do to engage and inspire your prospect. From creative engagement moves, to asking probing questions that get at the heart of what gets your prospect’s juices flowing, this session will help you expand your repertoire of effective donor cultivation strategies.   

12:00 PM - 2:00 PM

Luncheon Presentation

Tax Planning and Charitable Giving After the Tax Cuts and Jobs Act

Suma V. Nair, Director, Goulston & Storrs PC

 

It has been over a year since the Tax Cuts and Jobs Act came into effect, and the SECURE Act is making its way through the Senate after having been overwhelmingly approved in a bi-partisan vote in the House.  This session will provide an overview of the effect of the most recent tax reforms (so far as we have seen) on charitable giving and tax planning, and some thoughts on how the SECURE Act, or legislation like it, could further affect these areas.

 


 

Fees 

Registration includes your choice of sessions and lunch, if selected. Payment is due upon registration via a credit card.

Register by 9:00 AM 9/9/2019 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
Non-profit Associate .......... $75.00 Non-profit Associate .......... $75.00
Allied Professional Associate ........ $75.00 Allied Professional Associate ........ $75.00
Guests / Non-members .......... $75.00 Guests / Non-members .......... $75.00
AFP MA Members .......... $50.00, Use Code "AFPMA" AFP MA Members .......... $50.00, Use Code "AFPMA"

 

*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. If you know you cannot attend in advance, your "substitute" should register for the meeting using their contact information and follow instructions for substitutes within the form to remove their fee.

 


 

Policies 

Registration Policy

Registrations must be received by 9:00 AM three days 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 9:00 AM two days 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) 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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