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April Monthly Meeting
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April Monthly Meeting

4/15/2020
When: 4/15/2020
11:00 AM
Where: Virtual
United States
Contact: PGGNE
781-647-4343

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*IMPORTANT NOTICE: THIS MEETING WILL NOW BE VIRTUAL*

The health and safety of PGGNE’s membership, guests, and speakers continues to be our top priority. The April 15th meeting will be held virtually via the online platform, Zoom. This allows you to view the sessions on Wednesday from the convenience of your office or home. Registrants will receive an email from PGGNE at least two days prior with the individual Zoom links. 

 

Registration Schedule Fees Policies

 

Schedule-at-a-Glance

11:00 AM - 12:00 PM

Virtual Morning Session

Charitable Remainder and Lead Trusts: Donor-Centered Review of Options for Optimal Planned Giving

Sarah Ruef-Lindquist, Financial Advisor, Allen Financial Group

 

What donors want from creating a charitable remainder trust can range from income for themselves and/or a loved one, as well as creating a legacy, while donors considering a lead trust are typically in vastly different situations, with significant tax-efficiency and estate planning goals typically for heirs. Review or learn the features and benefits of these trust opportunities from the donor’s perspective, as well as the planning and tax nuances that their advisors consider when advising and documenting them.

12:30 PM - 1:30 PM

Virtual Luncheon Session

A Different Lens on Humanitarian Fundraising

Victoria Smith, Associate Director of Individual Giving and Engagement & Resource Development,

Oxfam America

 


 

Fees

Registration includes your choice of sessions. Payment is due upon registration via a credit card.

Register by 5:00 PM 4/14/2020
Non-profit Member* .......... $0.00
Allied Professional Member* ........ $0.00
Non-profit Associate .......... $75.00
Allied Professional Associate ........ $75.00
Guests / Non-members .......... $75.00
 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 5:00 PM Tuesday, April 14, 2020. Once registration is closed it will state CLOSED within the meeting Program Calendar listing.

  

Refund/Cancellation Policy

Cancellations are required by 5:00 PM Tuesday, April 14, 2020. 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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