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September Monthly Meeting
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September Monthly Meeting

Join us for the first meeting of the 2018-2019 season!

9/14/2018
When: 9/14/2018
11:00 AM - 2:00 PM
Where: Wyndham Boston Beacon Hill
5 Blossom Street
Boston, Massachusetts  02114
United States
Contact: PGGNE
781-647-7004

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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
(concurrent session)

Basics Session

Marketing in the Age of Trump

Andrew Palmer, Director of Marketing Services, PG Calc

 

In this presentation Andrew will discuss trends in planned giving marketing for 2018. This includes the effect that the new tax law should have on your marketing and what planned giving marketing programs can learn from the election of the 45th President of the United States.

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

Nuts & Bolts Session

Lessons Learned: From Asset Management to Front-Line Fundraising

Jan Adams, Director of Planned Giving, Mass Audubon

 

Jan Adams will share lessons she carries forward with her from 35 years as senior manager of financial teams that invested, loaned, and administered assets for charitable organizations across the country. She will also share insights learned at Mass Audubon as the Director of Planned Giving.

 

Jan encourages questions- please email yours to her prior to the session at janadams@massaudubon.org

12:00 PM - 2:00 PM

Luncheon Presentation

In the Know: What We’re Hearing From Clients about Charitable Giving in a Challenging Tax Climate

Brad Bedingfield, Counsel, Hemenway & Barnes
Mike Puzo, Partner, Hemenway & Barnes

 

From their vantage point as counsel both to high-net worth donors and a broad range of non-profits, Michael Puzo and Brad Bedingfield will offer their perspectives on the current dynamics of charitable giving. They will discuss the effects of changes in the tax law, as well as the broader trends that they are seeing as their clients, both donors and charities, engage with each other in increasingly complex ways.

 


 

Fees

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

Register by 10:00 AM 9/12/2018 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. 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 10:00 AM the Wednesday 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 Wednesday 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.

 


 

Parking & Transportation Information

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

      
                                          

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