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November Monthly Meeting
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November Monthly Meeting

11/14/2018
When: 11/14/2018
11:00 AM - 2:00 PM
Where: Wyndham Boston Beacon Hill
5 Blossom Street
Boston, Massachusetts  02114
United States
Contact: PGGNE
781-647-4343

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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

Gift Planning – From 0 to 70 ½!

Sam Sanker, Senior Associate Director of Gift Planning, Tufts University

 

Download Handout

 

This presentation will provide an overview of the most common gift planning gift types, along with the target audiences for each gift type. We will also examine several case studies to help illustrate both the backgrounds and life events to be attuned to in your prospect or donor. You will leave this session with the confidence to begin a conversation on gift planning with any and all of your prospects. 

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

Nuts & Bolts Session

Charitable Life Insurance: Heaven or Hell?

Craig Wruck, VP Advancement, Humboldt State University Advancement Foundation

 

Download Handout
Download Handout

 

This session begins with an explanation of the basics of life insurance policies and the mechanics of charitable contributions of life insurance. We then move on to an exploration of premium financed life insurance programs and a case study of a life insurance program.

12:00 PM - 2:00 PM

Luncheon Presentation

Navigating Today's Rapidly Changing Landscape of Fundraising

David Woodruff, Associate Vice President and Chief Operating Officer for Resource Development, MIT

 

The landscape of our $400 billion fundraising world is rapidly shifting. How we as professionals adapt to the changes will determine how well our organizations succeed in the future. The evolution of generational patterns of engagement, the appearance of new giving vehicles, the emergence of new prospecting technologies, the restrictions on privacy of information, and the changes in tax laws are among the several drivers impacting our work. The presenter will offer his thoughts on the opportunities and challenges these trends present and what to do about them.

 


 

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 11/9/2018 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 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.

 


 

Parking & Transportation Information

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

      
                                          

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