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April Monthly Meeting
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April Monthly Meeting

4/5/2019
When: 4/5/2019
11:00 AM - 2:00 PM
Where: Wyndham Boston Beacon Hill
5 Blossom Street
Boston, Massachusetts  02114
United States
Contact: PGGNE
781-647-4343


Online registration is available until: 7/18/2019
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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

Planned Giving and Prospect Research: Working Together

Elizabeth A. Murphy, Senior Director, Planned Giving, Massachusetts General Hospital
Cara M. Kennedy, Prospect Research Analyst, Massachusetts General Hospital

 

How do you identify and share top planned giving prospects in a major gift officer’s portfolio? How do you assign a newly identified prospect who has a propensity for major gifts and planned giving? How do you prioritize your own planned giving portfolio work? In this presentation, Liz Murphy and Cara Kennedy will explore these questions and provide concrete examples of how to best link arms with your organization’s prospect researchers to approach your database of prospects in a holistic, systemized way.

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

Nuts & Bolts Session

Planned Giving and Estate Planning with LGBTQ Donors: Planning Opportunities for the Stonewall Generation

Scott E. Squillace, Esq., Principal & Founder, Squillace & Associates, P.C.

 

Identifying opportunities for planned giving from the Stonewall Generation to LGBTQ nonprofit organizations. Share recent research findings about this demographic and window of opportunity.

12:00 PM - 2:00 PM

Luncheon Presentation

Click or Skip? What Words Work Best with Donors in Planned Giving Marketing?

Claudine A. Donikian, JD, MBA, President & CEO, Pentera, Inc.

 

With e-mail engagement data, we know what percentage, how many, and exactly who is opening e-mails and clicking through on headlines. But what is it about the e-mail subject line or headline that is driving donors to want to click and read more? Alternatively, what keeps them from clicking to read more?

The findings to be presented will answer these questions and are based on a Pentera research study of client data spanning several years that looks at thousands of clients, thousands of e-mails, and tens of thousands of headlines, words, and phrases. We will delve into planned giving marketing messages and discover what factors increase or decrease engagement - that is, what marketing messages make donors want to read more. We will also propose how to use engagement metrics to boost your cultivation efforts.

 


 

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 4/2/2019 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
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 Tuesday 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 Tuesday 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.

 

In a hurry?  The Wyndham has advised there is more available garage space on Fridays.  While valet parking is still an option, the Wyndham also offers a self-parking option.  Simply pull into the garage & obtain your ticket. Prior to returning to your car at meeting’s end, pay at the garage office & be on your way!   

      
                                          

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