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October Monthly Meeting
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October Monthly Meeting

When: 10/11/2019
11:00 AM
Where: Wyndham Boston Beacon Hill
5 Blossom Street
Boston, Massachusetts  02114
United States
Contact: PGGNE

Online registration is closed.
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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



10:00 AM- 11:00 AM Mentoring Program "Meet & Greet" Coffee Hour
Coffee / Networking
10:30 AM Registration Opens

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

Basics Session

Expanding Planned Giving Programs Without Adding Fundraisers

Joel Carlton-Gysan, Associate Director of Gift Planning, Boston College 
Ericka Webb, Director of Gift Planning, Boston College 

Download Handout


Planned gifts can be made by anyone and could result in the largest donation a donor makes to your Institution. Boston College has worked on collaboration techniques between the Office of Gift Planning and frontline fundraisers and alumni relations to increase the number of planned gifts and the size of their gift planning society. This session will provide concrete examples on how to collaborate and promote planned giving through formal partnerships, trainings, events, reunion, and more so all staff can feel empowered to identify and begin planned giving conversations.  

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

Nuts & Bolts Session

Lessons Learned from the Charitable Bequests of Notable Cultural Icons

Mary Moran, Director, Planned Giving, Massachusetts General Hospital


For some individuals, estate planning is an opportunity to reflect on one’s life and to use charitable bequests to give it meaning. Using as case studies the charitable bequests of notable cultural icons such as Johnny Carson, Louis Armstrong, James Brown, Farrah Fawcett and others, this presentation will explore their philanthropic journeys and lessons learned along the way including various technical challenges that their executors and trustees faced in carrying out their philanthropic plans.

12:00 PM - 2:00 PM

Luncheon Presentation

Elder Law and Special Needs Planning: What Charitable Gift Planners Need to Know

Bernard A. Krooks, J.D., CPA, LLM, CELA®, AEP®, Founding Partner, Littman Krooks LLP

Download Handout


PGGNE welcomes Bernard A. Krooks, Founding Partner of Littman Krooks, LLP to present on the topic of Elder Law, Estate, and Special Needs Planning.   Bernard’s discussion will focus on establishing Elder Care specific trusts and applicable tax considerations, as well as the estimation of, and planning for, long term health care costs.





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

Register by 9:00 AM 10/8/2019 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.




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 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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