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November Monthly Meeting
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November Monthly Meeting

When: 11/13/2019
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 11/8 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 Coffee / Networking
10:30 AM Registration Opens

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

Basics Session

The Power of Touches: Sharing Best Practices in Planned Giving Stewardship


Mary Richardson, Director of Planned Giving and Principal Gifts, Clark University
Sandra Anthoine, Director, Planned and Leadership Gifts, Babson College

Download Handout


We all know that stewardship is critical to realizing planned gifts. But how do we efficiently steward our planned giving donors with authentic personal touches? Balancing the pursuit of new planned gifts with maintaining long-term relationships can require a juggling act. This interactive session will explore a variety of stewardship practices and ideas across a breadth of organizations. These meaningful touches may help you take your program to the next level.

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

Nuts & Bolts Session

Transform Your World by Enlightening and Empowering Those Above, Around, and Below You at Your Organization

Hugh Montgomery, Director of Development, The Putney School

Download Handout


Do you ever feel alone at work, that others don’t understand the power of planned giving, that decision makers and bean counters are more focused on a modest check now than by the potential of a whole lifetime of donor support? This session will underscore the value of your efforts and offer some ideas for how to help your colleagues appreciate and celebrate what should be shared important work

12:00 PM - 2:00 PM

Luncheon Presentation

New IRS Gift Substantiation and Appraisal Regulations: What Fundraisers and Charites Need to Know

Jonathan G. Tidd, Attorney

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On July 30, 2018, the IRS issued final regulations providing guidance on substantiation, reporting and qualified appraisal requirements for cash and non-cash charitable contributions. Come and join Jon Tidd as he provides an overview of what fundraisers, charities and donors need to know to stay within the guidelines and not make costly mistakes.




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

Register by 9:00 AM 11/8/2019 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 business 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 three business 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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