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March Monthly Meeting
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March Monthly Meeting

When: 3/11/2020
11:00 AM
Where: Virtual per 3/9 Email to Registrants
United States
Contact: PGGNE

Online registration is closed.
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The health and safety of PGGNE’s membership, guests, and speakers continues to be our top priority. While the March 11th meeting at the Wyndham Hotel is cancelled in person, the program will continue as scheduled via the online platform, Zoom. This allows you to view the sessions on Wednesday from the convenience of your office or home. Registrants should refer to the email notice sent to them by PGGNE on 3/9/2020 for the individual Zoom links.


Registration is closed!
As of 9:00 AM on 3/6 registration. Due to changes related to the structure of the event, late registrations will not be able to be processed. Thank you for your understanding.


Register Schedule Fees Policies



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

Basics Session

10 Things That Scare Them (and Us): Navigating Fear to Achieve Meaningful Giving

Katherine McKay, Director of Gift Planning, College of the Holy Cross


In your work, do you identify the fears that can stop our prospects – or us – dead? We’ll explore ways to overcome these fears so that both sides feel safer, braver, and more capable of creating a meaningful gift together.


Listen to a 1 minute sampling of the podcast 10 Things That Scare Me that inspired Katherine to create this presentation.

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

Nuts & Bolts Session

Making the Most of Qualified Charitable Distributions (QCDs) in 2020

Patrick Schmitt, Co-Founder and Co-CEO, FreeWill

Download Handout


As mentioned during the presentation: View both the QCD report and explainer videos

Interested in a longer webinar on Planned Giving? You can register for Patrick's extended version of today's presentation, with extra tactical tips and more research from other organizations, at


Qualified Charitable Distributions (QCDs), a.k.a. IRA Charitable Rollovers nearly doubled from 2017 to 2018, and early trends indicate that they have doubled again for many organizations from 2018 to 2019. Yet many organizations remain confused about how donors are using this gift type, and how to attract new gifts from the 70+ crowd. Plus, new legislation has only added to confusion! Come hear the latest data on who is giving, how much, and to whom -- plus how the most successful nonprofits are marketing QCDs to small and major donors. We'll also review how the SECURE Act will shift behavior in 2020, and what emerging trends to look out for. 

12:15 PM - 1:15 PM

Luncheon Presentation

Gift Planning in a Campaign

Lynn Malzone Ierardi, JD, Director of Gift Planning, The University of Pennsylvania


In this session, we will focus on the role of gift planning in a campaign – highlighting the issues and strategies for effectively incorporating gift planning into your campaign and more broadly into your development program. As we consider the ever growing size and frequency of campaigns, the case for gift planning has never been stronger. Campaigns increasingly require greater strategic planning, fiscal integrity, and performance metrics. What counts and how do you count it? How do you make gift planning a collaborative team effort? We will talk about what worked for the University of Pennsylvania during two multi-billion-dollar campaigns - and what might work for you and your organization.





Register by 9:00 AM 3/6/2019
Non-profit Member* .......... $0.00                                                                      
Allied Professional Member* ........ $0.00

Non-profit Associate .......... $75.00

Allied Professional Associate ........ $75.00

Guests / Non-members .......... $75.00

 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.


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