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March Monthly Meeting
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March Monthly Meeting

 Export to Your Calendar 3/11/2020
When: 3/11/2020
11:00 AM
Where: Wyndham Boston Beacon Hill
5 Blossom Street
Boston, Massachusetts  02114
United States
Contact: PGGNE

Online registration is available until: 3/6/2020
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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

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


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. 

12:00 PM - 2:00 PM

Luncheon Presentation

Storytelling: The Secret Sauce of Fundraising Success

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


Nonprofit organizations have amazing stories to share – stories of perseverance, fortitude, profound impact, and generosity. Stories are at the core of why nonprofit organizations exist. Scientific research confirms good storytelling is one of the most powerful ways to communicate, to engage stakeholders, and to influence behavior. It’s especially important for effective fundraising.

But what makes a good story? With the right recipe, storytelling can be the secret sauce of your fundraising success. What ingredients engage the audience and have an impact? Some ingredients are essential. You just can’t make a good sauce (or gravy as some call it) without tomatoes. In this interactive session based on Lynn’s recently published book on Storytelling: The Secret Sauce of Fundraising Success, you’ll hear about what it takes to become a storytelling gourmet and refine your own storytelling recipes. To learn more about this presentation, click here.




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

Register by 9:00 AM 3/9/2019 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 two 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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