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PG Fundamentals Course
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PG Fundamentals Course

An introduction and overview of PG basics!

11/15/2019
When: Friday, November 15, 2019
9:30 AM - 4:30 PM
Where: Ropes & Gray LLP
Prudential Tower
800 Boylston Street
Boston, Massachusetts  02199-3600
United States
Contact: PGGNE
781-647-4343


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Registration is closed!

 

As of 5:00pm on 11/11 registration is closed and all counts provided to the venue. Walk-in registrations cannot be accomodated at this time.Please email info@pggne.org or call (781) 647-4343 if you have any questions.

 

 

Registrants note - please bring a valid driver's license or picture ID for access to the building. This will also be noted in the confirmation email the week of the event. 

 

Course Description

Looking for an introductory session that covers the basics of planned giving? Or possibly a refresher on the various planned giving strategies available and how to talk about them with donors? Then PGGNE's Fundamentals program is for you! The course offers an emphasis on learning the concepts in order to develop a conversational understanding of the technical topics so that you can speak with confidence to donors and prospects. If you are new to planned giving, need a refresher, or are a development generalist, this course will give you an overview of gift planning and the tools you need to make the most of it. All attendees will receive a copy of Craig Wruck's book Planned Giving in a Nutshell.


Who should attend this session?

  • Those new to the field of planned giving
  • Major gift officers who need a working knowledge of planned giving
  • Annual gift officers who deal with important volunteers
  • Development generalists
  • Staff who support the planned giving efforts of your institution

Summary and Objectives:

  • Participants will receive an overview of charitable gift planning basics, including the tax aspects of outright contributions and planned giving techniques
  • Emphasis will be on conceptual understanding and the ability to explain concepts to prospective donors in a clear and convincing way
  • Four major topic areas will be covered: 1) Tax Fundamentals, 2) Assets Used for Charitable Contributions, 3) Basic Planned Giving Methods, and 4) Advanced Planned Giving Methods

 


 

Presenter

Craig Wruck’s experience in charitable giving spans more than 30 years in both nonprofit and for-profit organizations. He has served at the University of Minnesota, Humboldt State University, Minnesota State University, and the Saint Paul Community Foundation. In addition, he has worked for U.S. Trust Company, US Bank, and Kaspick & Company.

Craig received the David M. Donaldson Distinguished Service Award from PGGNE in 1999. He past president of the National Committee on Planned Giving (now the National Association of Charitable Gift Planners) and has served as a member of its board of directors and as chair of its government relations committee. Craig is the author of Planned Giving in a Nutshell, a practical guide to planned giving for development generalists. He earned his MBA from the University of St. Thomas and his bachelor's degree in journalism from the University of Utah.

 


 

Schedule

9:30 AM - 10:00 AM Registration & Networking
10:00 AM - 12:00 PM Program
12:00 PM - 1:00 PM Lunch (Provided)
1:00 PM - 4:30 PM Program
4:30 PM Course Concludes

 

Download Course Outline

 

Thanks to our Sponsors:

 

&

 


 

Fee

Members and Associates: $225.00
Non-Member: $250.00

Non-member Discounted Rates:

Extra Company Attendee: $225.00 Use code: EXTRAATTEND  (THIS IS A GROUP DISCOUNT. IF AT LEAST ONE PARTICIPANT FROM YOUR ORGANIZATION HAS ALREADY REGISTERED AND PAID THE FULL REGISTRATION RATE, THEN YOU CAN USE THIS RECEIVE THIS DISCOUNT. THIS DISCOUNT IS ONLY VALID FOR USE BY NON-MEMBERS.)
Member of a Partnering Organization: $225.00 (i.e. AFP-MA) Use code: AFPMA-PG

 

A PG Fundamentals Scholarship is available! Find more information here.

 

Registration Policy:

*Registration Limit is at 90*

 Registrations must be received by 5:00 PM on November 11, 2019. All payments are due prior to attending the event and required to reserve your seat.


Refund/Cancellation Policy:
Cancellations and refund requests are required by 5:00 PM on November 11, 2019. 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.

 



Directions, Transportation & Parking

Ropes & Gray LLP

Prudential Tower 
800 Boylston Street
BostonMA 02199-3600

 

Directions to the Prudential Tower and parking

 

Directions to Prudential Center:

From North of Boston: From Route 93 take exit 26, Leverett Connector/Storrow Drive, and follow to the Copley Square exit on the left. Take a right onto Beacon Street and follow to Exeter Street. Take a left onto Exeter Street and follow 11 blocks. Take a right on Huntington Avenue. The Prudential Center Garage will be on the right.

From West of Boston: Follow the Mass Pike eastbound into Boston (the Mass Pike is accessible from Route 128/I-95). Get off at exit 22, Copley Square/Prudential Center.  Follow signs for Prudential Center. This will take you directly to the Prudential Center Garage entrance, which will be on your right. 

From South of Boston: From Route 93 take exit 18, Massachusetts Avenue. Follow sign to Massachusetts Avenue and turn right. Follow Massachusetts Avenue for about 2 miles to Huntington Avenue. Take a right on Huntington Avenue. Take a left on Belvidere Street. The Prudential Center garage entrance will be on your right before Sovereign Bank.

From Logan Airport: Access Boston via the Sumner Tunnel and exit onto Route 93 North. Take exit 26, Leverett Connector/Storrow Drive, and follow to the Copley Square exit on the left. Take a right onto Beacon Street and follow to Exeter Street. Take a left onto Exeter Street and follow 11 blocks. Take a right on Huntington Avenue. The Prudential Center Garage will be on the right.

Parking: The Prudential Tower is best accessed via the South Garage, which has two entrances on Huntington Avenue, one on Dalton Street and one on Belvidere Street. The Red and Yellow levels are both part of the South Garage. Attendant parking is available on both levels at no additional charge.

Red Level Attendant Parking, from Huntington Avenue

  • Enter via the first garage entrance on Huntington Avenue (after Duck Tours) on the right-hand side.
  • Pull ticket and make a right.
  • Drive 20 yards down the drive isle. The attendant parking booth is located on the right-hand side.

Red Level Attendant Parking, from Mass Pike

  • Exit via Mass Pike, take the Prudential Center Exit.
  • Immediately after reaching the stop sign on the street level, follow the parking sign with arrow to the right.
  • Enter the loading dock and proceed to the garage entrance gates; pull ticket.
  • Take ramp, on left side, up to the Red level.
  • Make left turn at the top of ramp and drive until you see attendant parking booth on your left.

Yellow Level Attendant Parking, from Dalton Street

  • Enter via Dalton Street (garage entrance next to the Sheraton Hotel).
  • Proceed down the ramp, pull ticket and make left.
  • Follow parking signs until the “Attendant Parking” sign is visible.
  • Make right into the attendant parking area.

Yellow Level Attendant Parking, from Mass Pike

  • Exit via Mass Pike, take the Prudential Center Exit.
  • Immediately after reaching the stop sign on street level, follow the parking sign with arrow to the right.
  • Enter the loading dock and proceed to the garage entrance gates; pull ticket.
  • Take ramp, on right side, down to the Yellow Level.
  • Make right turn at the bottom of ramp and drive until you see “Attendant Parking” on your left side.

MBTA Bus & Subway

MBTA Green Line:  For 'E' trains only, please use Prudential Station on Huntington Avenue.
For all other Green Line trains, please use Copley Station on Boylston Street at Dartmouth Street (next to the Boston Public Library) or Hynes Convention Center Station on Massachusetts Avenue at Newbury Street.

MBTA Orange Line: Back Bay Station

MBTA Commuter Line: Back Bay Station

 

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