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March Monthly Meeting
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3/7/2018
When: 3/7/2018
11:00 AM - 2:00 PM
Where: Wyndham Boston Beacon Hill
5 Blossom Street
Boston, Massachusetts  02114
United States
Contact: PGGNE

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Update: March 7th Monthly Meeting Status

 

We are keeping an eye on the weather for tomorrow’s PGGNE March 7th Monthly Meeting and wanted to provide you with a meeting update. As of now the meeting is still being held, however, there will be a change to the luncheon presentation format. Unfortunately, Jonathan Tidd is unable to present “A Planned Giving Quiz” in person during the luncheon due to flight changes related to the anticipated snow. Jon will present via phone, with copies of his quiz on hand for everyone and microphones available for audience interaction and questions.

We look forward to seeing you tomorrow at the Wyndham Hotel Beacon Hill, 5 Blossom Street, Boston, MA 02114. Please plan accordingly for the weather in your part of New England to ensure safe travel!

A reminder, our snow and cancellation policies are listed below. Full policies can be viewed at the bottom of this page.

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.

Refund/Cancellation Policy:
Cancellations are required by 10:00 AM on the Friday prior to the meeting. 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.

Thank you,
PGGNE Board of Directors

 

Schedule-at-a-Glance

10:00 AM - 11:00 AM Coffee / Networking 
10:30 AM Registration Opens

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

Basics Session

Charitable Remainder Trusts – Basic Overview and Case Studies

Amy Goldman, Director of Gift Planning at MIT

Download Handout

 

Please join the MIT Office of Gift Planning for a brief presentation on the basics of charitable remainder trusts. We will then work in small groups on a variety of case studies. Bring your questions. This session is designed for absolute beginners or those that need a refresher. 

 

MIT team members joining Amy: Laura D'Anca, Lois Brooks, Andrew Coons, Bonny Kellermann, Kim Purdue

   

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

Nuts & Bolts Session

Gifts of Illiquid Assets
Nancy Keller-Go, Senior Vice President, Head of Estates and Special Investments

No Handout

 

When should you accept a complex asset gift – and when should you politely decline? What are the important considerations for the charity and the donor exploring such a gift? How can you bring the donor and the charity together to make the gift a success?

   

12:00 PM - 2:00 PM

Luncheon Presentation

A Planned Giving Quiz
Johnathan G. Tidd, Attorney

 

Download Handout

It's a PGGNE tradition to be tested by Jonathan Tidd's interesting and instructive planned giving quiz. This interactive session will cover short cases and problems involving a variety of gift planning issues. The presentation will cover planning techniques using a variety of planned gift vehicles and the always helpful review of pitfalls to avoid in charitable gift plans.


 

Fees

Registration includes your choice of sessions and lunch, if selected.

Register by 10:00 AM 3/2/2018 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
Fall Test Drive Member .......... $0.00 Fall Test Drive Member .......... $20.00 
Non-profit Associate .......... $65.00   Non-profit Associate .......... $65.00
Allied Professional Associate ........ $65.00   Allied Professional Associate ........ $65.00 
Guests / Non-members .......... $65.00   Guests / Non-members .......... $65.00 

 

* 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. Your "substitute" should register for the meeting using their contact information and at the bottom of the form follow instructions for substitutes. 


 

Policies

Registration Policy

Registrations must be received by 10:00 AM the Friday 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 10:00 AM on the Friday prior to the meeting. 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. 

 

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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