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April Monthly Meeting
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April Monthly Meeting

4/12/2018
When: 4/12/2018
11:00 AM - 2:00 PM
Where: Wyndham Boston Beacon Hill
5 Blossom Street
Boston, Massachusetts  02114
United States

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~Make note of meeting day- Thursday!~

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

Where There's a Will, There's More- A Basic Overview of IRA's, Transfer-on-death Accounts, and Donor-advised Funds
Douglas Nannene, Associate Director, Gift Planning Office, Tufts University

 

Download Handout

 

An increasing amount of wealth for donors nearing retirement age is now held in accounts that are not controlled by a person’s last will and testament. Examples include retirement accounts, brokerage accounts and even donor-advised funds. These assets offer different opportunities and strategies that can help inspire a donor to unlock their philanthropic potential through outright, testamentary, and blended gifts. Special attention will also be given to the IRA Charitable Rollover in light of the Tax Cuts and Jobs Act of 2017.

 

   

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

Nuts & Bolts Session

Arts Panel: Storybook

Moderator:

Jennifer Casey, Director, Academic Coordination, Advancement Division at Dartmouth College

 

Panelists:
Kelly Hays, Director, Gifts of Art and Interim Administrative Director of the Center for Netherlandish Art at the MFA
Liz Herring Menard, Director of Museum Development at Colby College
Sam Samuels, Director of Gift Planning at Smith College

 

Hear from our three expert panelists as they share inspiring stories of the power of relationships in cultivating, securing, and celebrating gifts of art to non-profits- from donations of complete collections to individual works. 

   

12:00 PM - 2:00 PM

Luncheon Presentation

Tax Reform and Charitable Giving: Should Charities Be Worried?
Ray D. Madoff, Professor at Boston College Law School and Co-founder and Director of Boston College Law School Forum on Philanthropy and the Public Good

 

Download Handout

 

This presentation outlines the tax consequences of charitable giving and how 2018 tax reform has changed the rules of the game. 

 


 

Fees

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

Register by 10:00 AM 4/6/2018 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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