Contact Us   |   Print Page   |   Report Abuse   |   Sign In   |   Join
All-Day Conference 2018 + Annual Meeting
Tell a Friend About This EventTell a Friend
All-Day Conference 2018 + Annual Meeting

All-Day Annual Conference

5/4/2018
When: Friday, May 4, 2018
8:30 AM - 4:30 PM
Where: Revere Hotel Boston Common
200 Stuart Street
Boston, Massachusetts  02116
United States
Contact: PGGNE Office
781-647-4343

« Go to Upcoming Event List  

~Registration is now CLOSED~

You are welcome to attend the conference by registering onsite on Friday, May 4! 

 

 

Plenary Speaker  Luncheon Keynote Speaker 
   
Gerald Chertavian
Founder and CEO
Year Up

Celia Hoffman

Associate Director

The Goodman Center

 

   

What Can You Expect?

  • Plenary kick-off presentation by Gerald Chertavian from Year Up
  • Luncheon keynote presentation by Celia Hoffman from The Goodman Center
  • A major gifts track geared to those who would like to learn more about maximizing their gifts by making comprehensive asks
  •  Breakout sessions from general to advanced tracks:

    Measuring What Matters: Creating Standard Performance Metrics for Charitable Gift Planners
    by Joseph Bull, JD, Executive Director, Gift Planning, Carnegie Mellon University
    Gifts of Unusual Assets by Kate Guedj, Vice President & Chief Philanthropy Officer, The Boston Foundation and Michael J. Cooney,  Partner, Nixon Peabody LLC
    Women & Money: A Practical Guide to Estate Planning by Patricia Annino, Attorney, Rimon PC
    Tax 101: Basics of Transfer Tax and Income Tax by Anne Katsas, Attorney, Port Estate Planning, LLC
    Building Board Participation in Your Legacy Society by Eve Forbes, Independent consultant
    The Rights and Responsibilities of Charitable Beneficiaries in Death-Related Administration of Estates and Trusts by Frederick Weber, Northern Trust Company
    First impressions and talking with donors about CRTs by Laura Alexander, TIAA Kaspick
    What's Better Than a Gift of Startup Stock? by Dee Dee Mendoza, Dartmouth College and Susan Hanifin, Dartmouth College
    Lessons Learned from Gift Annuity Mistakes by Jeff Lydenberg, PG Calc
  • Session speakers will include:

    -Laura Alexander, Kaspick & Company
    -Patricia AnninoRimon PC
    -Eve ForbesIndependent Consultant
    -Susan Hanifin, Dartmouth College
    -Anne KatsasPort Estate Planning
    -Jeff LydenbergPG Calc
    -Dee Dee MendozaDartmouth College
    -Fredrick Weber, Northern Trust Company
    -Kate Guedj, The Boston Foundation
    -Michael Cooney, Nixon Peabody, LLC
    -Joseph Bull, Carnegie Mellon University

  • Exhibit hall with vendors to share their expertise
  • Networking with 250 planned giving professionals and allied advisors

 

We would like to extend a special thank you to our 2018 Full Conference Sponsor, Pentera, along with all of our other generous sponsors and exhibitors: BNY Mellon, Crescendo Interactive, Inc.Hemenway & Barnes LLCPG Calc, State Street Global Advisors, and TIAA Kaspick!

 


Click here to register to attend the conference.

 


PDF Schedule Available Here!

 

 


Click here to view our sponsors and exhibitors
who will be on hand in our exhibit hall.

 

 

Click here to view and download handouts. 

 

 


  

Interested in speaking? Submit an application with details on your topic along with references.

 

Interested in sponsoring? View our sponsor guide for current opportunities.

 


Fees

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

 

  Register by 1/31/2018

 

  Non-profit Member*.........................                  $185.00  $15 SAVINGS!

 

  Allied Profession Member*..............                  $185.00  $15 SAVINGS!

 

  Non-profit Associate.......................                    $265.00

 

  Allied Profession Associate............                    $265.00

 

  Guest/Non-members......................                    $265.00

 

Register by 4/30/2018 Walk-in Registration(if space is available)
Non-profit Member*........................ $200.00 Non-profit Member* ..................... $200.00
Allied Profession Member* ........... $200.00 Allied Profession Member* ........... $200.00
Non-profit Associate .................... $265.00 Non-profit Associate .................... $265.00
Allied Profession Associate .......... $265.00 Allied Profession Associate .......... $265.00
Guests / Non-members ................. $265.00 Guests / Non-members ................ $265.00

 


Policies

Registration Policy

Registrations must be received by Monday, April 30, 2018, upon which registration will be closed.

 

Refund/Cancellation Policy

Cancellations are required by 10:00 AM Monday, April 30, 2018. 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.

Association Management Software Powered by YourMembership  ::  Legal