Planned Giving Group of New England

Thank you to all who attended yesterday's Monthly Meeting! 👏 Please join us in showing appreciation for our speakers Rebecca Dupras, Esquire (Dupras Law), Anna S. Chiumenti (Harvard University, Faculty of Arts and Sciences), and Suma V. Nair and Aimee Bryant (Fiduciary Trust) for their insightful and engaging presentations. 👏 We also want to thank our Diamond Emerging Professionals & Scholarships Sponsor, State Street Global Advisors, for helping make this meeting possible. We hope to see you all at our next Monthly Meeting, Thursday, April 10. Registration is expected to open next week, https://lnkd.in/e5giaQys.

Don't Miss Out! Registration is open for PGGNE's March 12 Monthly Meeting at Bentley University! Join us for presentations by Rebecca Dupras, Esquire (Basics Session: Maximizing Professional Advisor Relationships: Fundraiser's Friend or Foe?), Anna S. Chiumenti (Advanced Session: Gifts of Cryptocurrency), and Suma V. Nair & Aimee Bryant (Luncheon Keynote: 2025 Tax Law Updates: One Beautiful Bill and the Sunset (or Not?)). Register today: https://lnkd.in/e4mXsQsx #pggne #plannedgiving #newengland #fundraising #advisor #crypto #cryptocurrency #taxlaw #taxes

SAVE THE DATE! PGGNE will be offering our annual Planned Giving Fundamentals course on May 6, 2025! Craig Wruck will be joining us to present once more for this can't-miss program. Looking to learn more about planned giving, or have a colleague new to the field? This is the course for you! Registration coming soon here: https://lnkd.in/ezfA38bv

Thank you to all who attended the Virtual Monthly Meeting with optional In-Person Regional Roundtables last Thursday, February 13th! Join us in showing appreciation for our speakers Kyle Casserino and Shannon Sullivan, both from Fidelity Charitable®. We also want to thank our Silver Job Board Sponsor, PNC Institutional Asset Management, for helping make this meeting possible. A special shout-out goes to our regional roundtable host sites! Thank you to: Appalachian Mountain Club Hemenway & Barnes LLP State Street Global Advisors PG Calc Smith College Saint Anselm College Chisholm Chisholm & Kilpatrick LTD We hope to see you all at our next Monthly Meeting, back in person at Bentley University in Waltham, on Wednesday, March 12th! Registration is open, with more details coming soon: https://lnkd.in/e4mXsQsx

Reminder - 🌟 Join Us for PGGNE’s Free Virtual Day – Bring a Friend! 🌟Don't forget to register (https://lnkd.in/ezwMj9A8) for "Demystifying Donor Advised Funds". On Thursday, February 13, we’re hosting a complimentary virtual session to introduce new colleagues to the education, connections, and community that PGGNE offers. 🔹 When? Thursday, February 13, 2025 | 12:00 PM - 1:15 PM (ET) 🔹 Where? Zoom (link provided upon registration) 🔹 Cost? FREE ✨ Expand your network. Learn from industry leaders. Discover the power of PGGNE. #PlannedGiving #Networking #PGGNE #ProfessionalDevelopment #Fundraising #EstatePlanning #DAFs

PGGNE Virtual Day: Bring a Friend! 🌟 Join Us for PGGNE’s Virtual Day – And Bring a Friend! 🌟 Planned Giving professionals—this one’s for you! 🎉 On Thursday, February 13, we’re hosting a complimentary virtual session, "Demystifying Donor Advised Funds" to introduce new colleagues to the education, connections, and community that PGGNE offers. 🔹 When? Thursday, February 13, 2025 | 12:00 PM - 1:15 PM (ET) 🔹 Where? Online (link provided upon registration) 🔹 Cost? FREE for you AND your guest! ✨ Expand your network. Learn from industry leaders. Discover the power of PGGNE. Know someone who should attend? Invite them to join you! 📢 Reserve your spot today! https://lnkd.in/ezwMj9A8 #PlannedGiving #Networking #PGGNE #ProfessionalDevelopment #Fundraising #EstatePlanning

Thank you to all who attended the Virtual Monthly Meeting last Thursday, January 9th! Join us in showing appreciation for our speakers Jessie Pridie (TIAA Kaspick) and Ngan R. (TIAA Kaspick), as well as our Silver Mentoring Sponsor, The Boston Foundation, for helping make this meeting possible. We hope to "see" you at our next Monthly Meeting being held virtually on Thursday, February 13 (https://lnkd.in/ezwMj9A8), with optional in-person regional roundtables!

Thank you to all who attended the Monthly Meeting last Thursday, December 12th! Join us in showing appreciation for our speakers Melanie Souto (URI Foundation & Alumni Engagement), Andrew Palmer (PG Calc), and Fred Weber (ArentFox Schiff LLP), as well as our Gold Sponsor, TIAA Kaspick, for helping make this meeting possible. We hope to "see" you at our next Monthly Meeting being held virtually on Thursday, January 9 (https://lnkd.in/ePymrzFc).

Last chance to register for PGGNE's Fall Social at Trillium Fenway on Wednesday, November 13th, 2024! Register here: https://lnkd.in/emnfE9Tb This event will be a great way to catch up with your planned giving colleagues in an informal setting. A special thank you goes to our 2024-2025 Diamond sponsor, PG Calc for making this event possible. #PGGNE #plannedgiving #social #fall #trillium #boston #fenway

Join PGGNE for our first VIRTUAL meeting of the 2024-2025 program year on Thursday, November 14th! This meeting will feature a session on Zoom with Adrienne Gibson and Marina Katsnelson from City of Hope. They'll be discussing "How to Say Thanks, but No Thanks." Register today: https://lnkd.in/eRFng9Px #pggne #plannedgiving #giftplanning #noncashgifts #thankyou #nothankyou #virtual #monthlymeeting