The Fundamentals of Planned Giving

"The Fundamentals of Planned Giving"

Keynote Speaker: Mary Moran, JD

In the first event of WID's 2008 – 2009 program year, Mary Moran will give an introductory talk on the basics of planned giving. The purpose is to demystify a topic that sometimes, due to the overuse of financial and tax jargon, can seem rather intimidating. If you were ever curious about pursuing a career in planned giving but were afraid to ask, then this is an event that you don't want to miss! This program is intended to be a "prequel" to the Planned Giving Group of New England's Basics series, which begins in October. If you enjoy this overview of planned giving, you might consider attending the popular PGGNE series, which fills up early.

Mary Moran has 17 years experience in the planned giving field. A graduate of Georgetown Law, she practiced law for several years representing numerous individual and non-profit clients in a wide variety of estate planning and planned giving matters. More recently she was the Director of Planned Giving at the College of the Holy Cross (1996 to 2001) and Director of Planned Giving and Endowment at WGBH Educational Foundation (2001 to July, 2008). She has served on the boards of YWCA of Central Massachusetts, Worcester Hope Lodge, PGGNE and Leave of Legacy® of Central Massachusetts.

Tuesday, September 16, 2008
The Federal Reserve Bank of Boston
The New England Room, 4th Floor
600 Atlantic Avenue, Boston, MA 02116
Telephone (617) 973-FIND

Registration and Networking: 11:30 am - 12:00 pm
Program: 12:00 pm - 1:30 pm

Please bring a picture ID for verification with Bank Security. Allow time to go through security.

Please note: Due to security restrictions, pre-registration is mandatory. No walk-ins will be accepted.

Registration Deadline for Member Cost: Tuesday, September 9, 2008

Beverages and dessert will be provided. Lunch may be purchased at the bank's 4th floor cafeteria.

Remember, it's a WID networking tradition to swap business cards – bring yours.

The Federal Reserve is located at the corner of Summer Street and Atlantic Avenue across from South Station, accessible by the MBTA Red and Silver Lines, South Station stop. For directions, call (617) 973-FIND. Due to the constant road changes resulting from the Central Artery Tunnel project, please refer to www.bigdig.com website for the most up-to-date traffic and parking advisory.

Cost: $10 for WID members; $15 for non-members, late registration (after 9/9/08).

You can register for this event online.

Women in Development of Greater Boston

The Program Committee Presents:

"The Fundamentals of Planned Giving"