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Upcoming Meetings Coming Soon!

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Presentations from Past Planned Giving Council Luncheons:

"Study of High Net Worth Philanthropy"

The 2010 Study of High Net Worth Philanthropy:  Issues Driving Charitable Activities among Affluent Housholds, sponsored by Bank of America Merrill Lynch and presented by Claire Costello, National Foundation Executive for Philanthropic Solutions at U.S. Trust Bank of America Merrill Lynch.

Click here for the full study.  

"A Taxing Perspective:  Why Tax Law is Important to the Non-Profit"
June 15, 2011

Brian Carey, CPA: A Taxing Perspective

Emily Kellndorfer, Esq. Transfer Tax Highlights June 15, 2011.

Jason Lilly, CFA, CFP: Why Tax Law is Important to the Non-Profit

"Special Events that Raise Gobs of Money and Deepen Donor Relationships"

Below is Anne Garnett's PowerPoint and the two IRS publications that she referenced in her luncheon presentation to Planned Giving Council members and guests on April 6:

Special Events That Raise Gobs of Money

IRS Pub 526 for Charitable Contributions

IRS Pub 1771 Charitable Contributions Substantiation + Disclosure Requirements (rev 2010)

Endowment Fundraising - Do's, Don'ts, and What Ifs?

Click here to download Larry Raff's presentation from the
Planned Giving Council's January 19, 2011 Annual Meeting at the Old Yarmouth Inn.

Membership in the Planned Giving Council of Cape Cod

Interested in joining the Planned Giving Council of Cape Cod?

Click here for more information on the benefits of joining the Planned Giving Council of Cape Cod and how to join.

Membership Renewals Only: Beginning January 2012, memberships will be renewable annually in January. In order to shift the PGCCC dues structure from rolling renewals to the new January renewal system, for 2011 membership dues will be due on a pro-rated basis. Please renew your PGCCC Membership by clicking on the appropriate pro-rated amount below.  If you have any questions, please contact Maura White, 508-280-1822.

Membership Dues January 1, 2011 - March 31, 2011 $70.00 April 1, 2011 - June 30, 2011 $52.50 July 1, 2011 - September 30, 2011 $35.00 October 1, 2011 - December 31, 2011 $17.50

Other Important Non-Profit Events:

Planned Giving Council of Cape Cod

PO Box 41

Yarmouthport, MA  02675