After the program, you'll have a better understanding of (i) planned giving principles and practices, and (ii) how to implement a successful planned giving program. This session is designed for intermediate to advanced fundraisers.
Sylvette has been involved in fundraising for 14 years. In her current position, she is responsible for the planned giving department of Northeastern’s philanthropic program. Previously, as Senior Director of Gift Planning at Continuum Health Partners, Sylvette was responsible for leading the planned giving programs across four Continuum hospitals, where she partnered with board members and clinical leadership in cultivating, soliciting and stewarding the hospitals’ stakeholders. Before that, she held the title of Vice President with investment banking firms where she was responsible for leading marketing, trading and underwriting programs for capital markets. In this capacity, she worked at Bank of America, First Boston, and HSBC. As a volunteer, Sylvette has served as gift planning consultant for Urban Medical Group in the Boston area. Sylvette has served as Vice President of the Philanthropic Planning Group of Greater New York; and held memberships in the Planned Giving Group of New England, WID Greater Boston, Boston Chamber of Commerce, Association of Fundraising Professionals, and the Estate Planning Council of New York. She has completed her CFP at the College for Financial Planning.
Kenneth has been involved in estate planning and planned giving for more than 17 years. In his current position, he is responsible for UUSC's comprehensive campaign which is currently in its quiet phase. Ken regularly meets with donors and supporters and advises them as to both immediate and planned gifts to the campaign. Previously, as Sr. Associate for Major Gifts and Planned Giving at UUSC, Kenneth was responsible for re-invigorating UUSC's planned giving program including the promotion, solicitation and closing of charitable gift annuities, charitable remainder trusts and pooled income fund gifts. Before that, he practiced law as a Partner at the Law Firm of Chappell & Dolbashian where he focused on Estate Planning, and advised many of his clients on the benefits of charitable giving. Kenneth currently serves as a Corporator at BankNewport and a member of the Board of Governors for Newport Hospital, respectively. He earned Bachelor of Arts in Environmental Studies from Brown University and a Juris Doctorate in Law from New England Law. He is a member of the Planned Giving Group of New England, Surfrider Foundation and the Norman Bird Sanctuary.
Rebecca has been involved in gift planning for 10 years. In her current position, she is responsible for working with alumni and friends who are interested in including Tufts in their long-term financial and/or estate plans as well as overseeing the planned giving communications and receipt of all gifts to Tufts from wills and estates. Previously, as Associate Director of Gift Planning at the Unitarian Universalist Association of Congregations, Rebecca worked with individuals and congregations to promote the idea of gift planning and to help people include gifts in their wills and trusts. Rebecca currently serves as a Board Member for the Planned Giving Group of New England. She earned her Bachelors of Arts degree from McGill University. She is a member of the Association of Fundraising Professionals and the Council for the Advancement and Support of Education.
The John Hancock Hotel & Conference Center
40 Trinity Place
Boston, MA 02116
By Subway/Commuter Rail
Back Bay Station
Orange Line or Commuter Rail. Turn right on Dartmouth Street. Make first right onto Stuart Street. Make first right onto Trinity Place. We are on the left.
Green Line. Walk diagonally across Copley Square towards Trinity Church. Walk between Copley Plaza Hotel and John Hancock Tower onto Trinity Place. We are one block down on left.
Directions by Car
From Logan Airport
Follow signs to Sumner Tunnel. After exiting the tunnel take second right onto Rt. 93 north. Exit at Cambridge/Storrow Drive. Follow Storrow Drive signs to Back Bay and exit at Copley Square (a left exit). Turn right at the lights onto Beacon Street. At the second set of lights, turn left onto Clarendon Street. Follow Clarendon St. through (7) sets of lights and look for the Garage @ 100 Clarendon on the right.
From the West
Follow the Mass Pike (Rt. 90) East towards Boston and take Exit 22 (Prudential Center/Copley Square). Bear right to Copley Square. This will bring you onto Stuart Street. At the second set of lights, take a right onto Clarendon Street and look for Garage @ 100 Clarendon on the right.
From North or South
Follow Route 93 towards Boston and take Exit 26 (Storrow Drive/Cambridge). Follow signs onto Storrow Drive/Back Bay. Follow Storrow Drive signs to Back Bay and exit at Copley Square (a left exit). Turn right at the lights onto Beacon Street. At the second set of lights, turn left onto Clarendon Street. Follow Clarendon St. through (7) sets of lights and look for the Garage @ 100 Clarendon on the right.
Parking at the John Hancock Hotel & Conference Center
The Garage @ 100 Clarendon is right next-door. Day parking validated at $27 per day for less than 10 hours
Garage @ 100 Clarendon
100 Clarendon Street
Boston, MA 02116
Hours: Open 24 hours a day, 7 days a week
This is a public lot and is not dedicated to CFNPS attendees. They have 2000 spaces and the lot never fills up.
$ 7.00 - 1/2hr or less
$10.00 - 1/2hr up to 1hr
$14.00 - 1hr up to 1 1/2hrs
$17.00 - 1 1/2hrs up to 2hrs
$22.00 - 2hrs up to 2 1/2hrs
$27.00 - 2 1/2hrs up to 10hr
Note: Posted Daily Rates Start at 5:00 AM
Form of Payment Accepted: Cash, check and most major credit cards are accepted.
Self-Payment or Attendant: Self-Payment
A validation stamp is available to CFNPS guests who stay overnight in the John Hancock hotel if the vehicle stays in the garage for a 24 hour period. If not staying for a 24 hour period, you will be charged at an hourly rate as listed above.
Driving Directions to the lot: See above under Directions by Car.
Walking Directions from the lot to the registration table: Head north on Clarendon Street toward Stanhope Street. Turn left at Trinity Place. Enter the John Hancock Conference Center and take the elevator to the 3rd floor. Exit the elevator and go to the left through the Foyer and head to the right into the Atrium. Our registration table will be located in the Atrium.
Walking time: 5 minutes
Most hotels near the Summit venue are within the $169 - $315+ per night range. The following hotels are within a half-mile radius of the hotel.
1. John Hancock Hotel BOOK NOW 0 miles from venue
2. Radisson Boston Hotel BOOK NOW .4 miles from venue
3. Hilton Boston Back Bay BOOK NOW .5 miles from venue
4. Sheraton Boston Hotel BOOK NOW .5 miles from venue
5. Courtyard by Marriott
Boston Tremont Hotel BOOK NOW .5 miles from venue
Our unique one-on-one mentoring sessions offer you the opportunity to sit down with an experienced fundraising professional for 30 minutes to discuss any questions that are specific to your organization. Mentoring sessions cover the same topics as the seminars, and we will assign you a mentor based on his/her availability at your requested times.
Mentoring sessions are available for the cost of $60.00 per session. If you register for a full Summit pass, 2 mentoring sessions are included in the pass.
Below is a list of mentors who will be available at the Summit. Please note that you must register to attend at least one seminar in order to sign up for a mentor.
Upgrade to a Full Summit Pass for only $445.00, which includes 2 free mentoring sessions.
Breakfast -Prior to panel discussion, participants and experts become acquainted over a continental breakfast
7:30 AM - 8:00 AM
10:45 AM - 11:15 AM
Lunch -Participants and experts registered for the next session make new contacts over lunch
12:30 PM - 1:30 PM
Networking break -Mid-afternoon refreshments are served to attendees registered for the next session
2:45 PM - 3:15 PM
8:00 AM - 9:15 AM
9:30 AM - 10:45 AM
11:15 AM - 12:30 PM
1:30 PM - 2:45 PM
3:15 PM - 4:30 PM
Breakfast -Participants registered for the first session become acquainted over a continental breakfast
Networking break -Participants registered for the next session are served mid-morning refreshments
10:45 AM-11:15 AM
9:15 AM - 12:30 PM
1:30 PM - 4:30 PM