Meeting/Event Information

Join us for a day of workshops, speakers, and networking! 

Whether you're a nonprofit professional, financial advisor, attorney, or simply someone who believes in the power of philanthropy, this event is your opportunity to be a part of something truly impactful. Together, we can pave the way for lasting change and transform our communities through strategic charitable gift planning.

🌟 Schedule at a glance:

10:00 AM - 10:30 AM - Registration & Networking
10:30 AM - 11:30 AM  - Morning Session (Pick One): 
                                          How to Start a Planned Giving (PG) Program/PG 101
                                           with Cynthia Scott - Dartmouth College
                                          OR
                                         Panel: Gifts of Insurance & Life Income Gifts
                                          with Greg Forger - Lincoln Financial; Emilye Pelow
                                        Corbett - VCF; Ryan Flatley - Downs, Rachlin, Martin
11:30 AM - 12:30 PM -  Lunch & Annual Meeting
                                       (there will be vegetarian and gluten-free options)
12:30 PM - 1:30 PM   - Learning Labs: Round table breakout sessions on a variety 
                                       of professional topics. Ideas and questions are not just
                                       welcome but encouraged! The 3 Sessions (choose ONE):
                                      - Creating and Maintaining a Legacy Society
                                        - Understanding Different Types of Life and Long-Term
                                          Care Insurance and Annuities
                                       - Exploring Community Foundations
1:30 PM - 2:30 PM    - Afternoon Session:
                                         Gifts of Tangible Assets with Colleen Boyle - Fine Art
                                       Group
2:30 PM - 3:00 PM    - Wrap-up & Networking

Please join us! Lunch and CFRE credits are included.

This will be a day of training, support, and networking opportunities for professionals throughout our two states. The Council provides training and workshops throughout the year. Our members and attendees include Nonprofit CEOs, Development Directors and Officers, Planned Giving Officers, Attorneys, Accountants, Financial and Investment Advisors, and Consultants. 

We come together to learn about charitable gift planning and to get to know one another. The connection between nonprofit staff members and professional advisors is central to the effectiveness of the Council. Nonprofit staff get to know advisors to whom they can refer their donors. Professional advisors learn more about the nonprofit community to help clients better meet their charitable intentions.

In a largely rural area, the Council provides members with a sense of community and a deeper knowledge of their work.

meet our speakers

Cynthia (Cyndi) Scott - Dartmouth College

An Upper Valley native, Cyndi’s fundraising career has included donor and advisory board relations at Tuck as well as planned giving for Dartmouth-Hitchcock Health, the Geisel School of Medicine at Dartmouth, and Dartmouth College. Prior to landing at Dartmouth, Cyndi worked at nonprofit organizations devoted to families, the empowerment of women, and racial justice. She has served on the board of the NH & VT Council of Charitable Gift Planners since 2018 and the board of Willing Hands since 2022. Cyndi and her kindergartener reside in Sunapee, NH.

Colleen Boyle - Fine Art Group

Colleen Boyle is the Managing Director, Head of Business Development and Philanthropic Strategy at The Fine Art Group. She has valued art and collectibles for international corporations, museums, and private collectors across the globe. Colleen has provided legal analysis for court cases involving art valuation and identification.

Colleen earned a diploma in French Fine and Decorative Arts at Christie’s in Paris as well as a Bachelor of Arts degree in Economics from The College of William & Mary. Colleen is a founding member of the Private Risk Management Association (PRMA) and is a board member for the Professional Advisors to the International Art Market (PAIAM).

Having earned the Chartered Advisor in Philanthropy designation (CAP®), Colleen regularly assists clients with monetization strategies of tangible assets for charitable endeavors as well as identifying institutions for direct donations. She conducts lectures and Continuing Education classes on diverse topics pertinent to art and collectibles and is featured in a documentary titled “The Real Fake.”

Gregg Forger - Lincoln Financial Annuities

Gregg joined the Lincoln Financial Annuities team in July 2014 and has 25+ years of experience in the financial services industry.As the Regional Marketing Director of New England, Gregg partners with financial professionals to deliver solutions that help clients plan for and maintain their lifestyle in retirement. Prior to this position, Gregg worked at Congress Asset Management helping financial professionals build portfolios for their clients to reduce risk and grow assets. Gregg holds FINRA Series 7, 63 and 24 registrations. Additionally, Gregg received a BA in Business Administration from Colby College. Gregg currently resides in Norwell, MA.

Ryan Flatley - Downs, Rachlin, Martin

Ryan Flatley is an attorney with Downs Rachlin Martin PLLC, specializing in estate planning and tax issues.  Ryan helps clients develop and implement strategies to realize their personal and business goals and has significant experience in multi-generational family planning and business succession planning. He also counsels for-profit businesses and nonprofit entities on day-to-day operational issues as well as complex transactions.  He is a graduate of the University of Oregon School of Law.

Emilye Pelow Corbett, CAP® - Vermont Community Foundation

Emilye Pelow Corbett is a Senior Philanthropic and Planned Giving Advisor with Vermont Community Foundation. Emilye serves on a team that directs the Foundation’s personal and integrated approach to giving and engages with key social networks in the State with a regional focus in the Upper Valley and Northeast Vermont. Emilye’s primary role is to advise and cultivate existing fundholders, prospective fundholders, nonprofits, professional advisors, and grantseekers, while maintaining strong relationships with Foundation members and local community leaders. Emilye also works collaboratively with internal and external partners to manage planned giving at the Foundation.

In addition to being a certified 21/64 advisor, Emilye also earned the Chartered Advisor in Philanthropy® designation to better serve the donors she works with. 

Emilye earned her Bachelor of Science in business management from Saint Michael’s College and her master’s in business administration from Green Mountain College.