September 10, 2008	09-10-2008
Location : Radisson Hotel, Boston
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11:00a.m. – Noon Nuts and Bolts Program: "Life Insurance and Charitable Giving- Uses, Abuses, Peanuts and Shells" Charlie Ratner, Ernst & Young LLP Mr. Ratner will discuss current trends in the use of life insurance as it relates to charitable gift planning. His talk will include charitable premium financing programs, life insurance product design and suggestions for institutional policy acceptance guidelines. Mr. Ratner is the National Director of Personal Insurance Counseling for Ernst & Young LLP. Since joining the firm in 1989, he has been providing life insurance consulting services to corporations, financial institutions, charitable institutions and individuals as well as estate and business succession planning services to closely held companies. He is an attorney, a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). He is Vice Chair of the Editorial Advisory Board of Trusts & Estates magazine and Chair of its Insurance Committee. Mr. Ratner was recently selected to receive the National Association of Estate Planners & Councils’ Distinguished Accredited Estate Planner award and designation. 1:00 – 2:00p.m. Luncheon Program: "Making Sense of Planned Giving Metrics: How to Advance the Dialogue about What Really Counts" Ilisa Hurowitz, Marts & Lundy For years, experience was our only guide for planned giving program growth, projections, measurement and accountability. More recently, we have been able to complement qualitative tools with a range of quantitative, data-driven metrics. Opportunities to combine the “art and science” of planned giving are many and diverse. What, now, do we really want to measure and for what purpose? What are the benchmarks that define best practices in this arena? How can we use them most appropriately? Our session will address key elements of this evolving dialogue – toward a deeper understanding of the “planned giving metrics landscape” and what really counts in our work. Ilisa is a senior consultant, gift planning group leader and member of the board of Marts & Lundy – a national, full service, non-profit fundraising consulting firm. Ilisa brings nearly 25 years of experience to her work as both a general consultant and gift planning specialist. Prior to joining the firm, Ilisa served as endowment development vice president with Combined Jewish Philanthropies of Greater Boston. She served as associate director, major gifts for Harvard University's Faculty of Arts and Sciences, and as director of planned giving at Wellesley College. Ilisa is also a licensed attorney. Ilisa is immediate past president of Women in Development of Greater Boston, a past president of the Planned Giving Group of New England, and past co-chair of the National Committee on Planned Giving Syllabus Sub-committee. In addition, Ilisa is a former member of the Board of the Ballet Theater of Boston and a past president of the Cornell Club of Boston. REGISTRATION Full Members: Free Associate Members: $45 Guests: $45 Reservations must be received by Friday, September 5, 2008. Associate Members and Guests, please remember to enclose your payment. Written cancellations must be received by 10:00 a.m. Monday, September 8, 2008.

October 8, 2008	10-08-2008
Location : Radisson Hotel, Boston
10:00a.m. – 11:00a.m. Newcomer Breakfast 11:00a.m. – Noon Nuts and Bolts Program: "eMarketing for Gift Planners" Ronald A. Brown, Director of Gift Planning, Princeton University 12:15 – 1:00p.m. Luncheon Program: "How to Talk to Your Finance Office” Janette D. Burke, CPA, Partner, McGladrey & Pullen, LLP Reservations must be received by Friday, October 3. Associate Members and Guests; please remember to enclose your payment. Written cancellations must be received by 10:00 a.m. Monday, October 6, 2008.

November 12, 2008	11-12-2008
Location : Radisson Hotel, Boston
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December 10, 2008	12-10-2008
Location : Radisson Hotel, Boston
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January 14, 2009	01-14-2009
Location : Radisson Hotel, Boston
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February 11, 2009	02-11-2009
Location : Radisson Hotel, Boston
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March 11, 2009	03-11-2009
Location : Radisson Hotel, Boston
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April 8, 2009	04-08-2009
Location : Radisson Hotel, Boston
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All-Day Conference	05-13-2009
Location : Radisson Hotel, Boston
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PGGNE SNOW POLICY: PGGNE meetings are only cancelled if the Mayor or Governor has declared a state of emergency in Boston. If the meeting is cancelled an alert will be posted on the website (www.pggne.org) and the PGGNE office will record a voicemail message at 781-647-4343.