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October Monthly Meeting
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When: 10/17/2018
11:00 AM - 2:00 PM
Where: Wyndham Boston Beacon Hill
5 Blossom Street
Boston, Massachusetts  02114
United States
Contact: PGGNE

Online registration is closed.
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Register Schedule Fees Policies Transportation



10:00 AM- 11:00 AM

Mentoring Program "Meet & Greet" Coffee Hour

Coffee / Networking

10:30 AM Registration Opens

11:00 AM - 12:00 PM
(concurrent session)

Basics Session

Listening for Clues: A Case Study Look at Planned Giving Donors and the Gifts They Choose

Kylie Johnson, Senior Philanthropy Officer & Planned Giving Manager, Baystate Health Foundation


Download Handout


The path to planned giving success includes the process of listening for cues and clues that a donor might be a good fit for a planned gift and asking questions to learn more. This case-study-based session will include a "behind the scenes" look at how donors might hold their financial assets and how you might shape the conversation to discover what gift vehicles may be fit for their philanthropic and financial priorities. 


11:00 AM - 12:00 PM
(concurrent session)

Nuts & Bolts Session

The Intangible Benefits of Intellectual Property Gifts

Peter Congleton, Founder, VertRep Consulting, LLC


Download Handout


Based on a true story, this session will describe a scenario where a team of alumni patent experts was recruited to enable an elderly alumni inventor to donate some of his patents.


Once formed and engaged, that same all-volunteer team assisted the organization in refining its intellectual property policies and reviewed its existing intellectual property resources. This engagement resulted in additional gift planning opportunities through the personal outreach and enthusiasm of its individual volunteers.


In addition to learning about the technical challenges, risks, and opportunities involved with gifts of intellectual property, participants in this session will also have a chance to review this scenario and discuss the gift planning implications for our donors who may have valuable intellectual property- and the benefits derived through the engagement of allied professionals and internal decision-makers in that pursuit.


12:00 PM - 2:00 PM

Luncheon Presentation

Past President's Panel

Sam Samuels, Director of Gift Planning, Smith College
Anne McClintock, Executive Director, Harvard University, University Planned Giving
Rachel Moore, Director of Gift Planning, Deerfield Academy

Rick Wells, Director of Gift Planning, Colby College


Gift planning is a rewarding, engaging career that can come from and lead to a variety of places. Some members of our profession have built their whole careers in our ever-changing field, while others have taken their gift planning expertise to roles in other areas of philanthropy; non-profit leadership, or private consulting. Our panel of past PGGNE presidents will reflect upon the arcs of their careers, discuss changing the world of planned giving and philanthropy and how they have adapted, and share their thoughts for future gift planners. This discussion will inform and inspire you as you reflect upon and plan next steps for your own professional growth.




Registration includes your choice of sessions and lunch, if selected. Payment is due upon registration via a credit card.

Register by 10:00 AM 10/12/2018 Walk-in Registration (if space is available)
Non-profit Member* .......... $0.00 Non-profit Member* .......... $20.00 
Allied Professional Member* ........ $0.00  Allied Professional Member* ........ $20.00
Fall Test Drive Member .......... $0.00 Fall Test Drive Member .......... $20.00 
Non-profit Associate .......... $65.00   Non-profit Associate .......... $65.00
Allied Professional Associate ........ $65.00   Allied Professional Associate ........ $65.00 
Guests / Non-members .......... $65.00   Guests / Non-members .......... $65.00 


* As a Member benefit, if you cannot attend a monthly meeting you can send a substitute from your organization in your place. See policy below. If you know you cannot attend in advance, your "substitute" should register for the meeting using their contact information and follow instructions for substitutes within the form to remove their fee.




Registration Policy

Registrations must be received by 10:00 AM the Friday prior to the meeting. Once registration is closed it will state CLOSED within the meeting Program Calendar listing. Full Members that do not register prior to the close of registration will be asked to register on-site, a $20 fee will be incurred for lunch.


Substitution Policy

Non-profit Members and Allied Profession Members of PGGNE may send a substitute to monthly meetings at no charge as long as the member has registered for the program in advance (see REGISTRATION POLICY above). If the member has not registered in advance, substitutes will be charged a fee of $20 upon registration on-site for lunch.


Refund/Cancellation Policy

Cancellations are required by 10:00 AM on the Friday prior to the meeting. In accordance, only refund requests received by this time will be granted. Email your cancellation/refund request to All emails received will be acknowledged.



Parking & Transportation Information

To view the Wyndham parking details and nearby MBTA stations, please click the below icons.    


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