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December Monthly Meeting
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December Monthly Meeting

When: 12/5/2018
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 Coffee / Networking
10:30 AM Registration Opens

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

Basics Session

Planned Giving Partnering with Major Gifts

Julie Hallowell, Director of Gift Planning and Endowment, WGBH


Download Handout


Learn about how planned giving officers can help their major gifts colleagues to identify planned giving opportunities. Tips on training gift officers; key words to open up the conversation to planned giving; and using campaign tools to bring in more planned gifts.

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

Nuts & Bolts Session

Increasing Bequests Through Marketing and Outreach

Holly Ferguson, Director of Principal and Planned Gifts, Boston Children's Hospital


Download Handout


Hear how Boston Children’s significantly increased legacy gifts. Gain insights from creative ideas, tips and lessons learned, including a legacy challenge, utilizing the online gift form, calling campaigns, the importance of leadership support, metrics, working with gift officers, and how this might translate at your institution.


Be prepared to discuss your programs, ask questions and engage during this interactive and informative session!

12:00 PM - 2:00 PM

Luncheon Presentation

A Fireside Chat with Jeff Lydenberg

Jeff Lydenberg, VP Consulting, PG Calc


No Handout


Join us for an hour of planned giving experiences and stories with Jeff Lydenberg from PG Calc. There is the theory of gift planning and then there is the practice. Using a series of case studies, you will learn the signals that a gift is headed for a successful conclusion or obstacles may appear. The case studies will demonstrate how creative planning and collaboration can result in great gifts. You’ll learn that gifts that are too good to be true usually are. Then there is the guy who answered the door with no pants, but Jeff got a $20,000 gift annuity anyway! Even that whacky case provides a lesson in managing difficult donor relations issues.




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

Register by 10:00 AM 11/31/2018 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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