Contact Us   |   Print Page   |   Report Abuse   |   Sign In   |   Join
All-Day Conference + Annual Meeting
Register Tell a Friend About This EventTell a Friend
All-Day Conference + Annual Meeting

 Export to Your Calendar 5/8/2020
When: 5/8/2020
8:30 AM - 4:00 PM
Where: Revere Hotel Boston Common
20 Stuart Street
Boston, Massachusetts  02116
United States
Contact: PGGNE
781-647-4343


Online registration is available until: 5/1/2020
« Go to Upcoming Event List  

Annual All-Day Conference

Friday, May 8, 2020

Revere Hotel Boston Common, Boston, MA

  

The Planned Giving Group of New England (PGGNE) continues to be one of the largest regional forums for gift planners and allied professionals in the nation. Our annual All-Day Conference draws over 250 professionals from non-profit institutions, both large and small, and private sector organizations from all six New England states and beyond. We look forward to seeing everyone for a full day of education, connections and inspiration!

 

A top line-up of education, featuring...

 

Luncheon Keynote

Rethinking Homeless, Health, and Housing: A view from the streets
Jim O'Connell MD, Founder and President, Boston Health Care for the Homeless Program

 

In 1985, Dr. O'Connell began full-time clinical work with homeless individuals as the founding physician of the Boston Health Care for the Homeless Program (BHCHP), which now serves over 13,000 homeless persons each year in two hospital-based clinics (Boston Medical Center and MGH) and in more than 60 shelters and outreach sites throughout Boston. With his colleagues, Dr. O’Connell established the nation’s first medical respite program for homeless persons in September,1985, with 25 beds in the Lemuel Shattuck Shelter. This innovative program now provides acute and sub-acute, pre- and post-operative, and palliative and end-of-life care in the freestanding 104-bed Barbara McInnis House. 


 

 

Plenary Session
Strategic Philanthropy: Current Trends, Challenges and Innovations
Avery Tucker Fontaine
, Head of Strategic Philanthropy, BNY Mellon Wealth Management, Bob Goldman, Managing Partner, Bob Goldman Law, LLP, Kelly Guarino, Vice President and Trust Counsel, Fiduciary Trust, Co.

 

Breakout Sessions

Balancing Donor Control with Organizational Interests: Case Studies in Gift Restrictions

Courtney Aladro, Chief, Non-Profit Organizations / Public Charities Division of the Massachusetts Office of the Attorney General, Matthew Hillery, Director, Goulston & Storrs, Mary Richardson, Director of Planned Giving and Principal Gifts, Clark University

 

Donor Advised Funds: Who Uses Them, When and Why

Charlie Glassenberg, Vice President, Gift Planning, Investment Partnerships and Corporate Compliance, Combined Jewish Philanthropies of Greater Boston, Karen Heald, Vice President, Philanthropic Strategies, Fidelity Charitable, Gioia Perugini, Associate Director, Family Office and Philanthropy Services, Hemenway & Barnes, Julie Smith-Bartoloni, Senior Director, Philanthropy Group, The Boston Foundation.

 

Artificial Intelligence for Planned Giving: Deepening Relationships 

Lisa Alvezi, Director of Customer Success, Gravyty, Inc.

 

Advanced Gift Annuities: Deferred, Flexible, Stepped & more

Mike J. Valoris, Senior Consultant, PG Calc

 

Developing a More Powerful Public Presence

Dale DeLetis, Presentation Skills and Public Speaking Specialist, the “Speech Guy”

 

Building Effective Philanthropic Partnerships

Ron J. Schiller, Founding Partner, Aspen Leadership Group and the Philanthropy Career Network, Rebecca Tseng Smith, Senior Executive Director of Development, University of California San Diego

 

Trust and Estate Administration

Christine Martignetti, Senior Officer, Estates & Special Assets, MIT, Kathleen L. Therrien, Director of Trust and Estate Administration, Williams College

 

Real Estate Gifts: Case Studies

Harry Estroff, Former Real Estate Gifts Manger for The Nature Conservancy, Robert Warren, Managing Director of Conservation, The Trustees of Reservations

 

Marketing Planned Gifts

Nicole Lonergan, Director of Engagement and Communications, Milton Academy, Sam Samuels, Director of Gift Planning, Smith College, Carmen Maria Tordiglione, Director of Gift Planning, Tufts University

 


Fees

Registration includes your choice of sessions and lunch, if selected.

 

Registration Fees Walk-in Registration (if space is available)
Non-profit Member*........................ $225.00 Non-profit Member* ..................... $225.00
Allied Profession Member* ........... $225.00 Allied Profession Member* ........... $225.00
Non-profit Associate .................... $275.00 Non-profit Associate .................... $275.00
Allied Profession Associate .......... $275.00 Allied Profession Associate .......... $275.00
Guests / Non-members ................. $275.00 Guests / Non-members ................ $275.00

 


Sponsors

It is with the support of our sponsors that we are able to hold an outstanding day of education. Please show your appreciation during the conference by visiting our sponsor exhibit tables.

Full Conference........................

 
Luncheon..................................
     
 Education Track......................      
 Giveaway..................................      
Program Book..........................
     
Exhibitors.................................      
       
     
     
       

  

Feel free to contact us with any questions pertaining to the event.


Association Management Software Powered by YourMembership  ::  Legal
This website uses cookies to store information on your computer. Some of these cookies are used for visitor analysis, others are essential to making our site function properly and improve the user experience. By using this site, you consent to the placement of these cookies. Click Accept to consent and dismiss this message or Deny to leave this website. Read our Privacy Statement for more.