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All-Day Conference + Annual Meeting *CANCELLED*
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Where: United States
Contact: PGGNE

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May All-Day Conference is Cancelled


May 8, 2020


Date of Notice:  March 25, 2020


Regrettably, we are cancelling PGGNE’s May All-Day Conference on May 8, 2020 at the Revere Hotel in Boston. We had been pleased to have so many eager registrants, generous sponsors, and a fantastic line-up of speakers, but it was really a day tailored to coming together in person which is why we made this difficult decision. The health of our membership, guests, and speakers continues to be our priority while we strive to provide valuable programming to help us navigate our work in an evolving setting.

If you had already registered for the conference or purchased the conference through a PLUS membership, registration fees may be refunded or converted to a contribution to help weather the economic conditions and the impact of the cancellation. Submit your registration refund request online by May 15, 2020 at

We are hopeful that PGGNE will be able to offer these great programs during the upcoming season.

In fact, you won’t have to wait long for the first such program! One of our originally scheduled conference speakers, Lisa Alvezi, Director of Customer Success at Gravyty, Inc., has offered to speak via webinar to our PGGNE audience on May 8th at Noon. More details and registration will be available on our Program Calendar shortly.



Thank you to our Sponsors


During this uncharted time, PGGNE would like to express gratitude to our 2020 Conference sponsors who have already confirmed they will be returning as sponsors in 2021! 




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 Homelessness, Health, and Housing: A view from the streets


Dr. Jim O’Connell, President and Founder of Boston Health Care for the Homeless Program, will share his story of transitioning from the role of Chief Internal Medicine resident at Mass General Hospital, to founding the country’s first health care program for those experiencing homelessness, and now, to becoming an international thought leader in homeless health care. Recounting his 35 years of serving Boston’s most vulnerable population, Dr. O’Connell will illuminate the history of homelessness and the undue and complicated burden of co-occurring medical, psychiatric, and substance use disorders among chronically homeless persons.  While individuals experiencing homelessness may appear perplexing and unrelatable to some, Dr. O’Connell observes incredible courage and resiliency despite the profound loneliness and sadness borne by his patients.  Hear his stories and the lessons he has learned while caring for his beloved patients. 


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, Step & 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 Estates: A trek through the peaks and valleys of estate and trust administration

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


Are Real Estate Gifts Right For You?    

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



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



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........................

 Education Track......................      
Program Book..........................


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

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