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March Monthly Meeting
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March Monthly Meeting

When: Friday, March 10, 2017
10:00 AM - 2:00 PM
Where: Wyndham Boston Beacon Hill
5 Blossom St.
15th floor
Boston, Massachusetts  02114
United States
Contact: PGGNE Office

Online registration is closed.
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10:00 AM - 11:00 AM Coffee / Networking 
10:30 AM Registration Opens

11:00 AM - 12:00 PM

Morning Session:

The 2016 Planned Giving Study: New Insights from Data on Planned Gifts
Claudine A. Donikian, JD, MBA, President & CEO, Pentera, Inc.

Download Handout from Pentera

This session presents findings and recommendations from “The 2016 Planned Giving Study,” a multiphase research study commissioned by Claudine Donikian and researched by Indiana University that provides important new insights about actual donors of actual planned gifts and offers helpful recommendations for planned giving programs.

An in-depth analysis of legacy society membership data has been conducted. The study explored the following questions:
  • What are the characteristics of legacy society members? Are there any changes in membership profiles over time?
  • Who changed, or canceled, their planned gifts after they first joined the legacy society?
  • How do age, ethnicity, gender, family structure, and location influence bequest donor behavior?
  • Which types of planned giving vehicles and instruments did these members choose?
  • How much did members give or plan to give through their planned gifts?
  • Which types of programs received their planned gifts support?
 12:00 PM - 2:00 PM

Luncheon Presentation: 

All About the Ask
William Samers, Vice President, UJA Federation of New York

Download Presentation

Download Handout 1

Download Handout 2

Download Handout 3

Download Handout 4

One of the largest challenges for planned giving/development officers is asking for a planned gift from donors because it often requires a different strategy than traditional solicitations. This presentation will focus on who, when, what, and how to ask for a planned gift. It will help you navigate into the position to make more asks and provide you with various tools to make more successful asks. Finally, it will offer strategies to move the gift from an ask to completion.





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

Register by 10:00 AM 03/08/2017 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. Your "substitute" should register for the meeting using their contact information and at the bottom of the form follow instructions for substitutes. 



Registration Policy

Registrations must be received by 10:00 AM the Wednesday 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 Wednesday 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. 


Snow Policy
PGGNE meetings may be 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 and the PGGNE office will record a voice mail message (at 781-647-4343, press *300) by 8:00 AM on the day of the meeting.


Parking & Transportation Information


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


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