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May Monthly + Annual Meeting
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May Monthly + Annual Meeting

Celebrate 40 Years of PGGNE!

When: Wednesday, May 17, 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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**Registration is Closed. Contact PGGNE at with any questions.**


Join Us in Celebrating 40 years of PGGNE!

10:00 AM - 11:00 AM Coffee / Networking 
10:30 AM Registration Opens

11:00 AM - 12:00 PM

(concurrent session)

Basics Session:

"From Data to Design – A practical application of how market research can help drive your organization’s creative process"
Nathan Stelter
Vice President of Business Development and Marketing
The Stelter Company

Download Handout


This presentation will provide a multi-dimensional view from the latest 2016 U.S. Healthy Aging Database® study on elements of healthy aging and how market adjacencies may impact the how, when and why of charitable giving marketing communications. We’ll look at how donors prefer to learn about organizations and the vehicles best suited to communicate by nonprofit sector.

In the presentation we’ll also provide data from the study that will drive strategic direction and demonstrate how some simple changes that any organization can make to their marketing communications materials can improve the chance of resonating with donors. We will show “before and after” examples of print and digital materials.
11:00 AM - 12:00 PM


(concurrent session)

Nuts & Bolts Session:

"Cross-Border Estate Planning and U.S. Philanthropy"
Ian Weinstock
Kostelanetz & Fink, LLP

Download Handout


U.S. taxation of non-U.S. persons is substantially different from the standard taxation of U.S. persons. The differences can have a profound effect on tax-oriented philanthropy and on planned giving in particular. A basic understanding of the concepts underlying the applicable tax rules is therefore critical in determining how to approach non-U.S. potential donors.
 12:00 PM - 2:00 PM

PGGNE Annual Meeting:

A review of the 2016-2017 year and the state of the association will be presented. In addition, the slate for 2017-2018 Board of Directors will be presented to PGGNE membership for election.

Luncheon Presentation: 

Legislative Update - Tax and Charitable Planning
Suma V. Nair
Goulston & Storrs


The election of a Republican president, combined with the resurgence of the Republican party to majorities in both the Senate and the House, led to widespread anticipation of major tax reform in 2017. This session will provide a brief overview of current legislative and other proposals and how they could affect both tax and charitable planning

Celebrate 40 years of PGGNE!

During the luncheon we will have a special celebration to commemorate PGGNE's 40 years.






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

Register by 10:00 AM 05/12/2017 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 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. 


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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