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2014-12 December eNewsletter
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Issue: December 2014 

Share the Experience!

Why not bring a friend or your boss to the next meeting? Show them why you are a member of PGGNE.

Job Postings

Even if you are not “in the market,” perhaps you know someone who is, or who might not be aware of this particular service that we offer our members and advertisers. What could be more satisfying than to bring together two parties in a win-win situation? Go to the Career Center on the new website for all the information you need.

Save the Date!

Wednesday, May 6, 2015

Please mark your calendars and make sure to bring a friend to the  All-Day Conference.

Who's Wearing Blue Stripes?

Maybe it is you or someone you encouraged to join. At our meetings new members' name tags have a blue stripe, so please take time to welcome and introduce yourself to your newest colleagues.

Tips & Best Practices

Please share your planned giving tips and best practices with the PGGNE membership. To contribute a tip, please email the PGGNE office at

From the President

Dear PGGNE Members and Friends,

I met with a philanthropist recently who told me that he advises all his friends and acquaintances who give more than $1000 a year to set up a fund. Most of his friends have no giving strategy. They write checks to many different organizations. Some are very small gifts and others quite significant. They give cash although they have appreciated stock. They scramble at tax time to gather all their receipts, not realizing they could set up a gift fund or a donor advised fund, make one gift, have one receipt, and then give to their charitable interests from that fund. I am adopting this recommendation. While I have focused for many years on substantial gifts from sophisticated donors, it is sometimes the simplest advice that garners trust and confidence, which is always the first step in closing a significant gift. What is the first step in being more strategic for donors who are not at all strategic?

Don't forget, we are meeting on the FIRST Wednesday in December rather than our usual second Wednesday of the month. I hope you will attend my basics presentation on Women in Philanthropy: Considering Their Needs. Of course, you may be more inclined to attend our Nuts and Bolts session with Aviva Selling of Kaspick & Company presenting on Investment Perspectives: Five Investment Lessons for the Long Term. The luncheon presentation will be Michele Gravelle of Triad Consulting on Negotiating Difficult Conversations.

I'd like to give a special Thank You to Pentera for their generous sponsorship of this month's meeting. We rely on our sponsors to support the programming and services of PGGNE. You will see our sponsors scrolling across the bottom the home page and on the Sponsorship link. Our nine sponsors so far this year, in various capacities include: BNY Mellon, CCS, Crescendo, Deerfield Associates, Estes Associates, Hemenway & Barnes, Kaspick & Company, State Street Global Advisors, and of course, Pentera.

With the winter upon us, it is that time for frantic calls of last minute planning before the end of the year. I hope you have many! It is still a good sign to be so busy at year end.

Arlene M. Holtzman

Did you Miss the Last Monthly Meeting?

The November 12, 2014 sessions started with our regularly scheduled “meet and greet” networking opportunity for all members. Anne Katsas explained ”Tax 101: Basics of Transfer Tax and Income Tax” to a standing room only Basics audience, while Nancy Dempze and Charlie Platt deepened our understanding of GST in the Nuts & Bolts session. There were 148 attendees at the luncheon where speaker Brad Bedingfield brought the audience up to speed on “Gifts and Bequests by Non-US Donors”.

Website Tips

With the new website now in place, there are a few things members need to do to take full advantage of this resource. The first thing to do is Sign In. Emails were sent from on October 24 and on November 17 with your username and temporary password. Please go to and sign in. You will then be able to change the password.

Note that you have to sign in before registering for a meeting so that the system recognizes you as a member.

If you need help or just have questions, please email us at

Programming News

We continue to work to secure talented speakers who will appeal to our membership. The schedule, program descriptions and speaker biographies can be found under the Programs tab on our website at In each newsletter we provide a snapshot of the upcoming two months.

Remember in an effort to “Go Green” we ask that you print the handouts (if available) in advance from the websit

December 3, 2014 Monthly Meeting
Registration closes Monday, December 1.

10:00 a.m. Meet and Greet
11:00 a.m. Concurrent Sessions
PG Basics Program: "Women in Philanthropy: Considering Their Needs"
Arlene Holtzman, Financial Literacy Advisors Group
Nuts & Bolts Program: "Investment Perspectives: Five Investment Lessons for the Long Term"
Aviva Selling, Kaspick & Company 
12:00 p.m. Luncheon
Luncheon Presentation: "Negotiating Difficult Conversation"
Michele Gravelle, Triad Consulting Group

Not yet registered? Register Today
Direct link (copy & paste URL):

January 7, 2015 Monthly Meeting
(Where did the year go?!)
Registration closes at 10 a.m. on Monday, January 5.

10:00 a.m. Meet and Greet
11:00 a.m. Concurrent Sessions
PG Basics Program: "Life Income Gifts"
Ellen Estes, Estes & Associates
Nuts & Bolts Program: "Tax Updates"
Suma Nair, Goulston & Storrs
12:00 p.m. Luncheon
Luncheon Presentation: "Donor Advised Funds"
Charlie Glassenberg, Combined Jewish Philanthropies

Not yet registered? Register Today
Direct link (copy & paste URL):

To suggest a speaker or topic, please contact:
Christine Louis, Vice President for Programming at


411 Waverley Oaks Rd.
Suite 331B
Waltham, MA 02452

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