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2015-05 May eNewsletter
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Issue: May 2015 

Tuesday, May 5 2015 at Wyndham Boston Beacon Hill

HURRY- there are only 15 SLOTS LEFT!

Deadline for registration is 11:59 PM on April 29, 2015.

Register Today

Who should attend this session:

  • Those new to the field of planned giving
  • Major gift officers who need a working knowledge of planned giving 
  • Annual gift officers who deal with important volunteers
  • Development generalists
  • Staff who support the planned giving efforts of your institution

Nationally recognized speaker Craig Wruck will be presenting this full day course. The cost is $195 for ALL attendees (PGGNE Members and non-members) and includes course registration, a copy of Craig's book “Planned Giving in a Nutshell", coffee and snacks, lunch, and ample time for questions. 

PGGNE would like to thank PG Calc for sponsoring the PG Fundamentals course!

Website Tips

Here are a few things members can do to take full advantage of the new website. The first thing 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 have questions, please email us at

Job Postings

Want a cost effective, easy to use way to reach top professionals in the gift planning field? Go to the Career Center on our website for all the information you need to get started. You just might find what/who you are looking for.

Community Photo Gallery on Website

Anyone is welcome to submit photos from one of our meetings to Select pics will be posted here on our website.

Parking Information for ALL-DAY CONFERENCE

Two parking options are available.

Please note that 200 Stuart Street Garage fills up fast and PGGNE cannot guarantee a parking space in either garage due to increased car/guest volume.

200 Stuart Street Garage: Located within the Revere Hotel, PGGNE meeting attendees may self park for a validated rate of $17. Be sure to pick up your parking validation ticket from the PGGNE registration desk. Rates are not applicable for overnight guests. If you see a sign stating that the parking garage is full, please inform the hotel attendant that you are participating in the PGGNE meeting. They will often be able to direct you to an open space.

Motor Mart Garage: Located at 201 Stuart Street, across from the Revere Hotel. Discounted rates are not available at this garage. The current rate schedule can be found here.

From the President

Dear PGGNE Members and Friends,

As we wind-down our 2014-15 PGGNE year, I have a to-do list for you:

  1. Sign up immediately for the May 6 All-Day Conference. It is going to be a great day starting with Russell N. James III, J.D., Ph.D., CFP, giving the plenary address, Inside the Mind of the Bequest Donor. Russell is a professor at Texas Tech University and will be sharing the results from his research into how donors engage in charitable bequest decision-making. Our luncheon guest speaker is Brian M. Sagrestano, JD, CFRE, the President of Gift Planning Development, speaking on Giving Patterns Among Generational Cohorts. You will not want to miss this day of learning. There is no better deal around for professional development that delivers such a high caliber of engagement.
  2. Encourage your colleagues to sign up for the Fundamentals program. It is no longer adequate to rely completely on a planned giving expert - all fundraisers need to be conversant in the basics of planned giving. The Fundamentals on May 5 will be an extremely worthwhile day for anybody interested in mastering the basics. Space is limited.
  3. Budget now for PGGNE 2015-16. If you have a budget cycle that ends soon and you need to sign up now for the fall, we can accommodate your budget to allow you to complete your application and pay at this year’s price level.

As you may know, the key to the high caliber of the PGGNE programming is the hard work of the Board. If you appreciate the hard work of your peers, please take a moment the next time you see them to let them know. All Board members will be wearing blue ribbons on their name tags at the May 6 Conference.

Additionally, at the May 6 Conference, you will have the opportunity to vote in a new PGGNE Board. The slate of nominees will be presented to the membership at the luncheon. Can you guess who will be returning for another year and who will be putting their hat in the ring this year for the first time? Members, be there to find out and exercise your voting right!

Arlene M. Holtzman

Tuesday, May 5 2015 - Revere Hotel Boston Common

PGGNE is proud to once again offer one of the premier educational opportunities in New England for those working in or with the not-for-profit sector This year's All-Day Conference features:


Inside the Mind of the Bequest Donor
Plenary Presentation by Russell N. James III, J.D., Ph.D., CFP®
Professor, Department of Personal Financial Planning, Texas Tech University

Giving Patterns Among Generational Cohorts
Keynote Presentation by Brian M. Sagrestano, JD, CFRE
President, Gift Planning Development, LLC


  • Ideas and strategies to inspire you and your donors
  • 9 breakout sessions, from basic to advance
  • Plenary kick-off presentation
  • Luncheon keynote presentation
  • Exhibit hall
  • Networking with 300 planned giving professionals and allied advisors 

Visit our website to register.

The registration deadline is 10 AM on May 1, 2015.

Hope to see you there!

PENTERA is Full Conference Sponsor

The PGGNE Board would like to recognize and thank PENTERA for being the 2015 Full Conference Sponsor for the All-Day Conference.

Programming News

The final events of the PGGNE season take place in less than a month. If you have not registered yet, please do so at the website under Programs.

PG Fundamentals Course

Tuesday, May 5, 2015
9:00 a.m. - 4:00 p.m.
Presenter: Craig Wruck, VP, University Advancement, Humboldt State University

Register Now, Space is Limited!

Thank you to our sponsor, PG Calc!

All-Day Conference

Wednesday, May 6, 2015
8:30 a.m. - 4:30 p.m.

See above for Plenary and Luncheon speaker.

Go to the website for detailed information on the break out sessions.

Not yet registered, register today!

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


All-Day Conference Sponsors & Exhibitors

The generous support of the following companies enables PGGNE to offer the All-Day Conference:

BNY Mellon: Track Sponsor
Boston Private Bank & Trust Company: Exhibitor
Crescendo: Exhibitor
EDS (Endowment Development Services): Exhibitor
Hemenway & Barnes: Give-Away Sponsor
Kaspick & Company: Track Sponsor
Pentera: Full Conference Sponsor
PG Calc: Fundamentals Sponsor & Exhibitor
State Street Global Advisors: Track Sponsor
Stelter: Lunch Sponsor
U.S. Trust: Plenary Sponsor

Stop by their tables during the conference to learn more about their services. Additional information can be found on our website

Did You Miss Last Month's Meeting?

The April meeting was sponsored by Stelter and started with the regularly scheduled networking opportunity for all members.

Nadia Yassa made charitable lead trusts more understandable at the Basics session; while a panel of senior professionals - Ana Alvarado, Kathleen Duffy, Peter Kimball, and Rick Wells - shared their hard earned knowledge at Nuts & Bolts. Luncheon attendees got their fill of humble pie addressing scenarios presented by Jonathan Tid and his annual "Planned Giving Quiz".


465 Waverley Oaks Rd.
Suite 421
Waltham, MA 02452



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