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All-Day Conference
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Annual All-Day Conference

Friday, May 8, 2020

Revere Hotel Boston Common, Boston, MA


...Registration Coming Soon...


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

Jim O'Connell MD, Founder and President, Boston Health Care for the Homeless Project


Plenary Session
Strategic Philanthropy: Current Trends, Challenges and Innovations
Avery Tucker Fontaine
, Head of Strategic Philanthropy, BNY Mellon Wealth Management, Bob Goldman, Attorney, Bob Goldman Law, LLP, Kelly Guarino, Vice President and Trust Counsel, Fiduciary Trust, Co.


Breakout Sessions

Gift Restrictions: Case Studies

Courtney Aladro, Chief of the Non-Profit Organizations / Public Charities Division at the Massachusetts Attorney General's Office, Matthew Hillery, Goulston & Storrs, Gift Officer, Mary Richardson, Director of Planned Giving and Principal Gifts Officer, 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, Karen Heald, Vice President, Philanthropic Strategies, Private Donor Group, Fidelity Charitable, Gioia Perugini, Associate Director, Family Office and Philanthropy Services, Hemenway & Barnes, Julie Smith-Bartoloni The Boston Foundation.


Artificial Intelligence for Planned Giving: Deepening Relationships 

Lisa Alvezi, Director of Customer Success, Gravyty, Inc.


Advanced Gift Annuities: Deferred, Flexible and Stepped

Mike Valoris, Senior Consultant, PG Calc


Creating a Powerful Public Presence

Dale DeLetis, Practice Director, Message Training, Edwards, Co.


Building Effective Philanthropic Partnerships

Ron Schiller, Founding Partner and Senior Consultant, Aspen Leadership Group, Rebecca Teng-Smith, Senior Executive Director of University Development, University of California San Diego


Trust and Estate Administration

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


Real Estate Gifts: Case Studies

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



Thank you to our Sponsors! 





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



Visit our 2019 Conference page to view last year's sessions, speaker bios, and a listing of sponsors and exhibitors.


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