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All-Day Conference
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Annual All-Day Conference

Friday, May 4, 2018

Revere Hotel Boston Common, Boston, MA



2018 Full Conference Sponsor





Plenary Speaker



Gerald Chertavian
Founder and CEO
Year Up


Luncheon Keynote Speaker



Celia Hoffman

Associate Director
The Goodman Institute


Celia Hoffman’s specialty is in the intersection of storytelling, visual communication and play. She is the Associate Director of The Goodman Center, where she teaches communications and marketing professionals how to harness the power of stories and make their work resonate. The Goodman Center is known internationally for their speeches and workshops on storytelling, leading trainings for clients of all shapes and sizes including CARE, The Nature Conservancy, The Smithsonian Institute, MIT, Princeton, the Bill and Melinda Gates Foundation, the Robert Wood Johnson Foundation, and many others. 


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!


What Can You Expect?

  • Plenary kick-off presentation by Gerald Chertavian from Year Up
  • Luncheon keynote presentation by Celia Hoffman from The Goodman Institute
  • A major gifts track geared to those who would like to learn more about maximizing their gifts by making comprehensive asks
  • Breakout sessions from general to advanced tracks including:

    -Gift Planning Metrics by Joseph Bull, JD, Executive Director, Gift Planning, Carnegie Mellon University 
    -The Power of a Woman Donor; a Practical Discussion by Patricia Annino, Attorney, Rimon PC
    -Tax 101: Basics of Transfer Tax and Income Tax by Anne Katsas, Attorney, Port Estate Planning, LLC
    -The Rights and Responsiblities of Charitable Beneficiaries in Death-Related Administration of Estates and   Trusts by Frederick Weber, Northern Trust Company
    -Engaging Your Board and Other Leadership
    -Founder's Stock Programs
    -Lessons Learned from Gift Annuity Mistakes by Jeff Lydenberg, PG Calc

  • Session speakers will include: 

    -Laura Alexander, Kaspick & Company
    -Patricia AnninoRimon PC
    -Eve ForbesSalisbury School
    -Susan HanifinDartmouth College
    -Anne KatsasPort Estate Planning
    -Jeff LydenbergPG Calc
    -Dee Dee MendozaDartmouth College
    -Frederick WeberNorthern Trust Company

  • Exhibit hall with vendors to share their expertise
  • Networking with 250 planned giving professionals and allied advisors


Interested in being a sponsor for 2018? Opportunities are available on a first-come first-served basis. Visit our Sponsor page for more information.


We would like to extend a special thank you to our 2018 Full Conference Sponsor, Pentera, along with all of our other generous sponsors and exhibitors: BNY MellonCrescendo Interactive, Inc.PG CalcState Street Global Advisors, and TIAA Kaspick!


Revere Hotel Boston Common

200 Stuart Street

Boston, MA 02116

Revere Hotel Boston


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




Visit our 2017 Conference page to view last year's sessions, speaker bios, and a listing of sponsors and exhibitors.


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