Our Vision
Our vision is to be the leading organization delivering charitable gift planning education, networking and awareness in the Northern Nevada Community.
Our Mission
Our mission is to advance and promote charitable gift planning for professionals in Northern Nevada to increase planned giving literacy and further philanthropic impact in our community.
What We Do
We offer education programming and networking to increase cooperation among professional disciplines in charitable gift planning. Our programs provide accredited continuing education credits to CPAs, CFPs, and lawyers.
Upcoming Events
Spring - Virtual Lunch & Learn Series
Charitable Gifts of Complex Assets: Preparing for the Next Wave of Transformational Giving
with speaker
Jere Doyle
Wednesday, April 22, 2026
12:00 - 1:30 PM (Pacific Time)
via Zoom (link to be provided after registration)
CLE, CFP, CFRE, CPA and CPE credits available
The virtual Lunch & Learn program, hosted by the PGRT Board, is an opportunity for PGRT members and non-members to connect and watch a broadcast webinar from the National Association of Charitable Gift Planners (NACGP).
Following the webinar broadcast, attendees will have time to discuss and share their thoughts, questions and ideas with each other.
Spring Social
Wednesday, May 13, 2026
5:30-7:00PM
Village Well
7600 Rancharrah Parkway, Suite 100
FREE APPETIZERS | CASH BAR
You’re invited to join the Planned Giving Round Table of Northern Nevada (PGRT) Board, PGRT members, and others from Reno’s planned giving community—the fundraisers, financial planners, attorneys, accountants, trust officers and more—for our Spring Social at Village Well.
Wednesday, May 13, 2026
5:30-7:00PM
Village Well
7600 Rancharrah Parkway, Suite 100
FREE APPETIZERS | CASH BAR
You’re invited to join the Planned Giving Round Table of Northern Nevada (PGRT) Board, PGRT members, and others from Reno’s planned giving community—the fundraisers, financial planners, attorneys, accountants, trust officers and more—for our Spring Social at Village Well.
Check back to this page for details on our upcoming events, or connect with us on LinkedIn for all of our program announcements.
Our Most Recent Event
Elevate Your Philanthropy: Smart Giving Strategies for 2026
with speakers
Katelyn Wheeler & Jeff Ruderman
Capital Group Private Client Services
Tuesday, February 24, 2026
Registration opens 8:00 AM
Program: 8:30-11:00 AM
The Discovery (Collaboratory Room)
490 South Center Street; Reno, NV 89501
Registration opens 8:00 AM
Program: 8:30-11:00 AM
The Discovery (Collaboratory Room)
490 South Center Street; Reno, NV 89501
Follow us on LinkedIn for all our latest updates!
You can always email [email protected] for more information on programming, learning and networking opportunities.
You can always email [email protected] for more information on programming, learning and networking opportunities.
PGRT Extends Appreciation to Our Sponsors
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Nonprofit Champion Sponsors
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Thank you to the following organizations for supporting PGRT
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We Honor Our Community's
Outstanding Planned Giving Professional
The Planned Giving Round Table of Northern Nevada and the Association of Fundraising Professionals, Sierra Chapter, are thrilled to partner for the fifth year on the annual award for Outstanding Gift Planning Professional.
Congratulations to past Outstanding Gift Planning Professional Award Recipients:
2025 Award Winner: Abigail Stephenson
2024 Award Winner: Brian Saeman
2023 Award Winner: Simon Williams
2022 Award Winner: Heidi Foster
2021 and First-Ever Award Winner: Lisa Riley
Congratulations to past Outstanding Gift Planning Professional Award Recipients:
2025 Award Winner: Abigail Stephenson
2024 Award Winner: Brian Saeman
2023 Award Winner: Simon Williams
2022 Award Winner: Heidi Foster
2021 and First-Ever Award Winner: Lisa Riley
Award Criteria
- At least five years practicing gift planning
- Is a current or past member of the Planned Giving Round Table of Northern Nevada (PGRT)
- Demonstrated success in inspiring others to incorporate gift planning into their charitable giving or work (either with clients/donors or educating other professionals)
- Has grown or developed a culture of gift planning at their organization
- Practices his/her profession in an exemplary manner
- Has demonstrated strong personal leadership qualities
