Upcoming Events
Lunch & Learn Series
Tuesday, April 29, 2025
Lisa Barr
Senior Director, Head of U.S. West at National Philanthropic Trust
and
Patrick Schmitt
Co-CEO of FreeWill
A Deep Dive Into the Latest Research on Donor-Advised Funds
12:00 - 1:30 PM
via Zoom
CEUs available for CFPs, CFREs, CPAs, CAPs, and attorneys.
Tuesday, April 29, 2025
Lisa Barr
Senior Director, Head of U.S. West at National Philanthropic Trust
and
Patrick Schmitt
Co-CEO of FreeWill
A Deep Dive Into the Latest Research on Donor-Advised Funds
12:00 - 1:30 PM
via Zoom
CEUs available for CFPs, CFREs, CPAs, CAPs, and attorneys.
Spring Networking & Social Mixer
Tuesday, May 13, 2025
at the Sierra Arts Foundation Riverside Gallery
5:30 - 7:00 PM
17 South Virginia Street, Reno, NV 89501
Parking Map (gallery is behind Wild River Grille)
Free Appetizers | Cash Bar
Tuesday, May 13, 2025
at the Sierra Arts Foundation Riverside Gallery
5:30 - 7:00 PM
17 South Virginia Street, Reno, NV 89501
Parking Map (gallery is behind Wild River Grille)
Free Appetizers | Cash Bar
Lunch & Learn Series
Wednesday, June 4, 2025
Elizabeth Barnette
Managing Director and Senior Philanthropic Strategist for Bank of America Private Bank's National Consulting and Advisory Practice
Decoding the Giving Patterns and Motivations of Affluent Americans
Registration at 8:00 AM | Program 8:30 - 11:00 AM
The Discovery | 490 South Center Street, Reno, NV
CEUs available for CFPs, CFREs, CPAs, CAPs, and attorneys.
Wednesday, June 4, 2025
Elizabeth Barnette
Managing Director and Senior Philanthropic Strategist for Bank of America Private Bank's National Consulting and Advisory Practice
Decoding the Giving Patterns and Motivations of Affluent Americans
Registration at 8:00 AM | Program 8:30 - 11:00 AM
The Discovery | 490 South Center Street, Reno, NV
CEUs available for CFPs, CFREs, CPAs, CAPs, and attorneys.
Lunch & Learn Series
Wednesday, October 29, 2025
Hannah Yaritz
Senior Vice President, CCS Fundraising
and
Angel Flores
Senior Vice President, CCS Fundraising
Understanding Death: A Culturally Competent Approach
12:00 - 1:30 PM
via Zoom
CEUs available for CFPs, CFREs, CPAs, CAPs, and attorneys.
Wednesday, October 29, 2025
Hannah Yaritz
Senior Vice President, CCS Fundraising
and
Angel Flores
Senior Vice President, CCS Fundraising
Understanding Death: A Culturally Competent Approach
12:00 - 1:30 PM
via Zoom
CEUs available for CFPs, CFREs, CPAs, CAPs, and attorneys.
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
Tuesday, January 28, 2025
Rick Peck
The Philanthropy Guy
What You Need to Know about Charitable Giving in 2025 and Under the New Administration
8:00 AM - 11:30 AM
The Discovery (Collaboratory Room)
CEUs available for CFPs, CFREs, CPAs, CAPs, and attorneys.
Rick Peck
The Philanthropy Guy
What You Need to Know about Charitable Giving in 2025 and Under the New Administration
8:00 AM - 11:30 AM
The Discovery (Collaboratory Room)
CEUs available for CFPs, CFREs, CPAs, CAPs, and attorneys.
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
PLATINUM LEVEL
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SILVER LEVEL
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NONPROFIT EVENT 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 have partnered for the last four years on the annual award for Outstanding Gift Planning Professional. The 2024 award will be presented at the 33rd Annual Cornerstone Awards during National Philanthropy Day on Thursday, November 14, 2024.
Congratulations to past Outstanding Gift Planning Professional Award Recipients:
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:
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
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.
PGRT Scholarships Available
Are you interested in participating in the Planned Giving Round Table of Northern Nevada, but working on a small budget? Are you new to planned giving and want to learn more. Apply for a PGRT scholarship!
