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!
The Planned Giving Round Table of Northern Nevada is a proud Member Council of the National Association of Charitable Gift Planners (CGP). We adhere to the Model Standards of Practice for Charitable Gift Planners.
Upcoming Events
Wednesday, December 4, 2024
Celebrate the Season
Join PGRT, Community Foundation of Northern Nevada, and Estate Planning Council of Northern Nevada for a fun and festive holiday party.
National Automobile Museum
5:30 PM - 7:30 PM
Celebrate the Season
Join PGRT, Community Foundation of Northern Nevada, and Estate Planning Council of Northern Nevada for a fun and festive holiday party.
National Automobile Museum
5:30 PM - 7:30 PM
Our Most Recent Event
Tuesday, October 22, 2024
Educational Program + Roundtable Discussions with PGRT
featuring a webinar by Grant Whitney
Senior Director of Planned Giving for Mass General Hospital
Not Your Parents' IRA: The Rise of Complex Assets/Impact to Charity
8:00 AM - 11:30 AM
The Discovery (Collaboratory Room)
CEUs available for CFPs, CFREs, CPAs, and attorneys.
Educational Program + Roundtable Discussions with PGRT
featuring a webinar by Grant Whitney
Senior Director of Planned Giving for Mass General Hospital
Not Your Parents' IRA: The Rise of Complex Assets/Impact to Charity
8:00 AM - 11:30 AM
The Discovery (Collaboratory Room)
CEUs available for CFPs, CFREs, CPAs, 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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