Planned Giving Round Table of Northern Nevada
  • Home
  • Membership
  • Scholarships
    • Scholarship Application
  • Events
    • Fall 2023 Social
  • Sponsorships
  • Board
  • Contact Us

EVENTS

Mark your calendars and join us for valuable education content, networking opportunities and up-to-date information on the issues and matters that affect planned giving professionals. 

Upcoming Events

Wednesday, October 18, 2023

Fall Networking & Social Mixer
5:30 PM - 7:30 PM
Napa-Sonoma South
7671 South Virginia Street
Reno, NV 89511
See Event Flyer
Programs are free for PGRT and AFP members; $50 (in-person) or $25 (virtual) for non-members. Annual Membership in PGRT is only $100. Sign up today and get complimentary access to this PGRT program and others throughout the year. 

Our Most Recent Event:​
​
Tuesday, June 6, 2023
Charitable Giving Opportunities with Life Income Gifts
with
Tim Prosser
Senior Relationship Manager with TIAA Kaspick
8:30 AM - 11:30 AM

The Discovery

CEUs available for CFPs, CPAs, CFREs, and attorneys.
See program flyer
Thank You to PGRT's Sponsors
Picture
Picture
Picture
Picture
Picture
Picture

Learning Opportunities

Ongoing
Education and Event Opportunities
from the National Association of Charitable Gift Planners
Information on Education Opportunities
Information on Events & Programs

Past Programs & Events

2023
Charitable Giving Opportunities with Life Income Gifts
with Tim Prosser, Senior Relationship Manager with TIAA Kaspick
Toward Justice and Belonging: Building a More Inclusive Planned Giving Program
with Jade Bristol, Chief Development Officer at Giving Docs
Philanthropy and Dementia
with Robert Hofmann, Senior Development Officer at University of Minnesota Duluth
​and Lani McCollar, Associate Vice President at BWF
​2022
The Ethics of Charitable Planning and When Gifts Go Wrong
with Doug White, Philanthropy Advisor, Author, and Teacher

Private Foundations and Their Alternatives
​(Return to In-Person Programming)
with Reynolds Cafferata, Partner at Rodriguez, Horii, Choi & Cafferata LLP

Thinking Beyond Retirement Income for Charitable Remainder Unitrusts and Charitable Gift Annuities in the Current State of Tax Law Flux
with Rebecca Bibleheimer, Senior Complex Gifts Officer,
Oregon Community Foundation
2020 & 2021
Charitable Gift Planning Insights & Perspectives in the Age of COVID-19 (Virtual)
with the Board of the Planned Giving Round Table of Northern Nevada

Options & Opportunities (Virtual)
with Tim Prosser, TIAA Kaspick

Charitable Remainder Unitrusts — A Case Study (Virtual)
with Tim Prosser, TIAA Kaspick

Raising Major Gifts of Assets in the Aftermath of COVID-19 (Virtual)
with Russell James, Texas Tech University

When the Stars Align: Why 2020 is the Year for Charitable Giving (Virtual)
with John Kraemer, WealthPoint

Building or Rebuilding a Planned Giving Program During a Crisis (Virtual)
with Nicole Engdahl, Senior Vice President of Planned & Annual Giving, National Park Foundation
Impactful, Tax-Smart  Philanthropic Giving Strategies PLUS
Implications of Recent Tax Reform on Charitable Giving 

Mary Jovanovich
Senior Relationship Manager with Schwab Charitable
Hayden Adams
Director, Tax and Financial Planning with Schwab Center for Financial Research

2019
Gift Planning: What is it, and How You Can Incorporate it Into Your Work PLUS
Legacy & Impact—Your Role in Making This Possible for Your Donors & Clients 

Kimberley Valentine
Director of Leadership Gifts, Los Angeles Philharmonic Association

Donor Advised Funds Deep Dive PLUS
Using One or Multiple Giving Vehicles 
 
Kyle Casserino
Charitable Planning Consultant, Fidelity Charitable

What is ESG and Sustainable Investing? PLUS
Why and how Foundations and Donors use Sustainable, ESG and
​Impact Investing to further their efforts.  

Christina Alfandary
ESG and Sustainable Investments, GAMCO Asset Management

2017 & 2018
Top 10 Charitable Planning Strategies for Advisors Under the New Tax Law:
Helping Your Clients & Your Business with Charitable Planning PLUS
Inside the Mind of the Planned Giving Donor:
What Neuroimaging & Experimental Research Reveal About Donor Motivations  

Russell James, J.D., Ph.D., CFP
Professor, The CH Foundation Chair of Personal Financial Planning

Planned Giving & Endowments PLUS
The "Why" and the "How" of Legacy Giving/Making the Legacy Ask Through Existing Relationships

Greg Lassonde, CFRE
Principal, Legacy Program Specialists

Private Foundations & Donor Advised Funds
Ashley Fontanetta
Vice President, Philanthropic Services, Whittier Trust
Bequests—Let's Dig Deeper  |  Blended Gifts—Maximizing Charitable Giving
Gordon P. Smith, MBA, CFRE 
Associate Vice President for Development, Planned Gifts, National Jewish Health

Age of the Fourth Sector: How the Evolution of Capitalism is Changing Giving
Jonathan Leibert
Executive Director of the Better Business Bureau National Institute for Social Impact

Sponsored by the Alliance Trust of Northern Nevada
For more information about PGRT events or to get answers to questions you have, please contact us. 
Picture
The Planned Giving Round Table of Northern Nevada (PGRT) ​is a proud Member Council of the National Association of Charitable Gift Planners. View CGP's By Laws here.  PGRT adheres to a set of member approved ​Operating Principles. PGRT offers accredited continuing education credits for programming.

Copyright © 2022 PGRT
Picture
 PGRT is proud to have earned the
Community Foundation of Northern Nevada's
2022 100% Board Giving Award.
Picture
Contact Us: 
Planned Giving Round Table (PGRT)
c/o Community Foundation of Northern Nevada
​50 Washington Street, #300
Reno, NV 89503
  • Home
  • Membership
  • Scholarships
    • Scholarship Application
  • Events
    • Fall 2023 Social
  • Sponsorships
  • Board
  • Contact Us