Planned Giving Round Table of Northern Nevada
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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. 
 Due to the COVID-19 pandemic, PGRT has canceled all in-person programming and networking activities and is offering virtual programming. Please check back for details on our 2021 programming.

Upcoming Events


Please check back here or email inquiries@pgnv.org for more information on our virtual learning and networking opportunities.

Past Virtual Programs in 2020

Charitable Gift Planning Insights & Perspectives in the Age of COVID-19
with the Board of the Planned Giving Round Table of Northern Nevada

Options & Opportunities
with Tim Prosser, TIAA Kaspick


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

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

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

Building or Rebuilding a Planned Giving Program During a Crisis
with Nicole Engdahl, Senior Vice President of Planned & Annual Giving, National Park Foundation

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

February 20, 2020
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
View the Program Flyer
December 10, 2019
Join PGRT and EPCNN for our annual
Holiday Pary & Networking Event

You are invited to come network and celebrate the season with the officers, members, and friends of the Planned Giving Round Table of Northern Nevada and the Estate Planning Council of Northern Nevada. We encourage you to bring a guest or two.
View the Program Flyer
​November 5, 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
View the Program Flyer
​June 25, 2019
Donor Advised Funds Deep Dive
PLUS
Using One or Multiple Giving Vehicles 
 
Kyle Casserino

Charitable Planning Consultant, Fidelity Charitable
View the Program Flyer
May 8, 2019
PGRT 15th Anniversary Celebration Mixer
A networking and social mixer with the Planned Giving Round Table of
Northern Nevada (PGRT) Board, past presidents, and Reno's planned giving
community—the fundraisers, financial planners, attorneys, accountants and
trust officers—in celebration of PGRT's 15th Anniversary in 2019. 

View the Event Flyer
January 28, 2019
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
View the Program Flyer & Speaker Biography
October 22, 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

View Speaker Biography
Download the Program Flyer
June 28, 2018
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
View the Program Flyer
​
February 13, 2018
Private Foundations & Donor Advised Funds
Ashley Fontanetta

Vice President, Philanthropic Services, Whittier Trust

October 24, 2017
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
View the Program Flyer

June 27, 2017
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.

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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 © 2021 PGRT
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 PGRT is proud to have earned the
Community Foundation of Western Nevada's
2019 100% Board Giving Award.
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Contact Us: 
Planned Giving Round Table (PGRT)
c/o Community Foundation of Western Nevada
​50 Washington Street, #300
Reno, NV 89503

​inquiries@pgnv.org

  • Home
  • Membership
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  • Contact Us