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.
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.
Connect with us on LinkedIn for all our latest updates.
Our Most Recent Educational Program
Tuesday, January 28, 2025
Rick Peck
Independent Philanthropy Advisor with The Philanthropy Guy, LLC
What You Need to Know Regarding Charitable Giving in 2025 and Under the New Administration
8:00 AM - 11:00 AM
The Discovery (Collaboratory Room)
Tuesday, January 28, 2025
Rick Peck
Independent Philanthropy Advisor with The Philanthropy Guy, LLC
What You Need to Know Regarding Charitable Giving in 2025 and Under the New Administration
8:00 AM - 11:00 AM
The Discovery (Collaboratory Room)
Thank You to PGRT's Sponsors
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NONPROFIT EVENT SPONSORS
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Learning Opportunities
Ongoing Education and Event Opportunities
from the National Association of Charitable Gift Planners
Information on Education Opportunities
Information on Events & Programs
from the National Association of Charitable Gift Planners
Information on Education Opportunities
Information on Events & Programs
Past Programs & Events
2025
A Deep Dive into the Latest Research on Donor-Advised Funds
Lisa Barr
Senior Director, Head of U.S. West at National Philanthropic Trust
and
Patrick Schmitt
Co-CEO of Free Will
What You Need to Know Regarding Charitable Giving in 2025 and Under the New Administration
Rick Peck
Independent Philanthropy Advisor with The Philanthropy Guy, LLC
Lisa Barr
Senior Director, Head of U.S. West at National Philanthropic Trust
and
Patrick Schmitt
Co-CEO of Free Will
What You Need to Know Regarding Charitable Giving in 2025 and Under the New Administration
Rick Peck
Independent Philanthropy Advisor with The Philanthropy Guy, LLC
2024
Not Your Parents' IRA: The Rise of Complex Assets/Impact to Charity
webinar +roundtable discussions with PGRT
Grant Whitney
Senior Director of Planned Giving for Mass General Hospital
Troublesome Gifts, Ethics and the IRS - Oh My
a virtual Lunch & Learn event featuring a webinar by
Kent Weimer
Director of Trusts, Estates and Gift Planning at Parkland Foundation
Part 1 | Successful Gift Agreements: Avoiding Pitfalls When Donors Want to Make the Rules for Their Charitable Gifts
Part 2 | Charitable Gift Planning: From Simple to Sophisticated
with Stevie Casteel, Partner at Snell & Wilmer Law Firm
Weaving Planned Giving into Donor Conversations
a virtual Lunch & Learn event featuring a webinar by
Melanie J. Norton
Founder/CEO of Norton Philanthropic Counsel (NPC)
webinar +roundtable discussions with PGRT
Grant Whitney
Senior Director of Planned Giving for Mass General Hospital
Troublesome Gifts, Ethics and the IRS - Oh My
a virtual Lunch & Learn event featuring a webinar by
Kent Weimer
Director of Trusts, Estates and Gift Planning at Parkland Foundation
Part 1 | Successful Gift Agreements: Avoiding Pitfalls When Donors Want to Make the Rules for Their Charitable Gifts
Part 2 | Charitable Gift Planning: From Simple to Sophisticated
with Stevie Casteel, Partner at Snell & Wilmer Law Firm
Weaving Planned Giving into Donor Conversations
a virtual Lunch & Learn event featuring a webinar by
Melanie J. Norton
Founder/CEO of Norton Philanthropic Counsel (NPC)
2023
Taxes: Some Things Are Certain
and Demystifying the Mystery of Planned Giving
with Craig Wruck, Senior Advisor with PG Calc
and 2023 CGP Hall of Fame Inductee
and Demystifying the Mystery of Planned Giving
with Craig Wruck, Senior Advisor with PG Calc
and 2023 CGP Hall of Fame Inductee
Charitable Giving Opportunities with Life Income Gifts
with Tim Prosser, Senior Relationship Manager with TIAA Kaspick
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
