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. 

Our Next Event

5.30 PM to 7.30 PM  |  Wednesday, May 8, 2019
Napa-Sonoma South, 7671 South Virginia Street, Reno, NV 89511 

Event Details

Please Join Us for a Celebration of
PGRT's 15th Anniversary

Join PGRT's Board, past presidents and Reno's planned giving community—the fundraisers, financial planners, attorneys, accountants and trust officers—for a networking and social mixer in celebration of PGRT's 15th Anniversary in 2019. 
Download our Event Flyer

RSVP TODAY

Please RSVP by May 1 to inquiries@pgnv.org
​Free appetizers and cake! Cash bar

Event Generously Sponsored by

and

Thank You to PGRT's Supporting Organizations

Learning Opportunities

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

Past Planned Giving Round Table Programs

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.