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
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
Thursday, June 15, 2023
Spring 2023 Networking & Social Mixer
5:30 PM - 7:30 PM
Napa-Sonoma South
See program flyer
Spring 2023 Networking & Social Mixer
5:30 PM - 7:30 PM
Napa-Sonoma South
See program 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:
May 9, 2023
Toward Justice and Belonging
with
Jade Bristol
11:45 AM - 1:00 PM
Virtual Program via Zoom
CEUs available for CFPs, CPAs, CFREs, and attorneys.
See program flyer
Thank You to PGRT's Sponsors
|
|
|
|
|
|
Learning Opportunities
Ongoing
Education and Event Opportunities
from the National Association of Charitable Gift Planners
Information on Education Opportunities
Information on Events & Programs
Education and Event Opportunities
from the National Association of Charitable Gift Planners
Information on Education Opportunities
Information on Events & Programs
Past Programs & Events
2023
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.
