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
The board members of PGRT are excited to announce our return to in-person events. We hope to see you at our first live event!
Monday, May 23, 2022
Private Foundations and Their Alternatives: Considerations in Selecting Private Foundations, Donor-Advised Funds and Supporting Organizations
with
Reynolds Cafferata
including light breakfast of pastries, fruit, coffee and tea
RSVP below or by emailing inquiries@pgnv.org
CEUs available for CFPs, CPAs, CFREs, and attorneys.
Program is free for PGRT members; $50 for non-members. Members of AFP and EPCNN will receive a 50% discount. Nonprofit professionals receive a $10 discount if not a member of AFP or EPCNN. Annual Membership in PGRT is only $100. Sign up today and get complimentary access to this PGRT program and others throughout the year.
The board members of PGRT are excited to announce our return to in-person events. We hope to see you at our first live event!
Monday, May 23, 2022
Private Foundations and Their Alternatives: Considerations in Selecting Private Foundations, Donor-Advised Funds and Supporting Organizations
with
Reynolds Cafferata
including light breakfast of pastries, fruit, coffee and tea
RSVP below or by emailing inquiries@pgnv.org
CEUs available for CFPs, CPAs, CFREs, and attorneys.
Program is free for PGRT members; $50 for non-members. Members of AFP and EPCNN will receive a 50% discount. Nonprofit professionals receive a $10 discount if not a member of AFP or EPCNN. Annual Membership in PGRT is only $100. Sign up today and get complimentary access to this PGRT program and others throughout the year.
Registration opens 8:00 AM | Program 8:30 - 11:00 AM
Grand Sierra Resort, The Nevada Room
View the Program Flyer for Speaker Bio, Parking Details, and More
Grand Sierra Resort, The Nevada Room
View the Program Flyer for Speaker Bio, Parking Details, and More
Thank You to PGRT's Sponsors
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Thank You to our Event Sponsor
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
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
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
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
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
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
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
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
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
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
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
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
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
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
