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 Program
8.00 AM to 11.00 AM | Monday, January 28, 2019
The Discovery, 490 S. Center St., Reno, NV 89501
The Discovery, 490 S. Center St., Reno, NV 89501
Program Details
What is ESG and Sustainable Investing? PLUS
Why and how Foundations and Donors use Sustainable, ESG and Impact Investing to further their efforts.
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
Download the Program Flyer & Speaker Biography
ESG and Sustainable Investments, GAMCO Asset Management
Download the Program Flyer & Speaker Biography
RSVP today to inquiries@pgnv.org
Cost is free to PGRT members; $50 without PGRT membership.
PGRT now accepts payment by PayPal.
Alternatively payment can be made by check (payable to "Planned Giving Round Table") either at the door or in advance by mail to PGRT Attn. Tom Rafferty P.O. Box 18657, Reno, NV 89511.
Cost is free to PGRT members; $50 without PGRT membership.
PGRT now accepts payment by PayPal.
Alternatively payment can be made by check (payable to "Planned Giving Round Table") either at the door or in advance by mail to PGRT Attn. Tom Rafferty P.O. Box 18657, Reno, NV 89511.
Program Sponsor
Program Supporters
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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
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
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
