Join us to learn with speaker Doug White,
Philanthropy Advisor, Author & Teacher — Doug White Advisors
Philanthropy Advisor, Author & Teacher — Doug White Advisors
Wednesday, September 21, 2022
Registration opens 8:00 AM
Program 8:30-11:00 AM
Grand Sierra Resort, Ruby Room
2500 East Second Street, Reno, NV
Registration opens 8:00 AM
Program 8:30-11:00 AM
Grand Sierra Resort, Ruby Room
2500 East Second Street, Reno, NV
Program Topic:
Two Sessions on Giving Ethics
Presentation 1: The Ethics of Charitable Planning
What if we could do it over again? Would we make the same assumptions? Would we make the same promises? Although most charitable gifts go smoothly, the ones that don’t are the ones we—and our donors and clients—hear about. It behooves us to know to ask the right questions, and answer them, before a situation gets out of hand. After an introduction to ethical decision-making, we will interactively discuss—and perhaps debate—examples.
Presentation 2: When Gifts Go Wrong
There have been numerous instances over the years where donors and clients have become dissatisfied with how their gifts are being stewarded. As well, charities have at times found themselves in a bind over their association with some donors. In this presentation, Doug White will examine actual examples of gifts that have gone wrong and suggest steps charities can take to ensure that gifts are both established and stewarded properly.
What if we could do it over again? Would we make the same assumptions? Would we make the same promises? Although most charitable gifts go smoothly, the ones that don’t are the ones we—and our donors and clients—hear about. It behooves us to know to ask the right questions, and answer them, before a situation gets out of hand. After an introduction to ethical decision-making, we will interactively discuss—and perhaps debate—examples.
Presentation 2: When Gifts Go Wrong
There have been numerous instances over the years where donors and clients have become dissatisfied with how their gifts are being stewarded. As well, charities have at times found themselves in a bind over their association with some donors. In this presentation, Doug White will examine actual examples of gifts that have gone wrong and suggest steps charities can take to ensure that gifts are both established and stewarded properly.
CEUs available for CPAs, CFPs, and lawyers.
FREE FOR PGRT AND AFP MEMBERS; $50 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.
FREE FOR PGRT AND AFP MEMBERS; $50 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.
Space is very limited. Please RSVP below or by emailing [email protected]
Location and Parking Information
- The Ruby Room is on the Mezzanine Level, which is the third level of the hotel.
- There are elevators and escalators to the Mezzanine level located behind the “2nd Street Café Express”, adjacent to the main lobby on the Casino Level.
- There will be signage directing attendees to the space.
- Refer to the parking map on the program flyer for detailed room information and parking recommendations.
Thank You to our Event Sponsor
Thank You to PGRT's Sponsors