Our Vision
Our vision is to be the leading organization delivering charitable gift planning education, networking and awareness in the Northern Nevada Community.
Our Mission
Our mission is to advance and promote charitable gift planning for professionals in Northern Nevada to increase planned giving literacy and further philanthropic impact in our community.
What We Do
We offer education programming and networking to increase cooperation among professional disciplines in charitable gift planning. Our programs provide accredited continuing education credits to CPAs, CFPs, and lawyers.
Upcoming Events
Spring Webinar Event
Charitable Gifts of Complex Assets: Preparing for the Next Wave of Transformational Giving
with speaker
Jere Doyle
Wednesday, April 22, 2026
12:00 - 1:30 PM (Pacific Time)
via Zoom (link to be provided after registration)
CLE, CFP, CFRE, CPA and CPE credits available
The virtual Spring Webinar Program, hosted by the PGRT Board, is an opportunity for PGRT members and non-members to connect and watch a broadcast webinar from the National Association of Charitable Gift Planners (NACGP).
Following the webinar broadcast, attendees will have time to discuss and share their thoughts, questions and ideas with each other.
ABOUT THE PROGRAM
The next generation of sophisticated wealth owners (entrepreneurs, business owners, and philanthropists) has access to a tremendous amount of non-traditional assets and is now using these assets for charitable gifts. While these gifts can be transformative for the donor and their nonprofit partners, the tax rules governing these assets are complex, with many traps for the unwary.
This session will discuss the structure and income, estate, gift tax consequences and legal issues of charitable gifts of illiquid securities, closely held business interests (C corporations, S corporations, partnerships), retirement plans, artwork, bitcoin, stock options, deferred compensation, private equity, hedge funds, carried interests, life insurance, real estate, intellectual property, and luxury goods like cars, boats and planes. It is imperative that gift planners can identify, evaluate, and understand the ever-changing tax laws, compliance issues and substantiation rules unique to each type of asset.
Attendees will learn from firsthand experiences and real-world examples how high-net-worth individuals work creatively with their advisors and nonprofits to build their legacy outside the bounds of cash and marketable securities, while avoiding costly tax mistakes.
ABOUT THE SPEAKER
Jeremiah W. Doyle, IV is a Senior Vice President and estate planning strategist for BNY Mellon Wealth Management. He has been with the firm since 1981. Jere provides high net worth individuals and families throughout the country with integrated wealth management advice on how to hold, manage and transfer their wealth in a tax efficient manner. Jere is admitted to practice law in the Commonwealth of Massachusetts and a lecturer in law in the Graduate Tax Program at Boston University School of Law. He was named as the “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council. He has spoken at numerous professional education programs throughout the country on various topics and been quoted in numerous business publications.
Spring Social
Wednesday, May 13, 2026
5:30-7:00PM
Village Well
7600 Rancharrah Parkway, Suite 100
FREE APPETIZERS | CASH BAR
You’re invited to join the Planned Giving Round Table of Northern Nevada (PGRT) Board, PGRT members, and others from Reno’s planned giving community—the fundraisers, financial planners, attorneys, accountants, trust officers and more—for our Spring Social at Village Well.
Wednesday, May 13, 2026
5:30-7:00PM
Village Well
7600 Rancharrah Parkway, Suite 100
FREE APPETIZERS | CASH BAR
You’re invited to join the Planned Giving Round Table of Northern Nevada (PGRT) Board, PGRT members, and others from Reno’s planned giving community—the fundraisers, financial planners, attorneys, accountants, trust officers and more—for our Spring Social at Village Well.
We encourage you to invite a guest or two who may be interested in networking with or learning more about the PGRT.
Please include their name and email in your RSVP.
Please include their name and email in your RSVP.
Check back to this page for details on our upcoming events, or connect with us on LinkedIn for all of our program announcements.
Our Most Recent Event
Elevate Your Philanthropy: Smart Giving Strategies for 2026
with speakers
Katelyn Wheeler & Jeff Ruderman
Capital Group Private Client Services
Tuesday, February 24, 2026
Registration opens 8:00 AM
Program: 8:30-11:00 AM
The Discovery (Collaboratory Room)
490 South Center Street; Reno, NV 89501
Registration opens 8:00 AM
Program: 8:30-11:00 AM
The Discovery (Collaboratory Room)
490 South Center Street; Reno, NV 89501
Follow us on LinkedIn for all our latest updates!
You can always email [email protected] for more information on programming, learning and networking opportunities.
You can always email [email protected] for more information on programming, learning and networking opportunities.
PGRT Extends Appreciation to Our Sponsors
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Nonprofit Champion Sponsors
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Thank you to the following organizations for supporting PGRT
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We Honor Our Community's
Outstanding Planned Giving Professional
The Planned Giving Round Table of Northern Nevada and the Association of Fundraising Professionals, Sierra Chapter, are thrilled to partner for the fifth year on the annual award for Outstanding Gift Planning Professional.
Congratulations to past Outstanding Gift Planning Professional Award Recipients:
2025 Award Winner: Abigail Stephenson
2024 Award Winner: Brian Saeman
2023 Award Winner: Simon Williams
2022 Award Winner: Heidi Foster
2021 and First-Ever Award Winner: Lisa Riley
Congratulations to past Outstanding Gift Planning Professional Award Recipients:
2025 Award Winner: Abigail Stephenson
2024 Award Winner: Brian Saeman
2023 Award Winner: Simon Williams
2022 Award Winner: Heidi Foster
2021 and First-Ever Award Winner: Lisa Riley
Award Criteria
- At least five years practicing gift planning
- Is a current or past member of the Planned Giving Round Table of Northern Nevada (PGRT)
- Demonstrated success in inspiring others to incorporate gift planning into their charitable giving or work (either with clients/donors or educating other professionals)
- Has grown or developed a culture of gift planning at their organization
- Practices his/her profession in an exemplary manner
- Has demonstrated strong personal leadership qualities
