PLANNED GIVING ROUND TABLE OF NORTHERN NEVADA
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You're invited to

PGRT's Virtual Spring 2023 Program

 Join us to learn with speaker
Jade Bristol
Chief Development Officer at Giving Docs

View Program Flyer and Speaker Bio
Tuesday, May 9, 2023
11:45 AM - 1:00 PM
Virtual Program via Zoom

Zoom link will be sent to you after program registration.

Program Topic:
Toward Justice and Belonging:
Building a More Inclusive Planned Giving Program
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Although non-profits have become more familiar with DEI principles, most planned giving programs are still in the early stages of understanding how to create more inclusive programs. This presentation will examine why communities of color are underrepresented in planned giving and will propose a long-term strategy for how the planned giving sector can become more inclusive and welcoming for all.  

In this presentation, you will learn: 
  • What “DEI” means in the context of a planned giving program
  • The legal, historical, and systemic barriers that communities of color have faced in creating wills and trusts
  • How lived experiences affect the ways high net worth donors of color give
  • How other non-profits are incorporating DEI into their planned giving programs
  • Practical and actionable ideas and resources that will help you begin to create a more authentically inclusive planned giving program, and how progress can be measured​

CEUs available for CPAs, CFPs, CTFAs, and lawyers.

​​FREE FOR PGRT MEMBERS; $25 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. ​
Please RSVP below or by emailing [email protected]
Thank You to PGRT's Sponsors
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​Thank You to PGRT's Supporting Organizations
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The Planned Giving Round Table of Northern Nevada (PGRT) ​is a proud Member Council of the National Association of Charitable Gift Planners. PGRT offers accredited continuing education credits for programming.

Copyright © 2024 PGRT
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 PGRT is proud to have earned the
Community Foundation of Northern Nevada's
2024 100% Board Giving Award.
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Contact Us: 
Planned Giving Round Table (PGRT)
c/o Community Foundation of Northern Nevada
​50 Washington Street, #300
Reno, NV 89503
  • Home
  • Membership
  • Scholarships
    • Scholarship Application
  • Events
    • Spring Social | May 13, 2025
    • June 4, 2025 Lunch & Learn
    • October 29, 2025 Lunch & Learn
  • Sponsorships
  • Board
  • Contact Us