The virtual Lunch & Learn 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.  

​Our first Lunch & Learn event will feature a webinar by
Melanie J. Norton
​Founder/CEO of Norton Philanthropic Counsel 

Wednesday, March 27, 2024
12:00 - 1:30 PM (Pacific Time)
via Zoom (link to be provided after registration)
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Scroll down to RSVP Now!

Weaving Planned Giving into your Donor Conversations

We've all been there before. We have cultivated and know (or should know) our donors and clients really well. However, we may come to realize that we've never approached the subject of an estate or planned gift and are not sure how to do so now without feeling awkward. This presentation offers helpful conversation tips and cues to transition into conversation about planned gifts. As the massive transfer of wealth continues in earnest over the next several decades, charitable organizations that leave gift planning out of the conversation will be leaving money on the table and their future security on the line. Learn how to make the easy introduction to the largest and most impactful gifts our donors and clients can make and our charitable organizations will experience.

About the Speaker

Melanie J. Norton is the Founder/CEO of Norton Philanthropic Counsel (NPC), a fundraising consulting firm in Indianapolis. Prior to launching NPC, she was the vice president for development and alumni engagement at DePauw University, leading DePauw to more than $320 million of a successful $383 million comprehensive campaign that surpassed its original goal some 2 ½ years in advance of the campaign’s end. Her career includes leadership positions in higher education administration and fundraising, fundraising consulting, and banking (trust and retail). Melanie is a CFRE and a proud member of the Association of Philanthropic Counsel and NACGP, where she was the national chair of the board in 2016 during a major rebranding initiative.

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PGRT IS PROVIDING THIS WEBINAR PROGRAM FREE TO PGRT MEMBERS; $25 FOR NON-MEMBERS.
Annual Membership in PGRT is only $125. 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 for helping us provide this new opportunity!