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
About the Program
Join Planned Giving Round Table of Northern Nevada (PGRT) for an engaging session on charitable giving strategies. With significant tax law changes in 2026, now is the time to optimize your philanthropic plans. Capital Group Private Client Service speakers, Jeff Ruderman and Katelyn Wheeler, will share actionable insights on:
-Navigating the New Tax Landscape: Practical strategies for charitable giving under the new rules.
-Exploring giving structures such as donor-advised funds, charitable trusts, and private foundations.
-Aligning charitable organizations' missions with donors’ legacy goals.
-Real-world examples and interactive discussion to help you inspire and steward major gifts.
-Navigating the New Tax Landscape: Practical strategies for charitable giving under the new rules.
-Exploring giving structures such as donor-advised funds, charitable trusts, and private foundations.
-Aligning charitable organizations' missions with donors’ legacy goals.
-Real-world examples and interactive discussion to help you inspire and steward major gifts.
About the Speakers
Katelyn Wheeler is a senior trust, estate & fiduciary strategist at Capital Group Private Client Services, focusing on trust, estate, tax and personal planning matters. Prior to joining our company, Katelyn practiced trust and estate law with firms in San Francisco, including Spears & Shelf. Most recently, she was a partner at Leland, Parachini, Steinberg, Matzger & Melnick, where her practice included estate planning, post-death administration, and strategic tax and intergenerational wealth transfers.
Katelyn earned her bachelor’s in history from UCLA and her J.D. from University of California College of the Law, San Francisco (formerly University of California, Hastings College of the Law). She is currently a candidate for an LLM in Taxation at University of San Francisco. Katelyn serves on the board of Speak SF, which sponsors parental education events, as a representative of a local independent all-girls school.
Jeff Ruderman is a Wealth Planning Specialist for Capital Group Private Client Services. He joined Capital Group in 2011as a senior client relationship specialist, prior to joining Capital Group he spent over five years as an assistant vice president, senior private client associate with Bernstein Global Wealth Management. As a member of the Wealth Advisory Group, Jeff provides advice on various wealth planning topics, specializing in the areas of wealth transfer, charitable planning and working with private business owners.
Jeff earned a BA with Honors in International Finance and Marketing from the University of Miami and also studied International Business at the Hogeschool voor Economische Studies in Amsterdam. He holds a professional designation in personal financial planning from the University of Georgia and is a CFP®.
Katelyn earned her bachelor’s in history from UCLA and her J.D. from University of California College of the Law, San Francisco (formerly University of California, Hastings College of the Law). She is currently a candidate for an LLM in Taxation at University of San Francisco. Katelyn serves on the board of Speak SF, which sponsors parental education events, as a representative of a local independent all-girls school.
Jeff Ruderman is a Wealth Planning Specialist for Capital Group Private Client Services. He joined Capital Group in 2011as a senior client relationship specialist, prior to joining Capital Group he spent over five years as an assistant vice president, senior private client associate with Bernstein Global Wealth Management. As a member of the Wealth Advisory Group, Jeff provides advice on various wealth planning topics, specializing in the areas of wealth transfer, charitable planning and working with private business owners.
Jeff earned a BA with Honors in International Finance and Marketing from the University of Miami and also studied International Business at the Hogeschool voor Economische Studies in Amsterdam. He holds a professional designation in personal financial planning from the University of Georgia and is a CFP®.
CEUs available for CFPs, CTFA, CAPs, CPAs, CFREs, and lawyers (NV CLE).
PROGRAM IS FREE FOR PGRT MEMBERS; $60 NON-MEMBERS.
Sign up as a member of PGRT to get complimentary access to this program and others throughout the year.
Annual Membership in PGRT is only $125. Sign up today.
PROGRAM IS FREE FOR PGRT MEMBERS; $60 NON-MEMBERS.
Sign up as a member of PGRT to get complimentary access to this program and others throughout the year.
Annual Membership in PGRT is only $125. Sign up today.
Space is limited. Please RSVP below or by emailing [email protected]
Thank You to PGRT's Sponsors
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Nonprofit Champion Sponsors
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Thank You to PGRT's Supporting Organizations
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