Planned Giving Round Table (PGRT)

8:00 a.m. Networking
8:30 a.m. Program

Featured Speaker: Aharon Friedman
Special Counsel, Sullivan & Cromwell LLP; Visiting Scholar, Hoover Institution

This presentation examines the sweeping tax legislation enacted by the “One Big Beautiful Bill.” It covers the political, economic and policy dynamics that have shaped the tax bill and what it means for individuals, businesses and markets in 2025 and beyond.

Join us for this informative program and arrive early to network with like-minded professionals.
Breakfast will be served. Dietary laws observed.

This program is eligible for one hour of Continuing Education (CE) credits for: AEP, CAP, CFP and
CPA.

We are grateful for your support; please note the event fee is nonrefundable.

Questions? Contact Itael Toibman or 410-369-9240

PGRT is a multidisciplinary forum where professionals network, develop technical skills and learn from experts to integrate charitable planning into clients’ tax, financial and estate strategies.  

Sign up today for the 2025 – 2026 PGRT Series!

$75 for all four programs – savings of $25. Select “Program Series” during registration. Future
programs include:

November 5, 8:00 a.m.
Seven (not so) Secret Keys to Successful Business Succession
Featured Speaker: Thomas W. Abendroth
Partner, Arentfox Schiff LLP

February 11, 8:00 a.m.
From Exes to Endowments: Legacy Talks That Actually Work with the Next Netflix Generation
Featured Speaker: Holly Hull Miori, PhD, CFRE
Fundraiser. Educator. Advocate for Millennials. Promoter of Best Practices in the Nonprofit
Sector.

May 7, 8.00 a.m.
Family Dynamics: A Case Study
Featured Speaker: Lauren Klein
Vice President, Funds & Foundations, The Associated: Jewish Federation of Baltimore

For the security of all, The Associated reserves the right to search all bags prior to entry.

By attending this event you consent to be photographed, filmed and/or otherwise recorded and to the release, publication, exhibition or reproduction of any and all recorded media of your appearance, voice and name for any purpose whatsoever in connection with The Associated: Jewish Federation of Baltimore, its initiatives, including, by way of example only, use on websites, in social media, news and advertising.