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Planned Giving Round Table 2026-2027 Program Series
Registration Is Now Open for the 2026–2027 PGRT Series
Register once for the full Planned Giving Round Table series and secure your place at four timely programs featuring nationally recognized experts.
Your PGRT series registration includes:
- Four expert-led programs on timely planned giving topics
- Opportunities to connect with colleagues across the planned giving community
- Continuing education opportunities throughout the year
$75 for all four programs
Kick-off the series with our September Planned Giving Round Table:
Choosing the Right Charitable Giving Vehicle: DAFs, Supporting Foundations & Private Foundations
September 9 @ 8:00 am
Featured Speaker: Elinor Carson Ramey, Esq., Partner, Lowenstein Sandler LLP
8:00 a.m. Networking | 8:30 a.m. Program
This program is eligible for one hour of Continuing Education (CE) credits for: AEP, CAP, CFP and CPA.
Selecting the appropriate charitable vehicle requires more than understanding the tax rules – it requires evaluating a client’s goals for control, flexibility, governance, family involvement and long-term philanthropic impact. This session compares donor advised funds, private foundations and supporting organizations, highlighting the tax, legal and administrative considerations associated with each. Through practical planning scenarios, advisors will gain a framework for identifying the most effective charitable vehicle based on a client’s unique objectives and planning opportunities.
For questions and to request accommodations, contact Jackie Yahr at 410-369-9248 or jyahr@associated.org.
2026–2027 PGRT Series Lineup
November 17, 8:00 a.m.
Creating a Legacy With Retirement Assets
Featured Speaker: Jordon N. Rosen, CPA (retired), MST, AEP (Distinguished)
February 9, 8:00 a.m.
Family Dynamics: A Case Study
Join an Associated professional for an interdisciplinary discussion on navigating family dynamics and effective planning.
May 4, 8:00 a.m.
Adopting AI Responsibly and Ethically in Professional Practice
Featured Speaker: Michelle Caryn Paul, PhD, President, Equifinality Solutions, LLC
The Associated is committed to making our events accessible to everyone.
If you require accommodations to participate, or have additional questions, please contact information@associated.org in advance so we can make the appropriate arrangements.
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.
Featured Speaker
Elinor Ramey advises public charities, private foundations, and other tax-exempt organizations on tax and governance matters. She also works closely with high-net-worth individuals on developing and implementing the most efficient and effective ways to advance their philanthropic objectives.
A former attorney and policy advisor for the U.S. Treasury Department, Elinor’s practice focuses on structuring organizations to receive and maintain exempt status, addressing issues such as unrelated business income tax, excess benefit transactions, and the various excise taxes that impact exempt organizations. She advises on matters related to tax planning, tax controversy, and voluntary disclosures; compliance with state charity laws and regulations; and the tax issues involved in political campaign activity. She also has significant experience counseling on corporate governance and fiduciary duties of exempt
organizations.
While at the Treasury Department, Elinor advised the Assistant Secretary for Tax Policy on all legal and policy matters involving tax-exempt organizations and charitable contributions. She was instrumental in the development of tax guidance affecting charities, in particular implementation of the Tax Cuts and Jobs Act,
and regulations on the unrelated business income tax, executive compensation, and the net investment income tax on colleges and universities. Elinor also worked on guidance projects relating to program related investments, mission related investing, private foundations, donor advised funds, conservation easements, substantiation of charitable contributions, and supporting organizations.
Elinor has extensive experience working on the development of guidance with the Treasury Department and the IRS, and with legislative bodies, including the U.S. House Committee on Ways & Means, Senate Finance Committee, and the Joint Committee on Taxation. She is a frequent speaker at conferences focused on exempt organizations.
The Associated’s Leadership
Jessica Gorsky Halle
Chair, Planned Giving Round Table
Amy F. Pollokoff
Chair, Annual Campaign
Karen M. Singer
Chair, Women’s Engagement & Philanthropy
Pammy Franklin
Chair, Young Adult Division Campaign
Morris L. Garten
Chair, Planned Giving & Endowment
Philip E. Sachs
Chair of the Board
Andrew Cushnir
President & CEO
Thank You to our Corporate Partners
VISIONARY PARTNERS
LifeBridge Health • Wells Fargo
LEADERSHIP PARTNERS
BGE • Brown Advisory • CFG Bank • Curio Wellness | Far & Dotter • Hoffman & Co. Catering • Len Stoler Automotive • M&T Bank • MileOne Automotive • PNC Bank • RS&F • Trius Lending Partners
CHANGEMAKING PARTNERS
Alliance Material Handling, Inc. • BDO • Cole Roofing Co., Inc. | Gordian Energy Systems, LLC • FlexTG • Furman Honick Law • Goedeke Contracting • Gordon Feinblatt LLC • Hilb Group • Jason F. Rubenstein, Realtor • Kramon & Graham, P.A. • Merritt Properties • MiCasa Title Group, LLC • MOI • Neptune’s Plumbing & Heating • Residential Title & Escrow Company • Saul Ewing LLP • Schoenfeld Insurance Associates • Venable LLP • WesBanco • ZLF Wealth Management at Morgan Stanley
FOUNDATIONAL PARTNERS
Alex. Brown – Raymond James • APG Federal Credit Union • Bolton • CFG Bank Arena • CliftonLarsonAllen • Cowboy Car Deals • David Ross Orthodontics • Defender One Security • D.S. Thaler & Associates, LLC • East Coast Turf, LLC • First National Bank • Harford Refrigeration Co., Inc. • Haymaker Technologies, Inc. • Israel Bonds • The Legacy Group, Inc • Midfield Real Estate • MidPoint Technology Group, LLC • Miles & Stockbridge • Paul Davis Restoration • Pinnacle Financial Partners • SOS Technology Group • Strategic Factory • T. Rowe Price • Truist • William Blair
IN-KIND & NONPROFIT PARTNERS
Klein’s ShopRite • National Aquarium, Inc.
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