PGRT brings together professionals from a variety of disciplines who may be involved in some aspect of a planned gift to charity. Participants network, enhance their technical skills and hear from nationally-recognized planned giving and financial experts.

Engage in meaningful conversations around your clients’ values and incorporate charitable planning techniques into their tax, financial and estate planning.

Join us at our upcoming PGRT program, Into the Great Wide Open – Planning for the Childfree Client, Jennifer B. Goode, J.D., National Director, Institute for Trust and Estate Planning and Donald P. Kent, Principal, Wealth Advisor, Bernstein Private Wealth on Tuesday, October 22 at 8:00 a.m. 

Questions? Contact Jacqueline Yahr at jyahr@associated.org or 410-369-9248.

Corporate Sponsors

PGRT Gold Sponsors
CFG Community Bank • RBC Wealth Management • Withum

PGRT Silver Sponsors
First National Bank • Gordon Feinblatt, LLC • PK Law • Tucker & Meltzer