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 for our upcoming PGRT programs:

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 Baltimor

Questions? Contact Itael Toibman at 410-369-9240.