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, Adapt, CHange or Disappear: New Tools and a New Mindset for a Changing Marketplace, with David R. York, Attorney, Certified Public Accountant and Managing Partner with the Salt Lake City Law firm of York Howell on Tuesday, May 13 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