The Planned Giving Round Table (PGRT)

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.

PGRT for Young Professionals involves intimate study groups where you can gain new planned giving tools and the skills necessary to start conversations with your clients.

Questions? Contact Jacqueline Yahr at or 410-369-9248.

Join us at our upcoming PGRT program, A Case Study in Philanthropic Expertise: Do You Know What You Don’t Know?, with Philip Cubeta of The American College of Financial Services on Tuesday, June 21, 2022.

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