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.

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

Join us at our upcoming PGRT program, Adapt, Change or Disappear with David R. York, Certified Public Accountant and Fellow with the American College of Trust and Estate Counsel (ACTEC), on Tuesday, December 13, 2022 at 8:30 a.m.

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