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.

Join us at our upcoming PGRT program, What Clients Want from Their Advisors: The Philanthropic Conversation, with Erin Hogan, Managing Director and Philanthropic Market Executive
Bank of America, Philanthropic Solutions on Thursday, May 9 at 8:00 a.m.

Questions? Contact Jacqueline Yahr at 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

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