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, Family Dynamics: A Case Study, with Lauren Klein, Assistant Vice President, Funds & Foundations of The Associated on Wednesday, October 18, 2023 at 8:00 a.m.

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

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