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 for our upcoming PGRT programs:

All PGRT programs are eligible for 1 hour of Continuing Education (CE) credit for AEP, CAP, CFP and CPA.

September 9, 8:00 a.m.
Choosing the Right Charitable Giving Vehicle: DAFs, Supporting Foundations & Private Foundations
Featured Speaker: Elinor Carson Ramey, Esq., Partner, Lowenstein Sandler LLP

November 17, 8:00 a.m.
Creating a Legacy with Retirement Assets
Featured Speaker: Jordon N. Rosen, CPA (retired), MST, AEP (Distinguished)

February 9, 8:00 a.m.
Family Dynamics: A Case Study
Join fellow advisors for an interdisciplinary discussion on navigating family dynamics and effective planning.

May 4, 8:00 a.m.
Adopting AI Responsibly and Ethically in Professional Practice
Featured Speaker: Michelle Caryn Paul, PhD, President, Equifinality Solutions, LLC

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