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 email@example.com or 410-369-9248.
Join us at our upcoming PGRT program, Communicating Across Generations: What, When and How to Talk to Heirs About Wealth, with Jill Shipley on May 20.
Take a small step to make a big impact