The Planned Giving Round Table (PGRT)

PGRT brings together professionals from a variety of disciplines who may, at various times, be involved in some aspect of a planned gift to charity. Participants have the opportunity to network, hear from nationally-recognized planned giving and financial experts and enhance their skills by incorporating charitable planning techniques in clients’ tax, financial and estate planning.

Learn more our Planned Giving Round Table (PGRT) for Young Professionals


Stupid Charitable Tricks: Planning Mistakes I Have Seen

Presenter: Ramsay H. Slugg, Managing Director and Wealth Strategies Advisor, Bank of America

Most charitable gifts are made directly with cash or marketable securities, and the rules are straightforward. However, when charitable giving involves different assets, or different charitable structures, the opportunities for mistakes increase.

This presentation will review federal income tax rules governing charitable giving, and then explore a myriad of planning mistakes that the presenter has seen over the years. Most of these are honest mistakes, that result when the planning team does not have someone who knows all of the rules surrounding charitable giving.

Wednesday, September 18 | 8:00 a.m. Networking & Breakfast, 8:30 a.m. Program

The Suburban Club
7600 Park Heights Ave

Cost: $25 in advance | $30 at the door

Program series cost for all four programs: $75 (savings of $25). Sign up today!

This program is eligible for 1 hour of Continuing Education (CE) credits for accountants and certified financial planners.

Questions? Contact Denisha Queen at or 410-369-9288.

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PGRT Series 2019 - 2020
Wednesday, September 18, 2019
Registrant Info: 1 $75.00 ea.

PGRT - Stupid Charitable Tricks: Planning Mistakes I Have Seen
Presenter: Ramsay H. Slugg, Managing Director and Wealth Strategies Advisor, Bank of America
Wednesday, September 18, 2019 at 8:00 AM
Registrant Info: 1 $25.00 ea.


Navigating the New World of Charitable Gift Lawsuits: Legal Lessons and Practical Advice
Wednesday, November 6, 2019 at 8:00 a.m. | Suburban Club
Presenter: Kathryn Miree, President, Kathryn W. Miree & Associated, Inc.

The Wealth Transfer Failure Problem
Tuesday, February 11, 2020 at 8:00 a.m. | Suburban Club
Presenter: Shawn Barberis, Esq., CEO & Founder ASPIDA360

Federal Tax Update
Wednesday, June 3, 2020 at 8:00 a.m. | Suburban Club
Presenter: Charles D. “Skip” Fox, IV, Esq., Partner, McGuireWoods


PGRT Silver Sponsors

Naiman May & Associates, PK Law, Tucker & Meltzer

Disclaimer: Your attendance at this event releases rights to The Associated and its programs and agencies to use your image captured by a photographer and/or film maker in print as well as electronic media, including, but not limited to: brochures, advertisements, annual reports, websites and other materials used to promote Associated and constituent agency programs to the community.

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