The Planned Giving Forum of Sacramento (PGFS)
is a professional organization dedicated to:

  • providing education opportunities and resources for
    planned giving professionals
  • promoting planned giving as an effective philanthropic
    option for donors
  • providing a networking system for practitioners and
    professional advisors


About the Planned Giving Forum of Sacramento.


Members of PGFS include development officers for non-profit organizations,
consultants, attorneys, accountants, financial planners, insurance agents,
stockbrokers, trust officers, among other professionals interested in gift
planning. The Planned Giving Forum of Sacramento holds several luncheon
meetings per year as well as an annual conference. As a member of PGFS,
you may also join the Partnership for Philanthropic Planning.


 

2012 Board of Directors

 

President
Beth Hassett
Vice President, Membership
Amber Leonti
Past President
Christie Holderegger
Treasurer
Michael Hardy, CFP, CIMA
Secretary
John F. Koch
Programs
Allison E. Cagly, CFRE

Julie Van Dooren
Sponsorships
Shirlee Tully


 John Palley