The Planned Giving Forum of Greater Sacramento (PGFGS) is a professional organization that provides educational opportunities and resources for planned giving professionals; promotes planned giving as an effective philanthropic option for donors; and offers a networking system for practitioners and professional advisors.
 
Members of PGFGS include nonprofit development officers, consultants, and other financial or legal professionals interested in gift planning. PGFGS holds six to eight educational seminars each year to advance the local nonprofit sector’s understanding of the incredible opportunity presented by planned giving. With $59 trillion expected to be transferred to the next generation by 2061, the potential is enormous and PGFGS’ focus is to make that opportunity accessible to our nonprofit community. Members of PGFGS may also join the National Association of Charitable Gift Planners (formerly PPP).

​2020 Calendar

August 27, 2020
Title: From the Advisors’ Perspective: Working with financial and legal professionals to unleash philanthropy
Moderator: Kevin Smith-Fagan
Panel: 
​Michael Hardy, Senior VP and Wealth Advisor - UBS
Terra Van Zant, CPA
Kate Willcox, Associate - Boutin Jones Inc. 
Details and Reservations
September 24, 2020
Title: Generational Personalities
Presenter: Lita Reyes
Details and Reservations
October 22, 2020
Title: Planned giving, when that’s not all you do
Presenter: Aviva Shiff Boedecker​
Details and Reservations Coming Soon
November 19, 2020
Title: TBD
Program and Annual Wine Reception
*Program and wine reception starts at 4:30PM
Details and Reservations Coming Soon
Past Programs
January 26 - Planed Giving 101: An Introduction for those New to Planned Giving and Refresher for the Seasoned Pro
February 27 - Power of Persuasion: Influencing People to Say YES!
July 23 - The Value of Human Connection

​2021 Calendar

February 25, 2021
Title: Debunking Four Common Myths Surrounding Planned Giving
Presenter: Nathan Stelter
Details and Reservations Coming Soon
March 25, 2021
Title: Fundraising Essentials Bootcamp (Full-Day Workshop)
Presenter: Kathy Drucquer-Duff
Details and Reservations Coming Soon

2019 Programs

​2018 Programs
Our Major Sponsor
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 Chuck Ebersole
Education Sponsors
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