Welcome to the Planned Giving Forum of Greater Sacramento. Members of PGFGS 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 Greater Sacramento holds several luncheon meetings per year as well as an annual conference. As a member of PGFGS, you may also join the National Association of Charitable Gift Planners (formerly PPP).

2019 Calendar

August 22, 2019
Title: US Trust Study of High Net Worth Philanthropy
Presenter: Matthew Laufman, US Trust, Bank of America Private Wealth Management
Details and Reservations

September 26, 2019
Title: Planned Giving 101: An Introduction for those New to Planned Giving and Refresher for the Seasoned Pro
Presenter: Craig Wruck
​Details and Reservations
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October 24, 2019
Title: Donors and Diminished Capacity
Presenter: Dr. Daniel Binus, Beautiful Minds Institute and Robert L. Litchfield, Esq.
November 21, 2019
Title: Annual Meeting and Reception

Past Programs

May 17: Northern California Planned Giving Council Annual Conference
April 25: Strategies for Charitable Giving: Beyond the Basics
March 28:  Planned Giving - Building a Program for Sustainable Success
​February 28:  Inside the Minds of Planned Gift Donors​

​2018 Programs
Our Major Sponsor
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 Chuck Ebersole
Education Sponsors
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