The Planned Giving Forum
of Sacramento (PGFS)
- 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
March 27, 2014
"Charitable Gift Annuities - $ and $en$e"
Michael Hardy, Certified Financial Planner® and Senior Vice President with UBS Financial Services, Inc. and
Kevin Smith-Fagan, Vice President for Development at KVIE Public Television
Click here for details & registration
If you have any questions about the Planned Giving Forum of Sacramento, please feel free to contact us.
2014 Major Sponsor
Van Bruggen Ebersole
2014 Education Sponsors
Welcome to 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.
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