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









April 2014 – No Program


May 19, 2014 7:30 am to 6:00 pm
22nd Annual Planned Giving Conference
Presented by Northern California Planned Giving Council
Keynote Speakers & 20 Workshops covering 5 Tracks
Special Offer--PGFGS Members can register at NCPGC Member rate!


June 3, 2014
(note change of meeting day to Tuesday)

11:30 am – 1:30 pm
Dr. Russell N. James III, J.D., Ph.D., CFP,
Director of Graduate Studies in Charitable Planning


July 16, 2014
(note change of meeting day to Wednesday)

11:30 am – 1:30 pm
3rd Annual Joint PGFGS & AFP Program
Bryan Clontz, CFP®, CLU, ChFC, AEP, CAP
President & Founder, Charitable Solutions LLC




If you have any questions about the Planned Giving Forum of Sacramento, please feel free to contact us.


2014 Major Sponsor

The Wealth & Beyond Program
Chuck Ebersole

Van Bruggen Ebersole & Pajak

2014 Education Sponsors

Green Oak Consulting Group

Sacramento Region Community Foundation

Yolo Community Foundation


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.

Join Online Now!