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

 

 

 

 

 

 

 

 

 

October 23, 2014
11:30 am – 1:30 pm
Closing the Gap: A Candid Conversation with Professional Advisors on Challenges and Opportunities to Better Serve Donors/Clients

MODERATOR: Tim Rodriguera, CFRE

PROFESSIONAL ADVISOR PANELISTS:
Elfrena Foord, CFP, CAP, CPA; Rita Gibson, LUTCF, CLU;
Sil Reggiardo, III; Tamara Wallenstein, JD;
Amanda Williams, CPA

 

 

Click here for registration & details.

 

 

Click here to see All Upcoming Professional Education Programs


 

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

Foord
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!