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
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.
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!