The Planned Round Table

The Planned Giving Round Table (“PGRT”) brings together professionals from a variety of disciplines who may, at various times, be involved in some aspect of a planned gift to charity. Through educational programs at THE ASSOCIATED, PGRT members can learn to integrate charitable gift planning with clients’ overall tax, financial, and estate plans, and better serve their clients’ needs.

Mission: To educate professionals from a variety of disciplines about planned giving opportunities for clients and to provide them with a forum for networking.

To encourage professionals to promote the concept of planned giving and to educate potential donors about the high rate of return to the community and to the individual.

To help advisors enhance skills through seminars featuring nationally recognized and local planned giving and financial experts.

Membership: Planned Giving Round Table membership includes more than 500 attorneys, accountants, financial planners, trust officers, insurance agents, and real estate professionals in the greater Baltimore area. We continue to outreach to new members, and the PGRT mailing list includes more than 1,600 professional advisors.

A Sample of Recent Programs

Long-Term Care Insurance: The Basics from an Insurance Provider, presented by Charles M. Redstone, New York Life Insurance

The Home: How to get into one (Part 1) and what to do with one (Part 2); a two-part program presented by Barbara Levy Gradet, Jewish Family Services of Central Maryland; Isabella Firth, Mid-Atlantic LifeSpan and Emanuel J. Kallina, Kallina & Associates, LLC.

Estate Planning for Women, presented by Virginia A. McArthur, Law Office of Virginia A. McArthur.

A First Look at How ‘The Pension Protection Act of 2006’ Affects Your Clients’ Charitable Planning, presented by Edward J. Beckwith, Baker & Hostetler, LLP,

Family Values and Values that Make A Family: The Jewish Perspective on Intergenerational Planning and Philanthropy, presented by Rabbi Mitchell S. Wohlberg, Beth Tfiloh Congregation

Family and Charitable Planning with Retirement Accounts: A Road Map for Professionals, presented by Professor Christopher Hoyt, The University of Missouri, Kansas City School of Law

Charitable Giving: The Good News and Bad News, presented by Roy M. Adams, J.D. and Charles A. Redd, J.D., Sonnenschein Nath & Rosenthal, LLP

Keeping it in the Family: Planning Efficient Wealth Transfer, presented by Joseph Brodecki and Richard Weaver, Bernstein Investment Research and Management, Inc.

Recent Developments in Charitable Giving and Estate & Gift Taxation: A View from Capitol Hill, presented by Gordon Clay, Esq. and David Lenter, Esq., Joint Committee on Taxation, U.S. Congress.

To join the PGRT or for more information on our upcoming programs, contact Michael Dye at 410-369-9213, or mdye@associated.org

THE ASSOCIATED
101 W. Mt. Royal Avenue
Baltimore, MD 21201
410-727-4828 | Fax: 410-837-1342
E-mail: mfriedman@associated.org

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