The Planned Giving 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.

For sponsorship and additional information, please contact Andrew Woods at awoods@associated.org or 410.369.9310.

The Planned Giving Design Center
Join the Planned Giving Design Center to take advantage of:
- Regular e-mail updates about changes in the law
- Use of the online planned giving calculator
- A research tool for estate tax and charitable planning
- Access to other planning professionals through the discussion forum and member directory.

• What is an appropriate inheritance for your children and grandchildren?
• What will be the effect of the inheritance on them?
• How will you prepare your children for their inheritance?
• Do your heirs know your vision and values?
• What do you expect for your heirs’ philanthropy?
• Have you provided your heirs the financial resources to be charitable (would you consider a family foundation or donor-advised fund to empower your heirs to be charitable?)?
• Are there charities to which you contribute on a regular basis?
• What will happen to those gifts when you are gone?
• Have you considered an endowment (20 times the annual gift) to continue your support after your lifetime?
• How do you want to be remembered?

OUR RECENT PROGRAMS

Paula Calimafde PGRT
ACTEC Fellow and attorney Paula Calimafde offered her analysis of the estate tax provisions of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, which was signed into law in December of 2010. She discussed what lies ahead for estate and financial planning in light of the new law and offered practice pointers for tax-wise planning given the uncertain future of estate and gift tax law beyond 2012.

Bob Shapiro PGRT
Washington insider Bernard M. “Bob” Shapiro shared his unique insight on the impact of the November 2010 election results on fiscal and tax policy in early 2011. He also discussed his perspective on how the new political alignment will work between the 112th Congress and the Obama Administration.