Our Mission Statement
"Promoting and increasing philanthropy through planned giving, by education, networking, public awareness and ethical practices."
The Planned Giving Round Table (PGRT) is a non-profit organization serving the needs of charitable institutions and their representatives in the Orange County community.
The purpose of PGRT is to encourage the education and training of planned giving specialists, local fund-raisers and allied professionals.
Members participate in seminars, conferences, presentations, research, publishing, and similar activities in the study of gift planning.
PGRT meetings facilitate communication and networking processes between members and other experts in the financial planning and development fields. The group provides members with information on federal regulations and changing tax laws affecting charitable gifts.
The PGRT Orange County Board of Directors is proud to announce the Santa Ana Country Club as the new home for monthly breakfast meetings! Santa Ana Country Club. (www.santaanacc.org).
*The PGRT-OC Board of Directors would like to thank Victoria Gray and Northern Trust for sponsoring the 12th Annual Primer.
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