2024 PGRTSA Symposium
2024 PGRTSA Symposium
The PGRTSA Symposium is back with the tools and speakers you need to take your planned giving efforts to the next level. Register Now to Join Us!
Wednesday, May 1, 2024 1:00 -5:00 pm
The Lodge on the Desert located at 306 N. Alvernon Way
Planned Giving Bootcamp Pre-Session 10:30 - 12:30 | Happy Hour from 4:30 - 6 pm
Full Day Admission | 10:30 am - 5:00 pm: $300 for members/$400 non-members
Boot Camp Pre-Session | AM Only from 10:30 am - 12:30 pm: $150 for members/$200 for non-members and includes lunch
Symposium | PM Only from 1:00 - 5:00 pm: $200 for members/$300 for non-members
Early Bird Registration EXTENDED Until April 24th!
After April 24th, registration fees increase by $50.
Registration Deadline: April 26, 2024
Student Rates Available! Contact Us for More Information
Continuing Education Credit: 5 Total Hours Continuing Education Available for CFRE and Attorneys.
The CFP® Board has approved the BootCamp for 2.0 ceus and Symposium Sessions for 3.0 ceus or 5.0 ceus total
Full Day Registration - 10:30 am - 5:30 pm
$300 for Members
Includes bootcamp pre-session, lunch, happy hour and access to meeting resources. Non-Member rates for an additional $100
Bootcamp Pre-Session Only - 10:30 am - 12:30 pm
$150 for Members
Includes bootcamp pre-session/ resources & lunch. Non-Member rates available for an additional $50
Symposium Registration Only - 1:00 pm - 5:30 pm
$200 for Members
Includes Symposium registration (3 Hours CEUS), resources & happy hour. Non-Member rates available for an additional $100
Special Thanks to our Symposium Sponsors
Event Details
10:30 am - 12:30 pm
Planned Giving Bootcamp Pre-Session
Includes Lunch
Please join us for an opportunity to discuss the importance of planned giving, how it works and what the most popular planned gifts are and how to initiate legacy conversations and solidify gifts.
1 - 2:30 pm | General Session
Five Ways to Revolutionize Gifts
John "John A" Warnick, Esq.
Founder of the Purposeful Planning Institute
Fellow of the American College of Trust & Estate Counsel
Author of the Purposeful Trust & Legacies Handbook
In this session, John A Warnick will share the story of George Washington's gift of his swords. Four of the Five Swords stayed in the bloodlines of his nephews for six and seven generations until they were given to the foundation which runs Mount Vernon. What was the revolutionary method Washington used to electroplate those swords with purpose and meaning. What are other ways we can help our donors discover how to transform their gifts, both charitable and testamentary into lasting legacies.
Click Here to learn more about John A
3 - 4:30 pm | General Session
The Evolving Philanthropic Planning Landscape
Dien Yuen, CEO
Daylight Advisors
A global pandemic, racial reckoning, ongoing violent conflicts, and climate change have encouraged philanthropists to reflect upon how they might make a more significant impact with the financial and social power they wield. Professional advisors are many individuals' first point of contact regarding their financial and estate planning. Unsurprisingly, the intimate knowledge of the many aspects of the client's private lives naturally elevates the advisor as their go-to resource for philanthropic advice. In this interactive session, we explore the tools and practices that advisors can use to support clients and inheritors on their philanthropic journey
4:30 pm | Happy Hour
Continue networking at an informal Happy Hour at The Lodge hosted by Fleming & Curti.
