Planned Giving Round Table (PGRT) Event


Join PGRT for our upcoming program.

What Clients Want from Their Advisors: The Philanthropic Conversation
Presenter: Claire Costello
National Practice Executive, Philanthropic Solutions, U.S. Trust

Wednesday, June 6 | 8:00 a.m. networking and breakfast; 8:30 program
DLA Piper
6225 Smith Avenue, Baltimore

Cost: $25 in advance | $30 at the door

This program is eligible for Continuing Education (CE) credits for accountants and certified financial planners.

The vast majority of high net worth individuals give to charity, and many feel that philanthropy is an important aspect of their wealth experience. However, the philanthropic conversations with and advice provided by their advisors are not always aligned to their needs. Philanthropic discussions can play an important role in an individual’s or family’s wealth experience and have implications for their wealth planning and management. These conversations can also help advisors deepen relationships and grow their businesses by connecting with clients on something truly meaningful to them.

Sponsored by Pessin Katz Law, P.A.

Questions? Contact Carol Hardiek at or 410-369-9288.

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Planned Giving Round Table - What Donors want from Advisors
Featuring Claire Costello
Wednesday, June 06, 2018 at 8:00 AM
Registrant Info: 1 $25.00 ea.

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Thank you to our PGRT Series Sponsor RSM.

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