NAD PGTS Conference

2023 PGTS Conference

Sessions and Handouts

Click the button below to download handouts and slide presentations from the 2023 PGTS Conference.

Previous Conferences

2021 NAD PGTS Virtual Conference Webinars

Overview - Because of the COVID-19 pandemic and all the uncertainty it has brought, the 2021 PGTS Continuing Education Conference has moved online. With a series of 25 webinars spread over the entire year attendees may attend as many sessions as they like, either live or on-demand, for one low early-bird price of $400. Conference…

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2023 Conference Presentation Materials

Anna Gabriella ColonObtaining & Updating Attorney Opinion LettersThis session will cover some of the best practices for obtaining and updating attorney opinion letters. Presentation Materials Anne Melvin It’s About Time: Managing Your Most Precious ResourceDid you ever wish the day had 28 hours because you can't get everything done in 24? The endless development treadmill of…

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2019 NAD PGTS Conference Recap


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Teacher Giving Presentation To High School Class In Front Of Screen

2019 NAD PGTS Conference Presentations

2019 NAD PGTS CONFERENCE AUG 5 – 8 INDIANAPOLIS MARRIOTT DOWNTOWN. Anita James — Top 10 Review Findings - Not always a good position PDF (1mb)David King — Faith and Giving - In the midst of changing paradigms, how do we focus on faith in our planned giving PDF (2mb)Dennis Carlson & Scot Coppock —…

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PGTS Lifetime Achievement Award

2019 NAD PGTS CONFERENCE AUG 5 – 8 INDIANAPOLIS MARRIOTT DOWNTOWN. Lifetime Achievement Award Tom and Janette Carter Tom Carter Lifetime Achievement Video Lifetime Achievement Award Description o-icon__plusThe award  itself is a crystal pitcher, engraved on the front is the Planned Giving & Trust Services Dynamic Logo, the award recipient’s name, the date the award…

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