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…
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
2019 NAD PGTS CONFERENCE AUG 5 – 8 INDIANAPOLIS MARRIOTT DOWNTOWN. 2019 NAD PGTS Conference Website
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 —…
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…