Welcome to Northwest Planned Giving Roundtable, a membership organization dedicated to increasing the quality and quantity of planned gifts in Oregon and Southwest Washington.  NWPGRT is an affiliated council of the Partnership for Philanthropic Planning.  We provide educational outreach to the charitable gift planning community and the donors it serves.

Membership in NWPGRT is $55 annually, which is an incredible bargain for the benefits our members receive: Click here to join / renew

A discounted registration fee to our 24th annual conference on September 12, 2012 at the Lloyd Center DoubleTree.  As always, we’ll feature nationally recognized speakers and a program that will be relevant to those new to the field of planned giving, our most seasoned professionals, as well as estate planning attorneys, financial planners and non-profit board executives.  This conference is consistently ranked as one of the best local conferences on the west coast.

Bi-monthly membership meetings at no charge.  Our meetings are at the Multnomah Athletic Club and feature educational programs from local and national experts.  We begin each meeting with a fundamentals presentation, which is invaluable if you are new to the field or if planned giving is only part of your job.  Click here to register and view a schedule of upcoming presentations.

For those who are new to the field, we offer a Mentorship Program where you are paired with an experienced gift planner who can help guide your efforts and will be available to answer questions as you build your program.  Click here for more information or to request a mentor.

Each year in March, the NWPGRT partners with the Portland Business Journal to produce the special publication Estate and Charitable Planning.  Columns for the publication are submitted by our professional membership.  The publication is in its 7th year and provides a unique opportunity to highlight our members’ professional skills and the organizations they represent.  Expect an announcement and call for column submissions in November.  For a copy of the March 2011 edition of Estate and Charitable Planning, please contact me at 503.216.2198, or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .  

If you are not already a member, we hope you will consider joining NWPGRT to take advantage of these benefits and the wonderful opportunity to network with other planned giving professionals in the region and make some new friends along the way. 

Julie Eubanks
President