Northwest Planned Giving Roundtable Mission

The mission of the Northwest Planned Giving Roundtable is to increase the quality and quantity of charitable planned gifts by serving as the professional source for the planned giving community in Oregon and Southwest Washington.
 

Our History

In March 1986, Stuart Gates of Reed College; Jean Gorman of University of Portland; Ronald Nordeen, consultant; Reverend Glenn Eaton of Willamette Manor and William Temple House; and acting chair Forrest Brostrom of Good Samaritan Foundation met to discuss proposed by-laws for the Northwest Planned Giving Roundtable (NWPGRT).

 

This is considered the official starting date of NWPGRT, but it was not until September 1987 that 32 members or people interested in planned giving attended what President Forrest C. Brostrom announced as the first official meeting of the NWPGRT. He invited everyone present to join.  Guest speakers at the meeting were Walter S. Bristow, Director of Advanced Underwriting Service, Standard Insurance Company, and Carolyn E. Wilson, Attorney at Law, Duffy, Kekel, Jensen, Jones & Miller.

 

The following people were in attendance at the September 10, 1987 meeting: Harold A. Ankeny, J.D. Baker, Betsy Beebe, Barbara A. Bell, Ruth Brodeur, Forrest C. Brostrom, Sister Mary Dernovek, John R. Connolly, Marcia Director, Rev. Glenn A. Eaton, Rosemary Egan, Neil Farmer, Stuart W. Gates, Jean Gorman, Marc Grignon, Sister Stephana Heitkemper, Betty Holden, Gloria King, Wally Lohman, Dan Lucas, Max Mehlhaff, Barbara Miller, Judith C. Nichols, Ron Nordeen, Paulette Peynet, Barbara Ramsey, Steven Ritchie, Clair Sagiv, Joan H. Smith, Bruce Winston, Sally Woolley, and Al Zimmerman.  Although some of the original group in attendance have retired or moved away, ten are still members of NWPGRT. Today, we have almost 200 members.