About Us

   

The Northwest Planned Giving Roundtable (NWPGRT) is an organization designed for the exchange of information and the advancement of expertise for planned giving professionals.

The Opportunity to Enlighten and Educate Yourself

NWPGRT is an organization designed to meet the specialized needs of planned giving professionals in the Oregon and SW Washington area. Our membership is comprised of a dynamic and diverse group of planned giving professionals from academic, religious, health, cultural, and social institutions. Allied professionals such as attorneys, accountants, financial planners, and others are also welcome to join the Roundtable.

Membership Eligibility:

Membership is open to individuals who work for a non-profit institution and are involved with planned giving at their institutions, whether on a full-time or part-time basis. Allied professionals are also encouraged to become members.

Dues: NWPGRT dues cost $100 per calendar year.
(Membership does not include Partnership for Philanthropic Planning membership)

Visit the Membership page to complete the Membership New and Renew Application Form.

Program Year:

Meetings are held five times per year. NWPGRT also sponsors an annual fall conference directly related to our educational purposes. The meeting and conference topics span the educational needs of the beginner and the seasoned professional.

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.