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Speaker

Karl McTaggart

Vice President, Planned Giving Client Product Specialist
PNC Institutional Asset Management®

Karl is a Planned Giving client product specialist in PNC Institutional Asset Management®. He serves as the relationship manager for local and national Planned Giving clients. His responsibilities include serving as the primary point of contact for client service needs and coordinating the Planned Giving team that provides investment management, various administration services and education to nonprofits across the country. Prior to joining the firm, Karl served as a relationship manager for over 20 years in the foundations and endowments specialty practice at SunTrust Bank. Previously, he was also a team leader for wealth family custody services at Chase Manhattan Private Bank and an account manager for personal custody services at Citibank Private Bank.

Karl graduated with a Bachelor of Science in Business Administration in finance from State University of New York at Buffalo. He has been a professional member of the Virginia Gift Planning Council since 1997, and he Karl graduated with a Bachelor of Science in Business Administration in finance from State University of New York at Buffalo. He has been a professional member of the Virginia Gift Planning Council since 1997, and he currently serves on their Board of Governors as Vice President and chair of their Programs Committee. He also serves as Secretary/Treasurer of The Walter W. Regirer and Maria Teresa Regirer Foundation in Richmond, VA.