Events

Highlighting our talented team’s speaking engagements or conference exhibitions around the country.

Come see us, we’d love to say hi!

2025

20

MAR

Charitable Gift Planners of Houston

March Program

Houston, TX

28

APR

Charitable Estate Planning Institute

Annual Seminar

Nashville, TN

30

APR

Charitable Gift Planners of Houston

2025 Spring Conference

Houston, TX

7

MAY

Planned Giving Group of New England

2025 All-day Conference

Waltham, MA

8

MAY

St. Louis Council of Charitable Gift Planners

Annual Conference

St. Louis, MO

21

MAY

Southern California Council of Charitable Gift Planners

Western Regional Planned Giving Conference: Charting the Course

Costa Mesa, CA

22

MAY

NH & VT Council of Charitable Gift Planners

Annual Meeting & Conference

Fairlee, VT

4

JUN

Charitable Gift Planners of Kentuckiana

Gift Planning Conference

Sellersburg, IN

16

JUL

Georgia Hospital Association/SC Hospital Association

GADP/SGSHFD Annual Conference

Saint Simons Island, GA

18

AUG

Thompson & Associates’ Client Conference

Join us in-person for a day and a half of education, networking and fun!

Nashville, TN

15

SEP

Practical Planned Giving Conference

Crescendo Interactive’s annual conference

Orlando, FL

15

OCT

National Association of Charitable Gift Planners

Annual Conference

Indianapolis, IN

22

OCT

Association for Healthcare Philanthropy

International Conference

Aurora, CO

22

OCT

Planned Giving Council of Greater Philadelphia

Pathways to Legacy Giving

Wayne, PA

Contact us:
615.369.1416

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