Events

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

Come see us, we’d love to say hi!

2021

20

OCT

Association for Healthcare Philanthropy

International Conference

Boston, MA

25

OCT

Charitable Estate Planning Institute

Annual Seminar

Nashville, TN

5

NOV

Charitable Gift Planners of Kentuckiana

Mini Conference: Presenting on 14 Characteristics of High Propensity Donors

Louisville, KY

17

NOV

Santa Fe Estate Planning Council

When Advisors and Nonprofits Work Together, Everyone’s a Winner

Virtual