Events

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

Come see us, we’d love to say hi!

2021

30

SEP

Planned Giving Council of Greater Philadelphia

High Propensity Donors: Who Are They?

Virtual

6

OCT

Planned Giving Council of Middle Tennessee

Advising Donors During Periods of Possible Legislative Changes: Best Practices in 2021

Virtual

8

OCT

Eastern Iowa Planned Giving Council

IRAs, QCDs and Death Benefits, Oh My!

Virtual

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