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