Highlighting our talented team’s speaking engagements or conference exhibitions around the country.
Come see us, we’d love to say hi!
Planned Giving Council of Greater Philadelphia
High Propensity Donors: Who Are They?
Planned Giving Council of Middle Tennessee
Advising Donors During Periods of Possible Legislative Changes: Best Practices in 2021
Eastern Iowa Planned Giving Council
IRAs, QCDs and Death Benefits, Oh My!
Association for Healthcare Philanthropy
Charitable Estate Planning Institute
Charitable Gift Planners of Kentuckiana
Mini Conference: Presenting on 14 Characteristics of High Propensity Donors
Santa Fe Estate Planning Council
When Advisors and Nonprofits Work Together, Everyone’s a Winner