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2021 Newsletters

January 2021
February 2021
March 2021
April 2021
May 2021
September 2021
October 2021
November 2021
December 2021

Upcoming Events

Dec
19
Tue
11:30 am December 19, 2023 – A Potpourri ... @ Missouri Athletic Club- WEST
December 19, 2023 – A Potpourri ... @ Missouri Athletic Club- WEST
Dec 19 @ 11:30 am – 1:30 pm
December 19, 2023 - A Potpourri of Charitable Planning Tricks and Traps @ Missouri Athletic Club- WEST
December 19, 2023 A Potpourri of Charitable Planning Tricks and Traps Presented by Lawrence P. Katzenstein, JD Larry will discuss a variety of charitable giving tricks and traps, and provide an update on any relevant proposed tax legislation and its potential impact in charitable giving. Larry Katzenstein is a nationally known authority on estate planning[...]
Jan
16
Tue
12:00 pm January 16, 2024 – The Peter & C... @ Virtual
January 16, 2024 – The Peter & C... @ Virtual
Jan 16 @ 12:00 pm – 1:00 pm
January 16, 2024 - The Peter & Charlotte Cade Case Study: A Family Story, Cultural Competency, and Planned Giving - What Every Advisor Should Know @ Virtual
January 16, 2024 The Peter & Charlotte Cade Case Study: A Family Story, Cultural Competency, and Planned Giving – What Every Advisor Should Know Presented by Aquanetta Betts, JD, CAP, AEP, CFRE In this interactive presentation on philanthropic planning in the African American community, we’ll unpack a myriad of topics that advisors should be aware[...]
Feb
20
Tue
12:00 pm February 20, 2024 – Getting Help... @ Virtual
February 20, 2024 – Getting Help... @ Virtual
Feb 20 @ 12:00 pm – 1:00 pm
February 20, 2024 - Getting Help: Engaging Volunteers to Grow Your Gift Planning Program @ Virtual
February 20, 2024 Getting Help: Engaging Volunteers to Grow Your Gift Planning Program Presented by Carlo Laurore, CFP, CHFC, CLU, RICP, AEP, CFRE. CAP The most effective path to supercharge your gift planning program is help from volunteers! In this session you will learn how to effectively harness the power of volunteer leadership in your[...]
Mar
19
Tue
11:30 am March 19, 2024 – Stewardship- Th... @ Missouri Athletic Club- WEST
March 19, 2024 – Stewardship- Th... @ Missouri Athletic Club- WEST
Mar 19 @ 11:30 am – 1:30 pm
March 19, 2024 - Stewardship- The Art of Developing Instrumental Donors for your Mission @ Missouri Athletic Club- WEST
March 19, 2024 Stewardship- The Art of Developing Instrumental Donors for your Mission Presented by Steven Walker This presentation aims to explore the significance of donor stewardship and its role in cultivating lasting relationships with your donors. By adopting effective, thoughtful and personalized strategic stewardship practices and creating avatars for your organization; you can inspire[...]
Apr
16
Tue
11:30 am April 16, 2024 – Gift Planning f... @ Missouri Athletic Club- WEST
April 16, 2024 – Gift Planning f... @ Missouri Athletic Club- WEST
Apr 16 @ 11:30 am – 1:30 pm
April 16, 2024 - Gift Planning for Turbulent Times @ Missouri Athletic Club- WEST
April 16, 2024 Gift Planning for Turbulent Times Presented by Nicola Lawrence, MSC, PgC, CFRE, CAP From the pandemic to political unrest to anticipated recessions, our donors and organizations have experienced significant turbulence in recent days. Learn how gift planning can bring stability and sustainability for your non-profit while offering beneficial outcomes for your donor.[...]
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Upcoming Events

December 2023
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