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Upcoming Events

12:00 pm The RIFT Project: Eliminating De... @ VIRTUAL EVENT

The RIFT Project: Eliminating De... @ VIRTUAL EVENT

Feb 1 @ 12:00 pm – 1:00 pm

12:00 p.m. | Opening Remarks 12:05 p.m. | Presentation (including Q&A) 12:55 p.m. | Closing Remarks Presentation Title: The RIFT Project – Eliminating Delays When Requesting IRA & Other Death Benefits Guest Speaker: Johni Hays, JD, FCEP Presentation Description: Has your nonprofit experienced delays while attempting to collect IRA proceeds when a donor dies and[...]

8:00 am 2023 Bootcamp Session 1: Estate ... @ Missouri Athletic Club - West

2023 Bootcamp Session 1: Estate ... @ Missouri Athletic Club - West

Feb 16 @ 8:00 am – 10:00 am

Estate and Charitable Planning for Everyone About the Presentation Too often, even sophisticated planners assume that integrating charitable planning into a client’s estate plan only applies to the very wealthy. However, charitable planning can benefit everyone, and their heirs, as well. Kathleen will help you understand estate and charitable planning and how to match the[...]

8:00 am 2023 Bootcamp Sessions 2 and 3 @ The Lodge Des Peres

2023 Bootcamp Sessions 2 and 3 @ The Lodge Des Peres

Feb 23 @ 8:00 am – 12:00 pm

Session 2: How to Jump Start Your PG Program: A Case Study About the Presentation Using a PG Calc case study, we’ll look at how to create a sustainable planned giving program that fits your organization. We’ll examine the importance of your legacy society and balancing portfolio work with marketing and program management. We’ll also[...]

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