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October 17, 2023 – The How of Giving – Shifting an Organizational Culture to Raise Non-cash Assets

Upcoming Events

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 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[...]

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 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[...]

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 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[...]

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 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[...]

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 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.[...]

Upcoming Events

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