Luncheon Programs and Nuts & Bolts Sessions
Our luncheon programs are held January, March, May, September and November and provide educational and networking opportunities. Nuts & Bolts sessions during the month following the program provide a forum to share expertise, ideas and knowledge in a less formal manner.
The annual National Conference on Philanthropic Planning brings together speakers from all disciplines involved in the planning process to share their expertise.
Gift Planning On The Run
Gift Planning on the Run is a 6-session course designed to help development professionals implement or enhance a gift planning program. Veteran gift planning professionals will lead classes that have a donor-centric marketing approach. They will demystify charitable gift and estate planning and guide you step–by–step through the process of creating a practical and successful gift planning program. Learn to create an effective program without having to become a tax expert or learning the complex details of gift planning vehicles.