Be a Friend:  Building relationships for Impact Philanthropy Building a strong and dynamic portfolio of gift planning prospects and donors is important in this profession. There are tools to use and concepts that can assist in this endeavor.  This session will provide some philosophy and practical tools for sustainable portfolio management.   Pamela Gray, Director…

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Save the Date! Shifting conversations about death and dying in the world of charitable gift planning True success in gift planning is not about having advanced expertise in complex gift vehicles or tax legislation; rather, it is about knowing how to communicate authentically with donors. Using new research on perspectives on death and dying in relation…

Save the Date! More information coming soon. RSVP for this luncheon

Save the Date! More information coming soon. RSVP for this luncheon

Save the Date! More information coming soon. RSVP for this luncheon

Save the Date! More information coming soon. RSVP for this luncheon