Events
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Tax Traps of Illiquid Assets: Minimizing Missteps to Maximize Gifts
Save the Date! Jennifer Babisak will speak on "Tax Traps of Illiquid Assets. She joined HighGround Advisors in 2022.....
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April 27, 2026 Meeting
More Information Coming Soon
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August 24, 2026 Meeting
More Information Coming Soon Kent Weimer, CAP®, the retired Director of Trusts, Estates and Gift Planning at Parkland Foundation in Dallas, worked with donors and their advisors to make estate gifts, create endowments or donate noncash assets. His expertise comes from 40+ years of experience in health care, higher education, and social service…
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September 21, 2026 Meeting
More Information Coming Soon
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Trust, Transparency, and Technology: Navigating the Planned Giving Journey with Boomers
Save the Date! Trust, Transparency, and Technology: Navigating the Planned Giving Journey with Boomers In today’s complex donor landscape, understanding the philanthropic psychology of Baby Boomers is key to building lasting relationships and securing planned giving commitments. Both leading and lagging Boomers have distinct preferences, yet they share one common desire: to ensure their contributions…
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December 7, 2026 Meeting
More Information Coming Soon