2 events found.
2026 Monthly Luncheons and Programs
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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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…
