2026 Monthly Luncheons and Programs
Events
-
-
Generational Impact and the DAF: Engaging Heirs & Sharing Values: How Our Clients use DAF’s to Model Philanthropy
Please join us for a conversation with Justin Gould, Chief Philanthropy Officer at Texas Methodist Foundation and special guests Tom & Robbie Ausley of Austin, TX. Together they’ll explore how the donor-advised fund has created opportunities for sharing values, building family unity, and engaging the next generation in charitable giving. Justin will also share examples of…
-
-
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…
