Upcoming Programs

2020 Program Dates

Thursday, November 19, 2020

George Nichols

George Nichols III

Dien Yuen

Dien Yuen, JD/LLM, CAP®

How to Harness Philanthropy's Power for Tangible Impact — George Nichols III, President and CEO, The American College of Financial Services
11:30 AM - 1:00 PM

Learn from George Nichols III and his perspective on areas of immense need, the vision that is guiding philanthropic initiatives at The American College of Financial Services, and the recent research on donors of color that highlights the needed shifts in mission-minded community funding.

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Wednesday, December 16

Crystal Thompkins

Crystal Thompkins

Top 3 Giving Trends and Why They Should Matter to Advisors & Gift Planners — Crystal Thompkins, National Director, Gift Planning Services, BNY Mellon
11:30 AM - 1:00 PM

The unprecedented events of 2020 are fueling a growing sense of urgency among philanthropic families to make a meaningful impact on the organizations and causes they care about.

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Wednesday, January 6, 2021

Richard Miller

Richard Miller

Nina Cohen

Nina Cohen

Endowments, Foundations and Planned Giving in 2021: What is changing and what will stay the same? — Richard Miller, Senior Relationship Manager and Wealth Advisor, Glenmede Trust Company N.A. & Nina Cohen, Director of Endowment and Foundation Advisory, Glenmede Trust Company N.A.
11:30 AM - 1:00 PM

Over the past four years, there have been significant changes to philanthropy under Federal tax law. Following the election and as we move into 2021, gift planners will be looking for more clarity around potential policy changes that will affect their donors. Join us for a presentation and discussion of the political landscape and the challenges and opportunities for charitable giving that we may expect going forward.

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