Upcoming Programs

2021 Program Dates

Wednesday, March 10

John McKee

John McKee

Jeopardy! The Unplanned Giving Edition
Speaker: John McKee
11:30 AM - 1:00 PM

How does your tangential planned giving knowledge stack up? Find out in a friendly round of Jeopardy!, featuring topics related to charitable giving, video clues, and of course, Daily Doubles. Participants will play along in the webinar’s “chat” and keep track of their earnings in this fun and lively game with gift planning peers.

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Wednesday, April 14

The National Standards for Gift Planning Success
Speakers: Nathan Stelter, President, The Stelter Company
Kathryn Miree, JD, President, Kathryn W. Miree & Associates
11:30 AM - 1:00 PM

More details coming soon.

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Wednesday, May 12

Randy Fox

Randy A. Fox

Ten Billion for Charity
Speaker: Randy A. Fox, CFP®, AEP®, Founder, Two Hawks Consulting, LLC
11:30 AM - 1:00 PM

This session will discuss a planner’s perspective on integrating charitable gifts into the planning for high net worth families, and the incredible opportunities that smart, integrated philanthropic planning can offer these clients and the causes and institutions they support. We will review a real case study and discuss the various tools and possibilities presented for this client.

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