Recent Learning Events & Presentations

Tax-Smart Gift Planning for Farming Families, Johni Hays, J.D., FCEP, Executive Vice President, Thompson & Associates

Weaving Planned Giving Into Your Donor Conversations, Melanie Norton, National Association of Charitable Gift Planners, Founder/CEO of Norton Philanthropic Council 

Focus on Relationship: How Legacy Circles Help Launch or Re-establish a Gift Planning Program, Michael George, National Association of Charitable Gift Planners, Senior Development Officer, The Catholic Foundation

Prosperity with Purpose: Action Steps to Elevate Your Business and Community in 2024, Marcia Erickson, Professional Certified Business & Executive Coach, ActionCOACH Business Coaching

Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program, Joe Bull, National Association of Charitable Gift Planners, Vice President and Chief Advancement Officer, Wilmington College

Using Planned Giving to Grow Your Business, David Nelson, President & CEO, NelsonCorp Wealth Management

Legislative Update, Marlin “Hap” Volz, Jr., J.D., Trust and Estate Senior Consultant

Tax-Smart Charitable Giving, Especially with Retirement Assets, Chris Hoyt, Professor of Law, University of Missouri (Kansas City) School of Law

Gems or Junk: Successfully Accepting Gifts of Tangible Personal Property, Johni Hays, Thompson & Associates

The Latest Research on Donor Advised Funds, Dr. Danielle Vance-McMullen, DePaul University, and Dr. H. Daniel Heist, Brigham Young University

Involving the Whole Family in Philanthropy, Jenny Nohelty, PragerU

Cognitive Impairment and Implications for Gift Planning, Tara Adams and Anthony Pomonis of Cognitive Empowerment Consulting Group, LLC, of Springfield, Illinois