Upcoming Events


Friday, April 10, 2020    7:50 AM – 9:00 AM
Retirement Accounts – How the Secure Act Affects Charitable Gift Planning, Especially CRT’s with Christopher Hoyt – Professor of Law at the University of Missouri Kansas City School of Law
Details and Registration

Tuesday, April 28, 2020   12:00 PM – 1:00 PM
Webinar: To Infinity and Beyond! Drafting Gift Agreements That Will Stand The Test Of Time
Registration & Details

Thursday, April 30, 2020
Planned Giving Basics – PG101
Rescheduled to 2021 – refunds being issued

Friday, May 8, 2020    7:50 – 9:00 AM
A Gift’s Journey from Donor’s Death to Charitable Recipient
with Jim Hart & Stephanie Smith – Attorneys at Law
Details and Registrations

Tuesday, May 19, 2020    12:00 PM – 1:00 PM
Webinar: Talking About Death: Planned Giving & End of Life Planning
Registration & Details

Pending Approval

Thursday, June 11
Morning Social at City Union Mission

Friday, July 10, 2020    7:30 AM – 9:00 AM
Donor Case Studies: 2.0 with Kirby Gould – Vice President, Christian Church Foundation & Kevin Kirby, American Red Cross
Details and Registration

Thursday, July 16
Evening Social at Country Club Bank on the Plaza

August 14
A Panel of Members Facilitated by MarketSmart

September 18
25th Building Blocks
Keynote speaker: Dr. Russell James
Professor of Charitable Financial Planning, Texas Tech University

Friday, October 16
Rebecca Locke, Executive Director, Gift Planning at the American Red Cross

November 12
National Philanthropy Day
Legacy Giving Partnership Award

November 13
Lynn Malzone Ierardi, JD Director of Gift Planning University of Pennsylvania