Calendar

2017-2018 Upcoming Events

September 7, 2017 – “Stewarding Planned Gift Donors”, panelists:  Brian Yeley, Indiana University; Abbe Ernstes, Cathedral High School; Megan Madia, Riley Children’s Foundation; Beatrice Cork, American Cancer Society

October 5, 2017 –  “Creating an Effectively Integrated Donor Proposal for Annual, Major and Planned Gifts” presented by Phil Purcell, Fellowship of Catholic University Students

November 2, 2017 – “Structuring and Funding Life-Income Gifts with Retirement Plan Assets” presented by Tim Prosser, ITAA Kaspick

December 7, 2017 – “Measuring What Matters:  Creating Standard Performance Metrics for Charitable Gift Planners”  presented by Joe Bull, Carnegie Mellon University

February 1, 2018 – “Planned Giving for the Small Shop” presented by Ed Sandifer, Indianapolis Zoo

March 1, 2018 – “Donor Engagement Strategies to Start Gift Conversations” presented by Michael Hutney, The Stelter Company

April 5, 2018 – “Economic Indicators for Charitable Planning” presented by Michael Hicks, Ball State University

May 3, 2018 – Half day conference with AFP-IC

If you wish to request a refund for an event registration, please contact membership@charitablegiftplanners.org.