Events
Let’s Get Together
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If you are a member, reinvigorate your planned giving program with on-demand recordings and materials from previous events in the Member Resources.
October 12, 2022 at 8:00am
Meeting
Daren J. Layton, Attorney at Law, Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C.
Beneficiary Designations – Easy money or not?
Learn some tips, tricks, and traps that every professional advisor and planned giving officer should know about beneficiary designations for all types of property, including personal property, real estate, bank accounts, and retirement accounts – and tips for collecting (or not collecting) those assets.
Member
$30
Includes member discount with access to resources after the meeting.
Non-Member
$50
Join us as a guest and come meet other professionals across multiple disciplines.
November 2, 2022 at 8:00am
Meeting
Phil Purcell CFRE, MPA/JD
Consultant for Philanthropy, LLC
Adjunct Faculty, Indiana University Maurer School of Law
and Lilly School of Philanthropy
What's in Store for Planned Giving in 2022-2023 and Beyond
Join us to learn the latest news of current and potential changes to the law and economy that impact planned giving.
Member
$30
Includes member discount with access to resources after the meeting.
Non-Member
$50
Join us as a guest and come meet other professionals across multiple disciplines.
Upcoming Calendar
October 12, 2022 Monthly Meeting
November 2, 2022 Monthly Meeting
January 11, 2023 Monthly Meeting
February 1, 2023 Monthly Meeting
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