Programs

Our local meetings provide a forum to share expertise, ideas and knowledge. In addition, our programs offer our members and the community timely information about giving trends, financial strategies, donor behaviors and marketing.

2021 – 2022 SPEAKER SERIES

Save the Dates!

SEPTEMBER 21, 2021
Michael Halloran, APMA, Managing Partner
Clearfork Wealth Management
Donor Case Studies from Financial Advisor and Client Perspectives

Register Now!

OCTOBER 19, 2021
Brandon O’Neill, Fidelity Investments
Donor Advised Funds

NOVEMBER 16, 2021
Funders Forum Panel

DECEMBER SOCIAL HOUR- TBD

JANUARY 18, 2022
Claudine Donikian, Pentera



FEBRUARY 22, 2022
Michael Kenyon, National Association of Charitable Gift Planners
Legislative Update

MARCH SOCIAL HOUR- TBD

APRIL 19, 2022
Patti DeNucci, The Intentional Networker
Effective Communication

MAY 2022 – TBD
Joe T Garcia’s
Annual Meeting and Celebration