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
OCTOBER 19, 2021
Brandon O’Neill, Fidelity Investments
Donor Advised Funds
NOVEMBER 16, 2021
Sandra Henningsen, CGPA, Crescendo Interactive
Why Bequests? How Do I Encourage More?
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 CelebrationÂ
