Emerging Professionals Meet-up Series

This series is designed to allow you to connect with fellow Emerging Professionals with rotating topics hosted by a member of our steering committee. These are casual sessions, so please come as you are, bring your coffee or lunch, and get ready to learn and share.

Meet-ups are on the 4th Wednesday of the month at 1 p.m. Eastern. 

No cost to attend, but an RSVP is required. See you there!

October 16, 2024

Are you ready to Conference?

Hosts: David Bernard, Assistant Director of Gift Planning at Western Michigan University, and Amanda Kiernan Martin, Executive Director, Philanthropy at Sutter Health

November 20, 2024

Post conference de-brief: What I learned, and can do today, tomorrow, and over the next year

Host: Matthew Treadwell

December - no meet-up

Emerging Professionals Webinar | How to Become a Gift Planning Detective - and stop leaving so much on the table!

Presented on July 17, 2024 | PURCHASE RECORDING

This webinar is based on a simple truth: before you get to explain to a donor how a Charitable Gift Annuity works, you must find somebody who wants or needs an income stream. Before you ask for a charitable distribution from an IRA you need to confirm your donor owns a qualified retirement plan. In this webinar, Dan Shephard will introduce you to Intentional Inquiry, how to use proven tools to uncover bigger gifts - tools that don’t leave so much potential on the table.

Emerging Professionals Webinar
QCD funded CGAs: Lessons Learned

Presented on March 20, 2024 | PURCHASE RECORDING

In December 2022 Congress passed Secure 2.0, allowing qualified charitable distributions to fund a one-time-only CGA or CRT. Over a year later, how has this new tool changed fundraising? Do donors really like this option? Ericka Webb of Boston College and Laura Alexander of TIAA Kaspick look back at the year to unveil trends and strategies they are seeing and what we have learned about this new merger of gifting vehicles.