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!

April 24, 2024 

Certifications and degrees: What do all those letters mean?

Host: Carlo Laurore, VP & Executive Director at Boy Scouts of America Foundation

May 22, 2024 

CGP Mentor Program (learn more)

Hosts: Lisa Chmiola, Director of Gift Planning at University of Missouri-St. Louis, and Bob King, Director of Development and Planned Giving at Children's Minnesota


June 26, 2024

Donor stewardship and legacy groups

Hosts: Jeanine Crider, Director of Planned Giving at Peninsula Open Space Trust, and Christina Miller, Assistant Director of Gift Planning at Virginia Tech 


July - no meet-up

August 28, 2024

Legacy challenges and how to plan for campaigns

Hosts: Jeanine Crider, Director of Planned Giving at Peninsula Open Space Trust, and Laura Brock, Director of Development at University of Louisville


September 25, 2024

Do you feel like you do it all?

Host: Anne Kathryn Zamkovsky, Senior Director of Gift and Estate Planning at Baylor College of Medicine


October (date TBD)

Are you ready to Conference?

Host: Lisa Chmiola, Director of Gift Planning at University of Missouri-St. Louis


November (date TBD)

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

Host: TBD


December - no meet-up

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.