Emerging Professionals Webinar
QCD funded CGAs: Lessons Learned

March 20, 2024, 1-2 p.m. ET | REGISTER HERE

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.

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!

January 24, 2024 

Marketing - planning for the year ahead (or before you budget for FY25)

Hosts: Matt Treadwell, Gift Planning Attorney at Indiana University Foundation, and Laura Brock, Director of Development at University of Louisville

February 28, 2024

Events: Strategies, tips and tricks for orgs both large and small.

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

March 27, 2024

Follow-up discussion to the March 20 Emerging Professionals webinar
IRA to Life Income: What we’ve learned after Year One

Host: Matt Treadwell, Gift Planning Attorney at Indiana University Foundation

RSVP HERE

April 24, 2024 

Certifications and degrees: What do all those letters mean?

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

RSVP HERE

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

RSVP HERE

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 

RSVP HERE

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

RSVP HERE

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

RSVP HERE

October (date TBD)

Are you ready to Conference?

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

RSVP HERE

November (date TBD)

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

Host: TBD

RSVP HERE

December - no meet-up