REGISTER NOW! This premier event brings together planned giving professionals from across the Carolinas for three days of networking, learning, and professional growth. Our mission is to enhance the skills and knowledge of our attendees, fostering a community dedicated to excellence in planned giving.
Dates: May 12-14, 2025
Location: Kanuga Conference Center, Hendersonville, NC
The Carolinas Planned Giving Conference is a must-attend event for planned giving professionals.
Attendees include accountants, attorneys, banking professionals, CEOs, development officers, endowment directors, financial planners, gift planning officers, major gifts officers, philanthropy officers, and retirement planning professionals.
Topics:
- Marketing/Technology
- Estate Administration
- Building a Planned Giving Program
- General Planned Giving Tactics
- Technical Aspects of Planned Giving
- and more...
Highlights:
- Networking Opportunities: Connect with industry leaders and peers.
- Educational Sessions: Learn from expert speakers and gain new insights.
- Exhibitor Hall: Explore the latest products and services in planned giving.
- Social Events: Enjoy relaxed settings to foster professional relationships.
Keynote Speakers:
- Andrew Tudor, Zenith Wealth Partners
- Tim Prosser, TIAA Kaspick
- Pam Davidson, Davidson Gift Design
RESERVE YOUR SPOT TODAY!
