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• Fall Coffee Talk #2 - You’re Not Alone in Helping Your Planned Gift Donors

  • When
    October 17, 2024
  •  
    9:00 AM - 10:00 AM
  • Location
    ZOOM

  
  

  Fall Coffee Talk #2 welcomes Joe Langenderfer from the Partnership with Native Americans.  

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  You’re Not Alone in Helping Your Planned Gift Donors
  

  Let's start with the importance of securing necessary support from your team in relating toa your Planned Gift donors about their estates? What about your Gift Acceptance Policy? Relationship-building tools will also be offered to help cultivate your prospects. The main takeaway of this presentation will help you determine the extent of your ability to help your donors.

  
  

  Members FREE
  Nonmembers $20

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• Fall Symposium - Planned Giving 201

  • When
    November 07, 2024
  •  
    9:00 AM - 12:00 PM
  • Location
    Greenville SC - Location TBD
  • Registered
    Be the first

  Register

  
  

  Speakers: RJ Gimbl, USC Upstate and Dan Wiseman, Clemson University

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  Where will YOU go?…or Five Tax Smart Gifts for YOUR Donor in 2024!

  We will review and discuss 5 different gift planning options which will open the door for a meaningful and strategic conversation with your donors. These conversations will offer timely and tax-savvy approaches to inform and inspire donors to increase investments in your charitable entity, potentially provide charitable solutions to tax liabilities, and further align donors’ values to the mission of their favorite charity.

  Let’s travel America and see what is out there with charitable gift and estate planning!

  Registration Fees:
  SCPGC Members $50
  TogetherSC/AFP/NCCCGP Members $50
  Non-Members $65

  
  

  
  

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• Fall Coffee Talk #3

  • When
    November 21, 2024
  •  
    9:00 AM - 10:00 AM
  • Location
    ZOOM

  
  

  Our third Fall Coffee Talk will feature Tamisha Keith of Duke University.  More information coming soon!

  REGISTER NOW

  
  

  Members FREE

  Nonmembers $20

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• Carolinas Planned Giving Conference

  • Start
    May 12, 2025
  • End
    May 14, 2025
  • Location
    Kanuga Conference Center | Hendersonville NC

  

  SAVE THE DATE!  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.

  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.

  
  

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