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Venue: Huron [clear filter]
Monday, October 7
 

9:00am

S08 - Picture Your Legacy: How to Get Donors to Engage in the Planned Giving Conversation HuronRenée Underwood, CFRE

10:30am

S18 - Protecting Your Foundation and its Assets HuronPhillip Kunkel, Attorney

1:00pm

S28 - Catholic Foundations Supporting Parishes and Schools in Planned Giving Efforts HuronSuzanne Nunn

3:00pm

S38 - Leveraging Seminars and Professional Advisors to Obtain Planned Gifts HuronKimberly Jetton
 
Tuesday, October 8
 

8:30am

S48 - Setting Endowment Goals to Generate Major Gifts HuronDonna Marino • Thomas Sonni

10:00am

S58 - How to Create an Investment Policy Statement for Screening HuronSam Saladino

1:00pm

S68 - Stewarding our Legacy: Faith, Relationships and Assets HuronJocelyne Hamoline

2:30pm

S78 - Unraveling the Mystery of Donor Advised Funds HuronDennis Gerber