2023 Charitable Gift Planners of Northeast Indiana Events
2023 CGPNI Programs
February 14- Engaging Your Board in Fundraising, Stewarding and Championing Your Organization
March 14- The Financial Planning Process- How it Drives Giving
April 18- Psychology of Giving with a focus on how the donor thinks about giving and on the mindset needed by professionals to facilitate that giving
May 23- Understanding and strengthening relationships-
How to discuss the financial process of Planned Giving
August 24- Planned Giving Seminar
September 12- A discussion of how charitable and non-charitable trusts can be used for charitable giving
October 24- Practical Gift Acceptance Policy Tips and Considering Gifts of Unusual Assets
Programming is held from 11:30am-1pm.
Meetings are being held in-person at the Parkview Field Suite Level Lounge.
Programming is held from 11:30am-1pm.
Meetings are being held in-person at the Parkview Field Suite Level Lounge.
Write A Will Week
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Dates for the 2023 Write A Will event are October 23, 2023 through October 27, 2023. Contact Alec Smith for more information at alec.smith@starfinancial.com.
To participate, please complete the form to the right and reach out to the organizations below. |
Thank you to our generous sponsor Senior Life!
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Organizations Participating Include:
*Please note, a larger version of the image above is in the PDF above titled Write-a-Will Events 2023
