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Knowledge @ Noon - September 13, 2023

Success with Life Insurance Gifts - Outline

Knowledge @ Noon - September 13, 2023

Success with Life Insurance Gifts - Slides

Conversation & Coffee - August 16, 2023

Charitable Beneficiaries of an Estate or Trust: Understanding a charity's rights and the probate and trust administration process

Conversation & Coffee - July 19, 2023 - Slides

Metrics Made Manageable: Making Planned Giving Data Work for You

Conversation & Coffee - July 19, 2023 - Outline

Metrics Made Manageable: Making Planned Giving Data Work for You

Conversation & Coffee - June 21, 2023

Beneficiary Designations: Charitable Bequests Without the Fuss

Knowledge @ Noon - May 3, 2023 - Slides

A Better Data-Driven Approach to Identifying Top Prospects

Knowledge @ Noon - May 3, 2023 - Outline

A Better Data-Driven Approach to Identifying Top Prospects

Conversation & Coffee - March 15, 2023 Half-Day Session

Generational Planning Strategies

Knowledge @ Noon - February 1, 2023 - Slides

Marketing Testamentary Transfers

Knowledge @ Noon - February 1, 2023 - Outline

Marketing Testamentary Transfers

GCPGC 2022 Annual Report

Knowledge @ Noon - November 2, 2022 - Slides

Checklists to Help Make the Gift Happen

Knowledge @ Noon - November 2, 2022 - Outline

Checklists to Help Make the Gift Happen