Documents and Files

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

Knowledge @ Noon - September 14, 2022 - Slides

Important Year-end Charitable Giving Strategies

Knowledge @ Noon - September 14, 2022 - Outline

Important Year-end Charitable Giving Strategies

Conversation & Coffee - August 17, 2022

This Stuff Matters: the New ACGA Rate and the New IRS Mortality Table

Knowledge @ Noon - May 4, 2022 - Slides

Effectively Promoting Your Planned Giving Program

Knowledge @ Noon - May 4, 2022 - Outline

Effectively Promoting Your Planned Giving Program

Conversation & Coffee - March 16, 2022

Simpler Gift Plans All Charities Can Understand and Promote, Most Without Administration