Conversation & Coffee – Monthly meeting on the 3rd Wednesday morning of each month.
Knowledge @ Noon (formerly Virtual Seminars) – Quarterly meetings, that include pre-recorded sessions and live seminars.
Networking & Social Events – Quarterly events
We look forward to you joining us soon!
August Conversation & Coffee
August 17th, 2022 at 1:00 pm, Zoom Meetings
TOPIC: This Stuff Matters: the New ACGA Rates and the New IRS Mortality Table Important changes are afoot! New ACGA rates went into effect on July 1. The IRS announced 2010CM, a new mortality table for valuing life interests in planned gifts, on…
2022-2023 Planned Giving on the Run
September 13th, 2022 at 8:00 am, Xavier University, Alumni Building
Planned Giving on the Run is designed for busy professionals who may want to start a planned giving program but don’t have the time, staff or budget to start a traditional program. It is also for those who have some planned giving experience, but…
Knowledge @ Noon - September 14, 2022
September 14th, 2022 at 12:00 pm, Hybrid Meeting
Topic: Important Year-end and Charitable Giving Strategies by Russell James One of your donors has experienced a spike in income this year and wants to reduce her tax exposure. Another one does not expect to itemize her deductions this year and is…
September Conversation & Coffee
September 21st, 2022 at 7:30 am, Greater Cincinnati Foundation
TOPIC: Professional Advisors Share “What We’re Hearing” Join us to hear from three local professional advisors who will share what they are hearing related to a range of topics including the effects of the economy, the staffing cru…