Events

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!

wholeset
Aug
17
2022

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…

wholeset
Sep
13
2022

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…

wholeset
Sep
14
2022

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…

wholeset
Sep
21
2022

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…