Events
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Coming Events

April 23, 2014

Seminar 10:00 – 12:00
Jonathan Gudema, Esq.
Initiating the Legacy Conversation and Getting to the Ask

Luncheon 12:30 – 2:00
Ronald A. Brown
Data-Driven Marketing of Gift Annuities: Results You Can Use from the 2013 Survey

May 21, 2014

Planned Giving Day 2014 8:30 – 5:30

State Street Global Advisors logo
Newsletter Sponsor   Charitable Asset Management is a specialized group within SSgA that seeks to provide excellence in planned gift investment management, tax, administration and program consulting services for charitable organizations.

Bernstein Global Wealth Management logo
May Reception Sponsor