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All events will take place online unless otherwise indicated.
Upcoming Events
Solving Your Client’s Retirement Asset Concerns with Charitable Giving
Mar 28, 2025
In the next 5 years, an estimated $5T is expected to transfer to heirs, including significant retirement assets. This webinar will provide you with options within the SECURE Act 1.0 and 2.0 for your charitably-inclined clients who are grappling with managing retirement assets in their lifetime and beyond.
Past Events
Events by Category
Donor Briefings For Professional Advisors Foundation Convenings Nonprofit Workshops Progreso Latino Fund The Community Fund for Women & GirlsConnect With Our Team
