Gift Planning Fundamentals
Foundational Keys to a Successful Major and Gift Planning Program: Will your charity receive its share of the Intergenerational Wealth Transfer happening now? We will explore critical issues both internally and externally to secure your share of ultimate gifts. You do not need to be an expert, but a basic knowledge is essential to success.
Date: May 26, 2021
Times: 1:30 pm - 4:00 pm (30 minute break from 2:30 - 3:00 pm)
Pricing: Members $100 / Non-members $150
Discounted rate if you attend the May 27 Symposium Members $80 / Non-members $130
Speaker: Joe Chickey, MBA, CFP, Sharpe Group
Joe Chickey brings 34 years of experience in the charitable arena, with a focus on gift planning to Sharpe/Newkirk. He is a Senior Vice President and Consulting Director with our clients. He has spoken locally, regionally and nationally on planned giving to Estate Planning Councils, AFP, CASE and CGP groups. His recent speaking engagements include the Chicago Council on Planned Giving, the Little Rock Planned Giving Group, and the Austin Planned Giving Council. Joe is also a past board member of the National Association of the Charitable Gift Planners (CGP). Click here to read more.
CFRE: Pending Approval. CCPG is an approved CFRE provider.
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