Join Lisa at these upcoming events. Want to book an event for your professional association, a conference, or internal staff/board training? Schedule time to discuss topics appropriate for your audience.

May 24, 2022: Mid-Iowa Planned Giving Council (Des Moines): “A Moves Management Love Story”

June 16, 2022 Association of Fundraising Professionals Greater New Orleans Chapter Conference, “Nobody Puts Gift Planning in a Corner: Why and How Not to Silo Legacy Giving Strategies”

June 23, 2022: Planned Giving Forum of Greater Sacramento (virtual meeting), “Friends for Life: Stewarding Planned Gifts”

September 19-20: Crescendo Interactive’s Practical Planned Giving Conference, San Diego. Panelist: “Giving Trends Looking Forward from COVID-19”

October 26-28: National Association of Charitable Gift Planners Conference, Reno

November 17: Alabama Association of Charitable Gift Planners, Birmingham. “Friends for Life: Stewarding Planned Gifts”

December 1: Colorado Planned Giving Roundtable (virtual meeting) “Friends for Life: Stewarding Planned Gifts”