Please Save the Dates - 2019 - 2020 Season:
September 19, 2019 - 7:30 am - 10:30 am at the Hope Club
Part 1: “Estate and Charitable Planning under the Tax Cuts and Jobs Act of 2018”
Part 2: “Give Smarter”
presented by Joseph Marion & David Riedel, Adler Pollock & Sheehan
October 24, 2019: Afternoon Education Series
Rebroadcast of Webinar: Blended Gifts: How to Guide Your Donor's Philanthropic Journey
Presenters: Ashley Buderus and Steven Meyers
Thursday, October 24, 2019
3:30-5:00 PM
The Wheeler School
Trustee Board Room, 1st Floor, 211 Hope Street Building (across from the school’s main entrance)
November 21, 2019 - 7:30 am - 10:30 am at the Hope Club
Session One: Gordon Smith, Vice President of Development, Planned Giving, National Jewish Health: Advanced Planned Giving
Session Two: Bill Acheson:Understanding Body Language
January 16, 2020 - 7:30 am - 10:30 am at the Hope Club
Lynn Iarerdi, Director of Gift Planning, University of Pennsylvania: Gifts of Real Estate
March 19, 2020- 7:30 am - 10:30 am at the Hope Club
Session One: Edye DeMarco, DeMarco-McCarthy Group at Merrill Lynch
Session Two: Elizabeth Manchester, Counsel, Partridge, Snow & Hahn:Donor Advised Funds
May 14, 2020 - 7:30 am - 10:30 am at the Hope Club
Annual Meeting & J. Richard Ely Memorial Keynote
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