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, 1^st 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 Ierardi, Director of Gift Planning, University of Pennsylvania: Gifts of Real Estate 

Nicole Medeiros, Vice President, Sr. Relationship Manager, BNY Mellon: Gift Application Forms - The Gift Planners Ultimate Tool 

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