Please Save the Dates - 2019 - 2020 Season:
September 19, 2019 - 7:30 am - 10:30 am at the Hope Club
Please help us kick off the 2019-2020 season with a two-part session featuring two dynamic local speakers.
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: at the Wheeler School
Educational Webinar broadcast at the Wheeler School. Details to be announced.
November 21, 2019 - 7:30 am - 10:30 am at the Hope Club
Gordon Smith, Vice President of Development, Planned Giving, National Jewish Health: Advanced Planned Giving
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
Edye DeMarco, DeMarco-McCarthy Group at Merrill Lynch
May 14, 2020 - 7:30 am - 10:30 am at the Hope Club
Annual Meeting & J. Richard Ely Memorial Keynote