Purposeful Planning Institute 2023 Rendezvous
Jul 31 - Aug 3, Westminster, CO
Erika Seth Davies and Tony Macklin are leading the annual conference’s first session on helping donors and clients include racial equity in their investing and impact investing.
Direct PE/Real Estate Investments in DAFs, SOs and LLCs
Aug 23 and 24, online
Bryan Clontz’s firm, Charitable Solutions, continues its free monthly gift planning webinar series. You can catch up on past sessions here.
Mission Investing Institute
Sep 14-19 via Zoom and Nov 6-7, Los Angeles
Erika Seth Davies is part of the faculty of this signature introductory learning program offered by Mission Investors Exchange, National Center for Family Philanthropy, Northern California Grantmakers, and SoCal Grantmakers.
Philanthropy West Virginia’s Annual Conference
Oct 2-4, Wheeling, WV
Ralph Serpe will present “Build a Board” and “Scholarship Displacement”
2023 DAF Giving Summit
Oct 2-4, Clearwater Beach, FL
Tony Macklin is co-teaching a session on “Strengthening Your Philanthropic Services” and then staying to co-teach a session on philanthropic services for the Ren iPhi Users Group.
Give, Grow, Grant
Oct 11-12, Wausau, WI
Ralph Serpe will lead a session on developing unrestricted assets at this community foundation conference.
2023 Annual National Conference for Growing Community Foundations
Oct 18-20, Wichita, KS
Steve Alley will facilitate “Succession Planning: Why It’s Never Too Early to Start Thinking About It” and Sheryl Aikman will co-teach the “Business of Community Foundations.”