Meeting/Event Information

REGISTRATION NOW OPEN!

Planned Giving in Action

Thursday, August 13 | Columbia SC

Join us for an engaging and informative morning focused on elevating your planned giving conversations and strategies. This special event brings together industry leaders to share practical tools, insights, and inspiration for your charitable planning work.

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Topics:

• Planned Giving Essentials You Should Know – Speaker Tim Prosser
• What Motivates Legacy Donors? The Psychology of Planned Giving – Speaker Scott Stephens
• Emerging Trends In Planned Giving - Speaker Erik Ely
• The Best Planned Gift I Ever Closed– Panel (Joe Langenderfer, Jennifer Dillinger, and more)
• Working Effectively with Attorneys, Financial Advisors and CPAs - Rachel Paul and Derek Apple

Agenda:

8:30am - Check-In and Networking
9:00am-11:45am Sessions
11:45am-12:00pm Break and Grab Lunch 
12:00pm-2:00pm Sessions

️ Location:

Columbia - SC Baptist Convention Center

Time:
9:00am- 2:00pm

Whether you're new to planned giving or a seasoned pro, this event offers valuable takeaways for everyone.

Save the date and plan to join us on August 13!