Council Happenings & Events

   2022 was a great year for the Council with a return to a fully in-person Annual Conference and a new monthly newsletter and LinkedIn page - all united in our goals of connecting planned giving professionals in the area.

The Council's Feb. 2023 Lunch & Learn Program hosted Erica Wright & James "JB" Bell of Northwestern Mutual as they shared their industry expertise, client scenarios, and stories with a focus on how people of color are building wealth, making plans, and transferring family assets to others.

Council Membership is a terrific resource for those of us involved with gift planning. 

Members receive discounts on programs, access to expert advice, and a network to share ideas, get feedback, and grow!