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!
P.O. Box 253 | Butler, WI 53007
Phone: (414) 235-7237
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1075 Broad Ripple Ave. #306
Indianapolis, IN 46220
Phone: (317) 269-6274
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