​"The workshop on Donor Advised Funds was great! It was very informative and learning about the future tax implications was especially helpful."​

Build Skills

Provides access to the people, tools and resources members need to develop skills in the critical competencies of the planned giving profession.

Enhance skills and expertise.

Serve clients and donors.

Build deeper relationships.

Connect with the next generation. Strengthen philanthropy. 


Offers networking opportunities for professional advisors, non-profit professionals and practitioners to learn from each other.


Provides opportunities to learn from outstanding experts in the planned giving field.

Donor Advised Funds: What are they? How do they work? Why are they so popular? March 12, 2019