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    • August 07, 2025
    • 9:30 AM - 2:30 PM
    • Charlotte NC
    Register

    Planned Giving in Action: Strategies, Stories & Solutions


    Thursday, August 7 | TIAA Kaspick Campus | Charlotte, NC

    Join us for an engaging and informative morning focused on elevating your planned giving conversations and strategies. Hosted at the TIAA Kaspick Campus in Charlotte, this special event brings together industry leaders to share practical tools, insights, and inspiration for your charitable planning work.

    ️ Agenda Highlights:

    • Bill Yaeger, The Citadel Foundation
    Planned Giving Conversations
    Explore how to confidently initiate and guide meaningful planned giving discussions.

    • Beth Wingard, Thompson & Associates
    Putting Empathy at the Heart of Your Planned Giving Approach
    Learn how to center your donor relationships on empathy and trust to deepen engagement.

    • Akadius Berry, TIAA Kaspick
    Marketing Life Income Gifts: From Awareness to Demand Generation
    Discover strategies to increase interest and action around life income gifts through smart marketing.

    • Angelique Harris, Edward Jones
    Topic TBD
    Stay tuned—Angelique will share valuable insights based on her work with clients and planned giving professionals.

    Location:
    TIAA Kaspick Campus
    Charlotte, NC

    Time:
    9:30am-2:30pm

    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 7!

    • September 18, 2025
    • 9:00 AM - 10:00 AM
    • ZOOM

    Join us for our third Coffee Talk of 2025!  Details coming soon!

    Members FREE
    Nonmembers $20


    • October 09, 2025
    • 9:00 AM - 10:00 AM
    • ZOOM
    Register

    Join us for our final Coffee Talk of 2025!  

    Speaker: Douglas White

    A long-time leader in the nation’s philanthropic community, Doug White is an author, teacher, and an advisor to nonprofit organizations and philanthropists. His expertise includes fundraising strategy, board governance, improving organizational processes, and ethical decision-making.

    Topic: Ethical Decision Making and Compliance with Donor Intent

    Members FREE
    Nonmembers $20

    • October 09, 2025
    • 10:00 AM - 11:00 AM
    • ZOOM

    Details coming soon!

    • November 05, 2025
    • Citadel Beach Club
    Register

    Join us back at the Citadel Beach Club for our Fall Symposium on November 5.  

    Speaker: Eddie Thompson, Ed.D., FCEP, Founder and CEO, Thompson & Associates

    Eddie will present two sessions:

    • Understanding Donor Body Language
    • Key Lessons Learned Over 47 Years



    Schedule for the day:

    9:00am Check-in and Coffee

    9:30am Session 1

    10:30am Break and Networking

    11:00am Session 2

    12:00pm Adjourn

    12:30pm SCPGC Board Meeting (board members only)


    Registration Fees:

    Member $65

    Nonmember $85

    • May 11, 2026
    • May 13, 2026
    • Hotel Ballast, Wilmington NC

    Join us for three impactful days designed to inspire, connect, and elevate. This signature event brings together planned giving professionals from across the Carolinas to engage in meaningful networking, gain practical insights, and grow in their careers.

    Our mission is to empower attendees with the tools, knowledge, and community they need to advance the art and impact of planned giving throughout the Carolinas.

    WHEN: May 11-13, 2026
    WHERE: Hotel Ballast, Wilmington NC

    REGISTRATION IS NOW OPEN





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