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• Planned Giving in Action

  • When
    August 13, 2026
  •  
    9:00 AM - 2:00 PM
  • Location
    SC Baptist Convention Center - 190 Stoneridge Dr. Columbia SC
  • Registered
    38 registrants

  Register

  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.

  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!
  
  

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• September Coffee Talk

  • When
    September 17, 2026
  •  
    9:00 AM - 10:00 AM
  • Location
    ZOOM

  Register

  Join us for our third Coffee Talk of the new year with Christian McTarnaghan !

  Saving the Gift: Strategies for Resolving Problematic Bequests

  In this talk, Christian will discuss strategies, using real world examples, for overcoming common problems faced by those who manage their organization’s bequests. He will present problem cases he has encountered at CCK and what steps he took to mitigate the damage, teaching attendees what they can do/what resources they have available when cases take a turn. At the conclusion of the presentation, he will discuss actionable takeaways and best practices that nonprofits can use to deal with difficult situations when they arise in their bequest matters.
  

  As always - FREE for Members of SCPGC

  $20 for nonmembers

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• October Coffee Talk

  • When
    October 15, 2026
  •  
    9:00 AM - 10:00 AM
  • Location
    ZOOM

  Register

  Join us for our last Coffee Talk of the year!

  Join us on October 15 and hear from Carolyn Stone, Relationship Manager, TIAA Kaspick

  "Testamentary Life Income Gifts: The Journey from Promise to Payment" walks gift planning professionals through the lifecycle of an estate-funded life income gift, from the initial donor conversation to the moment the arrangement springs to life. While charitable remainder trusts and charitable gift annuities may be familiar tools, establishing them through an estate introduces a distinct set of considerations — and this session will help you think through many of them. You will leave better equipped to serve as your donor's trusted guide with clarity and confidence.

  • Where do you document the gift terms?
  • How will the gift be funded?
  • How will payments be calculated and timed?

  As always - FREE for Members of SCPGC

  $20 for nonmembers

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• Fall Planned Giving Workshop

  • When
    October 22, 2026
  • Location
    Greenville SC

  Details coming soon.

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