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• Planned Giving in Action: Strategies, Stories & Solutions

  • When
    August 07, 2025
  •  
    9:30 AM - 2:30 PM
  • Location
    Charlotte NC
  • Registered
    9 registrants

  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!
  
  

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• September 18 - Coffee Talk

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

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

  Members FREE
  Nonmembers $20

  
  

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• October 9- Coffee Talk - Ethical Decision Making and Compliance with Donor Intent

  • When
    October 09, 2025
  •  
    9:00 AM - 10:00 AM
  • Location
    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

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• SCPGC Annual Meeting

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

  Details coming soon!

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• November 5 - Fall Symposium with Eddie Thompson

  • When
    November 05, 2025
  • Location
    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

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• 2026 Carolinas Planned Giving Conference

  • Start
    May 11, 2026
  • End
    May 13, 2026
  • Location
    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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