Upcoming Events
UPCOMING EVENTS
Legacy Giving Digital Toolkit Workshop
september 23, 2025 12:00 PM - 1:00 PM
Speaker: Will & rebecca hanlon, Owners, our york media
Past Events
Lifecycle of a Legacy Donor - Thomas Shorb, Elyse Kauffman, Philip Woods, and Mark Misitano - April 24, 2025
Legacy Giving 201: Beyond the Basics - Kimberly Alvarez and Mary Kay Bernosky - March 27, 2025
Review of Tax Efficient Strategies for Donors - G. Scott Myers and David Morais - October 22, 2024
Strategic Planning for Unexpected Bequests in Nonprofits - Steven Martinez, Katie Mahoney, and Chad Myers - September 5, 2024
Build Your Planned Giving Program Workshop - Dick Brown - April 2, 2024
Gift Acceptance Policies - Janine Pflaum, Robert Bentley, Trent Davis - March 12, 2024
Storytelling - Rebecca Hanlon - September 14, 2023
Legacy Giving 101 - Kelley Gibson, Glenn Miller, and Phil Woods - June 5,2023
Secure Act 2.0 - Damien Lynch & David Morais - May 4,2023
TroveStreet - Cathy Bollinger - February 27, 2023
Human Behavior Research and Donor Engagement - Dr. Ivy R. Buchan - April 26, 2022
Understanding the SECURE Act - Tim Bupp & Frank Countess of CGA Law - August 19, 2021
What's Changing in Fundraising & How Nonprofits Should Adapt - Chad Barger - April 8, 2021
Zoom Gloom - Best Practices for the Virtual Donor Meeting - February 10, 2021
Best Practices for your Legacy Society - September 2020 via Zoom
Tax Efficient Strategies for Donors - October 20, 2020 via Zoom
Finding your Social Media Sweet Spot - Chad Barger - May 21, 2020 via Zoom
How to Navigate York's Capital Campaign Review Process - December 5, 2019
Problem Solving with Planned Gifts - November 21, 2019
Not Your Mother's Gift Acceptance Policy - May 2, 2019
How to Get Donor Visits and Knock Them Out of the Park - March 19, 2019
Creative Ways to Build Endowment - November 29, 2018
Donor-Advised Funds as an Estate Planning Tool - September 6, 2018
Breaching the Social Media Barrier - April 10, 2018
Tax Law Update 2018 - February 13, 2018
Encouraging Donor Legacy and Lifetime Planning plus Income Tax Update - November 20, 2017
How to Get the Conversation Started - June 7, 2017
The Importance of Leave A Legacy for Tax-Efficient Giving - April 27, 201