Mission: Educate, motivate and empower our community to collectively promote and facilitate charitable gift planning
Vision: We envision an enriched community where leaving a legacy through charitable gift planning is the social norm
Core Values: Integrity, Generosity, Innovation, Collaboration, Engagement, Community
Huge Thank You to Our 2025/2026 Program Partners!
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Events and Registration
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Online credit card registration payments will be accepted no sooner than 90 days prior to each event. Check and cash payments are accepted anytime. (Please note: This refund policy does not apply to the annual Conference event. Refund policy for this event will be specific to this event and is noted in the details of the event posting)
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