Upcoming Agency Fundholder Events


Agency Fundholder Trainings

September 16, 2019 | 11:00 am – 1:00 pm
Marketing Your Relationship with CFSA & End of Year Gifts
RSVP here.

January 23, 2020 | 11:00 am – 1:00 pm
Building Skills in Planned Giving: From Prospect to Closure
RSVP here.

Planned Giving Trainings

October 31, 2019 | 8:00 am – 1:00 PM
Crescendo: Basics of Planned Giving
• Planned Giving Basics 1-2-3
• Transforming Your Legacy Society
• Bequest Campaign
RSVP here.

November 4, 2019 | 11:00 am – 1:00 pm
Understanding and Maximizing Gifts from IRAs
RSVP here.

March 25, 2020 | 11:00 am – 1:00 pm
Transparency: Understanding the Watchdogs
RSVP here.

April 15, 2020 | 11:00 am – 1:00 pm
Advanced Planned Giving
RSVP here.

Special Interest Seminars

November 14, 2019 | 4:00 pm – 6:30 PM
Don’t Throw Momma from the Train: Estate Planning for the Modern Family
Vice President and Chief Fiduciary Officer, Hugh Magill with Northern Trust, Chicago, presents an overview of the changing values for the American Family, and how it affects societal issues.
RSVP here.

Spring 2020 | Philanthropic Issues and the Elderly
Details TBD.

CF Campus Events

Visit the CF Campus website for all upcoming Nonprofit Programming.