The Planned Giving Council of the Mid-South offers members educational programs and networking opportunities throughout the year. Access to a network of peers working full and part time to secure charitable gifts is a significant benefit. Our meetings are planned to provide a balance of career development, education and awareness of current issues affecting the business of planned giving.
Programs are FREE to those who are members ($35 for guests).
If you would like to become a member, click here for more information! Or contact us to find out how to join.
Planned Giving Council of the Mid-South Fall Event 2023
Co-sponsored by Jewish Foundation of Memphis
Tuesday, October 24th, 2023
Topic: A panel discussion about the value of having a will and creating a legacy.
Our Professional Panel:
- Jason Salomon, JD (our moderator)
- Chasity Grice, JD, LLM;
- Garrett Bizzell, CPA
- Lawson Arney, CFP
Time: Registration begins at 3PM. Panel discussion: 3:30 – 4:30PM. Networking Reception will follow.
Location: Memphis Botanic Garden (located in the Sara’s Place event space), 750 Cherry Road, Memphis, TN 38117
Registration: Free for Members and $15 for Professional Non-members to attend.
September 6, 2023
SOCRATIC FUNDRAISING - Using Questions to Advance the Donor's Journey
Dr. Russell James,Texas Tech Professor/The CH Foundation Chair of Personal Financial Planning/Charitable Giving Program Director
March 2, 2023
A Wholistic Approach to Planned Giving ( Various Aspects of Planning, Marketing, Managing & Evaluating Your Program
Barlow T. Mann, JD, Sharpe Group
September 22, 2022
Planned Giving Council of the MID-SOUTH Social Hour
September 8, 2022
Understanding Major Trends That Are Impacting Donors Today...and Tomorrow!
How Shifts in Donor Behavior Are Impacting Nonprofit Outreach
Nathan Stelter, President, The Stelter Company
August 25, 2022
Gifts of Appreciated Assets in Inflationary Environments
Winton Smith, Attorney
September 30, 2021
PATHWAYS to PLANNED GIVING
Pamela Jones Davidson, J.D., Davidson Gift Design
February 3, 2021
Retirement Account Assets: What You Need to Know
September 30, 2020
A to Z: The Life of a Planned Gift
Panel of local advisors and development professionals
September 16, 2020
Planned Giving 101 – Back to Basics
Local nonprofit professionals and estate planning attorneys
April 24, 2020
"Planned Giving During and After the Pandemic"
Presented by Robert F. Sharpe, Jr.