Past Meetings

October Meeting - Small Shop Planned Giving 101

 

October 13, 2026

 

7:30 AM EDT to 9:00 AM EDT

 

Hospice Buffalo - Jr League Education Center
225 Como Park Blvd.
Cheektowaga, NY 14227
http://www.hospicebuffalo.com

Practical, right-sized strategies designed specifically for smaller teams

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September Meeting - Tools for the Planned Giving Practitioner

 

September 25, 2026

 

8:00 AM EDT to 9:00 AM EDT

 

Hospice Buffalo - Jr League Education Center
225 Como Park Blvd.
Cheektowaga, NY 14227
http://www.hospicebuffalo.com

Joe DiLeo of Vision Financial will lend a financial planner's lens to the various means your donors can use for planned gifts.

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May Meeting - Big Beautiful Bill Impact on Non-Profits

 

May 12, 2026

 

7:30 AM EDT to 9:00 AM EDT

 

Hospice Buffalo - Jr League Education Center
225 Como Park Blvd.
Cheektowaga, NY 14227
http://www.hospicebuffalo.com

Discuss shifting strategies to take advantage of new opportunities.

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April Meeting: Filling the Gap during an Era of Change

 

April 24, 2026

 

7:30 AM EDT to 9:00 AM EDT

 

Hospice Buffalo - Jr League Education Center
225 Como Park Blvd.
Cheektowaga, NY 14227
http://www.hospicebuffalo.com

Focused conversation on the evolving challenges and opportunities facing nonprofits. 

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March Meeting - Understanding Charitable Bequests: Insights from the Bench and the Attorney General’s Office

 

March 23, 2026

 

7:30 AM EDT to 9:00 AM EDT

 

Hospice Buffalo - Jr League Education Center
225 Como Park Blvd.
Cheektowaga, NY 14227
http://www.hospicebuffalo.com

The session will also cover fiduciary duties, common challenges that arise when administering estates with charitable beneficiaries.

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February Meeting - Increase Loyal Donors through Planned Giving Marketing presented by Crescendo Interactive

 

February 19, 2026

 

8:00 AM EST to 9:00 AM EST

 

Virtual Series

Learn how you can help foster a seamless donor experience that increases interest and motivation.

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January Meeting - Outcome Driven Planning & Collaboration

 

January 14, 2026

 

12:00 PM EST to 1:00 PM EST

 

Virtual Series

Effective Wealth Transfer from Planning Through the Impact on the Beneficiaries

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