ADVISORS

Seminar

Annual Professional Advisors Seminars

This exclusive event brings together top-notch experts and professionals in finance, law, and philanthropy to explore the latest trends, strategies, and opportunities in charitable giving and estate planning. Gain valuable insights, network with industry leaders, and learn how to best serve your clients while making a positive impact on our community. Don't miss this invaluable opportunity to elevate your practice and deepen your impact.

For more information email us or call us

2024 Professional Advisors Seminar

This year, the Community Foundation will be hosting a Professional Advisors Seminar in each of our three counties to simplify travel and make the opportunity more accessible. We hope that you will join fellow CPAs, attorneys, financial planners and more to network and explore innovative approaches to philanthropic gift giving (all while gaining your continuing education credits).

Our guest speaker this year is Pamela Jones Davidson, J.D. Pam is President of Davidson Gift Design in Bloomington, IN; Emeritus for Thompson & Associates; and former board member and President of the National Committee on Planned Giving (now NACGP). She travels around both the state and the country, speaking to planned giving councils, donors, attorneys, financial planners, and many more.