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Conference Attendance
May 23, 2012
Northern California Planned Giving Council
The Palace Hotel
San Francisco, CA May 24, 2012
Philanthropic Planning Group of Greater New York
New York Marriott Marquis
New York, NY May 30 - June 1, 2012
Western Regional Planned Giving Conference
Westin South Coast Plaza
Costa Mesa, CA May 31, 2012
Chicago Council on Planned Giving
Northwestern Memorial Hospital
Chicago, IL June 7, 2012
Planned Giving Roundtable of Southeast Michigan
The Fairlane Club
Dearborn, MI
 Speech by: Jeffrey Lydenberg, Vice President, Consulting
Speech by: Jeffrey Lydenberg, Vice President, Consulting June 20-21, 2012
Colorado Planned Giving Roundtable
Inverness Hotel and Golf Club
Englewood, CO
Speech by: Jeffrey Lydenberg, Vice President, Consulting
Speech by: Jeffrey Lydenberg, Vice President, Consulting September 12, 2012
Northwest Planned Giving Roundtable
Lloyd Center DoubleTree
Portland, OR
Speech by: Edie Matulka, Senior Consultant
Speech by: Edie Matulka, Senior Consultant
Speech by: Edie Matulka, Senior Consultant October 24-27, 2012
Association for Healthcare Philanthropy
Westin Peachtree Plaza
Atlanta, GA
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Our Mission
We seek to support our thousands of clients with expertise and excellence in products and services for charitable gift planning and planned gift administration. We value every opportunity to respond readily and flexibly to them so that the needs of their programs can be met. At the same time, we strive to create a personal relationship and to work in partnership with every client for the benefit of his or her organization's
own mission.
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