Meeting/Event Information
Past Meetings
October 2026 Council Meeting: Felix E. Martin Jr. Foundation - Case Study + Panel Discussion
Community Foundation of Louisville
325 W Main St., Suite 1110
Louisville, KY 40202
Join us for a case study and panel discussion about a surprise bequest that became the Felix E. Martin Jr. Foundation.
Networking Happy Hour
Member Bonus Webinar: Ethical AI Tools Every Gift Planner Should be Using Now
Virtual
In this immediately practical, ethics-first session, you will learn exactly how AI can support the human side of charitable gift planning. No abstractions. No hype. Just real examples and usable workflows drawn from the work gift planners do every day.
Conference Networking Reception
Join us for an opportunity to unwind and connect with fellow gift planning professionals.
2026 Gift Planning Conference & PG 101 Bootcamp
Goodwill West Louisville Opportunity Campus
2820 W Broadway
Louisville, KY 40211
Coffee and Conversation
Baird - Louisville East
4803 Olympia Park Plaza, Suite 4000
Louisville, KY 40241
March 2026 Council Meeting: Older Adults & Professional Ethics
Northwestern Mutual
140 Whittington Pkwy
Louisville, KY 40222
Join us for an important panel discussion where we will explore key issues such as capacity, undue influence, family dynamics, and fiduciary responsibility while gaining practical insights to serve aging donors with integrity and confidence.
Member Bonus Webinar: Using Effective Stewardship to Show Gratitude to Planned Giving Donors
Zoom Meeting
Successful donor stewardship isn’t just about gratitude—it’s about creating a legacy of trust, loyalty, and meaningful connections.
January 2026 Council Meeting: What You Need to Know About Tax Law Changes and Emerging Trends
Cerity Partners
2201 High Wickham Place
Louisville, KY 40245
