Calendar of Meetings
2025 Events
VIA ZOOM
January 14, 2025 @ NOON - The Most Effective Philanthropic Planning Begins & Ends with Your Donor’s Values
Presented by Rod Zeeb, CEO of The Heritage Institute
Presented by Rod Zeeb, CEO of The Heritage Institute
February 19, 2025 @ NOON - Put Away the Checkbook: Three Smart Gifts Your Donors Need to Know About
Presented by Ann Kolakowski, CAP®, CFRE
November 11, 2025 @ 8 AM - Supporting Through Grief: How to Navigate Sensitive Conversations
Presented by Wilson Support Center Staff
IN-PERSON
Hospice & Palliative Care Education Center @ 7:30 am
March 19, 2025 - Learn About “The Trust” and differences between a Will
Presented by Judge Acea Mosey
Presented by Judge Acea Mosey
Hospice & Palliative Care Education Center @ 7:30 am
April 22, 2025 - Maximize Conversations with Donors
Presented by Amy Razem and Sara Swaney with the Pittsburg Foundation
Presented by Amy Razem and Sara Swaney with the Pittsburg Foundation
Hospice & Palliative Care Education Center @ 7:30 am
May 20, 2025 - How to Begin the Conversation in Planned Giving
Presented by UB Planned Giving Officer Panel
Just Wine and Conversations with Crescendo Interactive, Inc. @ 5:30 pm
June 2025 - Details to Follow
Hospice & Palliative Care Education Center @ 7:30 am
September 16, 2025 - Let's Discuss Gifts of Land
Presented by Andrew Gaerte and Friends
Hospice & Palliative Care Education Center @ 7:30 am
October 21, 2025 - Five Ways to Build Relationships with Your Mid-Level Donors
Presented by Tim Logan FAHP, CFRE
Why Join the WNY Planned Giving Consortium?
We invite you to become a member as we continue our journey to “make a difference in the lives that follow.” Here is your opportunity to join more than 100 other local professionals working together to insure our community’s future.
Members receive:
- Knowledge that they are helping their clients fulfill their philanthropic dreams and they are helping the future of the community at the same time;
- Training on the ins and outs of planned giving;
- Opportunity to interact with other professional advisors as well as development professionals of non profit organizations;
- Discounts on trade publications regarding Legacy giving;
- Access to Partners’ only section of the web site; and
- Recognition as a member of Western New York Planned Giving Consortium (WNYPGC)
Become a member Professional Advisor Membership Form
Become a sponsor: Sponsorship Benefits
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