EVENTS




Upcoming events

  • Estate & Trust Litigation

    • March 12, 2025
    • 12:00 PM - 1:30 PM
    • Catholic Charities -2300B Dulaney Valley Road, Timonium, MD 21093
    Register

    What Gift Planners Need to Know

    This presentation will cover two types of litigation that charitable organizations may encounter: (1) caveat petitions - i.e. will challenges, and (2) actions to set aside the restrictions a donor has placed on a gift. We'll share some best practices on what to do if a bequest becomes the subject of litigation, and we'll offer some tips on what gift planners can do up front to minimize the risk of litigation down the road.

    Featured Speakers

    Meghan Casey

    Meghan chairs Gallagher’s Litigation Practice Group. She has extensive experience representing individuals, educational institutions, non-profit and religious organizations, and commercial entities in high-stakes litigation in federal and state courts and administrative proceedings. Her practice includes the litigation, mediation, and appeals of disputes involving First Amendment claims, civil rights, estates and trusts, and business torts.

    An experienced investigator, Meghan has led numerous confidential internal investigations and counseled clients in responding to investigations led by the Maryland Attorney General and the U.S. Department of Justice.

    As a member of the firm’s Education Practice, Meghan also regularly advises colleges and universities in matters before the Maryland Higher Education Commission. Clients praise Meghan for her commitment to client service and her ability to help them navigate difficult matters.


    Peter Keith

    Peter has been a member of Gallagher Evelius & Jones LLP since 1989. He joined the firm following several years of public service, first as a white collar criminal prosecutor at the Attorney General’s Office and then as trial counsel for the U.S. House of Representatives in an impeachment of a federal judge.

    Peter concentrates his practice in trial and appellate litigation in state and federal courts. He has handled many complex jury trials and appeals during the course of his career. Peter regularly represents the firm’s hospital, college, banking, and governmental clients in a wide range of cases including health care, estates and trusts, education, constitutional and civil rights, employment, environmental and professional malpractice matters. He has also conducted special investigations for corporations, nonprofit institutions, and governmental clients.

    Peter has taught civil litigation as an adjunct professor at the University of Maryland Law School since 1990.  Peter was selected for inclusion in Best Lawyers in America 2021 in the areas of Commercial Litigation, Litigation–Banking & Finance, Litigation–Labor & Employment, and Litigation–Trusts and Estates, and was selected as their 2013 Baltimore Litigation Trusts & Estates “Lawyer of the Year.”  He has been recognized in Maryland Super Lawyers since 2008.


    Registration

    Member - $50

    Non-member - $75


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  • Enhancing Donor Conversations

    • April 09, 2025
    • 12:00 PM - 1:00 PM
    • Zoom
    Register

    Using the Funnel Method to Deepen Donor Engagement

    Do you ever struggle to get the information you want out of donor conversations? This presentation will walk participants through how a litigation tool called the Funnel Method can transform planned giving conversations from transactional interactions to meaningful dialogues that uncover donors' true motivations and philanthropic passions. The Funnel Method offers a structured yet flexible approach, helping you ask the right questions and listen actively to build stronger, more meaningful connections with potential donors.

    Through examples and role playing, you'll learn how to guide conversations from broad, open-ended questions to deeper, more focused inquiries that uncover the motivations and values behind a donor's interest in giving. By using this method, you'll improve your ability to listen, engage, and personalize your outreach, ultimately fostering trust and encouraging long-term commitment to your organization.

    Featured Speaker

    Matthew Treadwell

    Matthew Treadwell is a Gift Planning Attorney at the Indiana University Foundation. His office is located on the IU Indianapolis Campus. Along with his fundraising responsibilities, Matt directs IU's Planned Giving marketing efforts. Matt is Adjunct Faculty for the Lilly Family School of Philanthropy's The Fund Raising School.

    Prior to joining IU Foundation, Matt was the Planned Giving Officer for the National FFA Foundation. Before entering the nonprofit world, Matt was a Deputy Attorney General in the Office of the Indiana Attorney General. Matt graduated from the Indiana University and the University of Notre Dame School of Law.

    Matt sits on the boards for Ausome Indy and the National Association of Charitable Gift Planners, where he is the 2025 Conference Chair.

    Registration

    Member - $25

    Non-member - $60

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  • April e-Newsletter Advertisement

    • April 15, 2025
    Register

    Expand Your Reach in Our April Newsletter!

    Don't miss the chance to advertise in our April e-Newsletter! Connect with over 350 charitable gift planning professionals and increase your reach to 45+ organizations across Maryland.

    April Advertising Opportunities:

    • Vertical digital newsletter advertisement [300 x 600 pixels] - $130
    • Horizontal digital newsletter advertisement [728 x 90 pixels] - $98
    • Square digital newsletter advertisement [250 x 250 pixels] - $91
    • Logo in newsletter - $98
    • Logo and hyperlink on website for 1 year - $169

    The deadline for purchasing April advertising is March 25, 2025.

    View Digital Advertising Details & Sizing Here

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  • July e-Newsletter Advertisement

    • July 08, 2025
    Register

    Expand Your Reach in Our July Newsletter!

    Don't miss the chance to advertise in our July e-Newsletter! Connect with over 350 charitable gift planning professionals and increase your reach to 45+ organizations across Maryland.

    July Advertising Opportunities:

    • Vertical digital newsletter advertisement [300 x 600 pixels] - $130
    • Horizontal digital newsletter advertisement [728 x 90 pixels] - $98
    • Square digital newsletter advertisement [250 x 250 pixels] - $91
    • Logo in newsletter - $98
    • Logo and hyperlink on website for 1 year - $169 

    The deadline for purchasing July advertising is June 24, 2025

    View Digital Advertising Details & Sizing Here

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  • Bringing Data and Trends to Life

    • August 06, 2025
    • 12:00 PM - 1:00 PM
    • Zoom
    Register

    Leveraging Giving USA to Transform Your Fundraising

    Join us as we explore the latest trends in American philanthropy, This presentation unpacks the headline findings from the recently released Giving USA 2025 and other national data, delivering powerful insights that will transform how you approach fundraising in today’s evolving landscape. These reports offer crucial insights into the state of philanthropy, donor behavior and the evolving landscape of generosity in the United States. 

    We will dive into:

    • The Pulse of Giving: Discover which sectors are driving donations and where giving is on the rise or decline
    • Donor Personas: Get a closer look at who is giving, how much they are giving and how motivations are changing across generations
    • Impact of Economic Conditions: Explore how inflation, market performance and economic uncertainty have influenced donor behavior 
    • Challenges and Opportunities for Fundraisers: Spot the trends that fundraisers can harness to inspire more impactful giving, even in challenging times
    • Looking Ahead: How your nonprofit can strategically position itself to thrive in this evolving landscape

    Featured Speaker


    Wendy McGrady

    Executive Vice President & Chief Operating Officer at The Curtis Group


    Wendy McGrady has more than 35 years of development and marketing experience. As executive vice president and chief operating officer at The Curtis Group, Wendy works with each of her clients to determine their unique needs and strategy. Her years of experience and expertise in relationship building make her a valuable partner to her clients and leader of The Curtis Group team. Wendy has served on numerous boards and been recognized with several professional achievement awards. She currently serves as the Chair of the Giving USA Foundation. 


    Registration

    Member - $25

    Non-member - $60


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  • October e-Newsletter Advertisement

    • October 14, 2025
    Register

    Expand Your Reach in Our October Newsletter!

    Don't miss the chance to advertise in our October e-Newsletter! Connect with over 350 charitable gift planning professionals and increase your reach to 45+ organizations across Maryland.

    October Advertising Opportunities:

    • Vertical digital newsletter advertisement [300 x 600 pixels] - $130
    • Horizontal digital newsletter advertisement [728 x 90 pixels] - $98
    • Square digital newsletter advertisement [250 x 250 pixels] - $91
    • Logo in newsletter - $98
    • Logo and hyperlink on website for 1 year - $169

    The deadline for purchasing October advertising is September 30. 2025.

    View digital advertising details & sizing here


    Show details

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To Register: Go directly to the event you want to sponsor.

Questions? Email us or call 410-527-0780.

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