Meeting/Event Information
Future Meetings
Beyond QCDs: Making IRA Beneficiary Designations Work for Your Organization
November 12, 2026
4:30 PM to 6:00 PM
Hotel Perry - Reycraft Room
100 Lewis Street
Petoskey, MI
Ethical Risks When Nonprofits Fund a Donor's Estate Planning
November 18, 2026
8:30 AM to 10:30 AM
Calvin University
Hekman Library
Grand Rapids , MI
This presentation will examine the risks of conflicts of interest, undue influence claims, and private benefit tax implications that may arise when a charity funds or facilitates estate planning services.
