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Holistic Planning, Small Charities & the Future of Philanthropy
Holistic Planning, Small Charities & the Future of Philanthropy

Wed, Mar 11

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MAC - Gilkey Room

Holistic Planning, Small Charities & the Future of Philanthropy

Join us for a thought-provoking session with Melissa Williams CAP® (Chartered Advisor in Philanthropy), exploring how holistic planning can strengthen small charities, deepen donor relationships, and prepare our sector for the largest wealth transfer in history.

Time & Location

Mar 11, 2026, 11:30 AM – 1:00 PM

MAC - Gilkey Room, 2316 W 1st Ave, Spokane, WA 99201, USA

About the Event

You’re Invited: Holistic Planning, Small Charities & the Future of Philanthropy

Join us for a thought-provoking session with Melissa Williams CAP® (Chartered Advisor in Philanthropy), exploring how holistic planning can strengthen small charities, deepen donor relationships, and prepare our sector for the largest wealth transfer in history.


Small and mid-sized charities are the backbone of our communities, but many are struggling to move beyond short-term survival into long-term sustainability. At the same time, women are poised to inherit unprecedented wealth and are significantly more likely to give. Yet many organizations, and professionals, are not fully prepared for this shift.


This session brings these realities together and offers practical, people-centered strategies planned giving professionals can use right now.


About the Event

Planned giving is no longer just about gift vehicles, it’s about understanding people, values, life transitions, and legacy.


Tickets

  • Guest Ticket

    Guests are welcome to attend any of the INWPGC meetings. To be invoiced for a ticket, please contact Theresa Boyer at theresa.boyer@wsu.edu

    $35.00

    +$0.88 ticket service fee

  • INWPGC Member

    Meetings are part of being a member of Inland Northwest Planned Giving Council. Membership is $135 on an annualized year and includes 5 bi-monthly meetings and the summer social. Contact Becky Magnuson at rebecca.magnuson@wsu.edu

    $0.00

Total

$0.00

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