Wed, Mar 11
|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.