A webinar for professional advisors.

WHEN:  Tuesday, June 30, 2026, 11:30-12P

WHERE: Virtual.

COST: Free. RSVP preferred. Registrants will be sent the slide deck and session recording following the webinar.

WHEN: Thursday, July 9, 2026 11:30-1P

WHERE: Salvation Army Kroc Center, 405 Vermont St., Quincy, IL 62301

COST: Lunch provided. 2 free registrations for TSAFP member organizations. $25 for each additional attendee for non-members. 

People devote their lives to meaningful missions but often fail to develop the communication skills needed to persuade others to support them. In this high-energy session, Rob Blevins will demonstrate why storytelling is one of the most powerful tools of persuasion and why it belongs in every interaction where you need to inspire people to care, give, volunteer, or act. Drawing from presentations that helped earn national recognition and a pitch that won $1 million, Rob will help you move past your fear and start telling the stories that flip the script from having to beg for help to people asking you how they can help advance your mission.

A luncheon and continuing education opportunity for professional advisors. MCLE and CFTA Credits Pending.

WHEN: August 27, 2026, 11:30-1:30P

WHERE: Quincy Country Club

2410 State Street

COST: Free. RSVP required. 

Learning Objectives:

• Understand what High Net Worth clients want from an advisor when it comes to their philanthropic planning. 
• Understand how to grow a professional practice with philanthropic planning.
• Understand how to use creative giving techniques like Donor Advised Funds and Charitable Remainder Trusts to make these asset gifts even more powerful for donors and charities. 
• Understand important tax and legal concerns for donations of complex assets – from both the donor’s and the charity’s perspectives. 

Dana is an award-winning author, charitable gift planning educator, professional speaker, and consultant. Dana began her career as an estate planning attorney and then spent 13 years at a Fortune 300 Financial Services company. She helped wealth advisors all over the U.S. with their most complex cases and taught them how to integrate charitable planning into their practice. Dana is a graduate of Mitchell Hamline School of Law and Southern Illinois University.

She served as Chair of the Minnesota Gift Planning Association in 2020 and 2021, serves as a member of the National Association of Charitable Gift Planners Leadership Institute and editorial board of Planned Giving Today.

A celebration of community, connection, and gratitude.

WHEN: Thursday, November 5, 2026, 5-7P

WHERE: TBD

COST: Free. RSVPs preferred.