Upcoming Events
August 19, 2026 - Community Grant Reception
August 27, 2026 - Professional Advisor Luncheon & Continuing Education Opportunity
November 5, 2026 - Friends of Philanthropy
List of Services
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2026 Community Grant ReceptionList Item 1
A reception-style celebration of 2026 Community Grant recipients and those who make these grants possible. Light bites & refreshments with a brief presentation at 4:45 P.M. to honor the people and projects growing a lasting impact in our region. Photo opportunities available.
WHEN: August 19, 2026, 4-5:30P
WHERE: Connie Niemann Center for Music, 1909 N 18th Street, Quincy, IL 62301. (Enter on the Seminary Road side of the building).
COST: Free. RSVP from grantees required.
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Amplify Your High Net Worth Practice with Philanthropic Planning with Dana Holt, JD RICP AEP® CAP®List Item 3
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.
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Tri-State Area Fundraising Professionals Fundraising SummitList Item 2
WHEN: October 8, 2026 9A-3P.
WHERE: Salvation Army Kroc Center, 405 Vermont St., Quincy, IL 62301
COST: Lunch provided. TBA.
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Friends of PhilanthropyList Item 4
A celebration of community, connection, and gratitude. We are grateful for our friends at TI-Trust for co-hosting the 2026 Friends of Philanthropy celebration.
WHEN: November 5, 2026, 5-7P
WHERE: Quincy Country Club, 2410 State Street, Quincy, IL, 62301.
COST: Free. RSVPs preferred.
Schedule a Presentation
We welcome the opportunity to speak to your local civic, philanthropic, community, professional, or public organization on a variety of topics relating to local philanthropy.
To request a presentation, please submit this form.
We will be in touch shortly to confirm details.
