February 2026 Educational Luncheon
Schedule
Mon Feb 09 2026 at 11:45 am to 01:00 pm
Location
Hamilton's | West Des Moines, IA
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Behind the Gift: Insights from Trusted AdvisorsHave you ever thought about the conversations donors have before they decide to make a gift?
This educational luncheon looks behind the gift at the discussions donors have with their trusted advisors—financial planners, attorneys, and accountants—as they manage assets, plan for the future, and support their families.
Moderated by programming co-chair Colleen Rogers Messenger, our expert panel will help fundraisers better understand the donor experience through the advisor’s lens.
Topics include:
• How and when giving arises in advisor conversations
• A high-level look at charitable tools such as donor-advised funds, family foundations, and estate plans
• Why clarity around your organization’s mission matters when advisors are guiding clients
• The importance of building relationships across generations
Panelists:
• Matt Busick, CFP®, CRPC®, Senior Wealth Advisor, Mercer Advisors
• Ashley Charnetski, Attorney at Law, Whitfield & Eddy Law
• Abby Croll, CPA, Partner, Eide Bailly LLP
? Monday, February 9, 2026
? 11:45 a.m. – 1:00 p.m.
? Hamilton’s on Westown Parkway
? Please register by noon on Wednesday, February 4, 2026
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Where is it happening?
Hamilton's, 3601 Westown Pkwy,West Des Moines, Iowa, United StatesEvent Location & Nearby Stays:
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