LUNCH & LEARN -- Keeping Wealth Local: Year-End Giving Insights for Advisors

Name: LUNCH & LEARN -- Keeping Wealth Local: Year-End Giving Insights for Advisors
Start: 2025-09-19T12:00:00-05:00
Location: Verdant Bistro

Schedule

Fri, 19 Sep, 2025 at 12:00 pm

UTC-05:00

Location

Verdant Bistro | Hays, KS

RSVP by September 17: https://forms.gle/WZ4nk6XihYsPu3KV7
Join us for a complimentary lunch at Verdant Bistro, 230 E 8th St, in Hays, designed for area finance professionals, attorneys, accountants, bankers, insurance providers, and other trusted advisors. Together, we’ll explore the latest giving trends and how they connect to the future of Northwest Kansas.
What to Expect:
*Insights from new transfer of wealth data
*Year-end giving strategies that benefit clients while keeping wealth local.
*Local philanthropy trends and community needs in Ellis, Rooks, and Trego counties.
*A preview of charitable giving changes under the One Big Beautiful Bill Act (OBBBA) taking effect in 2026.
*Opportunities to partner with Heartland through programs like the Outside Managed Fund Advisor Program.
Read more about the lunch here: https://heartlandcommunityfoundation.org/about-us/news/heartland-community-foundation-to-host-advisor-lunch-on-local-philanthropy-year-end-giving-strategies-transfer-of-wealth-trends/