Planning with Purpose

Join us for a complimentary, engaging afternoon conversation with trusted philanthropic financial planner, Braden L. Cope, CFP, and an experienced estate attorney, Tim Heileman. Together, they’ll demystify charitable planning and share practical insights to help you align your values with your generosity—now and in the future.

This relaxed, interactive event is designed for curiosity, not complexity. You’ll have the opportunity to:

• Learn how thoughtful planning can expand your impact
• Ask questions in a welcoming, no-pressure setting
• Identify common barriers to giving and discover how easy they are to remove
• Explore Wills, Trusts, and Designations
• Discover accessible tools that turn intentions into meaningful action

Whether you’re just beginning to think about charitable planning or looking to deepen your impact, this conversation will meet you where you are and help you feel confident about the difference you can make.

‍Register Here

Those unable to attend in person may participate virtually or receive a recording following the event; please register to receive access and updates.

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