Administration and Management

Oct
16

Tri-State Community Foundation Webinar Series- Working with Difficult Wills And Trusts

Event
Wednesday, October 16, 2019 -
1:00pm to 2:30pm

Join us for this webinar to learn more about how to deal with difficult wills and trusts. Also featured will be best practices for working with professional advisors to ensure their client’s charitable wishes can be accomplished.

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Sep
4

GWP Administrative Network Learning Session

Event
Wednesday, September 4, 2019 -
12:00pm to 2:00pm

Join us for the next Administrative Network Learning Session where we will gather over lunch to network, share ideas, and discuss best practices with our peers. After learning about their meeting space and services, we will engage in a roundtable discussion over lunch at Fogo De Chao. 

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Jan
29

Administrative Roundtable: Let’s Talk Document Retention And Technology

Event
Thursday, January 29, 2015 -
12:00pm to 1:30pm

How do you decide what to retain and what to toss? How do you keep your retention policy up to date? Join us for an open discussion about how GWP members have kept the piles of paperwork organized and also share resources used to establish a document retention policy.

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