Webinars & Recordings
Past Webinars and Recorded Presentations
2026
 Legacy Ministry Webinar: Preparing for Make a Will Month – July 8, 2026August is National Make a Will Month and this webinar will help you prepare for it. Roughly 68% to 76% of American adults do not have a will. Planning well is a gift to your loved ones and allows your wishes to be fulfilled. Join this webinar for tips and resources on how you can encourage everyone in your community to create (or update) a will. A Legacy Ministry promotes charitable giving through current and planned gifts for a parish, school, or nonprofit. If you are enthusiastic about your organization and desire to promote its long-term health so that it can thrive long into the future, consider starting or joining a Legacy Ministry for your organization. |
 Endowment Sunday 2026 Training Webinar – March 26 Endowment Sunday is a chance to educate your parishioners about the importance of securing the financial well-being of the parish both now and forever. It may include a second collection or your parish may focus solely on educating your church community about the endowment fund. In this webinar, we covered how to use the toolkit and tips for a successful campaign. |
2025
 Legacy Lunch & Learn: The New Tax Law and Charitable Giving – November 4 Attorney Nick Djuric, Principal and Fiduciary Counsel at Bessemer Trust, presented on the changes to the charitable income tax deduction as a result of the One Big Beautiful Bill Act (as well as what hasn’t changed), and the act’s effect on charitable gift planning. He shared great information for donors, those who work in development, and professional advisors. |
 2025 Investment Forum – January 30 The 6th annual Catholic Foundation Investment Forum was January 30th. Attendees heard the economic outlook for the year from Tony Crescenzi, Portfolio Manager, Market Strategist at PIMCO, and how the Catholic Foundation stewards our funds to meet the needs of our community from Michael Butkus, Partner and Consultant at Atlanta Consulting Group. A recording of the Investment Forum is available here. Learn more about the annual Investment Forum. Sponsors: Silver Sponsor: Atlanta Consulting Group Bronze Sponsors: Morris Legal and Tax, LLC | Network 1 | Northwestern Mutual – Samantha Holowka | Smith + Howard | St. Thomas More Society of Atlanta Media Sponsor: The Quest |
2024
 Preparing for #iGiveCatholic Webinar – September 18, 2024 In this Lunch and Learn webinar, the Catholic Foundation covered tips and tricks to a having a successful iGiveCatholic campaign. This is a great overview for first time participants (new organizations or new people who will be running iGiveCatholic) or review for returning participants. Catholic organizations who are interested in participating can learn more about iGiveCatholic here. |
 Legacy Ambassador Webinar – August 14, 2024 For those in their 70s and older, it can be advantageous to use their IRAs for charitable giving. Join us for a panel discussion with three experts on how IRAs can be used to maximize charitable giving. The panelists share how this giving channel is beneficial to donors as well as why organizations should promote this opportunity. |
 Building the Future of Your Parish: Endowment Sunday Training Webinar – April 17, 2024 Learn how to hold a successful Endowment Sunday weekend. In this webinar, we walked through the resources available and the suggested timeline so you can promote awareness of your parish’s endowment fund to your community. |
 2024 Catholic Foundation Investment Forum – March 2, 2024 The 5th annual Catholic Foundation Investment Forum was March 2, 2023. Our keynote speaker was Ronald Temple, Chief Market Strategist at Lazard. His presentation was titled “Global Economic and Market Outlook.” Michael Butkus of Atlanta Consulting Group presented “Optimizing a Portfolio For a Foundation of Faith.” A recording of the Investment Forum is available here. |
 The ABCs of Endowment Funds – February 28, 2024 This 30 minute webinar covers the basics of endowment funds. This is a great opportunity for those who want to learn more about their organization’s fund, especially before annual distribution letters for endowment funds go out in March. This webinar is part of our Legacy Ambassadors series, however this one was also geared towards all those who work at parishes, schools, and nonprofits with an endowment fund (or funds) invested through the Catholic Foundation. In preparation for the annual distribution requests letters in March, this webinar covered an overview of endowment funds, what the annual distribution letter contains, how your distribution can be used, and more. |
2023
 Building Your Catholic Center Endowment Fund – November 9, 2023 Join the Catholic Foundation for this kickoff webinar as we debut a toolkit for Catholic Centers to use to grow their endowment fund. With pre-built emails, social media graphics, bulletin notes, and more customized for the different audiences of a Catholic Center (current students, alumni, parents, and community members), learn how to use these resources. |
 Lunch & Learn: End of Year Giving Strategies – November 8, 2023 Our speaker for this lunch and learn was Christy Eckoff, CAP, CFRE, Senior Trust Advisor, Wells Fargo Private Bank. Christy presented on “End of Year Giving Strategies,” addressing giving trends and opportunities, as well as giving channels such as IRAs, donor advised funds, and charitable gift annuities. Christy Eckoff is an expert on legislative changes and laws surrounding private foundations, supporting organizations, donor advised funds, and nonprofit taxation. Previously, Christy served as Chief Foundation Officer and Managing Director Philanthropic Counsel at the Jewish Federation of Greater Atlanta and as Managing Director and Philanthropic Counsel at the Community Foundation for Greater Atlanta. Christy is a CFRE (Certified Fundraising Executive) and a CAP® (Chartered Advisor in Philanthropy). |
Legacy Ambassadors Webinar – September 28, 2023 A robust planned giving program will yield a pipeline of sustainable results. Gift planning encourages the financial health of families as well as deepening the relationship with the charities in our archdiocese. This recorded webinar shares important data that will help guide fundraising decisions. |
 2023 Preparing for #iGiveCatholic Training Webinar Join the Catholic Foundation to learn about how to run a successful #iGiveCatholic campaign. This is a great overview for first time participants or review for returning participants in 2023. Learn more about iGiveCatholic on our resources page or register your organization to participate at atlanta.igivecatholic.org. |
 Catholic Foundation Investment Forum – March 2, 2023 The 4th annual Catholic Foundation Investment Forum was March 2, 2023. Our keynote speaker was Ronald Temple, Chief Market Strategist at Lazard Asset Management. He presented “Investing Against a New Economic Paradigm: A Global Market Outlook.” Michael Butkus and Rod Hennek of Atlanta Consulting Group will present “Investing Through a Catholic Lens.” A recording of the Investment Forum is available here. Learn more about the Investment Forum. |
 Legacy Liaisons Coffee Hour – February 8, 2023 At this meeting, we discussed ways to encourage gifts from an IRA to your parish’s, school’s, or nonprofit’s endowment fund. With the new changes to IRA distribution laws made in December 2022, this is a great time to learn more about this gift opportunity. Watch a recording of the meeting. |
2022
 Legacy Liaisons Webinar – November 15, 2022 Do you care deeply about the long term stability of your Catholic parish, school, or nonprofit? Our Legacy Liaison November webinar focused on how to promote your organization’s endowment fund to ensure their financial stability now and in the future. Topics covered: – Tips on how to grow your organization’s endowment fund through planned giving |
 2022 Charitable Giving Webinar: How to Navigate Giving in Today’s Market – November 10, 2022 State of the Market Overview Making the Most of Your Charitable Giving |
#iGiveCatholic 2022 Training Webinar – September 21, 2022 Join the Catholic Foundation to learn about how to run a successful #iGiveCatholic campaign. This is a great overview for first time participants or review for returning participants. For more information on iGiveCatholic, click here. Click here to watch the recording. Download the slides. |
 2022 Investment Forum – March 2022 Our 3rd annual Investment Forum took place on March 3. Our keynote speaker was Rupal Bhansali, Chief Investment Officer & Portfolio Manager, International & Global Equities at Ariel Investments. She presented her contrarian investing views in a talk titled “Winning by Not Losing: A Provocative View of Global Markets.” Rod Hennek and Michael Butkus of Atlanta Consulting Group shared an update on the Catholic Foundation portfolio and discussed socially responsible investing. Watch the recording here. Event sponsors:
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2021
 October Legacy Liaison Meeting – Gifts of Non-Cash Assets – October 2021 At the October Legacy Liaison meeting, Wells Fargo Senior Philanthropic Specialist Debra Faulk and Wealth Advisor John Ripoll shared the “why” to include an appeal for non-cash assets in your year-end plans (especially since about 31% of all annual giving occurs in December) and the “how” to leverage these most valuable assets to achieve maximum impact on your fundraising. Watch the recording here. |
 Writing a Will Webinar for Priests – October 2021 The Catholic Foundation of North Georgia and the Office of Senior Priests of the Archdiocese of Atlanta co-hosted this webinar for priests. Attorney Nick Djuric of Djuric Spratt explained importance of a will and the process of creating one. He will also break down the additional documents that you should have on record to ensure your wishes are carried out. Watch the recording here. As a follow up to the webinar, the Catholic Foundation and the Office of Senior Priests are offering opportunities to meet with attorneys who have graciously volunteered their time to assist priests in creating or updating their wills. |
 Charitable Giving Panel: Strategies to Give Back Better – October 2021 October is a great time to evaluate year-end plans to maximize philanthropic opportunities. Panelists Cherish De la Cruz, Sabre Linahan, and Jaime Benedetti discuss tax law changes and their implications on charitable giving and estate planning. Watch the recording here. |
 Preparing for #iGiveCatholic Webinar – October 2021 Watch a recording of our Zoom webinar here for tips on how to prepare for your #iGiveCatholic campaign and learn what’s new this year.
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 2021 Investment Forum – February 2021 Click here to watch a recording of the 2021 Investment Forum. Macro/Market Outlook – Kristina Hooper, Chief Global Market Strategist at Invesco, examines the key factors impacting the economy and markets.
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2020
 End of Year Tax Strategies – December 2020 Hear from Alan Connor, President of NovaPoint Capital LLC, Brent Herrin, Managing Partner Small at Herrin, and Sabre Linahan, Partner at Smith and Howard about Post-Election End-of-Year Tax Strategies. Click here to watch a recording of the webinar.
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 Life and Legacy Webinar – June 2020 Webinar in its entirety: click here to watch End of Life Care Presentation (Excerpt) with Fr. Neil Dhabliwala: click here to watch only Fr. Neil’s portion of the webinar End of Life Care Presentation (Extended) with Fr. Neil Dhabliwala: click here to watch Fr. Neil’s uncut presentation
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