SPEAKING AND TRAINING SERVICES

We speak regularly at regional and national conferences and seminars and can offer a variety of topics to clients and organizations seeking workshop facilitators and presenters.  Following are sample topics we might address:

• Flexible Deferred Charitable Gift Annuities: the New Addition to Smart Retirement Planning
• Focusing on Planned Giving: Using Focus Groups to Spread the Word
• Ethical Concerns in Planned Giving Practice
• How the PPP Standards of Conduct Affect Charitable Fundraising
• Counting and Reporting Gifts: the New Paradigm
• The Top Ten Tips for Building a Strong Planned Giving Program
• Planned Giving for Younger Donors
• Creative Uses of Retirement Plans to Build Philanthropy while Caring for Family
• Planned Giving in Campaigns: the Secret of Success
• Promoting the Benefits of Deferred Gift Annuities to Boomers
• Ten Elements of a Strong Planned Giving Program
• Turning Planned Gifts into Current Dollars
• How to Use Planned Gifts to Finance Capital Projects
• The Power of Planned Giving Stories
• The Key Elements of an Effective Set of Gift Acceptance Policies
• Closely Held Stock: an Overlooked Philanthropic Bonanza
• Using Real Estate to Make Take-wise and Effective Charitable Gifts
• The Magic and Magnitude of Charitable Trusts
• Endowments: their Impact and How to Build Them
• Why Non-Profits Should Have a Gift Annuity Program
• What your Board Members Should Understand about Planned Giving
• The Basics of Planned Giving
• Philanthropy as a Lifetime Process
• Talking to your Donors about Planned Gifts