Gift Planning Advisor

We offer dynamic seminars and keynote presentations!

Contact us today to secure your date!

suggested topics:

(fully customizable)

Storytelling: The Secret Sauce of Fundraising Success (Keynote, Breakout, and/or Workshop)

Tax Tips and Trends

Bequests and Beneficiary Designation Gifts:    Your Bread and Butter

Gift Planning in a Campaign

Face to Face Visits

Gift Annuities: From Plain Vanilla to Fudge Sundae

Gifts of Retirement Assets

Gifts of Tangible Personal Property

Gifts of Real Estate

Gift Planning for Annual Giving Officers

Gift Planning for Board Members

Gift Planning for Your Pets

upcoming presentations:

April 2, 2021 - CGP of Nebraska

September 2021 - WHAT IF Nonprofit Conference

(Keynote Speaker)

recent presentations:

December 8, 2020 - PG Roundtable SE Michigan

November 11, 2020 - Legacy Strategy Summit (United Kingdom)

October 7 & 8, 2020 - NACGP National Conference

September 24 & 25, 2020 - The PG Course (Philadelphia)

June 10, 2020 - Fundraising in a Pandemic:      Where to Pivot and Persist (Panel Discussion)

June 8, 2020 - NJCCGP (New Jersey) (*cancelled)

May 18, 2020 - The Grinspoon Foundation 

May 8, 2020 Pentera Webinar

May 7, 2020 - PG Round Table No. Nevada (*cancelled)

May 4, 2020 - NoCal PG Conference - Keynote (*cancelled)

April 20-22, 2020 - ACGA National Conference

(with Alexandra Brovey on Mega Gifts)

April 16, 2020 AFP Greater Philadelphia

March 17, 2020 - CGP Dallas (*cancelled)

March 11, 2020 - PGGGNE (Boston)

January 21, 2020 - PG Round Table of Arizona

January 16, 2020 - CGP Rhode Island 

January 2-4, 2020

Association of American Law Schools Conference

November 21, 2019 - CGP Los Angeles

November 14, 2019 - Association of Delaware Valley Independent Schools

October 16, 2019 - CGP Tampa Bay

October 16, 2019 - CGP Southwest Florida

September 19, 2019 - AFP & CGP Greater Naples

September 13, 2019 - PGCGP (Philadelphia)