Need A Speaker?

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Are you planning a staff retreat?


Do you have an upcoming board training?


Do you need a keynote speaker for an upcoming conference? 



If so, we can customize a presentation or cover topics such as the ones listed below:  


  • Planned Giving 101 (2-day course that can be adapted to fit the need of any organization.)
  • Leaving a Legacy 
  • Endowment Building 
  • Tax Update - Impact on Charities
  • Blended Gift Strategies  
  • Charitable Gift Annuities and Other Life Income Gifts  
  • Building and Sustaining Meaningful Donor Relationships  
  • How & Why Gift Acceptance Policies and Procedures are Necessary and Essential  
  • Creating Gift Acceptance Policies  
  • Planned Giving from a Nonprofit Director’s Perspective 
  • Ways to Incorporate Planned Giving into Your Overall Development Shop