Need A Speaker?


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.)
  • Discovery - How to Learn About a Donor's Assets
  • Blended Gifts - Accomplishing Strategic Philanthropic Goals
  • Gift Acceptance Policies
  • Leaving a Legacy 
  • Endowment Building 
  • Charitable Gift Annuities and Other Life Income Gifts    
  • Ways to Incorporate Planned Giving into Your Overall Development Shop