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