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Past Speaking Engagements

A Sampling of Presentations:

  • Mid-Iowa Planned Giving Council, Easy Peasy Ways to Incorporated Planned Giving Into Your Overall Development Shop. Des Moines, IA, May 23, 2017  
  • DFW AFP Philanthropy Conference, Blending Gift Strategies, Accomplishing Philanthropic Goals Today, Tomorrow 
  • and into the Future!  Irving, TX, May 18, 2017  
  • Charitable Gift Planners of Nebraska, Gifts Can Be Dangerous, Lincoln, NE, May 5, 2017  
  • National PPP Conference Take-A-Ways, San Antonio Planned Giving Roundtable, San Antonio, TX, March 8, 2016  
  • Planned Giving from a Nonprofit Director’s Perspective, Lane, Trubitt, Gorman, PLLC Nonprofit Education Series, Fort Worth, TX February 18, 2016
  • Planned Giving on the Run: Pulling it All Together, North Texas Partnership for Philanthropic Planning, Dallas TX, February 9, 2016  
  • National PPP Conference Take-A-Ways, Central Texas Planned Giving Roundtable, Austin, TX, December 14, 2015    
  • Easy Peasy Ways to Incorporate Planned Giving into Your Overall Development Shop, Colorado Planned Giving Roundtable Summer Symposium, Denver, CO, August 27, 2015  
  • Building and Sustaining Relationships, Southeast Michigan Planned Giving Roundtable Development Day Conference, Detroit, MI, June 3, 2015
  • Charitable Gift Annuities and Other Life Income Gifts, Nebraska Partnership for Philanthropic Planning, Lincoln, NE, April 2, 2015    
  • Planned Giving on the Run: Pulling it All Together, North Texas Partnership for Philanthropic Planning, Dallas TX, March 10, 2015 
  • No Fear: Charitable Gift Annuities, Association of Fundraising Professionals, Fort Worth, TX, July 12, 2013   
  • What Makes Them Give? Latest Stelter Study Finds Influences and Activities That Yield Planned Gifts, Association of Fundraising Professionals DFW Philanthropy Conference, Fort Worth, TX, June 2013  
  • Planting Seeds for a Bountiful Future – Emphasis on Expanding a Current Planned Giving Program, Fort Worth Country Day School, Board of Trustees Advancement Committee, Fort Worth, Texas, January 23, 2013  
  • Strategic Fundraising Trends, Schieffer School of Journalism, Texas Christian University, Strategic Communication PR and Corporate Social Responsibility Class, Fort Worth, Texas, February 14, 2012   
  • Building and Sustaining Relationships, Association of Fundraising Professionals CFRE Exam Review Course, Association of Fundraising Professionals, Dallas and Fort Worth Chapters, June 9, 2011  
  • Planned Giving: Creative Opportunities for Philanthropists and the Nonprofits They Support (panel presentation), Nonprofit Organizations Conference, Fort Worth Chapter, Texas Society of Certified Public Accountants, January 25, 2011  
  • Oil and Gas Charitable Giving Conference: Soliciting and Administering Gifts of Oil and Gas Properties (Conference concept originator and conference chair), Lone Star Council of the National Committee on Planned Giving, Fort Worth, TX, July 30, 2008 (5 hour conference with 250+ attendees from a three state region)