Practical and Inspired Planned Giving Training Series:

Planned Giving Essentials:  Introduction to Planned Giving with a Focus on Gifts in Wills, Living Trusts and Beneficiary Designation Accounts  Click here for more information

Planned Giving with Dual Benefits:  Introduction to Gift Annuities, Charitable Remainder Trusts, Charitable Lead Trusts and Retained Life Estates Click here for more information

Inspired Engagement: Cultivating, Soliciting and Stewarding Planned Gift Donors in Meaningful Ways Click here for more information

Bequest Administration Basics:  Best Practices in the Administration and Stewardship of Realized Bequests Click here for more information

Turning Problem Assets into Gold:  Ways to Properly Handle Gifts of Real Estate and Other Illiquid Assets Click here for more information

Strengthening Your Future:  Building Endowments and Integrating Planned Gifts in Campaigns Click here for more information

Other Presentations

Integrating Charitable and Family Legacies

The True Wealth of Your Life:  An Introduction to Legacy Letters

Doing Well by Doing Good

Embarking on Values-Based Estate Planning

Best Practices of Highly-Engaged Foundation Boards

Seven Ways Professional Advisors Can More Effectively Engage in Philanthropy

Harnessing Charitable Life Income Plans

Incorporating Life Insurance in Charitable Gift Plans

Endowments: Gifts that Keep on Giving

No More Excuses:  10 Steps to Launching a Planned Giving Program

The Pathway to a Mature Planned Giving Program

How Nonprofits Can Maximize Professional Advisor Engagement

How Hospitals Can Engage Multiple Constituents in Planned Giving

Combating the Financial Abuse of Elder Donors