Services, Training, Speech Topics and Presentations:

Consulting Services

Planned Giving Program Development
• Develop Marketing Plans
• Provide Technical Support
• Prepare Promotional Materials
• Organize Resource Committees

Board and Staff Development
• Training Workshops
• Retreats
• Mentor/Coaching
• Staff Recruitment

Program Assessments
• Planned Giving Program Audits
• Comprehensive Fundraising Plans
• Feasibility Studies

Donor Calls
• Preparation and Presentations
• Prepare Gift Models and Proposals
• Train Volunteers
• Assist with Cultivation
• Assist with Solicitation

Sample Speech Topics:

• The Donor Call: What do you say after you've said, "Hello?"
  
  
• Eight Keys to Starting a Successful Planned Giving Program
  
  
• The Planned Giving Program Audit: Are You Ready to Start or Expand Your Program?
  
  
• The First Year in Planned Giving
  
  
• Marketing Your Planned Giving Program
  
  
• Matching Donor Economic Interests with Planned Gifts
  
  
• Introduction to Planned Giving (Instruments and Marketing)
  
  
• Setting up a Planned Giving Office in a "Small Shop"
  
  
• Cultivating Baby Boomers
  
  
• Marketing Planned Gifts: Tried and True and Darn Near New
  
  
• Recent Marketing Trends : Email, Internet, Direct Mail, Telemarketing
  
  
• Planned Gift Promotion: What No Program Should be Without
  
  
• Matching Donor Interests With Institutional Needs

" ... an excellent relationship builder and fundraiser ... "

Richard D. Cheshire, PH.D.
Former President, University of Tampa

"... Your seminar helped me to understand how to handle my responsibilities in a more manageable way ..."

David A. Long
Southeastern Conference of 7th Day Adventists


(MORE)

Recent Presentations To:

AFP-Greater Los Angeles Chapter
Los Angeles, CA

AFP-Orange County Chapter
Orange, CA

American Institute of Philanthropic Studies
Long Beach, CA

Boy Scouts of America: San Gabriel Valley Council
Pasadena, CA

Boy Scouts of America: Orange County Council
Costa Mesa, CA

Houston Planned Giving Roundtable
Houston, TX

Institute of Voluntary Leadership
Orange, CA

LIONS International District 4L2
La Puente, CA

Planned Giving Roundtable of Greater Phoenix
Phoenix, AZ

Northwest Planned Giving Roundtable
Portland, OR

Planned Giving Group of New England
Boston, MA

Planned Giving Primer
Orange County Planned Giving Roundtable-CA

Planned Giving Roundtable of Santa Barbara
Santa Barbara, CA

Planned Giving Roundtable of Southern California
Glendale, CA

Sacramento Planned Giving Roundtable
Sacramento, CA

Sacramento Conference on Planned Giving
Sacramento, CA

San Joaquin Valley Planned Giving Roundtable
Fresno, CA

Seventh Day Adventist Church Southern Conference
Daytona Beach, FL

Southern California Association for Hospital Development
Glendale, CA

AFP/Greater San Fernando Valley Chapter, San Fernando, CA

AFP Reno Greater Reno Chapter-Reno, NV

Hawaii Planned Giving Council-Honolulu, Hawaii

Inland Empire Planned Giving Roundtable, Redlands, CA

Lone Star Chapter NCPG-Fort Worth, Texas

San Diego Planned Giving Roundtable, San Diego, CA

Southwest Conference of Lutheran Development Executives-Las Vegas, NV

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