Minding the Shop: Creative Planned Giving Strategies for Business Owners (July 15, 2009 at 1:00 PM EDT, 12:00 PM CDT, 11:00 AM MDT, 10:00 AM PDT) Joseph Hancock, Senior Trust Attorney, Baptist Foundation of Texas, Dallas, TX
Multiple-Entity Donors: How to Work Effectively with Today’s Sophisticated Philanthropist (September 16, 2009 at 1:00 PM EDT, 12:00 PM CDT, 11:00 AM MDT, 10:00 AM PDT) Reynolds Cafferata, Partner, Rodriguez, Horii, Choi & Cafferata LLP, Los Angeles, CA
Determining Your Client’s Capacity to Make a Planned Gift (November 18, 2009 at 2:00 PM EST, 1:00 PM CST, 12:00 PM MST, 11:00 AM PST) Kathy Busey, WTTW 11/98.7 WFMT, Chicago, IL & Neil Boyer, Lions Club International Foundation, Oak Brook, IL
Order Past Seminars On CD
How to Draft and Implement Effective Gift Planning Policies and Procedures (November 14, 2007) Presented by: Philip M. Purcell, Vice President of Planned Giving and Endowment Resources, Ball State University Foundation, Muncie, IN
And the Winner Is...? SOIRAs, TCRTs, ILITs or Charities? (September 12, 2007) Presented by: Robert Lew, President, Planning & Financial Advisors, San Francisco, CA & Darryl D. Ott, Attorney, Morgan Miller Blair, Walnut Creek, CA
How to Talk to Prospects (July 18, 2007) Presented by: Pamela J. Davidson, Consultant and Charitable Gift Planner, Davidson Gift Design, Bloomington, IN & James Gillespie, President & CEO, CommonWealth, Indianapolis, IN
Charity Begins at Home (or on the Farm): Dealing with Remainder Interest Gifts (May 16, 2007) J. William Gray, Jr., Partner, Hunton & Williams, LLP, Richmond, VA
CRTs in Midlife Crisis: Terminating, Accelerating and Fixing Charitable Remainder Trusts (March 14, 2007) David Wheeler Newman, Chair, Charitable Sector Practice, Mitchell Silberberg & Knupp LLP, Los Angeles, CA
Stewardship: Listen with your Eyes (January 17, 2007) Presented by: Dyan Sublett, Natural History Museum of Los Angeles, Los Angeles, CA
Tale of the Tape: Measuring the Performance of Gift Planning Officers (November 19, 2008) The live presentation has been approved for 1.5 credit hours by the CFP Board of Standards.
Presented by Joseph O. Bull, Interim Director of Philanthropy-Strategic Gifts, The Nature Conservancy, Worldwide Office
The live presentation has been approved for 1.5 credit hours by the CFP Board of Standards.
Presented by Beth McNally, Estate Administrator, The Nature Conservancy, Arlington, VA, and Beth Ridout, Deputy Estate Administrator, The Nature Conservancy, Arlington, VA
Donor-Centered Gift Planning Marketing (July 16, 2008) Presented by Brian M. Sagrestano, JD, Gift Planning Development, LLC, in Warrington, PA
Realistic Expectations for Planned Giving Success (May 21, 2008) Presented by Robert F. Sharpe, Jr., The Sharpe Group, Memphis, TN
Planning for the Home (March 19, 2008) Presented by Emanuel Kallina, JD, Kallina & Associates, LLC, Towson, MD
Planned Giving in Faith-Based Organizations: Making the Spirituality Real (January 16, 2008) Presented by J. Richard Ely, Jr., President, Strategic Fundraising Consultants, Providence, RI
Counting Planned Gifts Toward Campaign and Fundraising Goals (May 20, 2009) Moderator: Bruce Bigelow, President, Charitable Development Consulting, Frederick, MD
Kitchen Table Philanthropy: Simplifying the Choices for Generational Philanthropy (March 18, 2009) Kathryn W. Miree, Kathryn W. Miree and Associates, Birmingham, AL
