Speaking | Gift Planning Institute

Speaking Engagements

Recent Speaking Engagements:

Recent Speaking Engagements:

Recent Speaking Engagements:

Planned Giving Round Table of Arizona, November 19, 2019
Maricopa Community Colleges, October 16, 2019
World Academy for the Future of Women Board, August 4, 2019
Act One Youth Theatre Board of Directors, June 18, 2019
Ability 360 Board of Directors, May 22, 2019
DebX Talks, May 9, 2019
Organization of Nonprofit Executives, May 2, 2019
Sanford Institute for Philanthropy, March 6, 2019
Jewish Community Foundation Advisory Board, February 6, 2019
Hugh O’Brian Youth Leadership (HOBY) National Board, October 26, 2017
Financial Executive Networking Group Arizona Chapter, October 3, 2017
YWCA Professional Advisory Event, September 12, 2017
YWCA of Greater Phoenix Board of Directors, August 28, 2017
A New Leaf Professional Advisory Board, August, 24 2017
Wallace Plese + Dheher CPA Firm, August 22, 2017
Non-Profit Learning Lab Educational Conference, May 2017
Habitat for Humanity, March 2017
Hunter Hagan & Company CPA Firm; December 2016
Boys and Girls Club of Metro Phoenix, December 2016
Planned Giving Round Table of Arizona; October 2016
And Various Other Workshops Prior

Presentation Topics

Recent Speaking Engagements:

Recent Speaking Engagements:

Crisis Creates Planned Giving Opportunities
Planned Giving Tools for Advisors
Why Planned Giving
Cash is for Amateurs
The Grateful Dead
Charitable Roth IRA Conversion
How to Ignite a Planned Giving Program
Charitable Trust Case Studies
Board Fundraising
Improved Applications for Charitable Trust in the New Tax Code
Donor Advised Funds, Friend or Foe
Tax Advantaged Business Sales
Planned Giving Tools and Tactics
Planned Giving Conversations
Board Development
Planned Giving for Nonprofit Boards
Charitable Planning Case Design