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    • About
      • Clients
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      • Speaking & Seminar Services
      • Endowment Services
      • Planned Giving Services
    • Resource Library
    • Kathryn’s Blog
    • Request a Proposal
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    January 20, 2014

    Insights on Perfecting Donor Intent at the Alabama Planned Giving Council

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    In a world that requires me to travel constantly, there are few things I enjoy more than having an opportunity to speak at the Alabama Planned Giving Council (APGC), the ...

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    January 18, 2014

    A Great Way to Start 2014! The Sacramento Estate Planning Council Technical Forum

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    On January 9, 2014, I had the pleasure of speaking at the Sacramento Estate Planning Council’s 2014 Technical Forum, a day-long event focusing on estate and charitable tax planning at ...

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    October 26, 2013

    A Whirlwind of Events in Vero Beach

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    I was recently in Vero Beach on behalf of the Indian River Community Foundation and the United Way of Indian River County for several audiences: an advanced AFP group to ...

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    October 26, 2013

    The 21st Annual Estate and Charitable Gift Planning Institute, The Salvation Army, Minneapolis, Minnesota

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    The Salvation Army sponsors a national Estate and Charitable Gift Planning Seminar which involves not only a local audience at the Minneapolis Convention Center, but has an international web-based audience ...

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