AFP Northern Illinois Chapter (Illinois)
AHP Central Alabama (Alabama)
Alabama Planned Giving Council (Alabama)
Allen County Community Foundation (Kansas)
American Cancer Society National Major Gift Conference (Florida)
American College of Cardiology (District of Columbia)
American Council on Gift Annuities (2000, 2004)
American Red Cross (District of Columbia)
Auburn University (Alabama)
Baptist Foundation of South Carolina (South Carolina)
Baltimore Estate Planning Council (Maryland)
Baton Rouge Leave A Legacy (Louisiana)
Belmont University (Tennessee, 1998, 1999, 2000)
Berks County Community Foundation (Pennsylvania)
Birmingham Jewish Federation (Alabama)
CARD (Alabama -Alabama 2 Year Colleges)
Catholic Healthcare West (California)
CASE Advanced Planned Giving Institute (Illinois)
Central Arizona Estate Planning Council (Arizona)
Central Indiana Community Foundation (Indiana)
Central Kansas Community Foundation (Kansas)
Central Kentucky Planned Giving Council (Kentucky)
Central Susquehanna Community Foundation (Pennsylvania)
Charlotte AFP (North Carolina)
Charlotte Estate Planning Council (North Carolina)
Chattanooga Estate Planning Council (Tennessee)
Chattanooga Planned Giving Council (Tennessee)
Chicago Planned Giving Council (Illinois)
Children’s Medical Center of Dallas (Texas)
Cincinnati Jewish Federation (Ohio)
Cincinnati Planned Giving Council (Ohio)
Coffeyville Area Community Foundation (Kansas)
Colorado Planned Giving Roundtable (Colorado)
Columbus Community Foundation (Georgia)
Community Foundation of Abilene (Texas)
Community Foundation of Fox Valley (Wisconsin)
Community Foundation of Northeast Michigan (Michigan)
Community Foundation of Southern Indiana (Indiana)
Community Foundation of Southeastern Kansas (Kansas)
Community Foundation of South Wood County (Wisconsin)
Council for Resource Development (Washington, DC)
Council on Foundation Community Foundation Conference (Georgia)
Crescendo GiftLaw Teleconference (National)
Crescendo Gift Legacy Teleconference (National)
Denver Foundation (Colorado)
Derby Community Foundation (Kansas)
Duke University/Duke Estate Planning Council (North Carolina)
Emporia Community Foundation (Kansas)
Estate Planning Council of Northwest Florida (Florida)
Foundation for the Charlotte Jewish Community (North Carolina)
Fraternity Executives Association National Meeting (Florida)
Golden Belt Community Foundation (Kansas)
Gonzaga University (Washington)
Greater Jewish Charities of Miami (Florida)
Greater Manhattan Community Foundation (Kansas)
Greater Milwaukee Foundation (Wisconsin)

Greater New Orleans Foundation (Louisiana)
Greater Salina Community Foundation (Kansas)
Gulf Coast Community Foundation of Venice (Florida)
Hawaii Estate Planning Council (Hawaii)
Heckerling Institute for Estate Planning, University of Miami School of Law (2001, 2003, 2004, 2007, 2009, 2011, 2013 Florida)
Hillcrest Hospital Foundation (Texas)
Houston Planned Giving Council (Texas)
Hutchinson Community Foundation (Kansas)
Huntsville Financial and Estate Planning Council (Alabama)Indiana Grantmakers’ Alliance (Indiana)
Illinois Planned Giving Council (Illinois)
Iowa Planned Giving Foundation (Iowa)
Jewish Community Board of Akron, Inc. (Ohio)
Jewish Community Foundation of Greater Kansas City (Missouri)
Jewish Community Foundation/Milwaukee Jewish Federation (Wisconsin)
Jewish Federation of Broward County (Florida)
Jewish Federation of Greater New Haven (Connecticut)
Jewish Federation of South Palm Beach County (Florida)
Jewish Federation of Greater Atlanta (Georgia)
Jewish Federation of North America (New York)
Jewish Federation of Northeastern New York (New York)
Jewish Foundation of Memphis (Tennessee)
Kalamazoo Community Foundation (Michigan)
Kansas City Estate Planning Symposium (Missouri)
Kanuga (North Carolina)
Knoxville Estate Planning Council (Tennessee)
Legacy Regional Community Foundation (Kansas)
Little Rock Planned Giving Council (Arkansas)
Marin Community Foundation (California)
McPherson County Community Foundation (Kansas)
Midwest Tax & Business Institute (Indiana)
Milwaukee Leave a Legacy (Wisconsin)
Nashville Planned Giving Council(Tennessee)
Nashville Federal Tax Clinic (Tennessee)
National Conference on Planned Giving (1995, 1996, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012)
National Committee on Planned Giving Satellite Seminar (National -April, 2000)
National Committee on Planned Giving Virtual Seminar (National – June 2002)
National Committee on Planned Giving (Educational Tape Series)
National Multiple Sclerosis Society(Louisiana)
New Hampshire Charitable Foundation (New Hampshire)
Nonprofit Resource Center of Alabama (Alabama)
North Carolina Planned Giving Council (North Carolina)
North Mississippi Health Services Foundation (Mississippi)
North Texas Planned Giving Council (Texas)
Northern Illinois Planned Giving Council (Illinois)
Northern Ohio Planned Giving Council (Ohio)
NSFRE Central Alabama (Alabama)
NSFRE Pensacola (Florida)
NSFRE Regional Conference (Georgia)
NSFRE West Florida (Florida)
NW Florida Planned Giving Council (Florida)
Ohio Northern University (Ohio)

Pensacola State College Foundation (Florida)
PESI Family Foundation Conference (Nevada)
PESI Professional Advisors Planned Giving Conference (Nevada)
Philadelphia Estate Planning Council (Pennsylvania)
Planned Giving Group of New England (New England)
Planned Giving Roundtable of Arizona (Arizona)
Planned Giving Study Group of Greater Washington (District of Columbia)
The PEER Network (Kentucky)
Region VI AHP Planned Giving Conference (Atlanta)
Richmond Estate Planning Council (Virginia)
Richmond Jewish Foundation (Virginia)
San Joaquin Valley Planned Gifts Council (California)Spring Hill College CLE Seminar for Professionals (Alabama)
St. Luke’s (Idaho)
Southeastern Family Office Forum (Georgia)
Suncoast Estate Planning Council (Florida)
Susquehanna Health Foundations (Pennsylvania)
Tampa Bay Planned Giving Council (Florida)
Texas A & M Foundation (Texas)
Texas Presbyterian Foundation (Texas)
Topeka Community Foundation (Kansas)
The Dallas Foundation (Texas)
The Jewish Federation of Greater Washington (Maryland)
The Foundation at University Medical Center (Texas)
The Philadelphia Foundation (Pennsylvania)
Tri-State Planned Giving Council (Ohio)
The Salvation Army (Minnesota)
Tuscaloosa Estate Planning Council (Alabama)
United Jewish Community (Pennsylvania)
United Way of America National Volunteer Conference (Georgia)
United Way of America Planned Giving Institute (1995, 2000, 2001, 2002)
United Way of Baton Rouge (Louisiana)
United Way of Morris County (New Jersey)
University of Alabama (Alabama)
University of Alabama at Birmingham (Alabama)
University of Cincinnati Foundation (Ohio)
University of North Alabama (Alabama)
University of Maryland System (Maryland)
University of Miami School of Law, Graduate Program in Estate Planning, Adjunct Faculty (Florida)
Virginia Community Colleges (Virginia)
Virginia Gift Planning Council, Signature Series (Virginia)
Virginia Planned Giving Study Group (Virginia)
Volunteers of America National Conference (Virginia)
Washington Planned Giving Council (Washington)
Wells Fargo Nonprofit Leader and Family Foundation Summit (North Carolina)
West Virginia Bankers Association (West Virginia)
Western Kansas Council on Estate Planning & Giving (Kansas)
Western Kansas Community Foundation (Kansas)
Western Kansas Council on Estate Planning (Kansas)
Western Kentucky Planned Giving Council (Kentucky)
Western Regional Planned Giving Conference (California)
Winston-Salem Foundation (North Carolina)
Wisconsin Community Foundation Group (Wisconsin)
Women’s Fund of Greater Birmingham (Alabama)
Woman’s Missionary Union Foundation (Eight Tape Series)