The firm provides speaking and seminar services for professional advisors, for donors, and for boards and volunteers that are tailored to your time frames, key messages, and goals for the audience. These presentations typically range from a 1-hour luncheon presentation to a 2- to 3-hour half-day presentation, to a full day.

Key Potential Audiences

The goal of professional advisor seminars is to open and encourage conversations between the advisors and the charity about gift planning options, to raise interest in and education about gift planning options, and to encourage them to consider charitable solutions for common estate and financial planning issues. Handouts are designed to qualify for continuing education credit.

Representative topics include:

  • The Top Ten Charitable Planning Ideas for 2014
  • Changing the Community Through Charitable Planning
  • Seven Options in Family Philanthropy
  • The Rules of Engagement: Managing Liability for Nonprofit Boards
  • Family Succession Trials and Triumphs
  • Ethical Issues in Gift Planning
  • Charitable Planning Options in a Low Tax Rate, Low Interest Rate Environment
  • After the In Dries: What Every Advisor Should Know About Managing Family Foundations
  • The Role of the Professional Advisor in Planned Giving Programs
  • From Theory to Practice: Building Nonprofit Endowments
  • Trends and Challenges in Planned Giving
  • Smart Charitable Planning Ideas After ATRA of 2012
  • Perfecting Donor Intent: Legal Lessons and Practical Advice

Seminars for nonprofit staff and board are generally designed to educate staff and board about gift planning opportunities and their roles and responsibilities in the gift management process to create a strong working relationship between the two groups. The sessions may also be tailored training board members and volunteers to make donor calls, or to train major gift officers to introduce planned gift concepts on calls.

Representative topics include:

  • Talking to Donors About Endowment and Planned Gifts
  • Getting Started in Planned Giving
  • Challenges Facing our Donors
  • The Role of Planned Giving in Major Gifts
  • The Role of Trustees in Planned Giving and Building Endowment
  • Evaluating a Planned Giving Program: Infrastructure, Personnel and Marketing
  • What Every Board Member Must Know About Gift Planning
  • Marketing Planned Gifts
  • Planned Giving Fundamentals
  • From Theory to Practice: Building Nonprofit Endowment
  • Three Models to Build Endowment
  • Everything You Wanted to Know About a Planned Giving Audit
  • The Role of the Board in Building a Strong Endowment
  • Keys to Planned Giving Success: Insights and Best Practices
  • The Critical Staff Roles in Endowment Success
  • Stewardship and Recognition: Building Strong Relationships with Your Donors
  • Six Things Every CEO Should Know About Building a Strong Gift Planning Program
  • Five Steps to a Successful Endowment
  • Unravelling the Mysteries of Endowment
  • Engaging the Community in the Conversation of Philanthropy
  • How to Become an Expert in the Conversation of Philanthropy

Donors are a popular seminar audience. Donor topics are generally focused on current issues or on matters of specific interest to the particular audience. The goal is to educate and motivate, prompting donors to take the next step in planning and to include the charity in those plans.

Representative topics include:

  • The Challenges Facing Donors – And Gift Planning Solutions
  • Seven Habits of Highly Successful Women
  • The Ten Things Every Woman Needs to Know About Estate and Financial Planning
  • The Ten Things Every Individual Needs to Know About Estate Planning (Before You See Your Attorney)
  • Eight Practical Ways to Use Gift Annuities
  • Passing Family Values from Generation to Generation
  • Setting a Course for Family Philanthropy

Representative Client List

Staff and Board Clients

EDUCATION

Alabama Institute for Deaf and Blind (Alabama)
Auburn University (Alabama)
Belmont University (Tennessee)
Campbellsville University (Kentucky)
Chapman University (California)
Columbia College (Missouri)
Emory University (Georgia)
Georgetown University (Washington, DC)
Hammond School (South Carolina)
Indian Springs School (Alabama)
Mississippi State University Foundation (Mississippi)
North Mississippi Health Services Foundation (Mississippi)
The McCallie School (Tennessee)
The Montgomery Academy (Alabama)
Rensselaer Polytechnic Institute (New York)
Southern Methodist University (Texas)
Texas A & M Foundation (Texas)
University of Alabama (Alabama)
University of Alabama at Birmingham (Alabama)
University of Maryland System (Maryland)
University of North Alabama (Alabama)
University of Pennsylvania (Pennsylvania)

HEALTHCARE

Advocate Charitable Foundation (Illinois)
Alabama Head Injury Foundation (Alabama)
American Academy of Periodontology Foundation (Illinois)
American College of Cardiology (Maryland)
American Dental Association Health Foundation (Illinois)
Arthritis Foundation (National Office)
Bon Secours-St. Joseph Healthcare Group Foundation (Florida)
Catholic Healthcare West (Arizona/California)
Children’s Healthcare Foundation of Atlanta (Georgia)
Children’s Hospital of Alabama (Alabama)
Children’s Medical Center of Dallas (Texas)
Foundation of the National Institutes of Health (Maryland)
Good Shepherd Hospital Foundation (Texas)
Helen Keller Eye Research Foundation (Alabama)
North Mississippi Health Services Foundation (Mississippi)
Parkland Foundation (Texas)
Sacred Heart Foundation (Florida)

RELIGIOUS ORGANIZATIONS

Baptist WMU of Georgia (Georgia)
Church of the Incarnation (Texas)
First Baptist Church of Franklin (Tennessee)
Presbyterian Church USA Foundation (Indiana)
Saint Luke’s Episcopal Church (Alabama)
Volunteers of America, Inc. (Washington, DC)
Volunteers of America of North Louisiana (Louisiana)
Woman’s Missionary Union Foundation (Alabama)
World Vision (Washington)

HUMAN SERVICES

Alabama Civil Justice Foundation (Alabama)
Birmingham, Civil Rights Institute (Alabama)
Food & Friends (Washington, DC)
Habitat for Humanity International (Georgia)
Jimmie Hale Mission (Alabama)
Kansas Children’s Service League (Kansas)
The Salvation Army, Birmingham Area Command (Alabama)
United Way of Baton Rouge (Louisiana)
United Way of Central Alabama (Alabama)
United Way of Central New York (New York)
United Way of Morris County (New Jersey)
United Way of Northeast Louisiana (Louisiana)
United Way of Pensacola (Florida)
United Way of America (Virginia)
YWCA of Birmingham (Alabama)

COMMUNITY SERVICE

Civitan International (Alabama)
Junior League of Birmingham (Alabama)
Indiana Grantmakers Alliance

ARTS AND CULTURE

Alabama Shakespeare Festival (Alabama)
Birmingham Botanical Gardens (Alabama)
Birmingham Museum of Arts (Alabama)

COMMUNITY FOUNDATIONS

Community Foundation for Southeast Michigan (Michigan)
Community Foundation of Greater Birmingham (Alabama)
Community Foundation of Calhoun County (Alabama)
Community Foundation of Memphis (Tennessee)
Community Foundation of South Alabama (Alabama)
Community Foundation of Southern Indiana (Indiana)
Kalamazoo Community Foundation (Michigan)
Walker Area Community Foundation (Alabama)

ENVIRONMENT

Ocean Conservancy (Washington, DC)
The Nature Conservancy (Arlington)

CORPORATE CLIENTS (NONPROFIT TRAINING)

AmSouth Bank (Alabama, Florida)
Crescendo Software (California)
Fifth Third Bank (Ohio)
Merrill Lynch Trust Company (New York)
Wachovia (North Carolina)
Welch, Hornsby & Welch (Alabama)

Professional Advisors

AHP Central Alabama (Alabama)
Alabama Planned Giving Council (Alabama)
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)
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 Kentucky Planned Giving Council (Kentucky)
Central Susquehanna Community Foundation (Pennsylvania)
Chattanooga Estate Planning Council (Tennessee)
Chattanooga Planned Giving Council (Tennessee)
Chicago Planned Giving Council (Illinois)
Children’s Medical Center of Dallas (Texas)
Cincinnati Planned Giving Council (Ohio)
Colorado Planned Giving Roundtable (Colorado)
Columbus Community Foundation (Georgia)
Community Foundation of Fox Valley (Wisconsin)
Community Foundation of Northeast Michigan (Michigan)
Community Foundation of South Wood County (Wisconsin)
Council on Foundation Community Foundation Conference (Georgia)
Crescendo GiftLaw Teleconference (National)
Crescendo Gift Legacy Teleconference (National)
Denver Foundation (Colorado)
Duke University/Duke Estate Planning Council (North Carolina)
Fraternity Executives Association National Meeting (Florida)
Greater Jewish Charities of Miami (Florida)
Greater New Orleans Foundation (Louisiana)
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 Florida)
Hillcrest Hospital Foundation (Texas)
Huntsville Financial and Estate Planning Council (Alabama)
Indiana Grantmakers’ Alliance (Indiana)
Iowa Planned Giving Foundation (Iowa)
Kalamazoo Community Foundation (Michigan)
Kansas City Estate Planning Symposium (Missouri)
Kanuga (North Carolina)
Knoxville Estate Planning Council (Tennessee)
Little Rock Planned Giving Council (Arkansas)
Marin Community Foundation (California)
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)
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 Mississippi Health Services Foundation (Mississippi)
North Texas Planned Giving Council (Texas)
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)
PESI Family Foundation Conference (Nevada)
PESI Professional Advisors Planned Giving Conference (Nevada)
Planned Giving Group of New England (New England)
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)
Suncoast Estate Planning Council (Florida)
Susquehanna Health Foundations (Pennsylvania)
Tampa Bay Planned Giving Council (Florida)
Texas A & M Foundation (Texas)
The Foundation at University Medical Center (Texas)
The Philadelphia Foundation (Pennsylvania)
Tri-State Planned Giving Council (Ohio)
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 Maryland System (Maryland)
Virginia Planned Giving Study Group (Virginia)
Volunteers of America National Conference (Virginia)
Washington Planned Giving Council (Washington)
Western Kansas Council on Estate Planning & Giving (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)

Donors

AHP Central Alabama (Alabama)
Alabama Planned Giving Council (Alabama)
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)
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 Kentucky Planned Giving Council (Kentucky)
Central Susquehanna Community Foundation (Pennsylvania)
Chattanooga Estate Planning Council (Tennessee)
Chattanooga Planned Giving Council (Tennessee)
Chicago Planned Giving Council (Illinois)
Children’s Medical Center of Dallas (Texas)
Cincinnati Planned Giving Council (Ohio)
Colorado Planned Giving Roundtable (Colorado)
Columbus Community Foundation (Georgia)
Community Foundation of Fox Valley (Wisconsin)
Community Foundation of Northeast Michigan (Michigan)
Community Foundation of South Wood County (Wisconsin)
Council on Foundation Community Foundation Conference (Georgia)
Crescendo GiftLaw Teleconference (National)
Crescendo Gift Legacy Teleconference (National)
Denver Foundation (Colorado)
Duke University/Duke Estate Planning Council (North Carolina)
Fraternity Executives Association National Meeting (Florida)
Greater Jewish Charities of Miami (Florida)
Greater New Orleans Foundation (Louisiana)
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 Florida)
Hillcrest Hospital Foundation (Texas)
Huntsville Financial and Estate Planning Council (Alabama)
Indiana Grantmakers’ Alliance (Indiana)
Iowa Planned Giving Foundation (Iowa)
Kalamazoo Community Foundation (Michigan)
Kansas City Estate Planning Symposium (Missouri)
Kanuga (North Carolina)
Knoxville Estate Planning Council (Tennessee)
Little Rock Planned Giving Council (Arkansas)
Marin Community Foundation (California)
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)
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 Mississippi Health Services Foundation (Mississippi)
North Texas Planned Giving Council (Texas)
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)
PESI Family Foundation Conference (Nevada)
PESI Professional Advisors Planned Giving Conference (Nevada)
Planned Giving Group of New England (New England)
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)
Suncoast Estate Planning Council (Florida)
Susquehanna Health Foundations (Pennsylvania)
Tampa Bay Planned Giving Council (Florida)
Texas A & M Foundation (Texas)
The Foundation at University Medical Center (Texas)
The Philadelphia Foundation (Pennsylvania)
Tri-State Planned Giving Council (Ohio)
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 Maryland System (Maryland)
Virginia Planned Giving Study Group (Virginia)
Volunteers of America National Conference (Virginia)
Washington Planned Giving Council (Washington)
Western Kansas Council on Estate Planning & Giving (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)

Client Feedback

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Jane Doe- some company name
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John Doe- some company name