Gift Planning Advisor
5 Forest Rd
Wayne, PA 19087
lynniera
Seminars and Presentations
We offer dynamic seminars and keynote presentations!
Contact us today to secure your date!
upcoming presentations:
Storytelling: The Secret Sauce of Fundraising Success
September 13, 2019 - PGCGP (Philadelphia)
September 19, 2019 - AFP & CGP Greater Naples
October 16, 2019 - CGP Southwest Florida (Sarasota)
October 16, 2019 - CGP Tampa Bay
November 21, 2019 - CGP Los Angeles
January 16, 2020 - CGP Rhode Island
January 21, 2020 - PG Round Table of Arizona
March 11, 2020 - PGGGNE (Boston)
March 17, 2020 - CGP Dallas (*cancelled*)
April 20-22, 2020 - ACGA Conference (Atlanta)
May 4, 2020 - No. California PG Conference (San Francisco
May 7, 2020 - PG Round Table of No. Nevada (Reno)
September 22, 2020 - PG Roundtable of SE Michigan (Detroit)
other presentation topics:
Tax Talk: What Every Day People Really Need To Know
(especially in light of recent changes)
Bequests - Your Bread and Butter
Gift Planning in a Campaign
Go Bequest or Go Bust!
Face to Face Visits
Gifts of Retirement Assets
Gifts of Tangible Properties (Art & Collectibles)
Gifts of Real Estate
Gifts of Securities, Real Estate and Other “Stuff”
Gift Planning for Annual Giving Professionals
Gift Planning for Board members
Estate Planning For Your Pet
5 Forest Rd
Wayne, PA 19087
lynniera