Gift Planning Advisor

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 14, 2109 - Assoc. of Del. Valley Independent Schools

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. Cal. PG Conference (San Francisco) (*keynote*)

May 7, 2020 - PG Round Table of No. Nevada (Reno)

September 22, 2020 - PG Roundtable of SE Michigan (Detroit)

Association of American Law Schools Conference

January 2-4, 2020

Reunions and Planned Giving

other presentation topics: