Project Showcase
- Presentations, Trainings & Podcasts
- Customized Consultations
Click here for examples of completed work.
We can customize to your needs or let's create something new!
Proven results that speak for themselves.
Presentations, Trainings & Podcasts
These are examples of completed work. We can customize to your needs or let us create something new!
"Client Planning Begins with Discovery: More Than Forms, Files, and Facts"
Presentation to attorneys, accountants, financial advisors, and insurance professionals--including CLE, CPA, CFP(R) and insurance continuing education credits
Planned Giving Training Series
Six customized trainings with national team--including gift vehicles (technical), prospect identification, cultivation, discovery, solicitation, and stewardship
"Giving Your Way"
Speaking engagement for select group of prospective campaign and planned giving donors.
Completed for both a library foundation and community foundation.
"Cues & Clues: Successful Planned Giving Conversations with Your Donors"
Plenary speaker for state conference of 350 attendees
"Leaving a Legacy"
- Keynote for women's event for private bank clients regarding estate and legacy planning.
- Keynote for women's event for community foundation's donors and prospects regarding charitable giving.
Ethics Panelist
Two-time expert panelist regarding ethical challenges in charitable estate planning for state professional organization
"Financial Advisors and the Fundraising Process"
Podcast speaker
"Creating a Legacy of Wealth"
Panelist providing women business owners with valuable insights for clients of a national bank
Panelist regarding donor advised funds
National event for university with professional audience
Redesigned & led national trust and estates training
Taught recurring national training for all new hires in Private Bank and Private Client Teams at national bank
"Gift Acceptance Policies & Planned Giving"
Speaker for a professional group of charitable gift planners and fund raisers
Customized Consultations
These are examples of completed work. We can customize to your needs or let us create something new!
Multi-year retainer with national fund development team
In preparation for $500 million national campaign, am lead consultant for planned giving
Donor strategy and donor prospecting consultations and coaching
Including donors' financial and philanthropic motivations--as well as technical gift planning counsel. Individual and group sessions.
Consultations with families regarding trust & estate planning
Have completed more than 300 strategic consultations with families--including estate planning, trust planning, gift planning, charitable planning, and financial planning goals.
Strategic consultation with regional non-profit
Transitioning from "founder phase" to the next steps for fund development growth
Consultations to elevate national planned giving strategy
Including implementation and outside marketing vendor research and engagement
Personal trust competitive landscape
Consult with global bank--including trends, pricing, and enterprise value
Donor advised fund ecosystem
Consult with national financial services firm--including services, client needs, and platforms
Planned gift counting policy and research
For national organization, researched various planned gift counting standards and wrote policy
Encourage your clients and donors to seek their own financial, tax, and legal counsel. Our firm does not practice law, nor do we prepare or execute estate planning documents. We do not provide tax advice.