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Document Library

Primer Handouts

September 8, 2009

Why Are Taxes Good for Charities? - Steven S. Marken, JD, CSPG - Foundation for Christian Stewardship

How Can Tax Savings Fund Your Passion and Charity? - David M. Harrison, JD - World Vision

How Can You make the IRS Pay Your Charity of Choice? - Interactive Case Study with Moderators Cheryl Barrett, JD, CSPG - Ferruzzo & Ferruzzo LLP and Matt Brown, JD - Brown & Streza LLP

Successful Keys to Marketing Planned Giving and Getting Your Board on Board - Amanda J. Ferrari, JD, CFRE - Ferrari Philanthropic Consultants Doug Corbin, CSPG - Paragon Charitable Services Group, Inc. Jeri Stathis, CSPG - CHOC Foundation

Virtual Seminar Presentations

 

Monthly Program Presentations

 

March 18, 2009

Kitchen Table Philanthropy: Simplifying the Choices for Generational Philanthropy

Kathryn W. Miree - President & Primary Consultant Kathryn W. Miree & Associates, Inc., Birmingham, AL

May 7, 2009

"Applications of Market Research to Promote Fundraising Success" (PowerPoint Presentation)

Lawrence Henz
Blackbaud Analytical

September 17, 2008

Beyond Basic Bequest Administration (aka Bequests Gone Bad)

Beth K. Mc Nally - Estate Administration
Beth Ridout - Director of Estate Administration
The Nature Conservancy, Arlington, VA

January 8, 2009

"How Will Your Story Be Written"(PowerPoint Presentation)
"How Will Your Story Be Written"(PDF version)

Lee Hausner, PhD, IFF Advisors, Inc.

July 16, 2008

Donor-Centered Gift Planning Marketing

Brian M. Sagrestano, JD, Founding Manager and
Director of Gift Planning Development, LLC,

 

May 21, 2008

Realistic Expectations for Planned Giving Success

Robert Sharpe
President, The Sharpe Group

 
 
 

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