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Document Library
Primer Handouts
September 8, 2009
Why Are Taxes Good for Charities?
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Steven S. Marken, JD, CSPG - Foundation for Christian Stewardship
How Can Tax Savings Fund Your Passion and Charity?
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David M. Harrison, JD - World Vision
How Can You make the IRS Pay Your Charity of Choice?
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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
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Amanda J. Ferrari, JD, CFRE - Ferrari Philanthropic Consultants
Doug Corbin, CSPG - Paragon Charitable Services Group, Inc.
Jeri Stathis, CSPG - CHOC Foundation
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Virtual Seminar Presentations
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Monthly Program Presentations
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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
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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, |
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May 21, 2008
Realistic Expectations for Planned Giving Success
Robert Sharpe
President, The Sharpe Group |
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Click here for archived presentations |
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