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Giving Awareness
Seminars and Symposia. When awareness increases, giving results. Our seminars and symposia encourage involvement, teach philanthropy and motivate charitable giving. Explore the importance, value and ease of strategic charitable giving through symposia geared toward your interests and needs. Whether you are an individual donor, non-profit organization, corporation, professional advisor, collector or collecting institution, we will raise your awareness of accessible practical philanthropy, and show you why and how to do it well. We can customize any of our existing programs or create new programs for specific needs. Sessions may qualify for continuing education credit. At Results in Giving, we raise giving awareness. Because awareness in giving means giving results.
Results in Giving. Giving Awareness. Awareness in Giving. Giving Results.
Care and Feeding of Your Collection:
Working with your treasured collection. Exploring the important decisions that must be made to preserve the financial and cultural integrity of valuable objects and holdings, incorporating family wishes and personal needs for future generations.
Charitable Gift Annuities 101:
Who, what, how and why of charitable gift annuities; Everything you need to build or enhance an effective annuity program, including strategies and marketing techniques.
Charitable Giving and Estate Planning:
Overview of charitable giving and estate planning issues, including user-specific techniques to enhance estate plans and maximize assets for beneficiaries.
Donors & Prospects:
Tailor-made for the unique characteristics and special needs of the target audience, our presentations to donors and prospects have resulted in millions of dollars in completed gifts. Remarkably effective for identifying prospects and building relationships.
Endowments:
How to create successful endowment structures and giving programs.
Everything You Need To Know About Planned Giving But Were Afraid To Ask:
Learn how to start your own planned giving program. Includes sample forms and checklists so your organization can begin to receive planned gifts immediately.
Marketing Mayhem:
Practical suggestions to increase marketing efforts and maximize results. Includes brochures, print ads, seminars, newsletters, radio, inserts and websites.
Planned Giving for the Board:
What is planned giving and why do we need it? A great introduction for board members. Helps development and finance committees understand and realize the value of your organization’s planned giving efforts.
Professional Advisors:
How to create a professional advisory group to effectively strategize and complete gifts.
Trusts, Trusts, Trusts:
Various kinds of trusts and how to best utilize them.
Sample of Past Speaking Engagements
September 2007
The Case for Endowment & Donor Motivation, Endowment Essentials, and
Marketing Planned Gifts: Techniques and Fundamentals
August 2007
Focusing Your Philanthropy, Chautauqua Institute, New York
July 2007
Life Planning: Legacies, Medical Directives, Legal and Financial Issues,
Chautauqua Institute, New York
July 2007
Creating a Roadmap for Collections, Chautauqua Institute, New York
May 2007
Moves Management, Planned Giving Day, Cleveland, Ohio
May 2006
Starting a Development Department
May 2006
15 Ways to Leave an Impression - Marketing for 3 size budgets
February 2006
How to Get in the Door and Get the Gift Too!
April 2004
Marketing Mayhem (brochures, newsletters, websites)
April 14, 2004
Estate Planning, Beachwood, Ohio
May 6, 2004
Obtaining Collections, American Association of Museums Annual Convention, New Orleans
September 2003
What you need to know about planned giving but were afraid to ask
September 20, 2003
Ursuline College, "Planned Giving a Nontraditional Career"
Upcoming Speaking Engagements
September 2007 - AFP Mahoning County - Planned Giving and Development
September 2007 - Springfield Chapter of the National Committee on Planned Giving
August 2007 - Chautuaqua Institute, New York