Presentations

Here's a listing of many of the workshops and presentations I've given (or about to give!):

Selected past presentations
►Gift Planning Group of Northeastern New York, Albany, NY. (January 12, 2010)
"How Donors' Values Affect Giving"

► International Catholic Stewardship Conference, Chicago, IL (October 12, 2008)

"Funding the Growth of the Development Office and the Foundation" with Sandra Sebring, former Administrative Director of the Catholic Foundation of Rhode Island. Click here for the Conference brochure.

►AFPRI, Providence, RI (June 19, 2008)

"Making Planned Giving Happen -- Part II: Advanced Planned Giving" (This is "part two" to my July 2007 AFPRI presentation.)

►Planned Giving Council of RI, Providence, RI (March 2008)

"Ethical Wills: How to Transfer Your Personal Legacy (and close some planned gifts along the way!)"

►National Committee on Planned Giving, Virtual Seminar (Jan. 2008)

"Planned Giving in Faith Based Organizations: Making the Spirituality Real"

►National Committee on Planned Giving Conference, Dallas, TX (Oct. 2007)

"Planned Giving in Faith Based Organizations: Making the Spirituality Real"

►International Catholic Stewardship Conference, Miami Beach, FL (Sept. 2007)

"Planned Giving in the Church: Making the Spirituality Real"

►AFPRI, Providence, RI (July 2007)

"Making Planned Giving Happen -- Part I"

►AFPRI, Providence, RI (May 2006)

"Planned Giving: Are You Ready?"

►AFPRI Fundraising Day 2005 Presentation (May 13, 2005)

"Matrix, Matrix, Matrix -- How to Develop a Comprehensive Bequest Marketing Program that Works"

►Inter. Catholic Stewardship Conference, San Francisco (October 2005)

"Planned Giving in Stewardship Parishes" with Karen Cooper

►2005 AFP International Conference Baltimore, MD (April 2005)

" Matrix Your Way to a Successful Bequest Program"

►Nat. Committee on Planned Giving Conference, Dallas, TX (Oct. 2004)

"Planned Giving: Is It Spiritual Enough at Faith-Based Organizations." with Karen Cooper, (at the time) Associate Director For Stewardship And Development, Diocese Of Providence (RI)

►Planned Giving Council of RI, Providence, RI (Sept. 2004)
"Primer Session on Charitable Gift Annuities"

►International Catholic Stewardship Conference, New Orleans, LA, (Sept. 2004)
"Planned Giving in the Church: Is It Spiritual Enough?" with Karen Cooper

►Annual Southwest Primary Care Association and the New Mexico Primary Care Association Meeting and Conference, Albuquerque, NM (May 2004)
"Fundraising: Beyond the Bake Sale"

►Citizens Bank, Not for Profit Group Providence, RI (March 2004)
"Organizing for the Planned Giving Office"

►Planned Giving Council of RI, Providence, RI (January 2004)

"Making your Endowment Work, So You Can Grow It" (with Frank Monti, CPA)

►AFPRI, Providence, RI (October 2002)

"Planning the Planned Giving Ask"

►AFPRI, Fundraising Day, Providence, RI (April 2002)

"Donor Advised Funds: Friend or Foe?"

►AFPRI, Providence, RI (May 2001)

"Matrix Your Way to Bequest Success"

►AFP MA, Western Chapter, Springfield, MA (Dec. 2000)

"Runs vs. Run-Ins: Stories from the Front -- Working Successfully with Consultants" with Cynthia Martowski

►International Catholic Stewardship Council Region One Annual Meeting, Warwick, RI (June 2000)

"Starting (or Building) a Planned Giving Program"

►International Labor Studies and Research, Cranston, RI (July 2000)

"Using Wills and Trusts in Estate Planning"

►Planned Giving Council of RI, Providence, RI (Oct. 1999)

"How to Sell the Board on Giving You More Resources for Planned Giving"

►AFPRI, Providence, RI (June 1998)

"How to Start a Planned Giving Program -- Really"

►NonProfit Resources of Southern New England (June 1998)

"Starting a Planned Giving Program"

►AFPRI, Fundraising Day, Warwick, RI (Nov. 1998)

"Charitable Gift Planning with Retirement Assets" with Joshua Karlin