Presentations 2009-2012
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September 12, 2012
Planned Giving Basics Course
“Week 1 – What Is Planned Giving”
Northern California
Planned Giving Council
San Francisco
October 29, 2012
CFRE Review Course
“Planned Giving”
Association of Fundraising Professionals Golden Gate Chapter
San Francisco
May 23, 2012
20th Annual Planned Giving Conference
“Marketing Your Legacy Program”
Northern California Planned Giving Council
San Francisco
March 8, 2012
The "Why" of Giving, & Getting to the Legacy Ask
Northern California Planned Giving Council
San Francisco
February 16, 2012
Museums Making It Happen Conference
“Why Legacy Giving”
California Association of Museums
Berkeley
January 17, 2012
Planned Giving Basics Course: What Is Planned Giving?
Northern California Planned Giving Council
Santa Rosa
October 11, 2011
Planned Giving Basics Course: What Is Planned Giving?
Northern California Planned Giving Council
September 14, 2011
Quarterly Extended Program
and Luncheon (AFP WCC)
Legacy Giving in Your “Spare” Time
August 29, 2011
CompassPoint Workshop
Legacy Giving in Your “Spare” Time
August 30, 2011
Progressive Audio Conference
Legacy Giving: Creative Strategies to Build
a Major Revenue Source
May 4, 2011
Northern California Planned Giving Conference
Why Legacy Giving
March 11, 2011
2011 Association of Fundraising Professionals Spring Training
Planned Giving Case Studies
February 28, 2011
CompassPoint Workshop
Legacy Giving in Your “Spare” Time
February 22, 2011
San Francisco LGBT Center
The Power of Gift Planning: How to Leave YOUR Legacy
January 10, 2011
Planned Giving Basics Course
What Is Planned Giving?
Presented by Northern California Planned Giving Council
Silicon Valley Community Foundation
November 3, 2010
CompassPoint Workshop
Legacy Giving in Your “Spare” Time
CompassPoint
Non Profit Services
San Francisco
October 27, 2010
2010 San Francisco
Fundraising Summit
Planned Giving
St. Mary’s Cathedral
San Francisco
October 19, 2010
Planned Giving Basics Course
What Is Planned Giving?
Northern California Planned Giving Council
at San Francisco Jewish Community Federation
San Francisco
September 23, 2010
Masters Series
AFP-Silicon Valley Chapter
Legacy Giving in Your “Spare” Time
August 12-13, 2010
Money for Our Movements: A Social Justice Fundraising Conference
Legacy Giving Building Blocks
(Handout)
June 16, 2010
AFP-GGC Fundraising Day
Legacy Giving Building Blocks
(Handout)
May 18, 2009
17th Annual Planned Giving Conference
Banking on the Future: Why Endowments?
Monday May 4, 2009
Fundraising Day 2009
Planned Giving in Your “Spare” Time
(Handout: Word or Powerpoint)
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