ESTATE PLANNING SEMINARS
I regularly present seminars to the public about the importance of doing estate planning and what options are available.
I am happy to provide free educational seminars for nonprofits which would like to me to sensitively discuss the important of planned giving with their donors, and present easy and sophisticated planned giving options in an understandable way. These seminars are educational only, I will not be asking for business, and the seminar is designed to enhance and deepen the relationship between nonprofits and donors. I am also happy to do seminars or work individually with nonprofit development professionals, educating them about the importance of planned giving, where is fits into the total development plan, what planned giving options exist, and how to recognize opportunities. I won’t make them legal experts, but I will give them enough knowledge to recognize an opportunity, have the conversation with the donor, and know when to call in a professional attorney or CPA.