Presentations

Coming Presentations

2023

[Add your organization’s name here!]

Past Presentations

2023

5/12/2023
Community Foundations of Louisville and Southern Indiana (Louisville)

2022

6/1/2022
Planned Giving Roundtable of Southeastern Michigan (Detroit)

February 3
Charitable Gift Planners of Central Ohio (Columbus)

2021

December 16
Planned Giving Group of New England (Boston, MA)

July 15 
Mid-America Council of Charitable Gift Planners (Kansas City, MO)

June 9
Charitable Gift Planners of Tampa Bay (St Petersburg, FL)

June 8
Dallas Council of Charitable Gift Planners

May 18
Planned Giving Council of San Antonio

March 30
Mid-Iowa Planned Giving Council

March 25 
North Carolina Council of Charitable Gift Planners

March 10
Planned Giving Council of Indian River (Vero Beach, FL)

March 5
Northern Ohio Charitable Gift Planners (Cleveland)

February 3
Philanthropic Planning Group of Greater New York

January 25
Princeton Club of New York: Celebrating Bequests for American Colleges (Columbia, Fordham, Georgetown, NYU, Princeton and Williams)

January 11
Washington Planned Giving Council (Seattle)

2020

November 18
Chesapeake Planned Giving Council (Baltimore)

November 12
Planned Giving Group of Connecticut

November 11
Pentera: Foundations of Charitable Gift Planning

October 6
Charitable Gift Planners of New Jersey, America is a Given Place

June 18
Greater Philadelphia Planned Giving Council: America is a Given Place

April 21
American Council on Gift Annuities: The History of Charitable Gift Annuities is the History of Gift Planning in America

January 11
Gift planning conference call with staff and volunteer leaders of United Way Worldwide (by invitation

2019

November 1
Louisville, KY, Charitable Gift Planners of Kentuckiana Mini-Conference: True Stories: Charitable Gift Planning from the Pilgrims to Tomorrow’s Gifts

October 24
New York, Philanthropic Planning Group of Greater New York Awards Luncheon: Ron Brown received the Cloughy Award for distinguished service

September 23-24
Chicago, Crescendo Practical Planned Giving Conference: Gift Annuities and Your Future

September 11
Princeton Webinar: A Celebration of Princeton: A Given Place

August 21-22
Denver, Colorado Planned Giving Roundtable Summer Symposium: True Stories: Charitable Gift Planning from the Pilgrims to Tomorrow’s Gifts

June 13
Saranac Lake, NY, CANARAS Gift Planning Council: Four Events in the History of Charitable Gift Planning, and Heroes of CANARAS and Charitable Gift Planning

May 23
Washington, DC, National Capital Gift Planning Council: True Stories of American Gift Planning: From the Pilgrims to Tomorrow’s Gifts

April 3
Nashville, Middle Tennessee Gift Planning Council: The Soul of American Gift Planning: From the Pilgrims to Tomorrow’s Gifts