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Knowledge @ Noon - February 7, 2024

The Top Ten Lessons Learned From the Front Lines - Outline

Knowledge @ Noon - February 7, 2024

The Top Ten Lessons Learned From the Front Lines - Slides

Conversation & Coffee - January 17, 2024

FOMO? Are we missing out on gift annuities?

Conversation & Coffee - January 3, 2024

Preparing for and Optimizing Donor Visits

GCPGC 2023 Annual Report

Knowledge @ Noon - November 1, 2023

Asking Your Donor for Their Largest Gift Ever: A Bequest - Slides

Knowledge @ Noon - September 13, 2023

Success with Life Insurance Gifts - Outline

Knowledge @ Noon - September 13, 2023

Success with Life Insurance Gifts - Slides

Conversation & Coffee - August 16, 2023

Charitable Beneficiaries of an Estate or Trust: Understanding a charity's rights and the probate and trust administration process

Conversation & Coffee - July 19, 2023 - Slides

Metrics Made Manageable: Making Planned Giving Data Work for You

Conversation & Coffee - July 19, 2023 - Outline

Metrics Made Manageable: Making Planned Giving Data Work for You

Conversation & Coffee - June 21, 2023

Beneficiary Designations: Charitable Bequests Without the Fuss

Knowledge @ Noon - May 3, 2023 - Slides

A Better Data-Driven Approach to Identifying Top Prospects

Knowledge @ Noon - May 3, 2023 - Outline

A Better Data-Driven Approach to Identifying Top Prospects

Conversation & Coffee - March 15, 2023 Half-Day Session

Generational Planning Strategies