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As a service to our council members, we have set up a 'library" of the following CD-ROMs from past webinars. Contact us if you are interested in borrowing one. There is no charge, we only ask that you plan to view and return the CD-ROM within two weeks of receiving it.

  • Taxation Basics for Gift Planners

    Presented by: Gary Pforzheimer -- April 28, 2016

  • Stewardship of Planned Gift Donors

    Presented by Sara Elward and Alison O'Carroll -- September 24, 2015

  • 10 Practical Planned Giving Ideas for the Current Environment

    Presented by: Kathryn Miree, Kathryn W. Miree & Associates -- August 27, 2015

  • More Problem Solving with Planned Gifts

    Presented by: Frank Minton, Planned Giving Services -- July 30, 2015

  • Using Data Analytics to Improve Planned Gift Prospecting

    Presented by: Chuck McClenon, University of Texas at Austin -- April 30, 2015

  • Attracting Gifts Through Beneficiary Designations

    Presented by: Bill Zook PG Calc -- March 26, 2015

  • Gifts of Retirement Plan Assets

    Presented by: Bill Laskin, PG Calc -- January 22, 2015

  • How To Get Your Donor To Say Yes

    Presented by: Frank Minton, Planned Giving Services - November 20, 2104

  • Marketing Bequests: What A Survey of 5000+ Test Subjects Tells Us

    Presented by: Russell James, Professor
    Dept. of Personal Finance Planning, Texas Tech University - August 28, 2014

  • Knowing A Planned Giving When You See One

    Presented by: Jeff Lydenberg, PG Calc - Septmber 25, 2014

  • Problem Solving with Planned Gifts

    Presented by: Frank Minton, Planned Giving Services - July 31, 2014

  • Land Ho! The Many Ways to Give Real Estate

    Presented by: Bill Zook, PG Calc - March 27, 2014

  • The Three Pillars of A Stong Bequest Program

    Presented by: Gary Pforzheimer, PG Calc - January 23, 2014

  • Planned Giving Best Practices: A Benchmarking Study

    Presented by: Jeff Lydenberg and Ann McPherson, PG Calc - December 2013

  • CRTs: A Trust For All Seasons

    Presented by: Frank Minton, PG Calc - November 20, 2013

  • Philanthropic Planning: What To Do In The Room?

    Presented by: Jay Steenhuysen, Steenhuysen Associates - September 26, 2013

  • Estate Planning for Gift Planners

    Presented by Jeff Lydenberg, PG Calc - July 25, 2013

  • Technical Primer on Charitable Giving

    Presented on Development Day - June 6, 2013
    By: Dennis M. Mitzel, Mitzel Law Group

  • All I Know About Fundraising I Learned in Detroit

    Presented at Development Day - June 6, 2013
    By: Tammy Zonker, Fundraising Transformed

  • The Art of Perception

    Presented at Development Day - June 6, 2013
    By: Amy Herman, The Art of Perception

  • It's ALL About Philanthropy

    Presented at Development Day - June 6, 2013
    By: Christopher L. Kelly, Comerica Charitable Services Group

  • The Appeal of Step Lead Trusts and Shark Fin Trusts

    Presented By Bill Laskin, PG Calc - April 25, 2013

  • Bequests - Stewardship and Administration

    Presented by Alison O-Carroll, PG Calc - March 28, 2013

  • Gift Planning and the New Tax Law

    Presented by Gary Pforzheimer and Bill Laskin (PG Calc), January 31, 2013

  • Social Networking Best Practices for Planned Gifts: Case Studies on Social Media Fundraising

    Kristen Schultz (Crescendo Interactive), November 14, 2012

  • A Tale of Watermelon & Strawberries - Demystifying the Charitable Gift Annuity

    Presented by Robin Ferriby (Community Foundation for Southeast Michigan), October 18, 2012

  • Planned Gifts That Appeal to Younger Donors

    Presented by Jeff Lydenberg (PG Calc), September 27, 2012

  • Family Matters: Stewardship of Your Planned Giving Donors

    Presented by Dyan Sublett (WYCA Metro Los Angeles), July 26, 2012

  • Taxation Basics for Gift Planners

    Presented by Bill Zook (PG Calc), April 26, 2012

  • How To Manage Volunteers in the Gift Planning Program

    Presented by Steve Rosenblum, March 14, 2012

  • A Stimulus Plan for Charitable Giving

    Presented by Frank Minton (PG Calc), January 26, 2012

  • Data for Sale: Collecting and Using Date for Gift Planning

    Presented by Kathering Swank & Lawrence Henze (Blackbaud), November 16, 2011

  • CRT Planning on a NapkinPresented by Greg Baker, September 14, 2011

  • Structuring & Funding Life-Income Gifts with Retirement Plan AssetsPresented by Tim Prosser, July 13, 2011

  • Charitable Gift and Estate Planning After the 2010 Tax Changes

    Presented by Marc Carmichael (R & R Newkirk), May 18, 2011

  • Motivating Your Donor Base: The Science (and Art) of Planned Gift Marketing

    Presented by Anne Melvin (Harvard), March 16, 2011

  • Charitable Gifts of LLCs Presented by Stephanie Buckley and Claudia Sangster, January 19, 2011

  • The Power of the Pyramid: How to Effectively Integrate Planned, Major and Annual GivingPresented by Phil Purcell, November 17, 2010

  • Creative Bequests and the Unalterable Will: Soliciting and Drafting Bequests Presented by William Samers, September 15, 2010

  • Charitable Gift Annuity Reinsurance: What It Is, What It Isn't, When It Works and When It Doesn't Presented by Bryon Clontz, May 12, 2010

  • Bequest Boot Camp — 10 Exercises to Strengthen Your Bequest Program Presented by Karen Gallardo, on March 17, 2010

  • Recession-Proof Philanthropy: What's Ahead in Gift Planning for 2010? Presented by Neal Myerberg on January 20, 2010

  • The State of Charitable Giving Presented by Heidi Jark, VP & Manager, The Foundation Office at Fifth Third Bank, (Live program at Skyline Club) - taped on December 8, 2009

  • Determining Your Client's Capacity to Make a Planned Gift Presented by Kathy Busey & Neil Boyer on November 18, 2009

  • Multiple-Entity Donors: How to Work Effectively with Today's Sophisticated Philanthropist Presented by Reynolds Cafferata on September 16, 2009

  • Minding the Shop: Creative Planned Giving Strategies for Business Owners Presented by Joseph Hancock on July 15, 2009

  • Counting Planned Gifts Toward Campaign and Fundraising Goals Presented by Bruce Bigelow on May 20, 2009

  • Kitchen Table Philanthropy: Simplifying the Choices for Generational Philanthropy Presented by Kathryn W. Miree on March 18, 2009

  • Tale of the Tape: Measuring the Performance of Gift Planning Officers Presented by Joseph Bull on November 19, 2008

  • Beyond Basic Bequest Administration (a.k.a. Bequests Gone Bad) Presented by Beth McNally & Beth Ridout on September 17, 2008

  • Donor Centered Gift Planning Marketing Presented by Brian Sagrestano on July 16, 2008

  • Realistic Expectations for Planned Giving Success Presented by Robert Sharpe on May 21, 2008

  • How to Draft and Implement Effective Gift Planning Policies and Procedures Presented by Philip M. Purcell on Nov 14, 2007

  • Planned Giving for the Home Presented by Emanuel J. Kallina on March 19, 2008

  • Planned Giving in Faith-Based Organizations: Making the Spirituality Real Presented by Richard Ely on January 16, 2008

  • Lead Trusts-What To Do and Not To Do

    Presented by: Jeff Lydenberg -- July 28, 2016

  • And the Winner Is...? SOIRAs, TCRTs, ILITs or Charities? Presented by Robert Lew & Darryl D. Ott - September 12, 2007

  • How to Talk to Prospects Presented by Pamela J. Davidson & James Gillespie - July 18, 2007

  • Charity Begins At Home (or on the Farm): Dealing with Remainder Interest Gifts Presented by J. William Gray, Jr. - May 16, 2007

  • CRTs in Midlife Crisis: Terminating, Accelerating, & Fixing Charitable Remainder Trusts Presented by David W. Newman - March 14, 2007

  • Stewardship: Listen With Your Eyes Presented by Dyan Sublett - January 17, 2007

  • Managing Donated Life Insurance Policies Presented by John Elbare, CFP - September 13, 2006

  • The Good, Bad, and Ugly: Insights Into Your Marketing from Insiders Presented by Kevin Johnson, CFRE - May 17, 2006


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