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.
2018 Webinars
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Working with Younger Donors
Presented by: Jeff Lydenberg, PG Calc -- March 29, 2018
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Regaining Momentum in Your Planned Giving Program
Presented by Mike Valoris & Andrew Palmer, PG Calc -- July 27, 2018
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What Your Gift Administrator Can Do for You
Presented by: Gary Pforzheimer, PG Calc -- September 27, 2018
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Building & Maintaining the Testamentary Gift Pipeline
Presented by: Laura Hansen Dean, University of Texas at Austin -- November 14, 2018
2017 Webinars
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Successfully Navigating Gifts of Real Estate
Presented by: Mike Valoris, PG Calc -- March 30, 2017
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Attracting Gifts for Donor Advised Funds
Presented by: Alan Cantor, Cantor Consulting, LLC -- April 27, 2017
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Getting Bequests Right from Prospect Identification to Realization
Presented by: Mike Valoris, PG Calc -- July 27, 2017
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Planned Giving Essentials
Presented by: Edith Matulka, PG Calc -- August 31, 2017
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Understanding the Older Donor
Presented by: Lisa Mayfield, Aging Wisdom -- September 28, 2017
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Intermediate Taxation for Gift Planners
Presented by: Jeff Frye and Bill Laskin, PG Calc -- November 16, 2017
2016 Webinars
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Bequests and Simple Bequest Alternatives
Presented by: Make Valoris, PG Calc -- November 17, 2016
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Seven Secrets of Successful Solicitations
Presented by: Anne Melvin, Harvard Univeristy -- August 25, 2016
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Lead Trusts - What to Do and What Not to Do
Presented By: Jeff Lydenberg, PG Calc -- July 28, 2016
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Taxation Basics for Gift Planners
Presented by: Gary Pforzheimer -- April 28, 2016
2015 and Prior
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Stewardship of Planned Gift Donors
Presented by Sara Elward and Alison O'Carroll -- September 24, 2015
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10 Practical Planned Giving Ideas for the Current Environment
Presented by: Kathryn Miree, Kathryn W. Miree & Associates -- August 27, 2015
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More Problem Solving with Planned Gifts
Presented by: Frank Minton, Planned Giving Services -- July 30, 2015
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Using Data Analytics to Improve Planned Gift Prospecting
Presented by: Chuck McClenon, University of Texas at Austin -- April 30, 2015
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Attracting Gifts Through Beneficiary Designations
Presented by: Bill Zook PG Calc -- March 26, 2015
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Gifts of Retirement Plan Assets
Presented by: Bill Laskin, PG Calc -- January 22, 2015
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How To Get Your Donor To Say Yes
Presented by: Frank Minton, Planned Giving Services - November 20, 2104
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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
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Problem Solving with Planned Gifts
Presented by: Frank Minton, Planned Giving Services - July 31, 2014
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Land Ho! The Many Ways to Give Real Estate
Presented by: Bill Zook, PG Calc - March 27, 2014
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The Three Pillars of A Stong Bequest Program
Presented by: Gary Pforzheimer, PG Calc - January 23, 2014
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Planned Giving Best Practices: A Benchmarking Study
Presented by: Jeff Lydenberg and Ann McPherson, PG Calc - December 2013
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CRTs: A Trust For All Seasons
Presented by: Frank Minton, PG Calc - November 20, 2013
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Philanthropic Planning: What To Do In The Room?
Presented by: Jay Steenhuysen, Steenhuysen Associates - September 26, 2013
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Estate Planning for Gift Planners
Presented by Jeff Lydenberg, PG Calc - July 25, 2013
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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
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Bequests - Stewardship and Administration
Presented by Alison O-Carroll, PG Calc - March 28, 2013
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Gift Planning and the New Tax Law
Presented by Gary Pforzheimer and Bill Laskin (PG Calc), January 31, 2013
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Social Networking Best Practices for Planned Gifts: Case Studies on Social Media Fundraising
Kristen Schultz (Crescendo Interactive), November 14, 2012
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A Tale of Watermelon & Strawberries - Demystifying the Charitable Gift Annuity
Presented by Robin Ferriby (Community Foundation for Southeast Michigan), October 18, 2012
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Planned Gifts That Appeal to Younger Donors
Presented by Jeff Lydenberg (PG Calc), September 27, 2012
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Family Matters: Stewardship of Your Planned Giving Donors
Presented by Dyan Sublett (WYCA Metro Los Angeles), July 26, 2012
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Taxation Basics for Gift Planners
Presented by Bill Zook (PG Calc), April 26, 2012
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How To Manage Volunteers in the Gift Planning Program
Presented by Steve Rosenblum, March 14, 2012
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A Stimulus Plan for Charitable Giving
Presented by Frank Minton (PG Calc), January 26, 2012
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Data for Sale: Collecting and Using Date for Gift Planning
Presented by Kathering Swank & Lawrence Henze (Blackbaud), November 16, 2011
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CRT Planning on a NapkinPresented by Greg Baker, September 14, 2011
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Structuring & Funding Life-Income Gifts with Retirement Plan AssetsPresented by Tim Prosser, July 13, 2011
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Charitable Gift and Estate Planning After the 2010 Tax Changes
Presented by Marc Carmichael (R & R Newkirk), May 18, 2011
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Motivating Your Donor Base: The Science (and Art) of Planned Gift Marketing
Presented by Anne Melvin (Harvard), March 16, 2011
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Charitable Gifts of LLCs Presented by Stephanie Buckley and Claudia Sangster, January 19, 2011
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The Power of the Pyramid: How to Effectively Integrate Planned, Major and Annual GivingPresented by Phil Purcell, November 17, 2010
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Creative Bequests and the Unalterable Will: Soliciting and Drafting Bequests Presented by William Samers, September 15, 2010
