seminar library

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.

Bequests and Simple Bequest Alternatives

Presented by: Make Valoris, PG Calc -- November 17, 2016
Seven Secrets of Successful Solicitations

Presented by: Anne Melvin, Harvard Univeristy -- August 25, 2016
Lead Trusts - What to Do and What Not to Do

Presented By: Jeff Lydenberg, PG Calc -- July 28, 2016
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