Speaking to Your Group
John Elbare, the Planned Giving Coach, regularly speaks to professional groups and at conferences throughout the country, including AFP Chapters, Planned Giving Councils and Estate Planning Councils, on current topics related to fund raising, planned giving, and estate planning.
Several of his presentations provide Certified Financial Planning (CFP®) continuing education credit hours. Many also qualify for CE approval for attorneys and accountants, depending on state regaultions.
Topics
Here are the topics that John can present to your professional group:
- Planned Giving for the Small Non-Profit
- 7 Simple Ways Every Charity Can Raise Planned Gifts
- Getting Started in Planned Giving
- Charitable Giving in the Estate Planning Process
- Charitable Giving with Retirement Plans
- Charitable Life Insurance
- Investment Responsibilities of Non-Profit Boards
- Understanding Charitable Gift Annuities
- Managing Donated Life Insurance Policies
- Charitable Gifts of Securities
- Donor Seminars That Work
- Professional Advisory Councils That Work
Past Speaking Engagements
For list of some of the organizations and conferences at which John Elbare has spoken in the last few years, please click here.
Arranging a Presentation
To schedule a presentation, please give us call (800-732-3710) or send us an email. In some cases, especially for AFP Chapters and Planned Giving Councils, we may be able to waive our customary speaking fee, although we will require trevel expenses.