Capital Campaigns

• Feasibility Study
• Campaign Plan
• Campaign Management Consulting
• Mid-Campaign Assessment
  • Capital Campaign Fatigue

Endowment Building

• Strategy and Plan Development
  •  Why Endowment
  •  Endowments and Planned Gifts Work Hand in Hand
  • Diversifying Endowment Donors
  • Your Best Planned Giving Prospects
  • Building Endowment - Frequently Asked Questions
    

• Gift Planning
  •  Types of Planned Gifts
  • Why I Love Planned Giving
  • Marketing Gift Annuities
  • Sixty and Over - Elders and Philanthropic Investments

• Policies and Procedures
  • For Legal and Financial Advisors
  • Solicitation and Donor Relations Policies
  • Unauthorized Practice of Law
• Training
  • Celebrating the Gift - Personal and Public Recognition
  • Showing Honor
  • Engaging Board Members and Colleagues in Planned Giving
  • Fundamentals of Gift Administration
  • Top Tips for Engaging Board Members in Planned Giving

General Fundraising

• Annual Fundraising Plan
  • First Impressions
  • Overcoming Differences
  • Fundraising: The Good, the Bad, & the Ugly
• Development Assessment
• Development Evaluation
• Marketing Materials
  • Donor Centered Marketing
• Multi-Media Strategies
• Inclusiveness

Leadership Development & Strategic Planning

• Strategic Planning
  • Strategy Planning & Fundraising

• Board of Directors
  • Creating a Board of Fundraising Enthusiasts
• Governance Assessment
• Executive Transition Management and Succession Planning

General Philanthropic Topics

• Don't Survive - Thrive! (AAM 2010 Presentation)
  
• Building Creative Capital
• Philanthropy and the Economy
• Twelve Tactics for Tough Times
• Charitable Statistics for 2008
• Expecting Abundance in an Age of Scarcity
• The Perfect Time for a Campaign