ATTENDEE FEEDBACK
“All presenters are excellent. A perfect ensemble where everyone is strong and entertaining in their own way!”
KAREN METZGER, MANAGING DIRECTOR, PLANNED GIVING | UNICEF USA | NEW YORK, NY
"Impressive presenters who are clearly top-of-game, yet real, humble, and people with heart we wish to know and have a relationship with in this profession.”
LORI SULLIVAN, DIRECTOR OF PLANNED GIFTS | SAINT LOUIS ZOO| ST. LOUIS, MISSOURI
"Love the schedule (free evenings for our team) and pacing of topics/sessions are very good length - forces us to stay on relevant critical info.”
MITCH MCCONKEY, DIRECTOR OF PLANNED GIVING | THE SALVATION ARMY| SACRAMENTO, CALIFORNIA
"One of the best learning opportunities for gift planners. Thank you for a great 4 days.”
ROBERT KING, SENIOR DIRECTOR OF ADVANCEMENT | BAUER COLLEGE OF BUSINESS AT THE UNIVERSITY OF HOUSTON | HOUSTON, TEXAS
"Thank you for a world class program. All of the presenters were great and the depth of the material was just what everyone needed."
BILL FARTHING, DIRECTOR, MAJOR & PLANNED GIFTS | MOUNTAIN STATES FOUNDATION | JOHNSON CITY, TENNESSEE
"Thank you all for such a wonderful conference. This was by far the best professional event I have ever attended. Great job by all the presenters. I will highly recommend your next conference to my peers in the fund development and gift planning arena.”
ALICE HESTLEY, CHURCH ADMINISTRATOR | VINEVILLE UNITED METHODIST CHURCH | MACON, GEORGIA
“At the highest level – understanding how to frame or reframe the dialogue with the donor on charitable estate planning issues was valuable.”
DAWSON CLARK, VP MISSION ADVANCEMENT | CHILDREN AT HEART MINISTRIES| ROUND ROCK, TEXAS
“I was very impressed with the quality of presenters. I really appreciate their time and sharing their knowledge. Thanks, also, for keeping everything on time.”
CARRIE GRIFFIN, PLANNED GIVING OFFICER | SAMARITAN'S PURSE| BOONE, NORTH CAROLINA
“This is by far the best seminar I have attended. It has given me a new commitment to serving people professionally.”
DON MORRISON, DIRECTOR OF DEVELOPMENT & PLANNED GIVING | CENTRAL COLLEGE| PELLA, IOWA
“Great resource book! The credible and informed presenters were wonderful.”
DONNA HAMMACK, CHIEF DEVELOPMENT OFFICER | ST. ELIZABETH FOUNDATION | LINCOLN, NEBRASKA
“Great program, great material and great presenters with practical and technical knowledge of subjects. I will recommend this to others!”
GENE WEEKS, DEVELOPMENT DIRECTOR | WELLSTAR FOUNDATION | MARIETTA, GEORGIA
“This is a great seminar and goes much more in depth than others I have attended.”
STEVE HAGERDORN, CFO | CATHOLIC FOUNDATION | COLUMBUS, OHIO
“The information on trusts was great. I also appreciated the information on endowments.”
RACHEL MOSER, PLANNED GIVING SPECIALIST | COMPASSION INTERNATIONAL | COLORADO SPRINGS, COLORADO