In-person speaking engagements temporarily suspended (COVID-19).
So many speakers in the planned giving and major gifts industry are so dull, dry and moribund that they should hand out blankets and pillows with their conference materials. You’ve heard enough about CRUTs, CRATs, and the Generation Skipping Tax to last your entire career. No more Accounting 101 lectures on the nuts and bolts of charitable lead trusts, charitable remainder trusts and gifts of complex assets. It’s time for information you can really use; real-world action steps you can take right away to boost your nonprofit’s bottom line; and an end to all the BS: Boring Speakers. PlannedGiving.Com’s speakers include highly successful planned giving fundraisers; marketing gurus; lawyers; fundraising consultants; development professionals, and experts from both the business and nonprofit worlds.
Viken (a recognized LinkedIn author) is a nationally known speaker and a walking, talking encyclopedia of planned giving knowledge and experience. Thankfully, he also has a sense of humor, which means he delivers it all in a lively, engaging manner—a refreshing alternative to the typical vanilla presentation. (You know, the kind that’s dry enough to put a cat on speed to sleep.) Viken’s seminars are packed with practical ideas to help your members raise more and larger gifts, starting immediately. Read More
Meredith Sossman, Esq.
Meredith Sossman, CFRE, JD is an accomplished development professional and attorney, who has helped non-profits achieve better results through insight and experience in all aspects of giving and non-profit management. In her ten years with the West Chester University Foundation, she served as a campaign director, associate executive director, in-house counsel and chief development officer. She successfully led the foundation’s $50 million capital campaign. Meredith is a principal at MM&C Consulting and works with plannedgiving.com to help non-profits exceed their goals by providing experience, insight and proven solutions that drive results while honoring every philanthropist. She earned her JD at Temple University School of Law and BA at Muhlenberg College. Read More
Dr. Scott Janney
Dr. Scott Janney, a successful planned giving officer with thousands of donor calls under his belt, demystifies complicated gift plans for donors, advisors, and non-profits. Because Scott is “in the business,” he knows the challenges that development and planned giving officers face, and offers helpful insights to enable participants to become more effective in raising significant gifts. He will help you get everyone working together to achieve your organization’s mission. Scott, a nationally-known speaker, presents on a variety of topics. Read More
Brian M. Sagrestano, JD, CFRE
(Currently on leave-of-absence)
Brian’s areas of expertise include gift planning assessments, strategic planning, marketing, training seminars, start ups and executive search. Prior to starting GPD, he spent twelve years as a charitable gift planner, directing the gift planning programs for the University of Pennsylvania, Middlebury College and Meridian Health Affiliated Foundations. He has also worked in gift planning at Hamilton College and Clarkson University. He stays in-demand as a consultant, coach, trainer, writer and presenter for clients and organizations nationwide. Read More
Motivate your staff, your volunteers, or your board; get the most up-to-date tips on fundraising and marketing best practices; and learn something new today. Investing in education to further your career is one of the best ways to invest in your future. The expert speakers from PlannedGiving.Com are ready to help you and your nonprofit rocket down the road to fundraising success. Booking any of our speakers is simple — just contact us. For even more ways to get ahead and expand your knowledge base, check out our workshops, webinars and our all new micro-webinars – the perfect solution for anyone with a busy schedule. Just follow the links below to start learning, and be prepared to climb even higher on the career ladder.