Request A Speaker
Please check the type of presentation you would like to have for your organization.
Note that the 8 minute LEAVE A LEGACY® video will be shown at each presentation. The tone of the video is inspirational and motivational.
Introduction to LEAVE A LEGACY®
A 10-20 minute presentation intended for charitable giving and estate planning professionals.
Estate Planning and LEAVE A LEGACY®
A public seminar (60-90 minutes), but comprehensible, presentation on structuring planned gifts. This presentation includes the
use of remainder trusts and other charitable gift vehicles in estate planning. It is intended for general, donor, civic and service club audiences.
Will Planning Seminar
A 30-40 minute presentation dealing with the basic estate planning documents and the benefits of making will bequests. Ideal
for prospective donors.
Getting Started with a Planned Giving Program
A 30-40 minute presentation intended for charitable organization's boards and staff.
LEAVE A LEGACY® for Professional Advisors
A 60-90 minute presentation intended for estate planning and charitable giving professionals. This session speaks to the
various planned giving vehicles and how to more effectively market planning services.
Senior Surfers
A 30-40 minute presentation on how to develop and implement a successful web-based marketing program. Ideal for charitable
giving staff.
Please provide us with the following information so that we are able to provide your organization with the appropriate speaker.
1) Will the LEAVE A LEGACY® speaker be part of a larger meeting or the focus of the meeting?
2) Type of audience?
3) Can your organization provide the speaker with technical presentation equipment? For example, an LCD or overhead projector, or a VCR? Yes No
4) Requested Speaking Date and Time
Please fill out the following personal information completely.
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