AHP Central
Alabama (Alabama)
Alabama Planned Giving Council (Alabama)
American Cancer Society National Major
Gift Conference (Florida)
American College of Cardiology (District
of Columbia)
American Council on Gift Annuities
(2000, 2004)
American Red Cross (District of
Columbia)
Auburn University (Alabama)
Baptist Foundation of South Carolina
(South Carolina)
Baton Rouge Leave A Legacy (Louisiana)
Belmont University (Tennessee, 1998,
1999, 2000)
Berks County Community Foundation
(Pennsylvania)
Birmingham Jewish Federation (Alabama)
CARD (Alabama -Alabama 2 Year Colleges)
Catholic Healthcare West (California)
CASE Advanced Planned Giving Institute
(Illinois)
Central Arizona Estate Planning Council
(Arizona)
Central Kentucky Planned Giving Council
(Kentucky)
Central Susquehanna Community Foundation
(Pennsylvania)
Chattanooga Estate Planning Council
(Tennessee)
Chattanooga Planned Giving Council
(Tennessee)
Chicago Planned Giving Council
(Illinois)
Children’s Medical Center of Dallas
(Texas)
Cincinnati Planned Giving Council (Ohio)
Colorado Planned Giving Roundtable
(Colorado)
Columbus Community Foundation (Georgia)
Community Foundation of Fox Valley
(Wisconsin)
Community Foundation of Northeast
Michigan (Michigan)
Community Foundation of South Wood
County (Wisconsin)
Council on Foundation Community
Foundation Conference (Georgia)
Crescendo GiftLaw Teleconference
(National)
Crescendo Gift Legacy Teleconference
(National)
Denver Foundation (Colorado)
Duke University/Duke Estate Planning
Council (North Carolina)
Fraternity Executives Association
National Meeting (Florida)
Greater Jewish Charities of Miami
(Florida)
Greater New Orleans Foundation
(Louisiana)
Gulf Coast Community Foundation of
Venice (Florida)
Hawaii Estate Planning Council (Hawaii)
Heckerling Institute for Estate
Planning, University of Miami School of
Law (2001, 2003, 2004 Florida)
Hillcrest Hospital Foundation (Texas)
Huntsville Financial and Estate Planning
Council (Alabama)
Indiana Grantmakers’ Alliance (Indiana)
Iowa Planned Giving Foundation (Iowa)
Kalamazoo Community Foundation
(Michigan)
Kansas City Estate Planning Symposium
(Missouri)
Kanuga (North Carolina)
Knoxville Estate Planning Council
(Tennessee)
Little Rock Planned Giving Council
(Arkansas)
Marin Community Foundation (California)
Midwest Tax & Business Institute
(Indiana)
Milwaukee Leave a Legacy (Wisconsin)
Nashville Planned Giving Council
(Tennessee)
Nashville Federal Tax Clinic (Tennessee) |
National Conference on Planned Giving
(1995, 1996, 1998, 1999, 2000, 2001,
2002, 2003, 2004, 2005, 2006, 2007)
National Committee on Planned Giving
Satellite Seminar (National -April,
2000)
National Committee on Planned Giving
Virtual Seminar (National - June 2002)
National Committee on Planned Giving
(Educational Tape Series)
National Multiple Sclerosis Society
(Louisiana)
New Hampshire Charitable Foundation (New
Hampshire)
Nonprofit Resource Center of Alabama
(Alabama)
North Carolina Planned Giving Council
North Mississippi Health Services
Foundation (Mississippi)
North Texas Planned Giving Council
(Texas)
Northern Ohio Planned Giving Council
(Ohio)
NSFRE Central Alabama (Alabama)
NSFRE Pensacola (Florida)
NSFRE Regional Conference (Georgia)
NSFRE West Florida (Florida)
NW Florida Planned Giving Council
(Florida)
PESI Family Foundation Conference
(Nevada)
PESI Professional Advisors Planned
Giving Conference (Nevada)
Planned Giving Group of New England (New
England)
Planned Giving Study Group of Greater
Washington (District of Columbia)
The PEER Network (Kentucky)
Region VI AHP Planned Giving Conference
(Atlanta)
Richmond Estate Planning Council
(Virginia)
Richmond Jewish Foundation (Virginia)
San Joaquin Valley Planned Gifts Council
(California)
Spring Hill College CLE Seminar for
Professionals (Alabama)
Suncoast Estate Planning Council
(Florida)
Susquehanna Health Foundations
(Pennsylvania)
Tampa Bay Planned Giving Council
(Florida)
Texas A & M Foundation (Texas)
The Foundation at University Medical
Center (Texas)
The Philadelphia Foundation
(Pennsylvania)
Tri-State Planned Giving Council (Ohio)
Tuscaloosa Estate Planning Council
(Alabama)
United Jewish Community (Pennsylvania)
United Way of America National Volunteer
Conference (Georgia)
United Way of America Planned Giving
Institute (1995, 2000, 2001, 2002)
United Way of Baton Rouge (Louisiana)
United Way of Morris County (New Jersey)
University of Alabama (Alabama)
University of Alabama at Birmingham
(Alabama)
University of Cincinnati Foundation
(Ohio)
University of Maryland System (Maryland)
Virginia Planned Giving Study Group
(Virginia)
Volunteers of America National
Conference (Virginia)
Washington Planned Giving Council
(Washington)
Western Kansas Council on Estate
Planning & Giving (Kansas)
Western Kentucky Planned Giving Council
(Kentucky)
Western Regional Planned Giving
Conference (California)
Winston-Salem Foundation (North
Carolina)
Wisconsin Community Foundation Group
(Wisconsin)
Women’s Fund of Greater Birmingham
(Alabama)
Woman’s Missionary Union Foundation
(Eight Tape Series) |
