Lecture and Workshop
Topics for 2008
Six Steps to More
Thoughtful Charitable Giving
Whether you now donate to help a worthwhile cause,
solve a problem, or save on your taxes, even modest
gifts can change lives – including your own.
Learn how to:
- Think about what you want your charitable
gifts to do
- Decide where, when and to whom to
give and at what level
- Choose whether to donate time, money,
and/or goods.
- Evaluate the requests you receive
for donations
- Match your gifts with your goals.
You will learn how Charitable Giving
can be a much more satisfying experience,
and how to begin creating your own Charitable
Giving Plan.
Appropriate for: all audiences.
Formats available: keynote address,
breakout session, half-day workshop.
Fulfilling
Philanthropy: Helping Your Clients Match
Their Gifts with Their Goals
In this talk for financial professionals,
you will learn:
- The many benefits of charitable giving
in addition to tax savings
- How to be comfortable introducing
the idea of philanthropic gifts or
bequests to your clients
- The “value-add” of a
life planning approach to your client
relationships
- How to think about your own charitable
giving
Appropriate for: groups of financial
planners, estate attorneys, bankers,
insurance agents, and others who may
advise clients on charitable giving.
Format: In-house talk, keynote address
or breakout session. (30-60 minutes).
Ten Things Every Woman
Needs to Know about Her Money
Developed for Womankind’s Financial
Literacy Project®
We address three important issues:
- Why do women need to know about money?
- Why are so many women reluctant or
unwilling to address money issues?
- What are the ten things every woman
needs to know about her money – NOW?
Appropriate for: women’s organizations,
college audiences, church and synagogue
women’s groups, PTOs, women of
all ages
Formats available: keynote address,
breakout session, half-day workshop.
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