March 11, 2010      
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Charitable Planning: Gifts That Give, Gifts That Give Back


WHAT EVERY DONOR SHOULD KNOW ABOUT CHARITABLE GIVING is a 90 minute program - to be presented in two 45 minute segments with a 15 minute break in between. It was created by nationally known attorney, author, and speaker, Steve Leimberg.

Some of the many topics covered in GIFTS THAT GIVE, GIFTS THAT GIVE BACK are:

  • How to make a positive difference through charitable planning.
  • Why people make gifts to charities.
  • Why people do not give more to charities.
  • Creative ways to make a positive difference though charitable gifts.
  • An Overview of Charitable Remainder Annuity Trusts.
  • An Overview of Charitable Remainder UniTrusts.
  • An Overview of Charitable Lead Trusts.
  • Creative Uses of Life Insurance in Charitable Giving
  • An Overview of Gift Annuities
  • The Philanthropic Journey

The presentation comes in a binder with:

  • handouts - including copies of all the graphics - and a complete detailed interactive speaker's script,
  • a sample advertisement,
  • several sample client seminar announcement letters,
  • a client seminar invitation checklist
  • an article on "How to Give A Winning Seminar Presentation".

Just load the CD into your computer and deliver the message (after lots of practice).

GIFTS THAT GIVE, GIFTS THAT GIVE BACK is designed to make a lay audience of potential donors and/or a charity's board of directors aware of the urgency and significance of understanding why people make gifts to charity, why they don't make larger gifts (and what to do about that), and give them a brief overview of some of the most popular and current tools and techniques of charitable giving.

The beauty of a Powerpoint presentation is that you can "pull" one or more "slides" you don't like or that are not appropriate - or add your own if you feel there's an area we haven't covered or you want to give more emphasis to a given topic.

You can even go in and change a "slide."

Of course, these are not slides in the traditional sense (although you can have a local firm such as Kinko's prepare them from your CD) but used with a laptop, desktop, or projector such as Boxlite, InFocus, Poloriod, or Prixima can enable you to "wow" even a very large audience.

We're sure you'll find this to be a convenient and informative way to attract new clients, encourage new business from those you presently work with, and most importantly help charities attract donors and donations by illustrating GIFTS THAT GIVE AND GIFTS THAT GIVE BACK.

Buy Online
Gifts That Give, Gifts That Give Back (Powerpoint CD-ROM) $249 plus s/h

Please call 610 924 0515 (to place a phone order)

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