Jan. 25Dear Donor, Please Forgive Me: Avoiding Gift Annuity MistakesMike Valoris
Feb. 22Donor Restrictions – What Will They Think of Next?Erik Dryburgh, Principal, Adler & Colvin
Mar. 29Working with Younger DonorsJeffrey Lydenberg
April 19Making Sense of State Gift Annuity RegulationsEdith Matulka
May 24Extend Your Reach: Make Major Gift Officers Active Partners in Gift PlanningCraig Smith, Senior Consultant, John Brown Limited, Inc.
June 28Taxation Basics for Gift PlannersBill Laskin
July 26Regaining Momentum in Your Planned Giving ProgramMike Valoris
Aug. 30What to Use and When: CGAs vs. CRATs and CRUTsJeffrey Lydenberg
Sept. 27What Your Gift Administrator Can Do For YouGary Pforzheimer
Oct. 25Top 10 Planned Gift Marketing Strategies from Scientific ResearchRussell James, Professor – Department of Personal Financial Planning, Texas Tech University
Nov. 15Building and Maintaining the Testamentary Gifts PipelineLaura Hansen Dean, Senior Director – Gift Design and Documentation, University of Texas at Austin
Dec. 20How to Inspire Your Donors Through MarketingAndrew Palmer