Workshops, Presentations & Seminars

Strategic Designs for Planned Giving Programs
A breakfast workshop series offered by Bartlett & Co. and Talbot Wolf Ahearn.

This popular program is designed as a sequential series of introductory workshops for professionals who are new to planned giving. Also ideal for those who seek a refresher course, each session takes a practical approach to common planned giving issues, offering practical, hands-on solutions. Emphasis is placed on developing a planned giving plan for your organization. Previous attendees have included development professionals, board members and nonprofit staff, including executive directors and treasurers or chief financial officers.

Comments from recent participants:

“You people are the best! Best PG workshop I’ve had...practical and relevant.”
	Susan A. Lambert Planned Giving Officer, Glenmary Home Missioners, Cincinnati, OH

“I found this to be one of the most informative and practical overviews on planned giving I have attended. It covered not just the basics of planned giving, but more importantly, how to make it happen in my organization. We would have never gotten our planned giving program off the ground without it.”
	Peter J. Bilotta Development Director, Cincinnati Playhouse in the Park, Cincinnati, OH

“Terrific introduction and overview...what’s absolutely essential for implementing a program and why it is so important. Lots of practical ideas and tips.”
	Karen M. Ryals, CFRE Executive Director, Friends of Drake Foundation, Cincinnati, OH

“TWA takes the mystery and intimidation out of planned giving techniques, vehicles and strategies. I really appreciated the hands-on, ‘user-friendly’ teaching style of the TWA team. Not only did they reinforce my fledgling knowledge, they also made planned giving something I could wrap my arms and brain around! I highly recommend the TWA program to new and experienced fundraising professionals.”
	Gretchen C. Gordon Gift Planning Officer, American Red Cross — Dayton Area Chapter, Dayton, OH

“Materials received were very good...Didn’t get this extensive information from consulting firm we hired previously.”
	Carl E. Moore Deputy Director, LifeTime Resources, Inc., Dillsboro, IN

“At first I thought the monthly session might be too much — but it actually helped me pace my learning and planning. It helped me keep in mind this is a ‘long-term’ plan, not a quick fix.”
	Pam Gilley Executive Director, Ohio County Community Foundation, Rising Sun, IN

“This workshop offered me a secure foundation in the art of creating and maintaining a planned giving program. Through interactive discussion, games and activities, our class learned everything from basic planned giving philosophy to detailed vehicle definitions, including how to match the right donor with the right vehicle.”
	Jenna Glass Development Officer, Children’s Hospital Foundation, Cincinnati, OH

“This series went beyond my expectations. I have gone from being totally clueless to having a plan for starting a planned giving program for our church. An extra benefit was meeting the folks from TWA.”
	C. Jeanine Pinkston Planned Giving Coordinator, Florence Baptist Church, Florence, KY

For more information:

Please call us at (513) 772-6887.