The Storytelling Fundraiser
The Epic Fundraiser
The Primal Fundraiser
The Socratic Fundraiser
Visual Planned Giving
All Slide Decks
A 25 year national study of charitable planning additions, deletions, and ultimate estate transfers
Results from 360 years of national data on charitable bequest gifts
Analysis of lost bequest gifts from legacy society members
For other articles (full list is on cv here) please connect with me via LinkedIn or email
The graduate certificate consists of four graduate courses. Each is three semester credit hours, for a total of twelve hours. These typically include:
PFP 5325: Introduction to charitable planning
PFP 5326: Advanced charitable planning for large estates
PFP 5327: Charitable giving – research, theory, and marketing
PFP 5328: Planned giving – demographics and decision‑making
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