|Our consulting services are available on
site, and also via telephone, FAX, and e-mail
to help you build a successful major/planned gifts program -
regardless of the size of your development staff.
Seminars and Training for Clients
- Training Board, staff and volunteers in the basics of the planned
gift options - without the technical jargon - to inspire them
to go out and raise gifts
- Conducting estate planning seminars for donors and prospects
- to educate them about estate planning opportunities and show
how planned gifts can enhance the donor's overall estate plan
- Conducting charitable estate planning seminars for professional
advisors - to educate them about the charitable gift options that
can enhance their clients' financial and estate plans
Planned Giving - Plain and Simple Seminars
Ellen Estes offers a series of one-day, basic, comprehensive seminars,
"Planned Giving - Plain and Simple" in the
spring each year. The seminar - which covers planned giving
concepts without the technical jargon - is designed for planned
giving officers, annual and major gifts officers, Executive Directors
and other managers, Trustees and key volunteers, attorneys and other
advisers - and anyone committed to raising money for worthy causes.
The Charitable Chords
The duo of Ellen and Frank Estes, The Charitable Chords, is available to provide (educational) musical entertainment at Annual Meetings, Board Meetings, Retreats, and other special gatherings.