SAMPLE PRESENTATIONS

Advisors & Wealth Holders • Families, Nonprofits, Wealth
Networks, or Business Roundtables • Nonprofits

Sample presentations for advisors and wealth holders:
(can be keynotes or workshops)

• Living and Leaving your Legacy
• Inspired Philanthropy: Creating a Strategic Giving and Legacy Plan.
• Unleashing the Generosity Generation (New)
• Working with Advisors for Inspired Outcomes (New)
• From Quilting Bees to Giving Circles: Women Transforming Families, Communities, and the World
• Best Practices: Community Foundations: Engaging our Highest Leadership & Resourcefulness (New)
• New Trends in Transformative Giving (New)
• Creating Strong Funding and Donor Education Partnerships (New)
• Strategic Philanthropic, Financial and Estate Planning: Integrate Your Values, Vision and Your Team
• Giving and Investing Locally, Nationally, and Globally: Creating a Balanced Giving, Living and Bequeathing Portfolio
• Women as Family Money Mentors
• Choosing and Managing Financial and Estate Planning Advisors
• How Advisors and Institutions Can Better Serve Wealthy Clients and Families (New)
• Intergenerational Giving: Sparking the Giving Impulse (New)
• Youth Giving: New Trends in Creating Change (New)
• Community-Based Giving: Donors, Community Leaders and Activists in Partnership
• Reinvesting our Resourcefulness & Wealth to Change the Poverty Paradigm (New)
• Inspired Leadership: Best Practices of fund-raising, and Philanthropic Mentorship

Sample presentations for Families, Nonprofits, Wealth Networks, or Business Roundtables:
(same as above, plus)

• Family Leadership: What Every Family Catalyst Needs to Know to Move their Families on Key Money Issues
• Venture & Adventure Philanthropy: New Trends in Excellence (New)
• Family Retreats: Choosing Advisors and Finding Resources
• Getting Our Family on the Same Songsheet: 10 Essentials for Wealthy Families (New)
• Family Unity: Creating a Values-Based Family Mission Statement and a Cooperative Philanthropic and Legacy Statement
• Donor Intent: Inspiring Generosity and Self Sufficiency During and After Your Life (New)
• Let's Get Together Before Crisis Hits: What I/we Want You to Know about the Transfer of my/our Wealth
• Philanthropic and Legacy Vehicles: Choices and Value + and - of Private Foundations, Supporting Foundations, Donor Advised Funds, Financial Service Funds, Banks/Trust Companies, Individual Advisors, Philanthropic and Estate Planning Advisors (New)
• Becoming an Outstanding Board Member: Keys to Success and Lessons Learned
• Raising Money and Leveraging Influence: How to Maximize your Capacities & Impact
• Talking with the Next Generation about Family Values, Leadership and Community
• Getting Over the Fear of Asking for Major Gifts: Becoming a Donor Partner
• Engaging the Right Team for the Best Outcomes: Advisors, Donors & Nonprofits (New)

Sample presentations for Nonprofits:
(1-5 hours, 2.5 hours of workshop time preferred)

• Donor engagement and philanthropic legacy planning for high net worth donors to your organization.
• Fearless fund-raising for Boards, staff, and key volunteers or grantees
• Prioritizing fund-raising: Tools and tips for engaging major and lifetime donors
• Nonprofit board and staff development
• Nonprofit leadership

More sample presentations for nonprofits:
(1-3 hour presentations, keynotes or workshops)

• Authentic Donor Engagement: Building for our Communities & Democracy (New)
• Are You Ready for the Current Transfer of Wealth?
• Investing in Capacity: How to Attract Larger Donor and Funder Investors
• Donor Partnership through Financial, Philanthropic and Legacy Education
• Development Planning: Optimize your Time and Dollars
• Working with Advisors for Inspired Outcomes (New)
• Democratizing Philanthropy: How Giving Together Can Heal our World (New)
• Do your values match your portfolio holdings
• Living and Leaving your Legacy:

Donor education program for your highest level donors
(1-3 hour versions)
Includes information on strategic philanthropic planning, creating a giving plan, and a family philanthropic mission statement.

• Becoming an outstanding Board member:
• Inspiring Donors to Become Donor Partners
• Inspired Leadership: How to Leverage Your Leadership in Giving and Through Legacy
• Working with Advisors for Inspired Outcomes (New)

Do you need more support? Or other topics? Or have questions? Call us @ 415-461-5539.

Tracy Gary is also available for consulting and leadership mentoring or cheerleading on a per hour or per diem basis for Executive Directors, Board Chairs, Development Staff, Team and Development Board Chair.)

Donor Interviews for prospect research or engagement may also be possible.

We can refer you as a donor or nonprofit to our referral list of professionally trained coaches. (NEW)

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