We can either develop and deliver a presentation ourselves or help you prepare talking points, audiovisual materials, and outlines for your presentations. Choose from a wide range of planned giving presentations given by expert speakers Frank Minton, Gary Pforzheimer, Jeff Lydenberg, and other PG Calc staff members.

Benefits of presentations from PG Calc:

• We have the technical expertise to conduct a presentation that leaves an impression and makes the case for planned giving.
• We can help you answer the question, "Why planned giving?" for your board.
• Topics can be as simple as a bequest or gift annuity presentation for qualified prospects.
• They can be as sophisticated as a presentation targeted toward estate planning professionals on how a lead trust can reduce estate taxes and increase inheritance.

Audiences

• Donors and prospects
• Alumni, patients, members, patrons, etc.
• Governing boards
• Colleagues and staff
• Planned giving or finance committees
• Allied professionals

Delivery

In each case, the format will be suited to your needs. We can conduct a multi-day training session, deliver a formal address, or provide a concise briefing at a meeting where planned giving is just one of the items on the agenda.

We can also provide you with presentations for your delivery which can be generic and suitable to be used again and again or we can customize them for a single use. Created in PowerPoint, we can integrate personalized graphics to create winning proposals and presentations.

Fees

Considerable time must be devoted to preparing materials in advance of a presentation. Fees for seminars lasting a given period of time are usually somewhat higher than they would be for an equal amount of consulting time. Accordingly, all or substantially all of an entire day must often be devoted to a speaking engagement, and overnight travel is generally required.

• Speaker Fees: Frank Minton, $3,500/day, Bill Zook and Edie Matulka, $2,000/day
• For seminar presentation and delivery, fees start at $500
• PowerPoint Presentations start at $150

For further information or pricing, please call PG Calc toll free at 888-497-4970 or send an email.