ATTENDEE FEEDBACK

 

"Impressive presenters who are clearly top-of-game, yet real, humble, and people with heart we wish to know and have a relationship with in this profession.”

LORI SULLIVAN, DIRECTOR OF PLANNED GIFTS | SAINT LOUIS ZOO| ST. LOUIS, MISSOURI

"Love the schedule (free evenings for our team) and pacing of topics/sessions are very good length - forces us to stay on relevant critical info.”

MITCH MCCONKEY, DIRECTOR OF PLANNED GIVING | THE SALVATION ARMY| SACRAMENTO, CALIFORNIA

"One of the best learning opportunities for gift planners. Thank you for a great 4 days.”

ROBERT KING, SENIOR DIRECTOR OF ADVANCEMENT | BAUER COLLEGE OF BUSINESS AT THE UNIVERSITY OF HOUSTON | HOUSTON, TEXAS

"Thank you for a world class program.  All of the presenters were great and the depth of the material was just what everyone needed."

BILL FARTHING, DIRECTOR, MAJOR & PLANNED GIFTS | MOUNTAIN STATES FOUNDATION | JOHNSON CITY, TENNESSEE

"Thank you all for such a wonderful conference. This was by far the best professional event I have ever attended. Great job by all the presenters. I will highly recommend your next conference to my peers in the fund development and gift planning arena.”

ALICE HESTLEY, CHURCH ADMINISTRATOR | VINEVILLE UNITED METHODIST CHURCH | MACON, GEORGIA

“At the highest level – understanding how to frame or reframe the dialogue with the donor on charitable estate planning issues was valuable.” 

DAWSON CLARK, VP MISSION ADVANCEMENT | CHILDREN AT HEART MINISTRIESROUND ROCK, TEXAS

“I was very impressed with the quality of presenters.  I really appreciate their time and sharing their knowledge.  Thanks, also, for keeping everything on time.” 

CARRIE GRIFFIN, PLANNED GIVING OFFICER | SAMARITAN'S PURSEBOONE, NORTH CAROLINA

“This is by far the best seminar I have attended. It has given me a new commitment to serving people professionally.”

DON MORRISON, DIRECTOR OF DEVELOPMENT & PLANNED GIVING | CENTRAL COLLEGEPELLA, IOWA

“Great resource book! The credible and informed presenters were wonderful.”

DONNA HAMMACK, CHIEF DEVELOPMENT OFFICER | ST. ELIZABETH FOUNDATION | LINCOLN, NEBRASKA

“Great program, great material and great presenters with practical and technical knowledge of subjects. I will recommend this to others!”

GENE WEEKS, DEVELOPMENT DIRECTOR | WELLSTAR FOUNDATION MARIETTA, GEORGIA

 

“This is a great seminar and goes much more in depth than others I have attended.”

STEVE HAGERDORN, CFO | CATHOLIC FOUNDATION | COLUMBUS, OHIO

“The information on trusts was great. I also appreciated the information on endowments.”

RACHEL MOSER, PLANNED GIVING SPECIALIST | COMPASSION INTERNATIONAL | COLORADO SPRINGS, COLORADO

© 2013-2019 Charitable Estate Planning Institute

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