Board & Staff Development

  • Training Workshops

  • Retreats

  • Mentor/Coaching

  • Staff Recruitment

Services include mentoring staff and educating volunteers and volunteer leadership about various charitable estate planning practices and related strategies. Training workshops can be provided based upon the size of the agency staff. Recommendations can include board member orientation to the case for planned giving, and on-going staff mentoring and active case study discussion.


“Thank you for the superb Major Gifts Training that you provided our Board of Directors at our annual retreat. I have worked in the non-profit sector for over 30 years…seldom have I heard as excellent a presentation as yours. You have a capacity to train, teach, and present a tremendous amount of information in a relatively short time period. You engaged our group and were always on track. The feedback was uniformly positive. It is a pleasure to work with you…”

Peter Braun, Past Executive Director • Alzheimer’s Association • Los Angeles, San Bernardino, & Riverside Counties