Presentations - Past

Gerald Atkin of Atkinart.com drew this caricature in October at NCPP 2018 in Las Vegas, NV.

Zen and the Art of Fundraising

First presented at PPPRI on September 20, 2018, in Providence, RI

Subsequent presentations:

*September 9, 2019 AFP Fort Worth in Fort Worth, TX

*June 14, 2019: Association of Fundraising Professionals. 40th Fundraising Day New York Conference. Legacy Giving Track in New York, NY

  *April 16, 2019: Westchester AFP in Elmsford, NY

  *October, 2018: National Conference on Philanthropic Planning in Las Vegas, NV


Black Belt Gift Planning: Ten Stages to Becoming a Master

First presented at the National Conference on Philanthropic Planning

   in Orlando, FL in October, 2015

Subsequent presentations:

  *April 11, 2018 Planned Giving Council of Middle Tennessee in Nashville, TN

  *Sept., 2017 Planned Giving Council of Greater Philadelphia in Philadelphia, PA

  *June, 2017 Planned Giving Roundtable of Southeast Michigan in Detroit, MI

  *May, 2017 Planned Giving Roundtable of Arizona Annual Conference in Phoenix, AZ 

  *May, 2017 Philanthropic Planning Group of Greater New York Planned Giving Day

    in New York, NY

  *January, 2017 Iowa PPP in Des Moines, IA

  *September, 2017 Planned Giving Group of Connecticut in Wallingford, CT

  *September, 2016 Arkansas Charitable Gift Planning in Little Rock, AR

  *August, 2016 Colorado Planned Giving Roundtable Summer Symposium in 

    Englewood, CO

  *March 2016 Mid-America Charitable Gift Planners in Kansas City, KS

  *March, 2016 Greater Naples Area Planned Giving Council in Naples, FL

  *December, 2015 Planned Giving Council of Palm Beach County in Palm Beach, FL

  *December, 2015 Planned Giving Council in Vero Beach, FL

How Old are You and Did you Know You Could...Initiating Planned Gift Discussions & Getting Answers to Key Questions

First presented at National Conference on Planned Giving in Denver, CO in October, 2008 with Patricia L. Roenigk, Esq.

Subsequent presentations:

  *April, 2017 Women in Development in Albany, NY

  *February, 2016 National Capital Gift Planning Council in Washington, DC

  *May 2015 Nebraska PPP in Omaha, NE

  *May, 2010 Philanthropic Planning Group of Northern New York in Albany, NY

  *January, 2010 Philanthropic Planning Group of Greater New York in New York, NY

    with P. Roenigk

  *September, 2009 Pennsylvania State University DDAR in University Park, PA 

    with P. Roenigk

  *May 2009 Chicago Council on Planned Giving Annual Symposium in Chicago, IL

    with P. Roenigk

How to Begin a Gift Conversation

Presented at Planned Giving Day in New York, New York on May 9, 2019.

Putting it All Together: Exploring Gift Options in Various Contexts

First presented at National Conference on Planned Giving in Potomac, MD 

 in October, 2009. Co-presented with Patricia L. Roenigk, Esq.

Subsequent presentations:

 *June, 2018 New Jersey Council on Charitable Gift Planners Annual Conference in 

    Bridgewater, NJ

 *June, 2015 AFP Fundraising Day New York in New York, NY

Presentations - Past, cont.

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Building and Sustaining Relationships: Where Professional Advisors and Gift Planners Meet

First presented as Plenary Luncheon at Planned Giving Roundtable of Arizona at  

  Annual Conference in Phoenix, AZ in June, 2015

Subsequent presentations:

  *March, 2018 Greater Naples Area Planned Giving Council in Naples, FL

  *November, 2016 Chicago Council on Planned Giving in Chicago, IL

Planned Giving Training Boot Camp

First presented at National Conference on Planned Giving in Minneapolis, MN

   in October, 2013

Subsequent presentations:

  *May, 2017 Planned Giving Roundtable of Greater Arizona in Phoenix, AZ

  *October, 2016 Planned Giving Roundtable of Southeast Michigan in Detroit, MI

Also presented A Gift Planning Training Guide for Gift Planning Group of Northeast 

   New York  in Albany, NY in March, 2013

Big Hat, No Cattle: How to Effectively Structure a Planned Giving Team

Presented at National Conference on Philanthropic Planning in San Antonio, TX

  in October, 2011. Co-presented with Patricia L. Roenigk, Esq.

Planting the Seeds for a Bountiful Gift Planning Program

Presented at Planned Giving Roundtable of Greater Arizona in Phoenix, AZ 

  in May, 2015

CharityChannel's Masters of Fundraising Summit

Alex was 1 of 30 authors invited to participate in Charity Channel's Masters of Fundraising Summit in October, 2017, prior to the publication of her Zen trilogy.

Case Study: The Winding Road to Amy's Gift

Presented at National Conference on Philanthropic Planning in Baltimore, MD

  in October, 2017. Co-presented with Shawn T. Mroz.