Numerous audiences have an interest in planned giving and would benefit from knowing more about it, whether in general or in relation to a specific element. Possible groups include:

  • Planned giving officers and support staff
  • Other development professionals, such as major gift officers
  • Members of a charity’s business and finance offices
  • Programmatic staff (potentially everyone who works for a charity)
  • Governing boards and key committees
  • Volunteers
  • Donors and prospects
  • Professional advisors

Beginning with his work as an estate planning lawyer in the mid 1990s, Evergreen consultant Bill Zook has delivered well over 100 presentations of all sorts: formal lectures to large groups, training sessions, nationally distributed webinars, guided informal conversations, and panel discussions. He is qualified to speak on a wide variety of planned giving topics, among them:

  • The technical and practical aspects of all types of planned gifts
  • Operating and evaluating a planned giving program
  • Ways charities can better reach out to their donors and work with them effectively
  • Donor advised funds and similar arrangements
  • Early terminations of planned gifts
  • Estate planning fundamentals

Bill is available to speak morning, noon, and night and can customize a presentation to meet the needs of whatever group you’re thinking of assembling. Especially well received are talks sponsored by several different charities for the benefit of donors, advisors, and/or members of the general public in a particular community.

It has been my pleasure to work with Bill as an allied professional in the planned giving community for more than 20 years. I have always admired his in-depth knowledge and technical expertise in all aspects of estate planning and planned gifts. Nancy and I were especially delighted to work with Bill on the planning, drafting and funding of our charitable lead annuity trust. We are very comfortable knowing our trust is properly drafted, operating smoothly and fulfilling our charitable intent thanks to Bill’s advice. I’m delighted to have Bill and his practice as a trusted resource both for my clients and for my own personal planning.”

Howard A. Johnson, CIMA®, CFP®, CLU®, ChFC® Financial advisor and philanthropist