Speaking and Training

Legacy giving training your team will actually use

Séminaire Association Française des Fundraisers, France, 2022

Not your typical boring speaker

Thoughtful and honest, I bring a healthy dose of humour to every content-rich presentation, because legacy giving is important, not sacred.

I’m also currently working on a PhD, not a stand-up special, but you somehow get both: real research pulled from academics and thought-leaders, delivered without the jargon or the fluff.

  • In English, French, Spanish and Portuñol
  • Available across all time zones
  • For charities of all sizes and all types of events
  • Possibility to create fully customized content for your specific needs

Pick the format. I'll bring the content.

Legacy giving education doesn't have to look the same everywhere. Board and staff retreat, keynote, masterclass, webinar, or something completely custom for your event, the format changes. The substance doesn't - it just adapts to the format and the client.

Facilitate board and staff retreats
Donor journey workshop
Keynote
Tailored training
Webinars

My Speaking Engagement...

Include

  • The latest insights on legacy giving
  • Practical information that can be used immediately
  • A good dose of humour to keep the audience engaged
  • References to cited research
  • A workbook or takeaway sent to every participant

Do NOT include

  • Confident-sounding claims with nothing behind them
  • General information that isn't relevant to your sector
  • Outdated tactics dressed up as best practice
  • Cookie-cutter content that ignores your context
  • Fluff or hidden sales pitch

What Others Are Saying

Honoured By Their Trust

Make your next training session on legacy giving a memorable one

Everything You Need to Know

Conference keynotes, sector training sessions, and professional development workshops on legacy fundraising, covering strategy, donor psychology, governance, ethics, and sector trends. Sessions are built around evidence and real-world delivery experience, not generic frameworks.

No. The Bootcamp is a self-paced digital training product built for individual fundraisers and small teams. Speaking and training engagements are live, typically delivered at conferences, for associations, or in-house for a single organization's team or board.

Conference organizers, professional associations, and charity or INGO leadership teams looking to build internal capability or bring fresh, evidence-led thinking to their sector event. Sessions have been delivered in more than 15 countries.

Yes. While the content draws on international research and comparative benchmarking, sessions are adapted to the audience's legal, cultural, and fiscal context rather than delivered as a one-size-fits-all talk. This matters especially in emerging legacy markets, where legacy giving needs to be introduced in a culturally appropriate way.

Reach out directly with your event details (audience, format, timing, and any specific themes you want covered) and availability and fit will be confirmed from there.

Any more questions?

Thinking out loud

Legacy fundraising is full of myths, borrowed tactics, and comfortable assumptions. This is where we challenge them.