Testimonials from organizers
“Tony, it was so obvious how hard you prepped in advance for your interview with Maria Cuomo Cole. And you did a flawless job facilitating the larger group discussion, simply making everyone feel so comfortable and inspired to participate. You’re a real pro Tony. Thank you.”
Holly Koenig, Vice President
Kellen Company
“We have received consistently good feedback from the colleges that took these [Charity Registration training] sessions seriously. This is a testament to your preparation work and presentation of the material.”
Carlos A. Flynn
University Dean for Institutional Advancement
City University of New York
“You are a generous and inspiring speaker.”
Shaule Wassertheil, President
Jewish Fundraising Conference
“I can’t thank you enough for doing the two webinars for the Rabbinical Assembly on planned giving. I learned so much during those two sessions. Your presentation made clear the options available for PG in our synagogues. Your visuals were very helpful.”
Rabbi Jan Caryl Kaufman
Director of Special Projects, Rabbinical Assembly
“Thanks so much for the very entertaining and informative presentation on Planned Giving alternatives. You made the topic “come alive.” The attendees enjoyed it very much too and said it provided great value to the program.”
Lois Peltz, Manager
InfoVest21 Conference
“You without a doubt had the most interesting topic, many people said they’d be contacting you directly, would like to see you speak again, or said they would reach out to me regarding your contact information.”
Theresa Weston, Coordinator
Cerini & Associates client conference
“Thank you for the wonderful webinar. It was informative, enthusiastically presented, and most important, of value. I am pleased to recommend your book to other colleagues.”
Director
Temple University NEST
“There’s no doubt that you were the highlight of our meeting! The people I work with are a great audience, but you did a wonderful job of feeding off their energy and keeping them engaged – you are an excellent presenter. People left that day pumped with ideas and new initiatives that they wanted to head home and lay out for their boards right away. Even people who have investigated Planned Giving before left with new ideas and renewed enthusiasm for the possibilities of this type of long-range funding for their nonprofits. Your workshop was a huge hit!!”
Ellen Genne, Program Director
New Mexico CASA
“It was such a pleasure for me to sit in on your session. People who know me can tell you that I hold a very high standard when it comes to our guest presenters. Not only you know the content, but you were also such a pro in presenting it that I would welcome an opportunity to do another program with you any time. It turns out that I am not the only person thinking that! One participant wrote: “‘The presenter was great, I would go to another session by him.’” I know you offered to do another program at the Foundation Center and we will take up on your offer!
JuWon Choi
Vice President for Educational Services
The Foundation Center
“Tony, I am delighted that you are beginning to think about next year — it is a pleasure working with you.”
Virginia Strull, Program Director
Association of Fundraising Professionals
New York City
Testimonials from audiences
“Wow! Great session. I learned a lot about registering in my own state and doing business in other states.”
Association of Fundraising Professionals
New York City, Charity Registration Compliance
“Best presentation in years–topic and presenter!”
Association of Fundraising Professionals
New York City, Charity Registration Compliance
“Excellent speaker – good info personally and professionally.”
New Mexico CASA
Demystifying Planned Giving
“This was very good. The language was easy to understand. Presenter was engaging.”
The Foundation Center
Demystifying Charity Registration
“Great speaker! I will now register.”
The Foundation Center
Demystifying Charity Registration
“Very thorough and clear. Most useful was his facility in answering questions that were very specific.”
The Foundation Center
Demystifying Charity Registration
“Tony repeated participants’ questions every time. This is very helpful. Please ask other presenters to adopt this practice.”
The Foundation Center
Demystifying Charity Registration
“I think it was perfect as is!”
The Foundation Center
Demystifying Charity Registration
“Very helpful. Very timely.”
Center for Nonprofit Advancement
Demystifying State Charity Registration Laws
“I’ve been to several workshops on Planned Giving at a large expense to our agency and found Tony’s to be the best.”
The Foundation Center
Demystifying Planned Giving In Education
“Most useful to me is Tony’s articulate and laid back presentation style.”
The Foundation Center
Demystifying Planned Giving In Education
“Specific and extremely clear.”
The Foundation Center
Demystifying Planned Giving In Education
“Great! We will definitely pursue bequests and make sure our literature spells out our legal name and tax ID number. Gave me great ideas for a board presentation.”
The Foundation Center
Demystifying Planned Giving In Education
“Loved this workshop and can’t wait for the follow up.”
Support Center for Nonprofit Management
Where There’s A Will, There’s A Way
“Tony has good positive energy–a structured and relaxed approach.”
Support Center for Nonprofit Management
Where There’s A Will, There’s A Way
“Tony covered the subject in a succinct and understandable manner. It was reassuring to learn that my one-person development shop can start Planned Giving.”
Support Center for Nonprofit Management
Where There’s A Will, There’s A Way
“I very much appreciate the “simple” way in which Tony taught the Planned Giving workshop.”
Support Center for Nonprofit Management
Where There’s A Will, There’s A Way
“Very knowledgeable. I enjoyed the class. Well presented.”
Support Center for Nonprofit Management
Where There’s A Will, There’s A Way
“After your webinar I have participated in two others and they fell short of my expectations after seeing how well organized, paced and informative this one had been.”
Temple University NEST
Demystifying Charity Registration
“Easy to understand and very helpful.”
Temple University NEST
Demystifying Charity Registration
“Great workshop. Make it a full day.”
Support Center for Nonprofit Management
Demystifying Planned Giving
“I can immediately prepare “asks” to our membership.”
Support Center for Nonprofit Management
Demystifying Planned Giving
“Excellent and practical.”
Association of Fundraising Professionals, New York City
Demystifying Charity Registration
“Excellent! Very helpful!”
Association of Fundraising Professionals, New York City
Demystifying Charity Registration
“A very informative and relevant session.”
Association of Fundraising Professionals, New York City
Demystifying Charity Registration
“I felt comfortable asking questions.”
Mid-Atlantic Researchers Conference
Demystifying Planned Giving
“Tony clearly made great effort to deliver a relevant, engaging workshop. I enjoyed the detail on this often confusing topic.”
Mid-Atlantic Researchers Conference
Demystifying Planned Giving
“Tony was able to explain Planned Giving vehicles in a way that can be understood. I thought presentation was great–so hard to say how it could be improved.”
Mid-Atlantic Researchers Conference
Demystifying Planned Giving
“Answered questions without getting overly technical.”
Mid-Atlantic Researchers Conference
Demystifying Planned Giving
“Excellent presentation style and good detail.”
Mid-Atlantic Researchers Conference
Demystifying Planned Giving
“I have a much better understanding of Planned Giving and plan to take this knowledge to help our PG effort.”
Mid-Atlantic Researchers Conference
Demystifying Planned Giving
“Don’t see how he could improve his presentation.”
Mid-Atlantic Researchers Conference
Demystifying Planned Giving
“Bring Tony back for his humor, candidness and information.”
Mid-Atlantic Researchers Conference
Demystifying Planned Giving
“I most like his simple, hands-on presentation. Give him more time.”
Mid-Atlantic Researchers Conference
Demystifying Planned Giving
“Very clear, simple and precise. Took questions throughout. Talked to us individually prior to session. Good pacing. Good sense of humor. Made dry information clear and interesting.”
Mid-Atlantic Researchers Conference
Demystifying Planned Giving
“Wow! Knows his stuff, but tailored to the layperson. Should be longer.”
Mid-Atlantic Researchers Conference
Demystifying Planned Giving
“Very good speaker. Handles questions very well. Good explanations”
Mid-Atlantic Researchers Conference
Demystifying Planned Giving
“Tony made information easy to understand.”
Mid-Atlantic Researchers Conference
Demystifying Planned Giving
“Enjoyed the presentation. Clear explanations of complicated Planned Giving vehicles.”
Mid-Atlantic Researchers Conference
Demystifying Planned Giving
“Excellent presentation. Great clarity of tough subject matter.”
Association of Fundraising Professionals, New York City
Demystifying Planned Giving
“Made a difficult topic easy to understand.”
Association of Fundraising Professionals, New York City
Demystifying Planned Giving
“Good audience participation encouraged by Tony. Kept to time–good!”
Association of Fundraising Professionals, New York City
Demystifying Planned Giving
“I found this to be exciting, informative, well organized, and a good time well spent. Thanks for this opportunity.”
Association of Fundraising Professionals, New York City
Demystifying Planned Giving
“Great session. Very well organized and presented. Audience participation was very high and helpful.”
Association of Fundraising Professionals, New York City
Demystifying Planned Giving
“I’m sorry I had to leave early.”
Association of Fundraising Professionals, New York City
Demystifying Planned Giving
“Wow!!”
Association of Fundraising Professionals, New York City
Demystifying Planned Giving