"Caldwell and Leiser are two of the best presenters in the field."

Charles A. Collier
Senior Philanthropic Advisor
Harvard University
Cambridge, MA

"We brought our whole team to Winning PG®. The return on investment promises to be remarkable."

Parker G. Marden
President
Manchester College
North Manchester, IN

"The absolute best planned giving seminar I’ve attended."

Christine Sudlow, J.D.
Major Gifts Officer
Pace University
New York, NY

"Motivational, inspirational, educational, sensational!"

Kate Kittleman
Major Gifts Officer
Episcopal Academy
Philadelphia, PA

"Superbly led, laced with significant, concrete strategies, frankness, and lively engagement."

John Mohr
Development Officer
Earlham College
Richmond, IN

"A ‘must-do’ primer even if you’ve already got a good program; lively, entertaining, with great content and hand-outs."

Ed Cable
Director of Gift Planning
Manchester College
North Manchester, IN

"Caldwell and Leiser combine wit, information and precision to create a formidable team."

Tom Oxnard,
Trustee
The Savannah Country Day School
Savannah, GA

"A paradigm for team teaching—as enjoyable as it was informative."

Jonathan Matas
Director of Grants
Delaware Valley College
Doylestown, PA

"A balanced blend of technical information and anecdotes that leaves you poised for success the day after the seminar."

Christian P. Sockel, Esq.
Major Gifts Officer
Ursinus College
Collegeville, PA

"Energetic, charismatic, and knowledgeable—great seminar for newcomers."

Paul Hurd
Associate Director of Major Gifts
Thomas Jefferson University
Philadelphia, PA

"Best seminar on gift planning I've attended (and I've attended quite a few!)"

Ethel E. Lipsitz
Director of Development
Collegiate School
New York, NY

"An outstanding seminar! The organizational, legal, and marketing aspects of planned giving are comprehensively addressed in a way understandable to everyone ..."

Christine Henderson Mickletz
Director of Planned Giving
The Philadelphia Orchestra
Philadelphia, PA

"An excellent opportunity for Board members to learn about and understand the critical importance of planned giving."

Bob Keller
Chair, Board of Trustees
Brown School
Schenectady, NY

"A masterful mix of useful ideas, ways to save money in our budget, and effective planning!."

Alex Comfort
Associate Vice Chancellor
University of North Carolina at Asheville
Asheville, NC

"Finally, a seminar that really teaches participants with understandable case studies and up-to-date financial information!"

Laurie McFeeley
Director of Alumni Giving
Montclair Kimberley Academy
Montclair, NJ