Presentations and Lectures

Advisors Project Programs

The Advisors Project is Jerry’s effort to raise consciousness among professional advisors and their clients about the importance of including conversations about values in creating an estate plan. Not only do such conversations yield greater gifts for philanthropy, they also make for more enduring and satisfying client relationships. Although considered "soft side" programs, in that they do not focus on the technical minutiae of the tax code and philanthropy, these programs have been awarded continuing education credit for accountants, financial advisors, and insurance and in the case of attorneys have received both substantive and ethics credits, in every jurisdiction in which credit has been sought. Project programs have been presented nationally, and in most instances are presented to the professional advisory committees of community foundations.

Here's what some participants had to say about Advisors Project programs (caps were in the originals ;)):

"The program was excellent, especially liked the participation of the audience."
"Excellent speaker, great venue and good interaction of participants."
"Great ideas."
"I thought the speaker was GREAT- both thorough and energetic. Very insightful!"
"Outstanding seminar - great speaker and materials.”
“JERRY CHASEN WAS AN EXCELLENT PRESENTER!”

"POWER Planning – A Workshop for Professional Advisors

Presentations range from 1 – 4 hours, or full day, in lecture or workshop format, as desired. Eligible for Continuing Education credits, including Ethics credits.

POWER here is an acronym for the material and how it is organized:
P= Philanthropy Matters;
O=Own Your Part in the Process;
W=What Works;
E=End it Right; and
R=Reap the Rewards.
Building upon the "Focusing" presentation (see below), POWER reorganizes the material, and provides a hands on experience for advisors.

Abilene (TX) Community Foundation 2008 ("Professional advisors were unanimous in praising Jerry’s approach to working with clients. Jerry offered useful techniques to begin difficult conversations and to deepen the advisor’s relationships with clients. Imagination and pragmatism are Jerry’s hallmarks." - Nancy E. Jones, President, Community Foundation of Abilene)
Central Indiana Community Foundation 2008 ("I have gone through the Seminar evaluations and it seems the overwhelming majority just said "EXCELLENT!"- Beverly Brooks Miller, Philanthropic Services Consultant, Central Indiana Community Foundation)
Broward Planned Giving Council 2009 Symposium on Planned Giving

"What’s My LINE?" – a Presentation for Donors, Board Members, and Volunteers"

LINE here is also an acronym -
L=Legacy - intentional or accidental;
I=Individual - values and advisors;
N=Next Generation - Good Plan or just Good Idea?;
E=Entity - Only after asking the first 3 can we begin to address the fourth.

Abilene (TX) Community Foundation 2008 ("Donors who visited with Jerry came away with a newfound understanding of how to tease out the relationships between their values and the grants they make. They enjoyed seeing and hearing specific ways in which values can be translated into positive philanthropic actions. Besides all that, it was fun and his visit resulted in stronger donor relationships for us at the Community Foundation of Abilene. Thanks, Jerry!" - Nancy E. Jones, President, Community Foundation of Abilene)
Hartford Foundation for Public Giving 2008 ("Jerry led an informative, interactive discussion with a group of our donors. The "hands-on" exercises helped the donors focus on key areas of legacy giving." - Donna Roseman David, Senior Gift Planning Officer, The Hartford Foundation for Public Giving)
Dallas Community Foundation 2008

"Focusing Client Intentions: Passions, Processes & Planning"

Presenting the results of numerous studies on the importance of discerning clients’ values in planning. This results in not only greater gifts to philanthropy - it also significantly increases client satisfaction.

The Estate Planning Council of the Fun Coast (Florida) 2008 ("I recommend Chasen and Associates, PA to any organization interested in offering a rewarding experience involving estate planning, emphasizing charitable planning, ethics, enriching client relations, and common sense. Jerry's work is so well organized that it's easy for professionals and lay persons alike to understand the groundwork, the details, the workflow, and the excitement of bringing a complicated family and business situation to a joyful outcome. Advisors who participate in one of Jerry Simon Chasen's programs will walk away personally and professionally enriched." - W. Bruce Van Deusen, VP and Program Chair, The Estate Planning Council of the Fun Coast
Dallas Community Foundation 2008 ("Any informed advisor should be prepared to talk with clients about charity. Mr. Chasen’s presentation not only focused on this very issue but emphasized the importance of professional advisors understanding their client’s needs and helping them achieve their charitable and philanthropic goals. Based on comments provided by professional advisors after the session, many shared how timely the information was and the importance in the client relations. Bravo to Mr.Chasen for presenting the human side of financial planning!" - Victor A. Korelstein, Director of Development, The Dallas Foundation)
New Hampshire Charitable Foundation 2007
North Carolina Planned Giving Council 2006
Louisville Community Foundation/ Southern Indiana Community Foundation 2005
Buffalo Community Foundation 2005
San Antonio Area Foundation 2005
Jacksonville Community Foundation 2004
Kalamazoo Community Foundation 2003

Presentations and Lectures

Advisors Project Programs

"POWER Planning – A Workshop for Professional Advisors

"What’s My LINE?" – a Presentation for Donors, Board Members, and Volunteers"

"Focusing Client Intentions: Passions, Processes & Planning"

Other Presentations

WealthCounsel Continuing Education Seminars: