Public Presentations

 

Part of giving back to the community includes presenting to nonprofit professionals and board members, allied estate planning and financial planning

professionals such as accountants, bank officers, financial planners, insurance brokers, trust officers and other attorneys, either on behalf of charitable organizations, trade and educational associations such as the Partnership for Philanthropic PlanningEstate Planning Council, Financial Planning Association and Florida Institute of Certified Public Accountants, or as part of continuing education for The Florida Bar.

 

If your group would like to hear about any of these or similar topics, contact us:

 

 

AFP Florida Caucus /

AFP Miami Chapter / AFP Broward Chapter / AFP Palm Beach Chapter

Planet Philanthropy Annual statewide conference

Beyond Bingo, Bake Sales & Begging - Bringing Bequests to Your Bottom Line /

Insider Philanthropy: Giving From Your Donors Point of View 

06/24/2014 @ Westin Beach Resort, Ft. Lauderdale

 

AFP Treasure Coast Chapter /

Treasure Coast Planned Giving Council / 

Indian River State College Foundation

Sweet Charity: The Impact of Legacy Leadership” conference keynote speaker

Insider Philanthropy: Giving From Your Donors Point of View 

09/26/2013 @ Indian River State College

 

Partnership for Philanthropic Planning of Miami-Dade County 

Insider Philanthropy: Giving From Your Donors Point of View 

 09/17/2013 @ United Way of Miami-Dade

 

Planned Giving Council of Broward County

Insider Philanthropy: Giving From Your Donors Point of View

01/16/2013 @ Ft. Lauderdale Tower Club

 

AFP Miami Signature Event  Money Over Miami: Philanthropy in the Tropics

Beyond Bingo, Bake Sales & Begging - Bringing Bequests to Your Bottom Line 

09/28/2012 @ Miami-Dade College Wolfson Campus

 

Greater Miami Chamber of Commerce 

Planned Giving and Major Gifts: A Critical Component of Effective Fund Raising
09/15/2011 @ United Way of Miami-Dade

 

Partnership for Philanthropic Planning of Miami-Dade County 
Beyond Bingo, Bake Sales & Begging - Bringing Bequests to Your Bottom Line
09/13/2011 @ United Way of Miami-Dade

 

Greater Miami Jewish Federation – 2010 Annual Spring Meeting
Creating an Endowment
06/08/2010 @ Temple Emanu-El of Greater Miami


Financial Planning Association of Miami-Dade 5th Annual Symposium 
Estate Planning in the Shifting Sands of the Outback, No Rules, Just Right

05/19/2010 @ University of Miami BankUnited Center


South Dade Jewish Leadership Council Steering Committee

2010 Annual Spring Meeting 
Investing In the Future of Our Institutions
05/17/2010 @ Dave & Mary Alper JCC

 
Miami City Ballet Artist's Circle members 
Planned Giving for the Board of Directors 
11/17/2009 @ The Wellness Center


Gush Etzion Foundation 
Planned Giving for the Board of Directors

11/07/2009 @ Donor home


Estate Planning Council of Greater Miami 
Houston, We've Got A Problem: Gifts Gone Bad
11/20/2008 @ Banker’s Club

 
United Way of Miami-Dade 
Do's and Don'ts of Estate Planning
06/04/2008 @ United Way of Miami-Dade


Temple Menorah capital campaign 
Gift Planning Options
05/28/2008 @ Donor home


Partnership for Philanthropic Planning of Miami-Dade County 
Houston, We've Got A Problem: Gifts Gone Bad
03/11/2008 @ United Way of Miami-Dade


LEAVE A LEGACY® Planned Giving Education Day Annual Conference 
Planned Giving 201
03/04/2008 @ South Miami Hospital Conference Center

 

LEAVE A LEGACY® Planned Giving Education Day Annual Conference
Planned Giving 201
03/08/2007 @ South Miami Hospital Conference Center


Florida Institute of Certified Public Accountants Annual Estate & Financial Planning Conference 
Charities - Give Now or Give Later
11/30/2006 @ Marriott Ft Lauderdale North


Foundation of Jewish Philanthropies Professional Advisory Committee
Be a Prophet with Your Client's Profits: Planning for Appreciated Property

09/28/2006 @ Greater Miami Jewish Federation
 

South Dade Chamber of Commerce 
Introducing Planned Giving to Your Board
04/19/2006


Bal Harbour Probate & Guardianship Study Group 
Charitable Gift Planning
11/22/2005 @ Suntrust Bank


Miami Beach Arts Trust - We Need More Money: Part 1: 
Major Donors, Memberships and Planned Giving
04/11/2005 and 06/13/2005
Major Donors, Memberships and Planned Giving


New World Symphony Board of Directors

Starting A Planned Giving Program
03/23/2005 @ Mellon Bank Brickell Avenue


Mount Sinai Medical Center Foundation Board of Directors 
Planned Giving (A One Act Play)
02/16/2005 @ Mount Sinai Medical Center


Miami Beach Estate Planning Group 
Charitable Trusts 
02/08/2005 @ Stearns, Weaver, Miller, Weissler, Alhadeff & Sitt


Women In Financial Services 
LEAVE A LEGACY® & Fifty Ways to Leave Your Money
02/02/2005 @ Miami Springs County Club


Estate Planning Council of Monroe County
Charitable Planned Giving
07/15/2004 @ Holiday Isle Ballroom


United Way of Miami-Dade
Ten Biggest Estate Planning Mistakes
05/04/2004 @ United Way of Miami-Dade 


Association of Fundraising Professionals
Beyond Bingo, Bake Sales & Begging - Bringing Bequests to Your Bottom Line
04/16/2004 @ Miami Airport Hilton


LEAVE A LEGACY® Annual Nonprofit Conference 
Beyond Bingo, Bake Sales & Begging: Bringing Bequests to Your Bottom Line

03/15/2004@ Baptist Health Systems Conference Center


United Way of Miami-Dade Professional Advisory Committee
Ten Worst Estate Planning Mistakes
03/04/2004 @ United Way of Miami-Dade


St. Michael's Independent School Board of Directors 
Beyond Bingo, Bake Sales & Begging: Bringing Bequests to your Bottom Line / Building Better Boards
02/25/2004 @ St. Michaels, Stuart, FL


Planned Giving Council of Miami-Dade County 
Beyond Bingo, Bake Sales & Begging: Bringing Bequests to your Bottom Line

12/09/2003 @ United Way of Miami-Dade 


Broward Society of Financial Service Professionals
Charitable Planned Giving
12/02/2003 @ Sheraton Ft. Lauderdale


United Way of Miami-Dade Professional Advisory Committee
Ten Worst Estate Planning Mistakes
11/20/2003 @ Washington Mutual Bank


Treasure Coast Planned Giving Council
Beyond Bingo, Begging and Bake Sales: Bringing Bequests to your Bottom Line
11/20/2003 @ Stuart, FL


Miami Lighthouse / Lighthouse International Nationwide CEO Retreat 
Importance of Having A Planned Giving Program
10/30/2003 @ Northern Trust


Financial Planning Association of Broward County
Charitable Planned Giving 
10/21/2003@ Fort Lauderdale Tower Club


Practicing Law Institute - Trust Drafting CLE Seminar 
Charitable Trusts
9/30/2003 @ Miami Airport Hilton Conference Center


United Way of Miami-Dade Professional Advisory Committee
Ten Worst Estate Planning Mistakes
7/08/2003 @ Washington Mutual Bank


United Way of Miami-Dade 
Why You Need A Will
6/05/2003 @ Ocean Bank Coral Gables


South Dade Estate Planning Council
Charitable Lead Trusts
5/22/2003 @ Hyatt Regency Coral Gables


South Dade Estate Planning Council 
Charitable Giving Aspects of Estate Planning
4/24/2003 @ Hyatt Regency Coral Gables


LEAVE A LEGACY® Exempt Organizations Annual Conference
Planned Giving 102 - Who Loves Ya Baby?
3/13/2003 @ South Miami Hospital Conference Center


University of Miami Development / Advancement Departments
Planned Giving Tools of the Trade (all day workshop)
3/06/2003 @ University of Miami Lois Pope Life Center


RASG Hebrew Academy Donors/Board of Directors 
How to Start a Planned Giving Program
2/19/2003 @ Donor home


United Way Resource Development
Endowment 102 - Planned Giving and Endowment
2/19/2003 @ United Way of Miami-Dade 


Planned Giving Council of Broward County
Planned Giving in a Changing Economy
12/18/2002 @ Ft. Lauderdale Tower Club


Evensky & Katz 

Planned Giving End of Year Ideas w/ Harold Evensky
12/10/2002 @ Colonnade Hotel, Coral Gables

 

Miami Beach Estate Planning Group
Charitable Planning for Fun & Non-Profit
12/10/2002 @ Stearns, Weaver, Miller, Weissler, Alhadeff & Sitt

 

Association of Fundraising Professionals of Greater Miami
Planned Giving for Dummies
12/09/2002 @ Miami City Club

 

Palmer Trinity School - Grandparents' Day
Planned Giving 
11/26/2002 @ Palmer Trinity School

 

Planned Giving Council of Central Florida
Estate Administration and Business Succession
11/21/2002 @ Orlando Citrus Club


South Dade Chamber of Commerce
Beyond Bingo, Bake Sales & Begging - Bringing Bequests to Your Bottom Line
11/18/2002 @ Miami Marriott Dadeland

 

Union Planters Bank
Ten Biggest Mistakes (or cool things) in Charitable Planning
11/06/2002 @ Union Planters Bank 

 

LEAVE A LEGACY® of Southwest Florida keynote & 2 hour breakout 
Leave A Legacy, Philanthropy in Paradise 
10/25/2002 @ Sanibel Island

 

ORT America estate planning seminar 
Implementing a Planned Giving Program
10/01/2002 @Pembroke Pines

 

Planned Giving Council Florida Association bi-annual conference “Building Legacies”
Planned Giving in a Changing Economy
9/25/2002 @ Fort Lauderdale Marriott Marina Hotel

 

Monroe County Estate Planning Council 
Why Planned Giving is Important to Clients
7/17/2002 @ Islamorada

 

LEAVE A LEGACY® "Charity Begins at Home" annual luncheon
Emcee 
5/10/2002 @ J.W. Marriott Hotel Miami Biscayne Bay

 

Greater Miami Jewish Federation Foundation of Jewish Philanthropies Professional Advisory Committee
What Every Estate Planner Needs to Know
4/24/2002 @ Greater Miami Jewish Federation

 

United Way Community Connections
Ten Terrible Things That Will Happen Without a Will
4/09/2002 @ United Way of Miami-Dade 


Planned Giving Council of Broward County
Charitable Trusts
3/20/2002 @ Fort Lauderdale Tower Club

 

United Way Executive Directors' Quarterly meeting
LEAVE A LEGACY® / Planning Giving Program
3/14/2002 @ United Way of Miami-Dade 


LEAVE A LEGACY® Exempt Organizations Annual Conference
I'm From the IRS & I'm Here to Help You: Conquering the Conundrum of Compliance Concerns
3/14/2002 @ Miami Dade Community College


American Friends of Technion national board of directors’ conference 
Planned Giving for the Board
3/07/2002 @ Mandarin Oriental ballroom

 

Gibraltar Bank Estate Planning Training for Trust Officers
2/07/2002 @ Gibraltar Bank
 

United Way Community Connections
How to Write a Will
10/16/2001@ United Way of Miami-Dade

 

United Parcel Service headquarters - Making a Will workshop  
1/25/2002
 

Planned Giving Council of Miami-Dade County
Sunset, Sunset: Understanding the Estate Tax "Repeal"
9/25/2001 @ United Way of Miami-Dade

 

Alpha-1 Foundation quarterly board meeting 
Planned Giving Board Primer
9/15/2001 @ Biltmore Hotel, Coral Gables

 

Smith Barney 
Tax and Estate Planning
7/25/2001 @ Smith Barney Fort Lauderdale

 

Lupus Foundation National Board of Directors conference
Beyond Bingo, Bake Sales & Begging - Bringing Bequests to Your Bottom Line
7/19/2001 @ Boca Raton, FL

 

PBS Nightly Business Report - EGGTRA
6/19/2001 @ WPBT Channel 2
 

United Synagogue of Conservative Judaism National Leadership Conference
Planned Giving Primer for Board
5/06/2001 @ Temple Sinai Hollywood

 

YWCA Miami Board of Directors
Developing a Planned Giving Program
2/06/2001  @ YMCA Miami

 

LEAVE A LEGACY® "Sweet Charity" annual nonprofit Conference
Planned Giving 201
1/31/2001 @ Intercontinental Hotel

 

 

 

 

Elegant pictures by mugley Taken from flickr, under creative common. If you keep any of these pictures in your final website, please keep this credit too, thanks

Devoted to the preservation of our clients' wealth

and perpetuation of our clients' legacies

Richard Alan Lehrman Law Offices | 1111 Lincoln Road, Miami Beach, FL 33139 | 305.490.3030 Voice | 786.228.0404 Facsimile