References

Appearances and quotings:


Memberships:

  • National Committee on Planning Giving, North Texas Chapter (Dallas)
  • San Angelo Rotary Club

What others have said:

  • "Roger’s pragmatic approach to planned giving is a breath of fresh air. He provides clients with clear direction and simple, no-nonsense approaches that work. From newcomers to seasoned planned giving pros, all will benefit from hearing what Roger Ellison has to say about how to be successful in this often misunderstood field." Hank Zachry, President, Caswell Zachry Grizzard
  • "Roger Ellison has a wonderful ability to affect the lives of those around him. In fund-raising we call that relationship building. Roger’s a pro at it. He doesn’t use slick sales strategies but relies on a human touch that gets to the hearts and minds of his donors and prospects. What Roger's approach shows is that all the fancy brochures, all the sophisticated calculations, all the full color newsletters can’t replace getting in the door and visiting with “friends” about their hopes and dreams. Best of all, Roger has an infectious enthusiasm that inspires others to go out and do likewise!" Michael Patterson, Arthritis Foundation
  • "I heard Roger speak about his Screen Door Ministry during a trip to San Antonio. He literally blew me away. If your organization needs training, motivation, or a seminar for trustees, staff or donors, this is your man. Whatever he charges is under-priced for what this man can do. Roger is sincere and brings practical experience from his long career to the table. I would hire him in a heartbeat for technical training, motivational workshops, or board seminars. Roger is one person who will not let you down." Debra Ashton, Author, The Complete Guide to Planned Giving
  • "There are a lot of planned-giving theoreticians out there who know the technicalities and the tax laws. But what matters most in getting planned gifts is marketing them successfully and relating to people one-on-one. Roger Ellison understands that. He combines expert technical knowledge with an unusually practical, winning approach to people and to securing planned gifts -- a LOT of planned gifts. And he's a very nice guy besides. Do yourself and your cause a favor: Call Roger Ellison." Bill Wilson, William R. Wilson and Associates
  • " …rave reviews from the audience in the evaluations…great feedback from our own major gifts guy who put your advice to the test by hand delivering a couple of acknowledgement letters on Friday!! Everyone really liked your practical step by step approach." Karen Ecker, J.D., 2004 Spring Seminar Co-Chair, Greater Cincinnati Planned Giving Council


© 2012 Roger Ellison