Maintaining a Calm Presence

At a recent week-long Pentera Planned Giving Seminar, participants learned about charitable annuities, remainder trusts, and other necessary tools of the trade. On the last day, one of the speakers - with over 30 years in the industry -  Peter J. Ticconi, spoke about the “Bowen theory,” a psychology term for maintaining a calm presence. What does that have to do with charitable planned giving? Apparently quite a bit!