Planned Giving

Since 1997, I’ve worked side-by-side with nonprofits of all sizes to create Planned Giving programs that help them meet their fundraising goals. I can guide you through every step of the Planned Giving process, from prospect identification through cultivation and solicitation to donor stewardship.

If your nonprofit doesn’t yet have a Planned Giving program, I can help you get it off the ground. I’ve already done it for lots of nonprofits. And, as your program matures, I can help you navigate the ins-and-outs of every type of life income gift and revocable gift — all while providing you with guidance on the tax implications of each type of gift.

When you work with me, you also get an added benefit: expert marketing advice. Not only are you hiring someone who understands the intricacies of Planned Giving, you’re also getting an adept marketer who knows how to explain Planned Giving to your donors. I’ve had thousands of conversations about planned gifts with those in their 60’s, 70’s, 80’s and 90’s — and I’ve learned how to help them understand even the most complex arrangements through accessible language. (I’m a lawyer, but I don’t talk like one.)

No matter your organization’s size or mission, you can start and sustain a successful Planned Giving program with the right support. We can design a program that will work within your budget — even if you’re not at the $150 million level.

Reach out and let’s open a conversation.