Who I Work With
Non-profits with multiple branch offices but centralized planned giving expertise. . Many non-profits with multiple branch offices don't have the luxury of planned giving expertise in each branch office. However, the branch offices are the closest to the donors. How do you make sure that your branch offices recognize the opportunities for planned giving and so refer those people to the experts?

Non-profits who have not started a planned giving program. Many non-profits have told me that they 'don't do planned giving' because they can't afford a full-time planned giving professional. Every once in a while they are happily surprised by a check that comes in the mail as a result of a donor's charitable planning, more often they are needlessly missing opportunities.

Non-profits with new Development Staff, Directors and/or Professional Advisors There are as many people affiliated with non-profits who don't have a background in charitable giving as there are jobs that need to be done! On some level though, isn't it everyone's job to promote the mission and funding of the non-profit?

What all of these people have in common is an interest in helping people create a legacy or sense of meaning around their money, but they are not quite sure about the tools available to do that.

Clients are likely to be successful working with this method if:
You are willing to use your innate confidence, resourcefulness and insight in your donor conversations. YEveryone has these traits, the question is whether you are willing to recognize and use them.

You are willing to make a difference beyond today's gift in your donors' lives and have a meaningful relationship with your donors. This is not transactional fundraising, it is relationship building and maintaining.

You are willing to invest a little time practicing talking about charitable giving vehicles. . For success you will need to make a relatively small commitment to becoming fluent.