I launch, expand, implement and audit planned giving programs for a wide variety of nonprofits. Most organizations are unable to dedicate time or adequate resources to run a proactive planned giving program. By working together as staff, volunteers and consultant, we can grow a program through a long-term relationship that will lead to a steady stream of matured planned gifts in future years.

Many consultants offer advice only. Some do all of the work. I work with you to customize a program that fits your organization’s needs. My clients are from nonprofits in civic affairs and advocacy, the arts, the environment, health, education, human services, and religion. Your organization’s mission is the primary focus for our work together, keeping the “gift” in gift planning.

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