Planned
Giving
- Develop comprehensive marketing plan to encourage bequests and other planned gifts
- Assist with implementation of marketing plan including donor events
- Coach staff on identifying prospects
- Assist in establishing a legacy society, or building on existing program
- Comprehensive database analysis to identify prospects
- Accompany staff/meet with donors to solicit planned gifts
- Create donor proposals
Fundraising
Strategy
- Development Audits: By analyzing your existing program, I can help your organization maximize its fundraising potential by helping you understand where you excel and where there are opportunities for expansion
- Fundraising Plans: Develop an actionable plan to grow your fundraising revenue that is tailored to your organization’s unique needs and resources
- Staff training: Work with your team to build their skillset, find their talents and improve their effectiveness