Work together - customized


Sometimes you need more help

You are busy. You are juggling so many projects. You know you need to work on legacy giving, but you just don’t have the time - to research, to create, to present, to train… it goes on and on. I know - I have been there!

I work with clients like you - some are at large national organizations, and some are small local organizations with a defined scope. But they both have the same need - to establish a sustainable legacy giving program.

No matter the size of the project I can help guide you. Projects can be clearly defined as drafting foundation documents (such as gift acceptance policies or board legacy giving policy) or more expansive (such as conduct an assessment of the current program, make recommendations and build a program).

Let’s chat to see what your immediate concerns are and find some solutions.

Fees vary depending on the scope of the project.