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In my 30 years
working with nonprofits as a lawyer and a fundraising consultant, I have discovered some amazing timeless truths. Taxes and laws may change, but
the principles of major gift and endowment fundraising do not.
- Nonprofits
large and small need the stability of a SUBSTANTIAL ENDOWMENT
- Most of the
endowment gifts come through PLANNED GIVING
- Endowment
gifts don’t just fall from trees--they take proper planning and
preparing for GUARANTEED SUCCESS
- But it won’t
happen if you’re not a DYNAMIC MARKETER with a solid plan
of implementation
- And yet it
still won’t reach its ultimate success without your DIRECTORS AND
MANAGEMENT fully on board with you all the way
- The
FINANCIAL PROFESSIONALS in your community--whether that is a
geographic community or a "community of interest"--must find your
program credible, and must respect and support you in your efforts
- The
PHILANTHROPIC HEART OF YOUR DONORS can really be opened wide
with the right approach combining love, care and honor with finances,
recognition and reward
Success beyond compare is really attainable! And it is not hard to do. It
simply requires understanding a consistent and methodical approach that
really works, and by the way, is truly fun to implement. Allow me to share
my wisdom and insights with you, your board and management, the allied
professionals in your community, and your donors. |
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During these same years, I have also represented INDIVIDUALS
and
FAMILIES in their wealth succession planning, many of whom have become
interested in developing PHILANTHROPIC PLANS.
While they come from all walks of life, my clients generally have
significant holdings in REAL ESTATE or
CLOSELY-HELD BUSINESSES.
Others are in top-level management in publicly-traded corporations.
In
our sessions together, my clients learn the seven secrets to effective
estate planning and how to weave separate techniques into an integrated
plan, the combined effects of which multiply the results for all
beneficiaries of the plan. |
