Dreaming of a sustainable future for your nonprofit? My 9 Step Planned Giving Program Development is designed to bring that vision closer to reality. I’m committed to guiding you through the creation of a tailored Legacy Society—a community that honors your mission and ensures its impact endures for generations.

I work closely with you to develop viable bequest programs and implement comprehensive marketing strategies, positioning planned gifts as a lasting cornerstone of your financial landscape. My structured approach makes it easy for both you and your donors to map out meaningful legacy paths, including options such as insurance benefits, appreciated stocks, and more.

With a thoughtfully established planned giving program, donors experience the fulfillment that comes from making gifts aligned with their values and passions. Are you ready to offer your supporters a powerful legacy-giving opportunity? Let’s work together to secure your organization’s future, one inspired gift at a time.