In addition to our monthly Client Hour (free for clients), we now offer one-on-one personal coaching/consulting sessions. We’re putting you in direct contact with the professionals who understand your planned giving challenges. You’ll get tips, tricks, and tools to solve your problems and take your planned giving program to the next level.
The benefits are hard to ignore. Our Personal Client Consultations program gives you one-on-one access to specialists, not generalists.
You’ll be able to choose a marketing expert to answer your outreach questions; a seasoned fundraiser to address relationship issues; and even a specific attorney to help you better understand legal questions. (While we cannot provide legal advice, we can point you in the right direction, because we’ve assembled a multi-talented legal team from a wide range of practices. Please read this important disclaimer*)
Anything related to fundraising and planned giving. Here are a few examples we’ve already answered for our clients:
It’s that simple! Professional answers to your planned giving questions, right at your fingertips!