MAJOR GIFTS, FUNDRAISING AND ENDOWMENTS
I have 19 years of nonprofit fundraising experience, including major gifts, annual campaigns, capital campaigns and planned giving. I’ve been personally involved in making asks, structuring gifts, and overcoming concerns. I’ve also helped many nonprofits establish an endowment fund, or revise their existing endowment fund policies (gift acceptance, spending, investment) to adapt to changes in the law. I enjoy presenting workshops for nonprofit donors about the importance of planned giving, and what planned giving options are available, making both easy and complex planned giving options understandable to donors. Finally, I enjoy working with development professionals to improve their understanding of planned giving options and help them to be able to recognize giving opportunities. I won’t try to make them a legal expert, but I will give them enough knowledge to recognize the opportunity and have the conversation with the donor.