Non-Profit Consulting and Charitable Planning
Let’s turn ideas into actions!
Effectively communicate your mission and vision, create a growth strategy that maximizes your organization’s protentional, and properly engage and thank your donors. Have you considered an endowment and other tools for a healthy and sustainable future?
Let’s make an impact!
Giving should be easy and enjoyable; let us help you integrate your philanthropic passions into your future financial plans. Learn about the tax benefits of giving, having a donor advised fund, and keeping your favorite non-profits in mind as you plan for the future.
- How are you prepared for the future?
- Do you have an endowment?
- Have you conveyed a legacy strategy to your donors?
- Do you have a leadership succession plan?
- Do you need to reevaluate your long term planning goals?
- What do donors really want?
- How well do you know your donors?
- How is your board engaged?
- How do you measure donor engagement?
- What are the signs from an interested donor?
- How are you turning everyday gifts into major gifts?
- How are you managing potentional donors, current donors and their giving?
- How do you acknoweledge your donors?
- Do you publicly recognize your donors?
- Are you aware of your donor’s philanthropic priorities?
- Are your donors influencing others to get involved?
- What is your why?
- Who is your audience?
- How are you communicating to the next generation?
- Are you telling a story?
- How often are you messaging your donors?