Kelly Gicale, JD, CFRE
Planned Giving Consultant & Writer
Full-service consulting and writing services to build or grow your planned giving program and sustain your mission into the future.
About Me
My Approach
Having a successful planned giving program is one of the most effective ways for a nonprofit of any size to secure long-term financial sustainability. And compared to other revenue sources, planned giving is the most cost-conscious fundraising investment you can make.
As your dedicated planned giving consultant, I provide expert guidance, well-researched tools, and proven strategies to build or grow your planned giving program. My experience as a frontline fundraiser, legal background, and marketing expertise combine to offer you comprehensive planned giving support.
And most importantly, I truly love planned giving. Learn more here.
My Services
Foundational Support & Resources
It’s difficult to engage with donors and encourage planned gift commitments if you don’t have the resources to educate supporters and staff. I offer guidance on must-have materials and structural basics for your program, and I craft the content for a suite of pieces for your team to use in cultivation and marketing efforts.
Multi-Channel Marketing
Impactful planned giving marketing inspires your donors to make your mission part of their own personal legacy. I employ donor-centered messaging, approachable language, and proven strategies to help you identify planned giving donors and generate qualified leads through digital and print marketing.
Training & Subject Matter Expertise
I believe planned giving fundraising should be fun and rewarding. In my training, I share an infectious enthusiasm that will get your team excited about securing planned gifts while arming your staff with position-relevant information. I also offer portfolio review services and guidance for the more technical aspects.
News
Recent News
- Who are your best planned gift prospects?Planned Giving Score. Planned Gift Likelihood. RFM. You can’t attend a conference or even open your email these days without being bombarded by companies offering to screen your CRM and help make your donor outreach more effective and efficient. While they typically hook you with wealth screening to uncover major gift prospects, you’ll often beContinue reading “Who are your best planned gift prospects?”
- How to Steward Planned Giving DonorsSo, you have a legacy society in place to recognize those donors who make a gift to your organization in their will or other estate plans. Fantastic work securing the future of your mission! Now what? In many nonprofits, donor stewardship is treated like a necessary evil. And while we might all agree that thisContinue reading “How to Steward Planned Giving Donors”
- How to Start a Planned Giving ProgramHave you seen another nonprofit receive a huge estate gift from one of your donors? Or have you participated in webinars or conferences where you’ve heard about the importance of legacy and noncash gifts, but you’re just not sure where to start? If you’re worried about missing out on these often significant gifts, and ifContinue reading “How to Start a Planned Giving Program”
Take The Next Step
Let’s schedule a time to talk through your needs and see how we can grow planned giving revenue for your organization together.
Kelly Gicale, JD, CFRE 