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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.

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.