Planned Giving

As we countdown the days to the New Year, I'm busy preparing for 2020.

Next year, my hope is that your nonprofit will discover the very best ways to leverage the biggest wealth transfer in U.S. history. By doing this, you'll fulfill your mission and secure your organization's future- whether it be providing education, curing a disease, ending hunger, or so many other worthy causes.

Help Me Help You

Please take just 2 minutes of your time to fill out a simple multiple choice survey. This survey will help me serve you and others in the nonprofit sector better in 2020.

Quick Planned Giving Survey

To show my gratitude, I'm offering a 1-hour consultation to three randomly selected winners from those who complete the 2-minute survey.

Happy Holidays! And, best wishes for your fundraising success.