Your gift planning program needs someone who shows up.
Richard works alongside nonprofit teams as an interim director, fractional consultant, or outsourced expert. Not advising on the work. Doing it.
Who this is for
Your gift planning person just left.
Staff transitions are one of the most vulnerable moments in any gift planning program. Open solicitations stall. Donors stop hearing from anyone. The program quietly loses ground while the hiring process drags on. Richard steps in to keep things moving, stewarding existing donors, closing open gifts, and maintaining the program's momentum until your new hire is ready to take over.
Your program has gone quiet.
Maybe it was never fully built. Maybe it lost energy after a reorganization. Maybe it's been running on autopilot for years and nobody's quite sure what's actually in the pipeline. Richard starts with an honest look at what's there, then gets to work. He's not here to hand you a plan and leave. His job is to get the program producing again.
Your major gift officers need a specialist.
Major gift officers are skilled at relationships. But when a donor conversation turns to estate planning, trust structures, tax implications, or beneficiary designations, most MGOs aren't equipped to navigate it with confidence. Richard is the expert they call into the room. He handles the technical complexity so your team can focus on what they do best. The conversation moves forward. The donor gets real answers. The gift closes.
What Richard actually does
Meets with planned giving donors and prospects, in person or virtually
Works alongside major gift officers on complex donor conversations
Reviews your donor database and identifies who is ready to talk
Stewards existing planned gift commitments so those donors feel properly recognized
Advances open solicitations and closes gifts that have been sitting in the pipeline
Advises on gift structures (bequests, trusts, annuities, beneficiary designations, real estate) and coordinates with donors' legal and financial advisors
Builds systems and processes your team can sustain after the engagement ends
How it works
Interim
Richard steps into a staff gap and runs your gift planning program while you search for a permanent hire. Typically three to six months, with the option to extend.
Project-based
A defined scope with a clear start and end. Ideal for a donor visit series, a legacy society launch, a pipeline audit, or a gift acceptance policy review.
Retainer
A set number of hours per month for ongoing expert support. Most clients use this when they have active gift planning needs but not enough volume to justify a full-time hire.
TESTIMONIAL — Development Director or VP of Advancement
— Testimonial
