Sometimes you just need guidance from an expert.
Richard gives your organization a clear, honest picture of where your program is and what it would take to move it forward.
What are your gift-planning opportunities and priorities?
That’s what Richard helps you find out. A Strategic Advising engagement starts with genuine curiosity about your program: your donors, your team's capacity, your history, your goals, and the gaps you may not even know exist yet. He looks at what's actually there before making a single recommendation and ensures advice is right-sized FOR YOU!
What a Strategic Advising engagement looks like
Conversations with your development leadership and major gift officers
An honest summary of where your program is strong, where it's vulnerable, and what the highest-value opportunities are
A clear, plain-language set of recommendations your team can act on right away
A review of your current gift planning program: what exists, what's active, what's dormant
An assessment of your donor database with a focus on planned giving prospects
A review of your gift acceptance policies and planned giving documentation
This is the right fit if...
You're not sure whether your gift planning program is healthy or just quiet
You're preparing for a leadership transition and want to know what you're handing off
Your board is asking questions about gift planning and you'd like honest answers before that meeting
You've been talking about building a legacy society for years and want to know whether you're actually ready
A major donor just asked about making a planned gift and your team isn't sure what to do next
TESTIMONIAL — VP of Advancement or Executive Director
— Testimonial
