Your Gift Planning Questions, Answered.
The questions nonprofit leaders ask most often about gift planning, with honest answers. Plus an introduction to the Gift Planning Reset, Richard's approach to getting programs back on track.
Gift planning is one of those topics where the more you dig in, the more questions you have. What actually happens to our donors when our gift planning person leaves? Are we ready for a legacy society? How do we start the conversation with a major donor? Do we need to hire someone full-time, or is there another option?
This guide answers the questions Richard hears most from development directors and executive leaders. It's practical, plain, and written for people who run nonprofits, not people who have law degrees.
What's inside
The questions nonprofit leaders ask most about gift planning
Honest answers, including the ones most consultants avoid
An introduction to the Gift Planning Reset, Richard's three-step approach
A quick-reference checklist for evaluating your program's health
About richard
Richard Letocha spent 15 years as a gift planning advisor at Johns Hopkins University. He holds a JD, a CFP, and a CAP. He has worked with organizations ranging from library foundations to independent schools to major medical centers. His approach: listen first, assess honestly, and do the actual work.
