The foundation of almost all robust planned giving programs is support from leaders who understand what planned giving is and why it’s important. For most organizations, this requires education at all levels: your board, senior executives, and staff. A highly sought teacher and presenter, Joe has educated and trained hundreds of development officers, senior executives, and nonprofit board members in planned giving over the past several years across the nation. Joe can help your organization too.
Areas of training and education include but are not limited to:
In addition to group training presentations, Joe provides one-on-one coaching sessions for nonprofit development staff and leaders, as well as for professional advisors. Joe’s rare combination of professional experiences (estate planning attorney, front-line development officer, planned giving director, nonprofit board member, estate planning consultant, and small business owner) give him a unique perspective, and his skills as a teacher and mentor make him a valuable resource to others in their work and careers. This is particularly beneficial for staff new to major or planned gift work, or for reviewing donor and prospect strategies.