Planned

In private practice for over 25 years Ruth has focused on wills and estates and conducted seminars on these subjects. As both attorney and fundraiser, Ruth can share her knowledge of estate planning and planned giving with your non-profit organization to establish and solidify your planned giving program.

Planned Giving

A way to make a charitable donation other than through an outright cash gift.
A planned gift can be established in several ways - for example, through a charitable bequest in a
Will, life insurance gift or charitable remainder trust.

Developing A Planned Giving Program

In these current economic times, many non-profit organizations are developing Planned Giving Programs Don’t miss out on potential gifts !

Getting Started ...

Let Ruth show your board and donors how they can easily support your mission through planned giving.

She will work with your management, staff and board to design and implement a practical planned giving program with measurable goals, including:

        >    Identifying planned giving prospects and developing appropriate cultivation
        and stewardship activities for your planned giving donors.

        >    Choosing the right workshops on financial planning, estate planning and
        planned giving to suit your needs.

        >    Organizing and facilitating these sessions to provide your donors, board and
        staff with hands-on educational experience in each of these areas.

Organizational materials and literature will be created for distribution.

Progress reports keep you updated on project status, highlighting milestones reached.

Ongoing follow-up ensures that all necessary details are in place for a successful planned
giving program.