President And Owner
CurrentPhilanthropic advice, guidance, and counsel; training, education, and coaching; conference presentations and public speaking; writing and drafting; program analysis, planning, improvement, and implementation. Provide a variety of consulting services primarily to nonprofit organizations and to families, with particular experience in public media, higher education, health care, and arts and culture organizations. Services and consulting areas include: Family Philanthropy Advising; Estate and Charitable Gift Planning Education and Illustration; Planned Giving Advising (programs or specific donor matters); Major Gift Advising (programs or specific donor matters); Annual Fund/Membership Advising; Individual Coaching and Mentoring (executives, staff, board members, others); Philanthropy Program Audits and Assessments; Marketing Planning and Materials; Donor/Client/Prospect Review and Analysis; Donor/Client/Prospect Visits and Cultivation; Strategic and Practical Planning; Campaign Planning and Preparation; Gift Agreements; Gift Administration; Donor Recognition; Endowment Programs; Policy Review and Preparation (e.g., Gift Acceptance Policy and Procedures); Organizational Culture-Building; Work with Boards of Trustees/Directors/Regents; Volunteer Management; Mediation and Negotiation; and other services upon request.