I'm not a planned giving expert. I am a planned giving ☛ MARKETING ☚ expert. The two run parallel but are distinct, like a CPA and an attorney. We help you succeed with: ► Over-simplified messaging anyone “gets”. ► Planned giving websites that navigate well. ► Planned giving direct mail donors and advisors actually read. ► Lead generation through landing pages, e-broadcasts, donor surveys.► Market research. We study what works, what doesn’t, and what's a passing fad. WHAT WE'RE NOT: We’re not a software company, nor are we attorneys. We know fundraisers should focus on the "people business" to raise gifts, not spend time learning calculators, CRUTs and CRATs. These back-office tools structure gifts. Our front-office planned giving marketing tools bring in the gifts. We're also not a newsletter company. We discovered early on in 2002 that planned giving newsletters are a losing proposition. There is only one place they end up in. Does our philosophy appeal to you? If so, let's talk. ☏ phone/text 404-599-1204| www.plannedgiving.com | michael@plannedgiving.com

*Conducted capital campaigns on behalf of various organizations; raised more than $120M in revenue for Dioceses across the nation; most recently the Dioceses of Camden, New Jersey and Green Bay, Wisconsin.*Developed strategic campaign plans, funding models and provided sound counsel to clients. *Orchestrated the solicitation of prospects for gifts of $25,000 or more.

*Planned and implemented capital campaigns resulting in more than $260M in funding.*Directly secured $2.7M in pledge commitments for the Archdiocese of Newark, NJ.*Directly secured $1.7M in pledge commitments for the Diocese of Raleigh, NC.*Conducted a multimillion-dollar feasibility study for the Diocese of Oakland, CA.

*Identified, cultivated and solicited current and prospective donors through personal visits.*Managed a portfolio of leadership gift prospects with a minimum capacity of $1M.

*Supervised a full-service professional coaching program for the Atlanta Urban League. *Managed a five-member team and a full range of consulting services. *Engaged in fundraising and development through sponsorship solicitations, grant writing, and special events.*Created a structured business development curriculum that resulted in 100 certified business plans.

*Raised $700K through planned giving solicitations and strategic marketing initiatives.*Managed a portfolio of 5,000 planned gift donors with the capacity to give $1M or more.*Created a comprehensive marketing campaign to raise awareness about relevant planned giving vehicles. *Created and launched a planned giving website.*Conducted staff trainings and development seminars for frontline fundraisers. Managed one full-time planned giving Gift Officer.

*Raised $750,000 for the planned giving initiative from a portfolio of 1,000 major donor prospects.*Identified, cultivated and solicited donors at the $25,000 level and above.

*Secured $5M in pledged commitments for the Archdiocese of Boston.*Solicited prospects for gifts of $25,000 or more.*Coordinated the recruitment of campaign leadership; oriented and motivated hundreds of volunteers and directed volunteer committee activities.