Gift Planning Advisor
Time 2022-08-14 20:14:33Web Name: Gift Planning Advisor
WebSite: http://www.giftplanningadvisor.com
ID:281154
Keywords:
Gift,Planning,AdvisorDescription:
About LynnBookSeminars & PresentationsOur ClientsAffiliated ProfessionalsOther ResourcesContact Us
We provide comprehensive gift planning services to non-profit organizations and the affiliated professionals that serve them.
MISSION AND VALUE STATEMENT
Our goal is to be a valuable, collaborative, and trusted partner for nonprofit organizations, professional advisors, and individual philanthropists seeking impact via strategic philanthropy. Since 2002, Gift Planning Advisor has offered coaching and training, technical expertise, storytelling guidance, strategic direction, and comprehensive gift planning services. We are passionate about our role in facilitating significant, tax-efficient charitable gifts to support the important charitable work that improves our community, and ultimately, our world.
LYNN MALZONE IERARDI, JD
We collaborate with you to create and implement gift planning programs.
We take complex, technical concepts and make them understandable.
We offer dynamic seminars and presentations for staff, volunteers, and donors.
WHAT WE DO
ORGANIZATIONAL READINESS AND ASSESSMENT (FEASIBILITY STUDIES AND AUDITS)
STRATEGY DEVELOPMENT
GIFT PLANNING WEBSITE AND MARKETING CONTENT
DEVELOPMENT OF GIFT ACCEPTANCE POLICIES AND PROCEDURES
ENDOWMENT DESIGN AND DEVELOPMENT
BOARD, STAFF AND VOLUNTEER TRAINING
SEMINARS FOR PROSPECTS AND DONORS
FACE TO FACE DONOR VISITS
INTERIM PLANNED GIVING STAFFING
ADVICE AND ASSISTANCE IN HIRING AND TRAINING PLANNED GIVING STAFF
amazon.com/author/lynn.ierardi
Click the image to purchase from Amazon, click here to purchase from Barnes and Noble, or email: LynnIerardi@comcast.net regarding discounted and/or bulk purchase
For the first time, the book is now available in an e-book format
Purchase Now
STEPHEN NILL INTERVIEW WITH LYNN ON SECOND EDITION
Watch the Interview
STORYTELLING AND FUNDRAISING: AN INTERVIEW
Watch the Interview
STORYTELLING: A CENTERPIECE FOR FUNDRAISING
Watch the Interview
500+
Seminars
For audiences including donors, fundraisers, volunteers, board members, conference attendees, attorneys, and financial advisors.
150+
Split Interest Gifts
Secured for charitable organizations - including Charitable Gift Annuities, Charitable Remainder Trusts, and Charitable Lead Trusts.
$100m+
Gifts
Secured for charitable organizations - including outright gifts, split interest gifts, and irrevocable bequests (not including bequest intentions).
2
Mega Campaigns
Including the Making History Campaign (2007–2012, $4.3 billion raised) and the Power of Penn Campaign (2018–2021, total raised TBD.
Philadelphia, PA
GIFT PLANNING ADVISOR
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