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Planned Giving is Not for the Faint of Heart

May 18, 2019

After a little more than a year of working together to lay the foundation for a robust planned giving program, this week one of my clients received a seven-figure gift to endow the CEO’s position. It feels great to see a plan come together but more importantly, I am extremely grateful for the opportunity to work with a group who took a leap of faith when they hired me. Starting a Planned Giving program is not for the faint of heart, especially when there are so many competing priorities for funding and resources. The best part is knowing the legacy that will remain by those who cared enough to serve future generations.

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