1) "What makes us different than other fundraising consultants?"
We are authorities in advanced estate planning, combined with expertise regarding innovative charitable giving.
2) "Can you help charities raise large immediate gifts, or are all your plans back-ended?"
Our unique IRS-approved strategies can generate both upfront and future gifts. Each situation is different and there is no cookie cutter approach to our methodology.
3) "What is your experience with charitable giving?"
In addition to volunteering for over 30 years, we have raised tens of millions of dollars, chaired multiple campaigns, produced a planned giving guide, authored 11 copyrighted gifting programs and advised numerous organizations on efficient ways to raise significant gifts.
4) "Who is your typical client?"
Although we can work with anyone, our core clientele consists of donors between the ages of 40-85, with a net worth over $2 million dollars.
5) "Who are your clients and can we have client references before getting started?"
We currently assist several non-profits throughout North America. These charities are located locally, regionally and nationally. Our clients range from educational institutions and the arts to youth agencies and religious organizations. Client references are available upon request.
6) "Why should I choose your company to assist me with fundraising?"
There are less than 50 advisors in the USA that have the unique skills we provide. If you are seeking an organization that makes affluent donors feel great while helping their family simultaneously, you need to choose us.
7) "Do you require a formal contract to get started?"
No, we do not require a formal contract. Our current clients truly enjoy our flexibility. Since every project is different, contact us to learn how to initiate a working relationship today.
8) "What is our part in the fundraising process, since our board members have little knowledge in this complex area?"
You have the relationship built with your donors, we have the expertise. We will train you for opening the dialogue, describing our services, benefits and scheduling.