WE CREATE SOLUTIONS FOR SMALL SHOP NON-PROFITS
who want to integrate legacy giving into their fundraising plan
I have worked with both Julia and Dave over the past 20 years and can’t think of a better duo to develop a successful legacy program for a non-profit organization. They thoroughly understand gift planning and have worked with and for a wide variety of organizations.
In Julia and Dave, one finds a vast array of skills – everything from organizational development and project management to technical gift planning and superlative coaching. I heartily recommend them!
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Multi-generational wisdom on what we leave behind.