Julia has the gift of being a great, caring listener while also opening up her own successes, questions, and challenges to the client. She also encourages clients to take realistic, self-defined, concrete steps and all with a positive, humorous, and understanding attitude.
I spent several years with David as a fellow Director on the National Board of the Canadian Association of Gift Planners. David not only has an extensive knowledge of Planned Giving but the entire spectrum of Fundraising. He has a clear vision of how to complete tasks and gets them done. It was a pleasure to work with him.
A conversation about death and taxes? How do you even begin? Here at Tiny Frog Strategies, we know that finding the right words to engage in a genuine conversation about legacy giving with your donors is not easy. So we thought we’d let you eavesdrop on ours.
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