Bequests & Other Planned Gifts

Your loyal donors want to be sure your  organization continues to serve in times to come. We can help you guide them to structure their estate plans and/or financial plans to include your work.

We help you encourage donors to become and stay engaged in your work. Whether your donors are high net worth individuals or people of modest means, we can help them make a difference. Whether the challenge is asking for a major commitment, or opening a dialogue, we can help. In the area of planned giving, we work with Nancy Hancock Griffith, J.D., Partner, Bauer and Griffith, LLP. Nancy has extensive experience in gift planning to achieve tax advantages, and she can help your nonprofit on a wide range of legal issues.


Latest News
Essential Philantropy Resources

 

  • Workshops:
    Susan Golden is an engaging and entertaining speaker. Click here to a listing of topics on which Dr. Golden can speak to your group. More on workshops
  • Publications:
    Susan Golden publishes widely on fundraising and grantseeking. Please call us at 216-464-9700 if you’d like to discuss your specific situation. For links to articles or to order a copy of her book, click here.