Services
Planned Giving Program Development
• Develop Marketing Plans
• Provide Technical Support
• Prepare Promotional Materials
• Organize Resource Committees
Board and Staff Development
• Training Workshops
• Retreats
• Mentor/Coaching
• Staff Recruitment
Program Assessments
• Planned Giving Program Audits
• Comprehensive Fundraising Plans
• Feasibility Studies
Donor Calls
• Preparation and Presentations
• Prepare Gift Models and Proposals
• Train Volunteers
• Assist with Cultivation
• Assist with Solicitation
Client Sampling*
Botanic Garden of Western Pennsylvania, Pittsburgh, PA
Butler County Community College Education Foundation, Butler, PA
Butler Health System Foundation, Butler, PA
Byzantine Catholic Seminary, Pittsburgh, PA
Cornerstone Television, Wall, PA
DuBois Catholic High School, DuBois, PA
Erie Homes for Children and Adults, Erie, PA
Eye & Ear Foundation, Pittsburgh, PA
The Langley School, McLean, VA
Pittsburgh History & Landmarks Foundation, Pittsburgh, PA
St. Barnabas Charitable Foundation, Gibsonia, PA
St. Paul of the Cross Retreat Center, Pittsburgh, PA
Society of St. Vincent dePaul, Pittsburgh, PA
United Way of Allegheny County, Pittsburgh, PA
The Washington Hospital Foundation, Washington, PA
* Bold type denotes current relationship
Recent/Upcoming Presentations
Joint AFP/PPGC meeting, Pittsburgh, PA (3/19/09)
United Way of S. Sarasota County, Venice, FL (4/27/09)
Penn State University, Behrend College, Erie, PA (11/16/09)
United Way of Erie County, Erie, PA (1/20/10)
Roman Catholic Diocese, Pittsburgh, PA (3/15/10)
eMerging Philanthropy Conference, Canonsburg, PA (3/25/10)
PANO Conference, Harrisburg, PA (12/6/10)