Fundraising Counsel to Nonprofit Organizations
Your Planned Giving Specialist
–Jami Landi, Director of Development, Police Athletic League, Inc.
PLANNED GIVING FUNDRAISING
Planned Giving has become a mainstream form of charitable giving. More Americans are now participating in planned giving programs as a means of achieving financial goals through their charitable inclinations. Nonprofits stand to gain trillions of dollars through the projected transfer of wealth and many organizations are now actively involved in or investigating ways to establish or improve their planned giving programs. The staff of Breakthrough Philanthropy has been helping organizations to create, build and improve their planned giving campaigns for more than a decade.
Thanks to Breakthrough Philanthropy, Inc., YIVO's planned giving program has taken on new life with significant increases in charitable gift annuities and membership in our Gaon Society. Lorri Greif's expertise in this area and her assistance with major gifts have made it possible for YIVO to expand our cultivation efforts and donor gifting opportunities.
–Ella Levine, Director of Development & External Affairs
STAFF & VOLUNTEER TRAINING
CAMPAIGN ASSESSMENT, PLANNING & IMPLEMENTATION
Meticulous planning is essential to the successful outcome of any new fundraising activity. Breakthrough Philanthropy provides a thorough assessment process geared to determining organizational readiness for planned giving and the correct approach. Based upon the information obtained, recommendations are made for a fully customized marketing strategy. Additionally, Breakthrough Philanthropy will be there every step of the way providing guidance and support to ensure that your program is a success. Development staff learn:
• How to identify a planned giving prospect
• How planned giving vehicles work
• How to present the right vehicle to the right prospect - in the clearest way
• How to integrate planned giving with other fundraising goals
• And more...
Breakthrough Philanthropy, Inc.’s Lorri Greif provided invaluable assistance and counsel in starting the Friends of the IDF planned giving program. Our campaign today is very successful and we and our Israeli soldiers can always be grateful to Lorri for her counsel, integrity, and hard work on our behalf.
–Barbara Harris, Director of Operations, Friends of the IDF. 
As your organization grows, the knowledge and expertise of both your staff and volunteer leadership must be able to support the expansion. Readiness to take the next step and maintain it, along with future growth, involves the learning of new skills and ideas. Breakthrough Philanthropy provides teaching and coaching to development professionals, volunteer committee members and board members. You and your leadership will gain the knowledge, understanding, new skills and renewed energy required to empower your planned giving campaign.
Lorri Greif of Breakthrough Philanthropy designed and facilitated a highly customized gift solicitation workshop, which integrated the philosophy and mission of Project Kesher into the process, and offered specific concrete steps for our staff and leadership to implement. The results far exceeded expectations, with a more fully engaged board and fundraising revenues rising over 40% from the previous year.
–Karen Bloom, Dir. Organizational Development, Project Kesher
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