Planned Giving Consulting

Overview

Through PlannedGiving.com, organizations can access the consulting expertise of Joe Garecht, founder of Garecht Fundraising Associates. Joe is a nationally recognized fundraising consultant who specializes in helping nonprofits launch and grow planned giving programs. He provides strategic, practical guidance that helps organizations establish strong programs without unnecessary legal or technical complexity.

In addition to planned giving, Joe also brings extensive expertise in major gifts strategy, allowing nonprofits to benefit from comprehensive counsel in both areas of long-term fundraising.

Key Areas of Support

Program Strategy and Implementation

Quick-Start Planning

• Development of practical 90-day roadmaps to launch or strengthen a planned giving program.
• Prioritization of early, achievable milestones to build momentum.

Leadership and Board Education

• Clear training sessions to build buy-in and understanding among executives and trustees.
• Demystification of planned giving concepts for non-technical audiences.

Organizational Readiness

Gift Acceptance Policies

• Review and refinement of existing policies.
• Creation of streamlined policies covering core gift types.

Staff Coaching

• Guidance for development professionals with limited time capacity.
• Step-by-step direction to maintain sustainable progress.

Advisor Collaboration

• High-level guidance on when and how to engage estate attorneys, CPAs, and financial planners.

Donor Engagement and Marketing

Relationship-Centered Approach

• Strategies to initiate legacy giving conversations in plain language.
• Emphasis on trust-building and donor stewardship.

Marketing Guidance

• Recommendations for websites, brochures, and recognition tools.
• Development of compelling donor stories that motivate others to give.

Legacy and Long-Term Growth

Legacy Society Development

• Assistance in establishing or revitalizing a legacy society.
• Naming, positioning, and recognition strategies that resonate with donors.

Recognition Programs

• Practical ways to publicly honor and highlight legacy donors.

Program Sustainability

• Coaching designed to ensure staff can independently carry the program forward.

Contact

PlannedGiving.com
800-490-7090 | Tampa, FL
info@plannedgiving.com