Know it. Do it. Say it. Send it.
If planned giving and legacy stewardship communications always seem to be on your to-do list but rarely are they checked off as done, you are not alone!
It’s a big hurdle to know what to do to build or implement your program, what to say to donors, and what to send them. It’s especially difficult as tax laws continue to change, charitable giving trends ebb and flow, and donors’ preferences evolve. Our team spends hours each day staying on top of the issues, and we’re here to help!
Subscriptions
Looking for plug-and-play tools to help boost your planned giving and legacy stewardship communications? Emboldini’s subscription packages make it easy, whether you need an “on ramp” to begin attracting large gifts and permanent funding, or whether your program is well-established and simply needs a refresh.
As always, our cut-and-paste content reflects the latest rules and best practices. Emboldini keeps you up to date on tax law changes, legal developments, and fundraising trends. We do the research and reading so you don’t have to!
Consulting Services
With decades of experience in planned giving, donor stewardship, legacy planning, and development, the Emboldini team helps you establish, expand, update, and enhance your planned giving program, whether you are starting from scratch or taking an existing program to the next level. Our practical, streamlined approach will help you get real work done, even while we’re working together to set up structures, policies, and processes.