Jonathan can broaden the array of services consultants provide to their clients and enhance their value.

He is available to make individualized donor presentations with a consultant. He can also interact with the donor's advisors - advisor to advisor - on a potential charitable outright or planned gift. Jonathan can analyze a particular gift proposal and suggest pitfalls and alternatives.

Jonathan can make joint presentations to a group of potential donors (and their advisors), or to staff or board members in order to educate and train these individuals to spot opportunities for a planned gift. He can provide sample planned giving forms for presentation to a donor's advisor. He can also review substantiation guidelines for legal compliance and conduct a legal compliance audit of a planned giving program.

Learn more about why a charity should retain independent legal gift planning counsel.

How Can We Work Together?

This firm works on an hourly basis, a project basis or a retainer basis. This firm will work strategically on a particular project or on an ongoing basis. And we can start slowly and get to know each other in an attempt to develop a long-term relationship.

To learn more, please contact Jonathan.

Learn some interesting facts about family-owned businesses.

Learn more about the need to collaborate in planned giving.

Learn more about integrating a charitable gift into a donor's planning.