The Why and What of Fractional Planned Giving
The highest level experience at a fraction of the price…..MAX ROI.
Planned giving can represent one of the largest areas of unrealized philanthropic opportunity for a nonprofit---over $100 BILLION transferring in the next 25 years. Yet many organizations do not have the internal expertise or staff to support a full-time planned giving position—either can’t find one or can’t afford one.
Now the answer….a fractional planned giving professional provides experienced leadership and technical knowledge while functioning as part of the existing development team. Randall will join your team and work with your donors to maximize their giving potential to your organization.
Why it works:
More than 30 years of fundraising, philanthropy, and donor advisory experience, including 15 years as a Chief Philanthropy Officer in both academic medicine and education
Juris Doctorate with an educational emphasis in estate, probate, and tax law
Decades of experience helping donors think through their estates, family considerations, charitable priorities, and long-term legacy goals
Direct experience working with hundreds of individuals and families on charitable and estate planning strategies into the 100’s of millions of dollars
Becomes part of your staff, your team, your organization, including your knowledge of what is happening with your donors
Current clients seeing ROI’s of 10:1 and more with this effort
What the organization gains:
Direct participation in donor conversations that are a natural part of the donor journey
Planned giving strategy and program development
Staff education, coaching, and case review
Donor identification and cultivation strategies
Legacy society support and stewardship
Planned giving communications and donor education options
Guidance involving wills, trusts, beneficiary designations, retirement assets, appreciated assets, charitable trusts, and other planned giving strategies
No employee benefits, retirement contributions, payroll taxes, or other full-time employment obligations
Ongoing access to experienced planned giving expertise without creating another permanent staff position
The fractional model is designed to strengthen the existing fundraising program. The planned giving professional works alongside leadership and fundraising staff, helps donors explore charitable estate planning opportunities, and assists the organization in building stronger internal planned giving capabilities.
The result is consistent access to specialized expertise for donors, staff, leadership, and professional advisors while making planned giving a more intentional part of the organization’s overall fundraising strategy.