I have over five years of experience in fundraising, with a focus on gift planning for the past three years. I have successfully managed a portfolio of major donors, implemented planned giving strategies, and increased the organization's endowment through bequests and charitable trusts. My experience includes working closely with legal and financial advisors to structure complex gifts that benefit both the donor and the organization.

I start by analyzing the existing donor base to identify those who have a history of significant giving and a strong connection to the organization's mission. I then engage with these donors through personalized outreach, highlighting the benefits of planned giving and how it aligns with their long-term financial goals. Additionally, I collaborate with development teams to integrate planned giving opportunities into broader fundraising campaigns.

I believe in building genuine relationships based on trust and mutual respect. I regularly communicate with donors through personalized letters, phone calls, and face-to-face meetings. I also ensure that donors feel appreciated by acknowledging their contributions and keeping them informed about the impact of their gifts. Hosting events and inviting donors to exclusive opportunities to engage with the organization further strengthens these relationships.

I regularly attend industry conferences, webinars, and training sessions focused on planned giving and estate planning. I also subscribe to relevant publications and newsletters to stay informed about legislative updates. Additionally, I maintain a network of professional contacts, including attorneys and financial advisors, who provide insights on how changes in tax laws may impact planned giving strategies.

One notable campaign involved a series of educational seminars on estate planning and charitable giving. I collaborated with local financial advisors and attorneys to present these seminars, which attracted a diverse group of potential donors. As a result, we secured several new planned gifts, including a significant bequest that significantly increased our endowment. The campaign also raised awareness about planned giving within our donor community, leading to ongoing interest and inquiries.