Planned Giving Counsel

Planned Giving Counsel Holman Consulting assists both small shops seeking to begin a planned giving program and seasoned planned giving programs through planned giving audits and strategic planning.

Now that the Baby Boomers are entering the planned gift market place, gift planning options have shifted to include more emphasis on the ‘younger’ planned gift prospect.

Holman Consulting can help your organization develop a planned giving program that ‘gets the right message to the right person at the right time.’

Holman Consulting’s depth of experience was instrumental in helping The Michael J. Fox Foundation for Parkinson’s Research plan and successfully launch its formal planned giving program. The gift acceptance policies and three-year operational plan continue to serve us exceptionally well and the growth of the program is well beyond expectation as a result. Thank you Margaret!

— Karen E. Leies
Vice President, Development
Michael J. Fox Foundation for Parkinson’s Research
Success means paying attention to what’s critical

To speak to us about planned giving counsel services, please contact us.

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