It’s wonderful to meet you!

Please feel free to call me Jim.

Would you like to begin or enhance your charity’s planned giving efforts? I would love to help you.


My Approach

When a donor finalizes a planned gift to your charity, they raise you to the level of family in their estate plans. Understanding that is the first step in creating a beneficial and long-lasting planned giving program for your community of faith or religious charity.

Empower your leaders

Share resources and tools to educate your leaders on how to begin and enhance their planned giving efforts.

Build Trust and Celebrate Donors

If your donors trust your charity’s leaders and feel thanked for their planned giving intentions, your planned giving efforts will grow and prosper.