Gift Planning Strategy
Create a Legacy with Purpose
Service Description
A thoughtful gift planning strategy allows your organization to turn donor passions into lasting impact. Through our Gift Planning Consultation, we help you design a meaningful giving model that aligns with your mission and vision for the future. What’s Included: Comprehensive Gift Planning Package: Two sessions of in-depth guidance on structuring legacy programs, identifying key donor segments, and strategies to inspire lifelong giving. Includes a customized plan, follow-up resources, and tailored next steps. Why Choose This Consultation? This service provides you with a clear, impactful roadmap for legacy giving—without the guesswork. With extensive experience in nonprofit fundraising, I bring a trauma-informed approach to ensure that each donor interaction is authentic, meaningful, and aligned with your long-term vision. Whether you’re just beginning or need guidance to optimize an existing plan, our Gift Planning Consultation is here to help you secure a future of enduring impact.
Cancellation Policy
Booking Policy Payment (or deposit) is required at the time of booking to secure your session. You will receive an email confirmation once your booking is complete. Cancellation Policy Cancellations or rescheduling requests must be made at least 48 hours before your appointment to receive a full refund or reschedule without penalty. Cancellations made within 24-48 hours will incur a 50% fee. No-shows or same-day cancellations are non-refundable. Exceptions may be made for emergencies. Please contact us directly if this applies. Waitlist Policy If a time slot is fully booked, you may join our waitlist through the scheduling system. You’ll be notified via email if an opening becomes available, and spots are filled on a first-come, first-served basis. Waitlisted clients must confirm their appointment within 24 hours of notification to secure the spot.
Contact Details
866-513-8637
info@rockingfundraising.com
1523 132nd St SE, Everett, WA, USA