For more info, call: (610) 653-7906

Praise for Joe’s Approach & Programs

Joe, a long overdue thank you for your work in providing a foundation for our gift planning program. You gave us an infrastructure that we did not have previously. Thank you too for giving us the confidence to solicit planned gifts (your coaching was invaluable) and the tools to recognize who are our best planned giving prospects. On behalf of all of us in the development office please know that we are most grateful to you.

Al Zimmerman, Director of Alumni Development, St. Joseph’s Prep School

In the first nine months of working with Joe, I was able to secure 12 planned gifts for the National Hemophilia Foundation. He gave me the tools to speak comfortably with donors, which made them feel comfortable, too. He is quite knowledgeable and someone I consider to be a valued colleague.

Mary Ann Ludwig, VP/Development, National Hemophilia Foundation

I highly recommend Joe. He is fast paced, funny, and overflowing with good practical ideas to help fundraising professionals. Joe asks us to take a look at our behavior and break it down to discover whether we are doing the things that will produce gifts.

Debra Poole, Planned Giving Director, East Tennessee Children's Hospital

Save the best till last. How many times have I said that, heard that, and done that. Yesterday was the culmination of some interesting sessions at the conference and your class was, to me, the most beneficial. I truly appreciate your approach to the presentation.

John Kollaer, Foundation Director, Mennonite Village

Thank you again for providing our Coalition Membership such incredibly well done presentations, I’ve received nothing but positive responses.

Deirdre ``Dee`` Baker, MS, CFRE, Fund Development Director, PA Coalition against Domestic Violence

I believe I speak for the entire team when I say that yesterday was time incredibly spent. We greatly appreciated your insights and company. We will begin implementing strategies immediately, and I look forward to reaching out soon to brag about our success.

Kevin L. Ditzler, Major Gifts Officer, WITF/Public Media Center

“Joe presented with clear, honest language and stories. His key messages re-energized the process of cold calls for me. Whether new to fundraising or a seasoned professional, you’ll leave his workshop with creative materials and proven, tangible techniques.”

Laura Lanier, Louisiana State University

“Working with Joe has been a tremendous growth opportunity for Ravenscroft, our planned giving program and for me professionally. Joe does not over-complicate planned giving and keeps your focus just where it needs to be – on building powerful and meaningful donor relationships. He is a valuable resource and adviser for any fundraiser.”

Anna White Hosea, Director of Development, Ravenscroft School

“Thanks for your informative and very practical presentation. We have a monthly “sales meeting” with our Donor Engagement team and that happened to be this a.m. I shared a number of the things you mentioned yesterday. Thanks for inspiring and encouraging our group and me personally!”

Keith D. Meyering, Director of Legacy Planning, Bethany Christian Services, Inc.

“I enjoyed your presentation. You are correct that Planned Giving is something I want to do, but gets pushed aside by other pressing needs. Not any more. I am carving out time in October to plan our approach using your tips. Thank you for your inspiring presentation. You really stated it simply. “

Kathleen E. V. Gallagher, Director of Institutional Advancement, Country Day School of the Sacred Heart

“What has really stuck me from my training with Joe is his simple but smart methods to prioritize donor engagement in a job crowded with various fundraising duties that don’t involve donors. Joe offers a clear, practical, and effective strategy for frontline fundraisers to stay focused and productive, turning donor outreach into tangible fundraising results.”

Tom Yates, Director of Planned Giving, The Children’s Hospital of Philadelphia
 

Upcoming Events

Sep
15
Thu
Partnership for Philanthropic Planning/Rhode Island
Sep 15 @ 12:37 pm – 1:37 pm
Sep
20
Tue
Planned Giving Council of Central PA
Sep 20 @ 9:00 am – 1:00 pm

“Simplify” Workshop.

For details on this event, CLICK HERE

Sep
27
Tue
Crescendo Practical Planned Giving Conference/Chicago
Sep 27 @ 12:38 pm – 1:38 pm