“As a nonprofit with few staff, it was essential for us to produce a planned giving program that could be immediately employed. Shari listened to our unique needs as a conservation land trust to ensure that the deliverables would fit our needs.
As a 25-year veteran in the nonprofit space, I have relied on dozens of external consultants to provide specialized expertise. Shari’s approach to listen to our exact needs, and create a specialized plan to meet our goals, varied from previous “one-size-fits-all” consulting. Throughout the process, Shari listened to our needs and frequently revisited the goals to ensure we were staying on track and using her hours efficiently. Within three months of initiation with our members, more than $40,000 was received through unique gift vehicles introduced through Shari’s work. Shari’s experience in nonprofit philanthropy, married with her knowledge of donation vehicles and donor trends, were ultimately the reason for our success in this endeavor.”