Certified Financial PlannerŪ, Bill Albrecht can
help bring context to a person's financial, estate
planning and philanthropic goals. Philanthropy does
not occur in a vacuum. Significant donations require
an understanding of their implications, if the most
effective strategy is to emerge.
By examining a person's options within this context,
strategies can emerge that maximize the benefit
to both donor and charity. Services include:
- Key donor analysis
- Gift design
- Support during donor cultivation and solicitation
- Support during planning conversations with donors and advisors
For more information, please contact Bill Albrecht
at firstname.lastname@example.org or 303-927-7510.