Consulting

Some of our services include:



• Conducting feasibility studies for new and expanding programs
• Audits - Reviewing and evaluating the effectiveness of existing programs
• Planning - Preparing a strategic plan for the program and guidelines for its successful implementation
• Marketing - Providing marketing expertise to promote major and planned gifts
• Strategizing - Helping develop a planned giving strategy for your capital campaign
• Proposals - Providing planned gift illustrations - usually within 24 hours
• Building your program - Assisting clients to establish and implement successful major/planned gift programs
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Seminars and Training for Clients

• Training Board, staff and volunteers in the basics of the planned gift options - without the technical jargon - to inspire them to go out and raise gifts
• Conducting estate planning seminars for donors and prospects - to educate them about estate planning opportunities and show how planned gifts can enhance the donor's overall estate plan
• Conducting charitable estate planning seminars for professional advisors - to educate them about the charitable gift options that can enhance their clients' financial and estate plans
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Planned Giving - Plain and Simple™ Seminars
Ellen Estes offers a series of one-day, basic, comprehensive seminars, "Planned Giving - Plain and Simple™" in the spring each year. The seminar - which covers planned giving concepts without the technical jargon - is designed for planned giving officers, annual and major gifts officers, Executive Directors and other managers, Trustees and key volunteers, attorneys and other advisers - and anyone committed to raising money for worthy causes.
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The Charitable Chords
The duo of Ellen and Frank Estes, The Charitable Chords, is available to provide (educational) musical entertainment at Annual Meetings, Board Meetings, Retreats, and other special gatherings.
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