I am narrowing focus to provide specialized consulting and contract services to Nonprofits and individuals as Charitable Giving Strategist. With more than 35 years of planned gifts experience, we explore tax-smart ways to assist both the Donor and Nonprofit, working together, to fulfill the Philanthropic goals of both parties. For the past 38 years I have helped lead Development Operations at Nonprofits in the Puget Sound area. These organizations include Bellarmine Prep, Annie Wright Schools, Strategic Development at St. James Cathedral (Seattle), the Pacific Northwest Research Institute (Seattle), and creating the Development Office at Tacoma Goodwill Industries (now Goodwill | Olympics and Rainier Region) I began leading Planned Read more