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Golden Sage Advisors

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Golden Sage Advisors

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  • Home
  • About Me
  • Services
  • Blog
  • Contact Me

Services

Planned Giving

  • Review of current planned giving program and assessment of planned giving-readiness
  • Creation of case statement and marketing plan
  • Preparation of brochures, buck slips and website pages
  • Templates for donor letters for information requests and bequest intention form
  • Assistance with PG mailings – letter, insert, reply device
  • Guidance on establishment of recognition society 
  • Support for gift acceptance
  • Staff training and coaching

Interim Development Officer

I am available to provide interim development officer services, engaging your donors and responding to their inquiries.

Writing and Editing

Do you need clear and engaging copy for your marketing materials, case statements and grant proposals?  I can help.

Copyright © 2022 Golden Sage LLC - All Rights Reserved. 

Contact me at beth@goldensageadvisors.com

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