What clients are saying

“BookLoop has used Emboldini materials in two ways: (1) engaging Board members and sparking conversations about planned giving, and (2) engaging long-term donors about planned giving with easy-to-use materials.

The first use has opened the door to a number of strategic conversations; what started as planned giving as part of the revenue matrix led to conversations and strategic planning about how to structure job descriptions for future hires, long-term financial and programmatic scenario planning, and how tax and philanthropic public policy impacts individual and corporate giving even for an organization of our size. As a self-described nerd, this has been a joy for me.

Second, the materials provided to engage donors has been transformational. The resource library is instrumental in helping guide conversations because, like many, I did know where to begin. Having a known, trusted, and accessible (read: not dry lawyer language) library gave me confidence to start the conversations.

For that, Emboldini is priceless.”

—Angie Miller, JD, Executive Director, BookLoop