You need us if …

How do you know if Emboldini could be useful to you? If you find yourself saying (or thinking) any one or more of these statements, we can help!

“I need help with easy-to-use, timely, and reliable planned giving materials. I know this stuff has to be up to date with tax laws and trends but I do not have time to research. Plus, I don’t know how to layer it into existing communications.”

“It helps me to hear someone have planned giving conversations with confidence so I can learn what to say. Specific examples really help. Theory only goes so far.”

“This is the thing that never gets done! Planned giving has been on my to-do list for years. Help! I need an accountability partner, even if just to prompt me to take one tiny step each day and help me figure out who to even talk to!”

“I feel so alone in this work. Very few people in my organization are involved with planned giving. It is reassuring and helpful to connect with peers at other organizations.”

“I know I need something to help with planned giving, but it stresses me out to think of taking it to our executive director or board for approval.”

“I am very skeptical that planned giving is something we can just ‘run with.’ We’re just not ready.”

“Planned giving seems like a heavy and complex lift for very little, if any, immediate or short-term pay off.”

“If I were being honest, I would have to say that deep down I know we are missing huge opportunities–and hurting our organization’s future–by not encouraging more planned giving.”