Planned Giving and Endowments and Fundraising Campaign Consultation
As
fundraising consultants since 1986, the Myerberg,
Shain & Associates Total Financial Resource Development
philosophy is applied to maximize
the involvement
of a client organization's staff, volunteers and contributors
to plan and implement successful
financial campaigns. The firm
provides services in major gift, capital and planned
giving and endowment
campaigns as well as in the development of feasibility/marketing
studies and leadership recruitment and training.
For an overview, our fundraising consultants assist with these projects:
Having organized
and administered many major campaigns over the past sixteen years
for a variety of not-for-profit organizations throughout
the country,
the firm is recognized as a leading consultant to national
and locally based planned giving and endowment programs and
capital
campaigns. The firm also provides tax-sensitive investment counsel
to not-for-profit organizations, foundations and philanthropists
in the management of endowment funds and planned giving vehicles,
particularly charitable trusts and charitable gift annuities.
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