We provide comprehensive gift planning services to non-profit organizations and the affiliated professionals that serve them.



MISSION AND VALUE STATEMENT



Our goal is to be a valuable, collaborative, and trusted partner for nonprofit organizations, professional advisors, and individual philanthropists seeking impact via strategic philanthropy. Since 2002, Gift Planning Advisor has offered coaching and training, technical expertise, storytelling guidance, strategic direction, and comprehensive gift planning services. We are passionate about our role in facilitating significant, tax-efficient charitable gifts to support the important charitable work that improves our community, and ultimately, our world.



LYNN MALZONE IERARDI, JD



We collaborate with you to create and implement gift planning programs.


We take complex, technical concepts and make them understandable.


We offer dynamic seminars and presentations for staff, volunteers, and donors.



WHAT WE DO



ORGANIZATIONAL READINESS AND ASSESSMENT (FEASIBILITY STUDIES AND AUDITS)



STRATEGY DEVELOPMENT



GIFT PLANNING WEBSITE AND MARKETING CONTENT



DEVELOPMENT OF GIFT ACCEPTANCE POLICIES AND PROCEDURES



ENDOWMENT DESIGN AND DEVELOPMENT



BOARD, STAFF AND VOLUNTEER TRAINING



SEMINARS FOR PROSPECTS AND DONORS



FACE TO FACE DONOR VISITS



INTERIM PLANNED GIVING STAFFING



ADVICE AND ASSISTANCE IN HIRING AND TRAINING PLANNED GIVING STAFF



amazon.com/author/lynn.ierardi


Click the image to purchase from Amazon, click here to purchase from Barnes and Noble, or email: LynnIerardi@comcast.net regarding discounted and/or bulk purchase

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For the first time, the book is now available in an e-book format


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STEPHEN NILL INTERVIEW WITH LYNN ON SECOND EDITION


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500+



Seminars



For audiences including donors, fundraisers, volunteers, board members, conference attendees, attorneys, and financial advisors.



150+



Split Interest Gifts



Secured for charitable organizations - including Charitable Gift Annuities, Charitable Remainder Trusts, and Charitable Lead Trusts.



$100m+



Gifts



Secured for charitable organizations - including outright gifts, split interest gifts, and irrevocable bequests (not including bequest intentions).



2



Mega Campaigns



Including the Making History Campaign (2007–2012, $4.3 billion raised) and the Power of Penn Campaign (2018–2021, $5.4 billion raised).



Philadelphia, PA



GIFT PLANNING ADVISOR