Lipman Philanthropic, LLC

OUR Services

General Fundraising Advice and Counsel

Planned Giving and Endowment Development

Organizational Development and Management Consulting

Corporate Philanthropy

General Fundraising Advice and Counsel

Lipman Philanthropic, LLC, provides a number of options for fundraising advice and counsel allowing large or small charities access to consulting services they might otherwise be unable to afford.

A number of fundraising packages are available to meet your needs. Daily consulting involves Lipman Philanthropic visiting your organization to advise your management team on a wide range of development issues. Or, for a low monthly retainer, you have access to our expertise when you need it, while you maintain responsibility for implementing programs and suggestions.

Whatever option you choose can strengthen your organization’s fundraising operation and help you meet your fundraising goals. Whether contracting for a packaged plan, the daily fee or a retainer, your organization can be secure knowing you will always have professional development counsel to call upon at reasonable rates.

Contracting with Lipman Philanthropic for general advice and counsel provides your agency with a cost-effective means to:

Obtain a basic evaluation of your development operation.

Receive a written set of initial recommendations followed by telephone or email contact.

Have Lipman Philanthropic offer solutions to specific problems, review brochures, and make general management suggestions.

Conduct a training seminar or rehearse an important solicitation.

Implement suggestions made in a recently completed development audit.

Help you implement an effective pledge collection system or initiate a planned giving component into your development mix.

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Planned Giving and Endowment Development

Lipman Philanthropic can help you start a new planned giving program (for the organization new to promoting planned gifts).

Services include step-by-step guidance in evaluating donor potential; securing board approval; developing policies and program budgets; designing processes for managing donor relationships and the gifts that result; marketing planned gifts; recognizing planned gift donors; and recruiting and training staff.

We can provide ongoing support to a planned giving program (for the organization without a planned giving specialist on staff, but with a constituency that includes prospects for planned gifts).

Services include assisting staff; meeting with prospects and donors; preparing proposals; facilitating gifts; addressing other concerns, as needed.

LPCS offers auditing of existing planned giving programs (for the institution wishing to evaluate and improve the effectiveness of its planned giving efforts).

Services include reviewing relevant records and interviewing key participants; examining the feasibility of offering donors new ways to make gifts; and suggesting revisions to marketing plans or administrative procedures.

We also offer guidance in the completion of specific gifts (for the institution or individual donor seeking help with specific situations).

Services include gathering pertinent background data; assessing available options; designing and illustrating gift plans; and working together with all parties and their advisors to ensure that gifts are properly completed.

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Organizational Development and Management Consulting

You want a strong Board of Directors that works collaboratively with your staff. You want a Board that can significantly enhance your organization's mission. Such a board is the result of careful recruiting and education.

A Board-developed strategic plan is an essential component for organizational growth.

Board Members need training, support and direction. Many feel thrown into fundraising with little or no experience.

Organizational Development and Management Consulting with Lipman Philanthropic, LLC, can include board retreats and strategic planning workshops. Your organization’s volunteers are a precious commodity.

Lipman Philanthropic can help you develop a careful strategy to recruit, train, and integrate volunteers into your program, recognizing the gift of their work appropriately at every step.

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Corporate Philanthropy

Lipman Philanthropic has developed a service that larger for-profit companies will find attractive. We will consult with you and your staff to help your company make the best use of your community philanthropic contributions. Our background and expertise of 20-plus years in nonprofit management gives us unique insights and perspectives into community nonprofit organizations. By contracting with our company to assist you in making funding decisions, you obtain professional expertise and save staff time.

We play a pivotal role in helping your organization take full advantage of the ever-changing opportunities in today’s highly competitive philanthropic marketplace.

Because each company’s situation is unique, we will work with you and your staff to define your needs and develop the approach that will work best for you.

We will help you determine where your philanthropic contributions are spent most wisely and where your company will get the most beneficial public relations. We will analyze your increased sales or publicity as a result of funds expended. We can also analyze the effect your donation has on community programs or services.

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Lipman Philanthropic, LLC
Andrew J. Lipman, MSW
President
(505) 480-9883