Business Name (DBA): Breakthrough Philanthropy, Inc.
Business Address: 320 E. 23rd Street, #7B New York, New York 10010
Business Phone: 212-505-6171
Email Address: lgreif@breakthroughphilanthropy.com
Website: www.breakthroughphilanthropy.com
Principal: Lorri Greif
Categories of service:
Consultants
Endowment Development
Fundraising and Philanthropic Development
Fundraising Opportunities
Planned Giving
Synagogue and Jewish Communal Services
Description of services offered:
We train and coach development professionals and volunteers, create and implement planned giving campaigns, design materials, provide fundraising copy and keep your organization compliant with regulations regarding planned gifts - - We become your virtual Planned Giving Department – we work as your very own experts in bringing in bequests and other planned gifts such as charitable remainder trusts and charitable gift annuities.
We know how to produce results from your database, and we know how to work with your staff and professional leadership so everyone is comfortable with this type of gifting. We even work with attorneys to ensure timely and proper receipt of bequests when they mature, and we encourage their interest in your mission, along with accountants and other professional advisors, in order to build loyalty to your organization.
Like any fundraising executive should, we take our responsibility for your planned giving program’s success very seriously so we apply the best practices learned from decades of helping boards and development professionals succeed in fundraising.
Our process includes but is not limited to the following:
~ Planned Giving Campaign Assessment, Planning and Implementation
~ Creation and Development of Supporting Marketing Program
~ Creation of Collateral Materials
~ Professional Staff and Volunteer Training
~ Prospect Identificiation, Cultivation and Closing Planned Gifts
~ Creation and Revisions of your Gift Acceptance Policy
We work in a close, hands-on, consultative role with the nonprofit organizations we serve. We help you implement proven planned giving strategies and provide you with all the tools and training necessary to strengthen your current fundraising potential, along with all the support required for continued success.
Background on you and/or your business:
Lorri Greif, president of Breakthrough Philanthropy, brings experience and know-how to planned giving with:
• 20+ years implementing planned giving and major gift campaigns for both local and national nonprofits
• Proven methodology for successful planned giving programs to ensure the longevity of nonprofit organizations
• Speaking engagements at seminars and conferences around the nation
• Published author of articles helpful to the nonprofit community
• Creator of The Planned Giving Key a twice monthly newsletter with 600+ subscribers • author and contributor for the blog "Planned Giving Breakthroughs"
Testimonials and/or references:
"Breakthrough Philanthropy, Inc.’s Lorri Greif provided invaluable assistance and counsel in starting the Friends of the IDF planned giving program. Our campaign today is very successful and we and our Israeli soldiers can always be grateful to Lorri for her counsel, integrity, and hard work on our behalf." ~ Barbara Harris, Director of Operations, Friends of the IDF
"Lorri is the consummate professional who can get a job done despite organizational challenges. She works well with both staff and lay leaders alike and fully dedicates herself to the organization for which she works. I would recommend her, hands down, to any organization who wishes to succeed." ~ Rachel Lobovsky, Director of Development, American Jewish Historical Society (formerly Director of Development ORTAmerica)
"Lorri Greif of Breakthrough Philanthropy, Inc. has single-handedly educated Board Members and staff about the intricacies of planned giving, inspiring commitment and involvement in this program. Lorri’s professional and financial knowledge coupled with her warm and friendly manner have ignited a spark in our planned giving and fundraising efforts." ~ Jami Landi, Director of Development, Police Athletic League, Inc.
"Thanks to Breakthrough Philanthropy, Inc., YIVO's planned giving program has taken on new life with significant increases in charitable gift annuities and membership in our Gaon Society. Lorri Greif's expertise in this area and her assistance with major gifts have made it possible for YIVO to expand our cultivation efforts and donor gifting opportunities." ~ Ella Levine, Director of Development & External Affairs, YIVO
Names of and/or links to your books, articles or blogs:
The Planned Giving Key e-newsletter and articles - sign up or access at www.breakthroughphilanthropy.com, Planned Giving Breakthroughs Blog www.plannedgivingbreakthroughs.com
Service area by country, state or zip code:
USA with exception of California
