About Us
Consulting Services
Resources Contact

Consulting Services

Endowment and Capital Campaigns

  • Campaign Plan and Implementation
  • Volunteer Development
  • Promotional Materials
  • Prepare Promotional Materials
  • Grant Writing

Planned Giving Program Development

  • Program Design
  • Gift Proposals / Solicitation
  • Promotional Materials
  • Volunteer Training
  • Creative Donor Seminars
  • Mentoring
  • Field Representation for Regional and National Organizations

Board and Staff Development

  • Retreats / Workshops
  • Recruitment
  • Mentoring / Coaching

Program Assessments

  • Feasibility Studies
  • Planned Giving Audits
  • Fundraising Plans

“Sally Walker excels at advising individuals in structuring their planned and deferred gifts. The Music Academy of the West received over $8,000,000 in planned gifts in the course of the past eight years . . . and we have over $10,000,000 outstanding in “expectancies” which will ultimately come to the Academy.”

Brian Stenfors
Vice-President for Institutional Advancement
Music Academy of the West


Sample Speech Topics

  • Planned Giving: Creative Long Term Stewardship
  • Making The Most of Your Retirement Assets
  • Establishing A Gift Annuity Program
  • Marketing Planned Gifts: What’s Hot and What’s Not
  • Planned Giving: The First Year
  • Cases from the X File: How To Successfully Close Major Planned Gifts
  • Successful Collaborations Between Planned Giving Professionals and Advisors
  • Endowment Building Strategies for Small and Medium Park Associations
  • Planned Giving in Plain English

Recent Presentations

  • California League of Park Associations
  • Planned Giving Round Table of Santa Barbara
  • Network of California Community Colleges
  • Association of Fundraising Professionals
  • Nonprofit Support Center of Santa Barbara
  • The Faith Coalition
  • Planned Giving Council of Ventura County
  • Foundation for Santa Barbara City College
  • State Street Bank & Trust Client Conference
  • Smith Barney

“Congratulations on chairing a superb AFP conference, perfect to the last detail!”

Pat Snyder
Foundation for Santa Barbara City College

“Thank you for enlightening my clients and other Smith Barney clients on the IRA Tax Traps. I had many positive comments from the clients who attended.”

Mark Brenner
Smith Barney Inc. Consulting Group

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