Testimonials

"Thank you so much for sharing Ric’s and your unique philanthropic experiences and perspectives during the donor panel discussion at our continuing education conference for professional advisors!  Your testimonial was truly a gift to these practitioners who are seeking guidance and reference models when advising their clients on strategic philanthropy and how inheritances can enhance or destroy the personalities and relationships of heirs. 

Your testimonial has definitely expanded these advisors’ understanding of strategic giving and how to leverage philanthropy to increase support for growing organizations.  You have helped equip them with new ideas and techniques that they can share with their clients and that will no doubt lead to more charitable giving in our region." 

Lorraine F. del Prado, Sr Director, Trust Services and Legacy Planning, Children's Hospital Foundation

"Thanks for coming to speak to our Young Professionals Board at the Nature Conservancy in New York City.  Everyone really enjoyed chatting with you and your talk was inspiring.  Your ability to explain how to approach creating a lifetime giving plan - especially at the beginning of your career - is so important right now as we work to develop a culture of thoughtful philanthropy with new (and younger!) donors." 

Yoni Rabino, Donor Relations Manager, The Nature Conservancy

 "Thank you for helping the class of 2009 meet its goal to pledge $1million in support of the Stanford Graduate School of Business.  Our student committee appreciated the opportunity to learn more about your and Ric's philanthropic vision, and your inspiring message to everyone in our class helped push us over the top in the last few days of our campaign!  We all know how hard it is to raise funds to support flexible, unrestricted programs and your message to "take some risk" and "give in community" was great.  Thanks again."

Michael Armstrong, Co-chair, "The Legacy Fund: One Class, Many Voices", MBA Class of 2009, Stanford Graduate School of Business

"Before you talked to our development division about ways to discuss adding a "risk profile" to a donor's charitable giving plans, I had never heard of this concept.  It is a new and unique way for fundraisers to suggest a process and give a compelling message for individuals to support critically important, "high risk" innovation funds.  Your approach also provides advisors with a sensitive way to establish donors’ priorities and a thought-provoking service for donors’ consideration.  Keep telling Ric’s and your story because I believe it will resonate with a significant and specific set of thoughtful donors."

 Lynette Klein, Senior Director of Planned Giving, Fred Hutchinson Cancer Research Center , Seattle