Norton Healthcare Foundation
Children’s Hospital Foundation

The Goal

Discussions with planned giving prospects that respect their personal needs, family wealth transfer goals, and philanthropic capacity – as parents, grandparents, community citizens and donors. Legacy discussions would not simply focus on a gift to Norton.

The Starting Point

Development program on a healthy upward trajectory with yearly increases between 15 and 20 percent. Missed opportunities in gift planning as Foundations’ gift planning programs were stagnant. Leaders decided to act.

The Strategy

The Results

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