Norton Healthcare Foundation
Children’s Hospital Foundation
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.