Yerba Buena Wealth Advisors, LLC. Introduces The Donor Motivation Program® to Support Bay Area Non-Profits

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Yerba Buena Wealth Advisors, LLC Helps Non-Profits Build Their Endowment Fund to Sustain Their Missions

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Yerba Buena Wealth Advisors, LLC, launches The Donor Motivation Program® unveiling its philanthropic planning services to support Bay Area based non-profits. Delivering The Donor Motivation Program® fundamentally changes the way non-profits approach and work with their very best donors. Based on the latest research and best practices, the system enables non-profit executives to optimize their time, their staff and their budget to build their endowment, while managing and delivering their much needed services to their constituents.

“We saw that our individual efforts as donors and volunteers had great effects, but did not have the big impact that we knew we wanted to bring to our local community,” said Bruce Frankel, Managing Partner. “By working with the very successful Donor Motivation Program®, deployed throughout the U.S. and Canada, we knew that we could deliver the best plans for our select non-profit clients. Our efforts help “weather proof” non-profits and help protect their great missions through the ups and downs of our global economy. It has always been a part of our objectives to use our experience, energy and best practices to positively impact the non-profit community.

“I am pleased we have been able to expand our successful program to Northern California, through Yerba Buena Wealth Advisors, LLC, said Scott Keffer, Founder and CEO of the The Donor Motivation Program®. Bruce Frankel, Marilyn Suey and Andy Zittell have the right fit experience and know-how to build sustainable growth to non-profits in Northern California. Our work across the country over the past 18 years, has delivered great value and built a long term foundation for our clients. We, as a group of over 70 seasoned professionals, have a goal to help our non-profits raise over $1 Billion over the next few years. As of now we are well on our way!”

“We are employing the The Donor Motivation Program®” to enhance our existing planned giving programs for the American Technion Society,” said Gary Cohn, Regional Director, for the American Technion Society. “We like the “done-for-you” system that we follow just like a recipe. With the hands-on support from the great team at Yerba Buena Wealth Advisors, we are ready to go to work with our very best donors. We are very pleased with the early results we are seeing”

About Yerba Buena Wealth Advisors, LLC

Yerba Buena Wealth Advisors, LLC is a Registered Investment Advisor (RIA) firm providing planned giving consulting and estate & wealth planning services to our select clientele. We offer the highly successful Donor Motivation Program® using a clearly defined, dynamic process that seeks to grow an existing, or build from scratch, sustainable planned giving program. Based in San Rafael, we are dedicated to helping our non-profit clients, and their donors, make a greater impact on the people and causes they care about deeply.

Financial Planning and The Donor Motivation Program® (DMP) offered through Yerba Buena Wealth Advisors, LLC, a Registered Investment Advisor.

About The Donor Motivation Program®
The Donor Motivation Program® - Since 1995, we have used our skills to listen to our nonprofits and their donors and take what we’ve heard to build and perfect a proactive planned giving system that is the bridge between organizations and their donors.
Through The Donor Motivation Program® and an international network of trained professionals, we have helped North American charities, large and small, “Motivate Planned Giving!” More than 15,000 donors have engaged in our C2 Donor Presentation Experience and rated it either “one of the finest” or “absolutely the best” of its type. Why? Because it “Speaks Donor!”

About the American Technion Society
Based in New York City, the American Technion Society (ATS) provides critical support to the Technion-Israel Institute of Technology, ranked among the world's leading science and technology universities. American Technion Society (ATS) Donors have provided more than $1.9 billion since its inception in 1940. Based in New York City, the ATS and its network of chapters across the U.S. provide funds for scholarships, fellowships, faculty recruitment and chairs, research, buildings, laboratories, classrooms and dormitories, and more.
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Lorna Stegall

Marilyn Suey
Yerba Buena Wealth Advisors, LLC.
since: 09/2014
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