Yerba Buena Wealth Advisors, LLC shares the Donor Motivation Program® to Support Bay Area Charities’ Planned Giving Efforts

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Helping Charities Overcome Seven Challenging Trends Through a Donor Centric Approach

Yerba Buena Wealth Advisors, LLC, will share and highlight The Donor Motivation Program ® on November 4th in San Francisco and November 5th in San Rafael. Non Profit organizations are invited to join us for this private presentation as we discuss the current landscape that charities face today. The presentation will include a review of seven challenging planned giving trends, according to a recently released special report, as well as how non-profits can overcome these trends by using a donor-centric approach.

According to a recently released Special Report, The 7 Most Influential Planned Giving Trends in 2014”, charities face good news and bad news. This annually updated report, available at, also outlines the five major concerns that today’s donor faces and cites a survey of the middle and upper class showing that “gifts to charity” comes in last in terms of wealth priorities. Not that those surveyed are not charitable, they are, it’s simply that the challenges of modern life have caused donors to re-evaluate, and charity has become a lower priority.

Charities, on the other hand, face their own set of challenges, including the need for annual funding. Major giving campaigns play a huge role in charities’ funding strategies.

“Major giving is focused on gifts of cash and securities,” says Bruce Frankel, Managing Partner of Yerba Buena Wealth Advisors, the provider of the Donor Motivation Program® in the Bay Area, “These are the two assets that most donors are concerned about keeping and preserving, because they worry about running out of money. With inflation, rising cost of health care and living longer, seniors have more concerns than in prior generations. Major giving programs, although vital to every charity, are by their nature charity-centric. They are focused on the needs of the charity. That’s why it is critical today that charities also manage a vibrant planned giving programs. Planned giving is the perfect complement, because it’s donor-centric – the needs of the donor are the primary concern, but it’s a win-win for the non-profit as well.“

Our November presentations are scheduled as follows:
When: 11:30 AM – 1:00 PM Tuesday, November 4, 2014
Where: 201 Spear Street 11th Floor Board Room San Francisco or the following day:
When: 11:30 AM – 1:00 PM Wednesday, November 5, 2014
Where: 1101 Fifth Avenue, Suite 310 – San Rafael
A complimentary lunch will be served at both meetings. Please let us know if you have special dietary regimens when you make your reservation. Please contact Marilyn Suey, at rsvp(at)donormotivationnorcal(dot)com or call our office to RVSP at 925-219-0080.

About Yerba Buena Wealth Advisors, LLC
Yerba Buena Wealth Advisors, LLC is a Registered Investment Advisor (RIA) firm providing Planned Giving consulting, Estate and Wealth Planning services to our select clientele. We offer comprehensive wealth management using a clearly defined dynamic process that seeks to grow and protect wealth. Based in San Rafael, we are dedicated to helping our clients, non-profits 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®
Since 1995, The Donor Motivation Program® has used feedback from nonprofits and their donors to perfect a proactive planned giving presentation system that is the bridge between charities and their donors. Through The Donor Motivation Professionals of North America, a network of trained professionals, they show leading charities “how to double the results of their planned giving efforts.
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Sally Sauvignon
YBWA - Philanthropy
since: 09/2014
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