Donor Motivation – Going Beyond the Courting Phase: Cruz Investments and Wealth Management Founder Brings New Program to Local Charities

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Certified Financial Planner Rey Cruz, Founder and Owner of Cruz Investments and Wealth Management, is proud to share an innovative method that helps charities to motivate donors: The Donor Motivation Program.

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We see positive results every time. This is an unbelievable program that helps charities with their donor programs. It is cost effective and builds a roadmap to success.

Certified Financial Planner Rey Cruz is proud to share an innovative method that helps charities to motivate donors: The Donor Motivation Program. The step-by-step plan guides charities through the process of engaging donors at a higher level and becoming the “Charity of Choice” for them.

“We see positive results every time,” says Cruz. “This is an unbelievable program that helps charities with their donor programs. It is cost effective and builds a roadmap to success.”

This method is helping charities build their endowment funds. It is these planned giving funds that keep charities afloat when economic times get tough. Charity officers often only have the time to see 75 - 100 people per year to build donor relationships. The Donor Motivation method allows them to reach up to an additional 100 people per year and aid in creating those endowments.

Rey Cruz is one of two licensed Donor Motivation specialists in Illinois. He saw a need for this type of program while donating time and money to his personal charitable causes. Then he learned of Scott Keffer, the program founder, earned his license and now brings help to local charities.

About Rey Cruz:

Rey Cruz is the Founder and Owner of Cruz Investments and Wealth Management. He is a certified financial planner CFP™, a Master Elite Tax advisor with Ed Slott, CPA and Co., and a registered investment advisor (RIA) in the state of Illinois. He has served the Chicagoland area as an authority on IRAs for nearly thirty years. For more information visit http://www.ReyCruz.com or email him at service(at)ReyCruz(dot)com.

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Jacqueline Camacho-Ruiz
JJR Marketing
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