Yerba Buena Wealth Advisors, LLC. (YBWA) Shares the Donor Motivation Program®To Support Bay Area Charities’ Planned Giving Efforts

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CFRE Continuing Education Credit for Attendees of the Donor Motivation Program® in 2016

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The 7 Most Influential Planned Giving Trends… And How Concerned Nonprofits Can Take Action Now was very thorough with the right amount of data & story

Yerba Buena Wealth Advisors, LLC, the exclusive provider of The Donor Motivation Program® (DMP) for Northern California, will present “The 7 Most Influential Planned Giving Trends… And How Concerned Nonprofits Can Take Action Now” for its first seminar in 2016.

This private presentation is scheduled for February 23rd and 24th, in San Ramon and San Rafael, respectively. The research that will be presented uncovers the latest insights on the challenges non-profits face as they continue to fund raise in today’s environment, as well as key donor concerns, and how to respond appropriately.

The presentation shared last year was an “excellent compilation of prior giving statistics presented in an organized fashion. It leads me to believe our biggest successes are in developing a planned giving program” said, the Treasurer of a well-known Bay Area Health Care Foundation. Each of the sessions in 2015 were sold out with wait lists, as planned giving officers were seeking the latest research and best practices.

“The 7 Most Influential Planned Giving Trends… And How Concerned Nonprofits Can Take Action Now was very thorough with the right amount of data & story”, said a Social Services Major Gifts Officer.

The Donor Motivation Program® has been recognized by CFRE International (Certified Fund Raising Executives) as qualifying for CFRE Education points. Each of our DMP programs will provide participants one point of CFRE credit:

     • The 7 Most Influential Planned Giving Trends… And How Concerned Nonprofits Can Take Action Now
     • How to Create High Trust Donor Relationships…In a Low Trust World

The CFRE credential is recognized worldwide as the global standard for the fundraising profession.

“The response we are receiving from the introduction of The Donor Motivation Program® in the San Francisco Bay Area has been phenomenal,” says Andy Zittell, Principal and Partner of Yerba Buena Wealth Advisors, the provider of the Donor Motivation Program® in Northern California. “This is a proven and successful research-based program making a big impact in the United States and Canada.”

Mr. Zittell continued, “When Executive Directors, Development Directors and Planned Giving Officers see critical and common mistakes made by non-profits in their approach to creating and managing a sustained planned giving program for their organization, it resonates with them in their environment. We illustrate some eye-opening trends and best practices for planned giving. Whether large or small, established or new, non-profits are beginning to realize how planned giving can be the perfect complement, not a competitor, to current year gifting programs because of its donor-centric message. In a well-established planned giving program, the needs of the donor are the primary concern, and what’s good for the donor is good for the charity as well.”

The February presentations are scheduled as follows:

     WHEN: 11:30 AM – 1:00 PM Tuesday, February 23, 2016
     WHERE: Bishop Ranch 3, 2603 Camino Ramon, Suite 287, San Ramon, CA 95483

     WHEN: 11:30 AM – 1:00 PM Wednesday, February 24, 2016
     WHERE: 1101 Fifth Avenue, Suite 310, San Rafael, CA 94901

A complimentary lunch will be served at both meetings. Please let us know if you have special dietary needs when you make your reservation.

To RSVP to our February events, or to schedule a private appointment on how The Donor Motivation Program® can best help fulfill your charity’s mission, contact Kelley Sastokas at 925-219-0080 or
kelley(at)donormotivationnorcal(dot)com.

About Yerba Buena Wealth Advisors, LLC
Based in San Rafael, CA Yerba Buena Wealth Advisors, LLC consultancy firm specializes in helping their non-profit clients, their donors, entrepreneurs, and accredited investors make an even greater impact on the people and causes they care about deeply. Yerba Buena Wealth Advisors is the exclusive provider of the Donor Motivation Program® for Northern California. Our work with Non Profits and their donors brings focus to giving and sparks incredible outcomes on charitable causes, the community, and the donor’s legacy. http://www.ybwa.net

About The Donor Motivation Program®
The Donor Motivation Program® is based on 20 years of research and provides a systemized process with proven tools designed to help Non Profits enhance their existing planned giving program or establish one for the first time. The Donor Motivation Program® educates and consults Non Profits based on the current trends of donors. http://www.donormotivationnorcal.com

Andrew Zittell is a Registered Representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Yerba Buena Financial Partners, LLC, a Registered Investment Advisor. The Donor Motivation Program ® (DMP) is offered through Yerba Buena Wealth Advisors, LLC. Yerba Buena Financial Partners, LLC and Yerba Buena Wealth Advisors, LLC are separate entities from LPL Financial. © 2014. Donor Motivation Northern California. All Rights Reserved.

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