Yerba Buena Wealth Advisors, LLC (YBWA) Helping Non Profits Engage with Their Very Best Donors in 2015

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YBWA shares the Donor Motivation Program® to Support Bay Area Non Profits Planned Giving Efforts

The research uncovers the latest up-to-date insights on the challenges non profits face as they continue to fundraise in today’s environment, as well as what donors are thinking about today.

Yerba Buena Wealth Advisors, LLC, the exclusive provider of The Donor Motivation Program ® for Northern California, will present “The 7 Most Influential Planned Giving Trends… And How Concerned Non Profits Can Take Action Now”.

This private presentation is scheduled for February 24th and February 25th, in San Ramon and San Rafael, respectively. The research uncovers the latest up-to-date insights on the challenges non profits face as they continue to fundraise in today’s environment, as well as what donors are thinking about today… and how non profits can respond in a timely fashion.

“The response we are receiving from the introduction of The Donor Motivation Program® into the San Francisco Bay Area has been phenomenal,” says Bruce Frankel, Managing Partner of Yerba Buena Wealth Advisors, the provider of the Donor Motivation Program® in the Bay Area. “This is a proven successful research-based program in the United States and Canada.”

Mr. Frankel continued, “When Executive Directors, Development Directors and Planned Giving Officers see the critical and common mistakes made by non profits in their approach to creating and managing a sustained planned giving program for their organization, it rings true to their environment. Whether large or small, established or new, when we then illustrate the trends and best practices for planned giving, it is a real eye opener. They realize how planned giving can be the perfect complement, not competitor, to current year gifting programs because it’s donor-centric – the needs of the donor are the primary concern; 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 24, 2015
Where: 2603 Camino Ramon, Ste; 287 at Bishop Ranch #3, San Ramon, CA 94583

When: 11:30 AM – 1:00 PM Wednesday, February 25, 2015
Where: 1101 Fifth Avenue, Suite 310 – San Rafael

A complimentary lunch will be served at both meetings.

To RSVP please call Shannon Lin at 925-219-0080, or by email to rsvp(at)donormotivationnorcal(dot)com.

About Yerba Buena Wealth Advisors, LLC
Yerba Buena Wealth Advisors, LLC is a consultancy firm who specializes in Non Profit Planned Giving Program Development, as well as Estate and Wealth planning services to donors. We are the provider of the Donor Motivation Program® in Northern California, which offers Non Profit organizations a turnkey, systemized approach, based on 20 years of research, to exponentially grow planned giving results with minimal resources. 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. Based in San Rafael, CA, we are dedicated to helping our clients, non-profits and their donors, make an even greater impact on the people and causes they care about deeply.

About The Donor Motivation Program®
Since 1995, The Donor Motivation Program® has used feedback from non profits 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."

The Donor Motivation Program® and financial planning offered through Yerba Buena Wealth Advisors, LLC, a Registered Investment Advisor and separate entity from LPL Financial. Bruce Frankel, Marilyn Suey and Andrew Zittell are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. © 2014. Donor Motivation Northern California. All Rights Reserved.

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Sally Sauvignon
YBWA - Philanthropy
since: 09/2014
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