KINDNESS AND GENEROSITY ARE LIKE SUNSHINE EVERYDAY - LET'S LEAD THE WAY!

Nonprofits: Johnson Betts provides workshops, trainings, and consulting on planned giving, and estate and philanthropy strategies. 

We provide services to all types of nonprofits, educational institutions, foundations, development staff, fundraisers, leadership, boards, volunteers, giving circles, and others. 

The Peter and Charlotte Cade Workshop

This case study focuses on an African American couple, their small business, ancestral property, retirement concerns, and other issues (legal, finances, giving, estate planning).

Learn strategies to help your organization navigate the cultural nuances that many organizations struggle with when it comes to engaging donors and clients from diverse backgrounds and communities. 

For profit business: Workshops, trainings, consulting; planned giving and estate and philanthropy strategies (clients, staff, others).

Offices: Professional advisors, real estate, banks, wealth management, law firms, financial planners, nonprofits

Individuals: 1:1 coaching and training available to help you gain the motivation and inspiration to get started on putting your plan in place. 

Career goals/Professionals: You want to learn more about planned giving? Are you thinking about transitioning into planned giving from another profession or role (fundraisers, legal professionals, and others who want to enhance their knowledge or pursue planned giving as a career)? 

Our Estate and Philanthropy Coach™ will map out your strategy.

Johnson Betts will provide you with valuable DEI insights (consulting and workshops). 

Our consultants will work with your organization to develop a plan to address the cultural nuances and matters that are of concern to many of your prospects, clients, donors, and supporters who are from diverse backgrounds and communities. Diversity, Equity, and Inclusion (DEI) in Planned Giving. 

Map out a strategy now to help your organization's bottom line. 

Ladies’ Estate Planning Tea™ We have put together helpful resources, coaching sessions, workshops, and trainings to help your clients and donors get over the estate planning hurdles that they face and create a roadmap for their loved ones and their charitable giving wishes. It is a conversation, mindset talk, and inspiring discussion. 

Offices: Professional advisors, real estate, wealth managers, law firms, financial planners, nonprofits

Women's groups: social clubs, ministries, sororities, events