Planned and major giving advisor
Donor advised funds, appreciated stock, bequests.
Help us prepare for larger and planned gifts, with clear processes, appropriate advice, and commitments the organization can honor.
The work
- Being the person we can put on the phone with a donor’s advisor, attorney or broker.
- Drafting bequest language we can publish.
- Telling us when a gift structure is a bad idea for us.
Your first month
- Read our donate page as a donor’s advisor would, and mark what is missing.
- Tell us which gift types we should be ready to accept, and which to decline for now.
Who it suits
- You are a financial advisor, estate attorney, CPA or planned giving officer.
- You have walked a client through a DAF grant or a stock transfer.
You do not need board experience or any availability on a schedule.
Not this
- Soliciting your own clients. That is a conflict and we are not asking for it.
- Managing investments. We have no portfolio.
Careful gift planning supports the work for the long term.
Adapt To Life expands access to adaptive sports so athletes can find their place. We bring people and opportunities together and build the support around participation. Read our story
Planned and major giving advisor.
Start with your name and email. We’ll talk through the work, timing, and any screening or credentials before you begin.
Unpaid volunteer role, and no employment relationship. Volunteer time is not a tax-deductible gift, though out-of-pocket expenses sometimes are. Adapt To Life is a recognized 501(c)(3), EIN 41-3213344.