OUR CLIENTS



We serve a broad range of clients, each with different ambitions and resources. We are pleased to work with large institutions with complex development functions, as well as smaller non-profits. We have worked with national organizations that include chapters or affiliates, and local entities serving a more regional constituency. We have also partnered with individuals to help craft their gifts to various charities.



SOME OF OUR CLIENTS



“I have had the pleasure of knowing Lynn for some time, first as a colleague at the University of Pennsylvania and, more recently, as a consultant for Moore College of Art & Design. As such, she advised Moore on the creation of a comprehensive set of gift acceptance and counting policies, as well as helped the College launch a new planned giving program. Lynn is one of the brightest, most thoughtful gift planning professionals I’ve met throughout my career, and she is able to engage audiences (College leadership, faculty, staff and alumni) in a warm, genuine manner while discussing complicated and, at times, sensitive matters. She has helped make me a smarter fund raising professional while assisting with the creation of an initiative that will benefit Moore and our donors for many years to come. She’s the best!”



Elizabeth K. Cahill

Vice President for Institutional Advancement

Moore College of Art & Design



“Wrapped up our Philanthropy Staff retreat yesterday…and when I asked everyone about “what was the most valuable take away” – they all referenced the Storytelling session by Lynn. She was an absolute hit because she does her homework on whichever industry she is working with and provides everyone participating in the sessions with inspirational next steps that they can immediately put in to action."



Beverly Grove

Senior Vice President Philanthropy

The Kendal Corporation



"Lynn was a great partner for The Franklin Institute. She provided close counsel and an important road map for a nearly 200 year old legacy institution to take the right steps towards broadening the opportunities presented to its most loyal and generous supporters. The trainings she provided for staff and Board leadership were met with rave reviews and gave us all the tools and information we needed to have confidence in driving our planned giving strategies and conversations forward. Her expertise is second-to-none and her many years working directly with donors allows her to provide thoughtful strategic advice that considers both sides of the conversation. I highly recommend her!"



Julie Appolloni March

Director of Principal Gifts

The Franklin Institute



"Lynn facilitated a workshop based on her book, Storytelling: The Secret Sauce of Fundraising, for me and my colleagues. The overall sentiment was that it was one of the best presentations we have had in a long time. Lynn was able to provide organizationally specific feedback, that included several activities that focused on our unique mission and ongoing growth. I would highly recommend Lynn's presentation for any nonprofit looking to fully engage their constituents."



Colleen Becht-Foltz, CFRE CAP

Gift Planning Officer

American Red Cross



"Lynn has been the planned giving consultant for Episcopal Community Services since 2012. She assists with strategy and has presented several times to our board of trustees and advancement committee. She helped them to understand the importance of planned gifts in both an annual and capital campaign, and their individual role in the solicitation process. Her presentations are always clear, energetic and engaging. She is also a constant resource for individual donor strategy, planning and the review of complex estate gifts and bequests.I would highly recommend Lynn as a gift planning advisor."



Kim Shiley

Associate Executive Director

Episcopal Community Services



Philadelphia, PA



GIFT PLANNING ADVISOR