Personal Giving Specialists
Sue Bochner + Associates provides consulting and administrative services to persons who wish to set up an organized donation program, and is also geared to handle the day-to-day administration of established foundations. Sue Bochner + Associates offers each client individual attention, experience, and discretion. Clients entrust their desire to build an appropriate and permanent legacy to a company versed in the intricacies and opportunities of planned donations.
Why Consult a Professional?
Philanthropy is an important financial investment that requires professional management. A structured donation program brings family and friends together to give to the community in a meaningful way, enabling you to give direction and longevity to your philanthropic expression. Planning and developing a personal charity program requires a unique combination of skills, experience and sensitivity. Your gift program must be individually designed to ensure confidence, continuity, financial viability and charitable relevance.
Personal Donation Services
Sue Bochner + Associates provides a variety of services to suit donor requirements.
Creating a New Program
- Assess personal requirements
- Structure a program specific to each client's needs
- Where appropriate, establish a private foundation
- Develop a focus with a potential charitable profile
- Research and present a list of charitable candidates
- Institute a decision-making process
- Assist in choosing and monitoring of grant recipients
- Provide complete guidance from solicitation to issuing grant cheque
- Ensure proper use of grant funds
- Prepare all materials for Board meetings
- Deliver ongoing educational training for Board members
- Audit and report on past giving with recommendations for future
Testimonials
Sue Bochner provided the clarity, which helped focus my efforts in creating what became the Toskan Casale Foundation. Through the development of the Foundation, that same clarity further helped us develop a program that engages youth in philanthropy. Today our Youth and Philanthropy Initiative grants to charities through students who have been given the tools necessary to help better their communities. Sue Bochner was instrumental in setting us on the path, to a program that now impacts and influences the good in over 20,000 students, globally.
-Julie Casale
Toskan Casale Foundation