Comments from clients

“Kris has been a remarkable force in moving important projects forward.  This spring, Kris is working with us to create a new strategy for including and encouraging bequest gifts in our campaign, planning and implementing a bequest survey follow up package, and writing a complex proposal for a real estate funded Charitable Remainder Trust. Kris’s value as a consultant comes from the her high level of  technical expertise combined with the interpersonal, donor-centered perspective.  Her instincts as a planned giving professional are sharp and she delivers high quality work.   I enjoy working with her and recommend her highly, whether your organization is just starting with planned giving or has a developed, and growing, program.”

-Arlene Holtzman, Director of Planned Giving, Simmons College

“Kris Willcox has helped our small shop in a number of ways. She has delivered introductory presentations about planned giving for our Development Committee and has helped us develop brochures and materials tailored to our specific needs. Well organized and knowledgeable, she is a delightful and professional consultant. I truly value her assistance as we continue planned giving options at Cotting School.”

-Elizabeth C. Peters, Director of Advancement, Cotting School

“Kris was very helpful to us at the Winchester Unitarian Church in setting up and executing a Planned Giving program. Very knowledgeable and easy to work with and has a style that sits well with the congregation and those members who should be considering the church in their wills. I highly recommend her.”

-Chuck Kuhn, Board member, Winchester Unitarian Church

“Kris is a very experienced planned giving professional. She has a thorough knowledge of all the tools and regulations associated with various types of planned gifts including bequests, charitable gift annuities, charitable remainder trusts, gifts from retirement funds, and life insurance. In additional to the depth of her knowledge, she is also a great writer. She is able to describe the complexity of planned giving in easily understandable terms in both gift proposals and marketing materials. She makes sure each project is the best that it can be and completed on-time. She is also a warm and caring person who is a friend to donors and colleagues alike.”

-Rebecca Scott, Director of Gift Planning, Tufts University and VP of Programming, Planned Giving Group of New England

 

“…Not only was Kris extremely helpful in fielding complex requests… pulling on her own extensive knowledge and utilizing her contacts to research new issues, but she also was insightful and practical making suggestions to improve our procedures and systems. She streamlined templates, advised us on best practices in the planned giving field, suggested ways to better utilize our database, and improved our boilerplate letters. Once we hired a planned giving officer, Kris provided tailored training to her and the rest of our development team — both ‘Planned Giving 101’ and ways to integrate planned giving into donor visit conversations that has proven useful to all our development officers. Kris is capable, knowledgeable, and responsible — and adding to that, she is easy to work with, communicative, and comes up to speed very quickly. I would highly recommend her to any organization who is finding themselves temporarily understaffed in planned giving or who is looking for a fresh set of eyes to improve their overall program.”

-Jennifer N., Director of Major Gifts, Union of Concerned Scientists

 

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